Civic Intelligence

Rancho Santa Fe Foundation

990 • Fiscal year 2014 • EIN 95-3709639

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 05, 2015

Organization ProfileWWW.RSFFOUNDATION.ORG

View Organization Page

PO Box 811Rancho Santa Fe, CA 92067

(858) 756-6557

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.19x

Higher debt load relative to assets than 36% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

1.20x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

87th percentile

41%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$149,217

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

59th percentile

7.1%

Faster asset growth than 59% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-26%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$87,933,708

Up $5,799,415 (+7.1%) from 2013

Net Assets

Up

$71,571,466

Up $5,855,075 (+8.9%) from 2013

Liabilities

Down

$16,362,242

Down $55,660 (-0.3%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin87th percentile

Revenue

Down

$13,690,955

Down $4,935,345 (-26%) from 2013

Expenses

Up

$8,114,438

Up $3,952,032 (+95%) from 2013

Net Income

Down

$5,576,517

Down $8,887,377 (-61%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$200M$150M$100M$50M$0Assets 2011: $41,790,988Liabilities 2011: $11,409,524Net Assets 2011: $30,381,4642011Assets 2012: $59,385,312Liabilities 2012: $13,556,541Net Assets 2012: $45,828,7712012Assets 2013: $82,134,293Liabilities 2013: $16,417,902Net Assets 2013: $65,716,3912013Assets 2014: $87,933,708Liabilities 2014: $16,362,242Net Assets 2014: $71,571,4662014Assets 2015: $94,633,279Liabilities 2015: $20,487,652Net Assets 2015: $74,145,6272015Assets 2016: $108,516,436Liabilities 2016: $25,014,073Net Assets 2016: $83,502,3632016Assets 2017: $120,228,312Liabilities 2017: $30,841,728Net Assets 2017: $89,386,5842017Assets 2018: $116,573,152Liabilities 2018: $28,790,156Net Assets 2018: $87,782,9962018Assets 2019: $133,002,190Liabilities 2019: $36,063,706Net Assets 2019: $96,938,4842019Assets 2020: $147,599,725Liabilities 2020: $42,056,315Net Assets 2020: $105,543,4102020Assets 2021: $166,599,422Liabilities 2021: $49,462,725Net Assets 2021: $117,136,6972021Assets 2022: $146,635,800Liabilities 2022: $42,485,132Net Assets 2022: $104,150,6682022Assets 2023: $160,817,877Liabilities 2023: $45,980,732Net Assets 2023: $114,837,1452023Assets 2024: $188,678,612Liabilities 2024: $50,673,873Net Assets 2024: $138,004,7392024

Highlighted filing

2014

Assets$87,933,708
Liabilities$16,362,242
Net Assets$71,571,466
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $3,024,8022011Expenses 2012: $2,612,1132012Revenue 2013: $18,626,300Expenses 2013: $4,162,406Net Income 2013: $14,463,8942013Revenue 2014: $13,690,955Expenses 2014: $8,114,438Net Income 2014: $5,576,5172014Revenue 2015: $12,672,475Expenses 2015: $6,044,299Net Income 2015: $6,628,1762015Revenue 2016: $12,142,941Expenses 2016: $6,235,839Net Income 2016: $5,907,1022016Revenue 2017: $10,209,119Expenses 2017: $9,013,147Net Income 2017: $1,195,9722017Revenue 2018: $22,283,767Expenses 2018: $8,817,521Net Income 2018: $13,466,2462018Revenue 2019: $12,258,547Expenses 2019: $12,248,679Net Income 2019: $9,8682019Revenue 2020: $11,932,197Expenses 2020: $12,909,370Net Income 2020: -$977,1732020Revenue 2021: $22,283,277Expenses 2021: $13,322,003Net Income 2021: $8,961,2742021Revenue 2022: $17,178,237Expenses 2022: $11,048,947Net Income 2022: $6,129,2902022Revenue 2023: $15,000,167Expenses 2023: $12,906,142Net Income 2023: $2,094,0252023Revenue 2024: $33,756,679Expenses 2024: $15,943,875Net Income 2024: $17,812,8042024

Highlighted filing

2014

Revenue$13,690,955
Expenses$8,114,438
Net Income$5,576,517
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 5, 2015
Return Version
2014v5.0
Gross Receipts
$41,160,691
Mission and Program Overview

Mission

To connect donors with regional and global needs through visionary community leadership, personalized service and effective grantmaking.

Promotes philanthropy by assisting donors to build assets for their chosen charities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$58,996,335$65,501,460▲ $6,505,125
Pledges and Grants Receivable$5,953,964$5,369,204▼ $584,760
Cash and Non-Interest-Bearing Accounts$621,772$471,716▼ $150,056
Savings and Temporary Cash Investments$106,020$181,037▲ $75,017
Land, Buildings, and Equipment, Net$33,553$50,787▲ $17,234
Prepaid Expenses and Deferred Charges$17,008$10,230▼ $6,778
Total Assets$82,134,293$87,933,708▲ $5,799,415
Other Assets Total$16,405,641$16,349,274▼ $56,367
Liabilities
Escrow Account Liability$16,401,541$16,345,174▼ $56,367
Accounts Payable and Accrued Expenses$16,361$17,068▲ $707
Total Liabilities$16,417,902$16,362,242▼ $55,660
Net Assets / Fund Balance
Permanently Rstr Net Assets$30,159,549$33,233,923▲ $3,074,374
Unrestricted Net Assets$29,465,276$31,886,128▲ $2,420,852
Temporarily Rstr Net Assets$6,091,566$6,451,415▲ $359,849
Total Net Assets Fund Balance$65,716,391$71,571,466▲ $5,855,075
Total Liabilities and Net Assets / Fund Balance$82,134,293$87,933,708▲ $5,799,415

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,078$62,773$90,851
Leasehold Improvements$17,287-$17,287
Other Land Buildings$5,422$9,223$14,645
Other Assets Org$4,100--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$34,710,182$2,839,863▲ $1,641,657-$37,595,624
2013$22,438,964$10,539,492▲ $3,930,484-$34,710,182
2012$20,038,064$1,000,600▲ $1,733,387-$22,438,964
2011$9,677,077$10,923,662▼ $152,279-$20,038,064
2010$6,734,123$2,319,565▲ $989,401-$9,677,077
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christina WilsonExecutive DirectorFT$135,000$14,217$149,217

Board Members and Trustees

NameTitle
Neil HokansonChairman
Alyce AshcraftDirector
Betty WilliamsDirector
Bill DavidsonDirector
Bill RuhDirector
Candace HumberDirector
Constance LeviDirector
Craig DadoDirector
Daniel PlattDirector
David DownDirector
Donna WalkerDirector
Franci FreeDirector
Glenn OratzDirector
Gordon SwansonDirector
Hugh GreenwayDirector
John MajorDirector
Kate WilliamsDirector
Kimberly KingDirector
Mark HolmlundDirector
Michael LobatzDirector
Paul ThielDirector
Paula PowersDirector
Rich CollatoDirector
Richard SappDirector
Ron McmahonDirector
Steve SimpsonDirector
Terry AtkinsonDirector
Victoria HanlonDirector
Gigi FenleySecretary
Robert VanoskyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,748,349
Program Service Revenue
$0
Investment Income
$2,804,415
Other Revenue
$138,191
All Other Contributions
$10,748,349
Change in Net Assets
$5,576,517

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded30$2,078,275Fair Market Value (FMV)
Total Noncash Contributions30$2,078,275-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,690,956
Revenue Not Reported on Financial Statements
$-1
Revenue Not Reported on Form 990
$278,558
Other Revenue Adjustments
$-1
Total Revenue per Audited Statements
$13,969,514
Total Revenue per Form 990
$13,690,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,333,704
Salaries, Compensation, and Employee Benefits$452,360
Other Expenses$328,374
Total Fundraising Expense$219,921
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,328,604--$7,328,604
Other Salaries and Wages$66,985$172,591$5,476$245,052
Current Officers, Directors, Trustees, and Key Employees$13,706$27,411$95,940$137,057
Occupancy$18,795$18,794$18,795$56,384
Advertising--$51,750$51,750
Other Employee Benefits$8,873$21,994$11,153$42,020
Conferences and Meetings$3,207$22,722$12,673$38,602
Fees for Services Accounting$1,446$35,186$1,818$38,450
Fees for Services Legal-$29,534-$29,534
Payroll Taxes$5,962$14,776$7,493$28,231
Information Technology$2,021$16,762-$18,783
All Other Expenses$3,078$11,815$2,756$17,649
Office Expenses$6,035$4,846$4,848$15,729
Insurance$566$9,219$712$10,497
Depreciation Depletion-$8,505-$8,505
Other Expenses$2,609$2,609$2,609$7,827
Travel-$4,908-$4,908
Grants to Domestic Individuals$4,000--$4,000
Foreign Grants$1,100--$1,100
Fees for Services Other$495$375-$870
Interest$221$221$221$663
Total Functional Expenses$7,475,288$419,229$219,921$8,114,438

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,114,438
Total Expenses per Audited Statements$8,114,438
Total Expenses per Form 990$8,114,438
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Schwab Charitable FundOrlando, FL501(c)(3)Philanthropy$2,490,278
Indiana UniversityIndianapolis, IN501(c)(3)College/university$300,000
Sanford Burnham Institute for Medical ResearchLa Jolla, CA501(c)(3)Research$252,500
Village Community Presbyterian ChurchRancho Santa Fe, CA501(c)(3)Worship$251,009
Integra CenterSan Diego, CA501(c)(3)Inclusion$231,000
Scripps Health FoundationLa Jolla, CA501(c)(3)Hospitals$167,100
St John SchoolEncinitas, CA501(c)(3)K-12$150,000
All Hallows Catholic ChurchLa Jolla, CA501(c)(3)Training/study$135,000
Mainly MozartSan Diego, CA501(c)(3)Music$125,500
Cambridge SchoolSan Diego, CA501(c)(3)K-12$125,000
Kraemer Endowment FoundationEl Cajon, CA501(c)(3)Economic Development$125,000
Miraglo FoundationLa Jolla, CA501(c)(3)Research$120,000
RADY CHILDREN'S HOSPITAL & HEALTH CENTERSan Diego, CA501(c)(3)Hospitals$110,320
University of Virginia Law School FoundationCharlottesville, VA501(c)(3)College/university$100,000
San Diego Botanic GardenEncinitas, CA501(c)(3)Botanic Gardens$73,135
Church of the NativityRancho Santa Fe, CA501(c)(3)Worship$70,100
Emilio Nares FoundationSan Diego, CA501(c)(3)Medical Care$70,000
Mingei International MuseumSan Diego, CA501(c)(3)Museum$60,750
Dreams for ChangeSan Diego, CA501(c)(3)Basic Needs$58,438
Mercy Hospital FoundationSan Diego, CA501(c)(3)Hospitals$52,000
Ymca of San Diego CountySan Diego, CA501(c)(3)Youth Development$51,250
Army Historical FoundationArlington, VA501(c)(3)Historic Societies$50,000
Final Salute IncHaymarket, VA501(c)(3)Housing/shelter$50,000
Institute for Advanced Catholic StudiesLos Angeles, CA501(c)(3)Religious Studies$50,000
Wheels in Motion FoundationSurprise, AZ501(c)(3)Youth Development$50,000
West Lake Hills Presbyterian Church FoundationAustin, TX501(c)(3)Worship$45,000
Interfaith Community ServicesEscondido, CA501(c)(3)Basic Needs$44,410
Iowa State University FoundationAmes, IA501(c)(3)College/university$42,680
Mira Costa College FoundationOceanside, CA501(c)(3)Community College$42,250
Pacific Ridge SchoolCarlsbad, CA501(c)(3)K-12$38,500
Outreach Foundation of the Presbyterian ChurchFranklin, TN501(c)(3)Education$37,000
New Haven Youth & Family ServicesVista, CA501(c)(3)Youth Development$36,000
North County LifelineVista, CA501(c)(3)Education$35,000
San Diego Second Chance ProgramSan Diego, CA501(c)(3)Economic Development$35,000
Reality ChangersSan Diego, CA501(c)(3)Youth Development$33,000
La Costa Youth OrganizationCarlsbad, CA501(c)(3)Youth Development$31,000
San Diego GrantmakersSan Diego, CA501(c)(3)Community Development$30,500
Big Brothers Big Sisters of San Diego CountySan Diego, CA501(c)(3)After School Programs$30,000
Boys and Girls Clubs of Austin & Travis CountiesAustin, TX501(c)(3)Youth Development$30,000
CECILY'S CLOSETEncinitas, CA501(c)(3)Inclusion$30,000
Capital Area Food Bank of Texas IncAustin, TX501(c)(3)Food$30,000
Outdoor OutreachSan Diego, CA501(c)(3)Youth Development$30,000
Rancho Santa Fe AssociationRancho Santa Fe, CA501(c)(4)Philanthropy$29,662
Rancho Santa Fe Seniors IncRancho Santa Fe, CA501(c)(3)Aging Services$27,604
United Way of San DiegoSan Diego, CA501(c)(3)Community Development$27,213
Salvation Army - Sierra Del Mar RegionSan Diego, CA501(c)(3)Basic Needs$26,770
Horizon Christian FellowshipRancho Santa Fe, CA501(c)(3)Training/study$25,500
MAMA'S KITCHENSan Diego, CA501(c)(3)Food$25,430
Boys & Girls Club of Greater San DiegoSan Diego, CA501(c)(3)Youth Development$25,000
Kids Can Free the ChildrenMountain View, CA501(c)(3)Economic Development$25,000
MT SOLEDAD VETERAN'S MEMORIAL ASSOCIATIONLa Jolla, CA501(c)(3)Military$25,000
Monarch School ProjectSan Diego, CA501(c)(3)K-12$25,000
Northern Arizona University FoundationFlagstaff, AZ501(c)(3)College/university$25,000
San Diego Social Venture PartnersSan Diego, CA501(c)(3)Economic Development$25,000
Fellowship of Christian AthletesHuntington Beach, CA501(c)(3)Youth Development$23,000
Glad Tidings IndiaParadise, PA501(c)(3)Religious Studies$22,900
Boys & Girls Clubs of San Dieguito FoundationSolana Beach, CA501(c)(3)After School Programs$20,900
Me to We FoundationWilliamsville, NY501(c)(3)Youth Development$20,000
Montgomery United Methodist ChurchMontgomery, TX501(c)(3)Worship$20,000
Pleasants County LibrarySt Marys, WV501(c)(3)Libraries$18,443
John F Kennedy Center for the Performing ArtsWashington, DC501(c)(3)Theatre$17,024
Rancho Santa Fe Library GuildRancho Santa Fe, CA501(c)(3)Libraries$16,880
Harvard UniversityCambridge, MA501(c)(3)College/university$16,000
Challenged Athletes FoundationSan Diego, CA501(c)(3)Inclusion$15,320
Casa De AmistadSolana Beach, CA501(c)(3)Youth Development$15,000
Food ForwardNorth Hollywood, CA501(c)(3)Food$15,000
La Jolla Rotary FoundationLa Jolla, CA501(c)(3)Philanthropy$15,000
San Diego Calvary Korean ChurchSan Diego, CA501(c)(3)Worship$15,000
Segerstrom Center for the ArtsCosta Mesa, CA501(c)(3)Theatre$15,000
Summerbridge San Diego IncSan Diego, CA501(c)(3)After School Programs$15,000
University of Florida FoundationGainesville, FL501(c)(3)College/university$15,000
University of Massachusetts Memorial FoundationShrewsbury, MA501(c)(3)College/university$15,000
Veterans Association of North CountyOceanside, CA501(c)(3)Economic Development$15,000
VonsEncinitas, CA501(c)(3)Disaster Relief$14,268
California State University - San MarcosSan Marcos, CA501(c)(3)College/university$13,882
Voices for ChildrenSan Diego, CA501(c)(3)Legal$13,500
Lux Art InstituteEncinitas, CA501(c)(3)Visual Arts$13,000
Teri IncOceanside, CA501(c)(3)Inclusion$13,000
KIDS' TURN SAN DIEGOSan Diego, CA501(c)(3)Youth Development$12,500
Omo Child FoundationEncinitas, CA501(c)(3)Basic Needs$12,000
Camp Pendleton Armed Services YmcaCamp Pendleton, CA501(c)(3)Youth Development$11,500
Veterans Village of San DiegoSan Diego, CA501(c)(3)Housing/shelter$11,450
Friends of the Cardiff-by-the-sea LibraryCardiff by the Sea, CA501(c)(3)Libraries$11,447
Campanile FoundationSan Diego, CA501(c)(3)College/university$11,000
San Diego Food BankSan Diego, CA501(c)(3)Food$11,000
Urban Life Ministries IncSan Diego, CA501(c)(3)Youth Development$11,000
World VisionFederal Way, WA501(c)(3)Basic Needs$11,000
Rancho Santa Fe Historical SocietyRancho Santa Fe, CA501(c)(3)Historic Projects$10,785
International Bipolar FoundationSan Diego, CA501(c)(3)Mental Health$10,500
University of San Diego-school of Leadership & Education SciencesSan Diego, CA501(c)(3)College/university$10,455
Boy Scouts of America San Diego - Imperial CouncilSan Diego, CA501(c)(3)Youth Development$10,000
Community Resource CenterEncinitas, CA501(c)(3)Housing/shelter$10,000
Dream WeaversPoway, CA501(c)(3)Youth Development$10,000
EdifySan Diego, CA501(c)(3)Economic Development$10,000
Friends of the PoorLa Jolla, CA501(c)(3)Housing/shelter$10,000
Global Journal ProjectCarlsbad, CA501(c)(3)Education$10,000
Madison FoundationMadison, CT501(c)(3)Education$10,000
Northeastern UniversityBoston, MA501(c)(3)College/university$10,000
Pacific Institute for Community OrganizationsOakland, CA501(c)(3)Community Development$10,000
Old Globe TheatreSan Diego, CA501(c)(3)Theatre$9,250
Just in Time for Foster YouthSan Diego, CA501(c)(3)Youth Development$8,500
Elementary Institute of ScienceSan Diego, CA501(c)(3)Science/tech/engineering/math$8,000
Face FoundationSan Diego, CA501(c)(3)Animal Health$8,000
Helen Woodward Animal CenterRancho Santa Fe, CA501(c)(3)Animal Health$8,000
KpbsSan Diego, CA501(c)(3)College/university$7,500
Liberty InstitutePlano, TX501(c)(3)Religious Freedom$7,500
Wreaths Across AmericaColumbia Falls, ME501(c)(3)Military$7,419
First Church of Christ ScientistRancho Santa Fe, CA501(c)(3)Religious Studies$7,304
University of California BerkeleyBerkeley, CA501(c)(3)College/university$7,300
American Academy of Pediatrics California Chapter 3San Diego, CA501(c)(3)Medical Care$7,000
Young Life - Inner City San DiegoSan Diego, CA501(c)(3)After School Programs$7,000
ResponsibilitySan Ysidro, CA501(c)(3)Economic Development$6,400
Muscular Dystrophy AssociationPortland, OR501(c)(3)Research$6,180
Miracle BabiesSan Diego, CA501(c)(3)Medical Care$6,000
Presbyterian Church of the Big WoodKetchum, ID501(c)(3)Worship$6,000
San Diego Fire Rescue FoundationEncinitas, CA501(c)(3)Disaster Relief$6,000
Asian AccessCerritos, CA501(c)(3)Training/study$5,645
Abilities UnitedPalo Alto, CA501(c)(3)Inclusion$5,000
Boys & Girls Clubs of San DieguitoSolana Beach, CA501(c)(3)After School Programs$5,000
Choc Childrens FoundationOrange, CA501(c)(3)Hospitals$5,000
Coastal Community FoundationEncinitas, CA501(c)(3)Philanthropy$5,000
Fraternity House IncEscondido, CA501(c)(3)Housing/shelter$5,000
Horses of Tir Na NogSan Diego, CA501(c)(3)Animal Health$5,000
Interfaith Shelter Network of San Diego CountySan Diego, CA501(c)(3)Housing/shelter$5,000
Kaplan College - San DiegoSan Diego, CA501(c)(3)Community College$5,000
Loyola Marymount UniversityLos Angeles, CA501(c)(3)College/university$5,000
Navy Seal FoundationVirginia Beach, VA501(c)(3)Military$5,000
New York Foundation for the ArtsBrooklyn, NY501(c)(3)Visual Arts$5,000
North Coast Presbyterian ChurchEncinitas, CA501(c)(3)Worship$5,000
R4 AllianceVienna, VA501(c)(3)Inclusion$5,000
Rancho Coastal Humane SocietyEncinitas, CA501(c)(3)Animal Health$5,000
Tijuana Christian MissionSan Ysidro, CA501(c)(3)Basic Needs$5,000
University of California IrvineIrvine, CA501(c)(3)College/university$5,000
University of California San DiegoLa Jolla, CA-College/university$5,000
Voice of San DiegoSan Diego, CA-Public Policy$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“All board members are provided with a copy of the 990 via email and must confirm that they have received and reviewed it prior to it's filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“All board members and key employees are required to sign a conflict-of-interest agreement on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the executive director is set by the executive committee, based upon the advice of and the annual performance review conducted by the board chairman.”

Form 990, Part VI, Section C, Line 19

“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 and other governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Rancho Santa Fe Foundation
EIN
95-3709639
Phone
8587566557
Address
PO BOX 811, RANCHO SANTA FE, CA 92067

Signing Officer

Name
Christina P Wilson
Title
Exec Director
Phone
8587566557
Signed
2015-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christina P Wilson
Formed
1981
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
30
Employees
7
Volunteers
29

Preparer

Firm
Cbiz Mhm LLC
Address
10616 SCRIPPS SUMMIT COURT STE 100, SAN DIEGO, CA 92131
Preparer
Robert C Gellman
Phone
8587952000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in actuarial value of split interest agreements -95,124.”

FORM 990, PART XII, LINE 2C:

“There has been no change to the way that the audit committee or board of directors oversees the audit of its financial statements and selection of an independent auditor.”

Financial Statement Notes

PART II, LINE 9:

“The foundation holds title to a 22-acre parcel of undeveloped land as well as two other parcels consisting of 4.30 acres and 3.70 acres in rancho santa fe which are to be held by the foundation in perpetuity as open space. The value of these parcels has not been included within the accompanying financial statements as the land has no recognizable value due to the nature of the restrictive circumstances under which it is held.”

PART IV, LINE 2B:

“The foundation receives contributions on behalf of unaffiliated not-for-profit agencies, which are not reflected in the foundation's statement of activites as they do not represent contributions to the foundation. The amounts due to the other agencies total 16,345,174 at december 31, 2014.”

PART V, LINE 4:

“To provide perpetual support for the operations and programs of various non-profit agencies throughout san diego county and beyond.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in actuarial value of split interest agreements -95,124.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“ROUNDING -1.”

Raw XML AppendixShowing 400 of 1,975 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt016361
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt017068
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTES PHILANTHROPY BY ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITIES.
IRS990/AdvertisingGrp/FundraisingAmt051750
IRS990/AdvertisingGrp/TotalAmt051750
IRS990/AllOtherContributionsAmt010748349
IRS990/AllOtherExpensesGrp/FundraisingAmt02756
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt011815
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03078
IRS990/AllOtherExpensesGrp/TotalAmt017649
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHRISTINA P WILSON
IRS990/BooksInCareOfDetail/PhoneNum08587566557
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 811
IRS990/BooksInCareOfDetail/USAddress/CityNm0RANCHO SANTA FE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092067
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0621772
IRS990/CashNonInterestBearingGrp/EOYAmt0471716
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt095940
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt027411
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt013706
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0137057
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt012673
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt022722
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03207
IRS990/ConferencesMeetingsGrp/TotalAmt038602
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd01
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt010748349
IRS990/CYGrantsAndSimilarPaidAmt07333704
IRS990/CYInvestmentIncomeAmt02804415
IRS990/CYOtherExpensesAmt0328374
IRS990/CYOtherRevenueAmt0138191
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt05576517
IRS990/CYSalariesCompEmpBnftPaidAmt0452360
IRS990/CYTotalExpensesAmt08114438
IRS990/CYTotalFundraisingExpenseAmt0219921
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013690955
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08505
IRS990/DepreciationDepletionGrp/TotalAmt08505
IRS990/Desc0THE PATRIOTS INITIATIVE, 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 MILITARY IN THE WORLD AND ACTIVE DUTY, VETERANS AND IN 2014, THEIR DEPENDENTS BENEFITTED FROM GRANTS RANGING FROM $1,000 TO $100,000 TO 18 DIFFERENT ORGANIZATIONS FOR A TOTAL OF NEARLY $387,000.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt016401541
IRS990/EscrowAccountLiabilityGrp/EOYAmt016345174
IRS990/ExpenseAmt0387000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01818
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt035186
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01446
IRS990/FeesForServicesAccountingGrp/TotalAmt038450
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt029534
IRS990/FeesForServicesLegalGrp/TotalAmt029534
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0375
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0495
IRS990/FeesForServicesOtherGrp/TotalAmt0870
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignGrantsGrp/ProgramServicesAmt01100
IRS990/ForeignGrantsGrp/TotalAmt01100
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt274.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt284.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt294.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3014217
IRS990/Form990PartVIISectionAGrp/PersonNm0ALYCE ASHCRAFT
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2RICH COLLATO
IRS990/Form990PartVIISectionAGrp/PersonNm3CRAIG DADO
IRS990/Form990PartVIISectionAGrp/PersonNm4BILL DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DOWN
IRS990/Form990PartVIISectionAGrp/PersonNm6FRANCI FREE
IRS990/Form990PartVIISectionAGrp/PersonNm7HUGH GREENWAY
IRS990/Form990PartVIISectionAGrp/PersonNm8VICTORIA HANLON
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK HOLMLUND
IRS990/Form990PartVIISectionAGrp/PersonNm10CANDACE HUMBER
IRS990/Form990PartVIISectionAGrp/PersonNm11KIMBERLY KING
IRS990/Form990PartVIISectionAGrp/PersonNm12CONSTANCE LEVI
IRS990/Form990PartVIISectionAGrp/PersonNm13MICHAEL LOBATZ
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN MAJOR
IRS990/Form990PartVIISectionAGrp/PersonNm15RON MCMAHON
IRS990/Form990PartVIISectionAGrp/PersonNm16GLENN ORATZ
IRS990/Form990PartVIISectionAGrp/PersonNm17DANIEL PLATT
IRS990/Form990PartVIISectionAGrp/PersonNm18PAULA POWERS
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL RUH
IRS990/Form990PartVIISectionAGrp/PersonNm20RICHARD SAPP
IRS990/Form990PartVIISectionAGrp/PersonNm21STEVE SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm22GORDON SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm23PAUL THIEL
IRS990/Form990PartVIISectionAGrp/PersonNm24DONNA WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm25BETTY WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm26KATE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm27GIGI FENLEY
IRS990/Form990PartVIISectionAGrp/PersonNm28NEIL HOKANSON
IRS990/Form990PartVIISectionAGrp/PersonNm29ROBERT VANOSKY
IRS990/Form990PartVIISectionAGrp/PersonNm30CHRISTINA WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30135000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt29TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01981
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01321050
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantAmt0387000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt04000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt04000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt07328604
IRS990/GrantsToDomesticOrgsGrp/TotalAmt07328604
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028790786
IRS990/GrossReceiptsAmt041160691
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt030
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt016762
IRS990/InformationTechnologyGrp/ProgramServicesAmt02021
IRS990/InformationTechnologyGrp/TotalAmt018783
IRS990/InsuranceGrp/FundraisingAmt0712
IRS990/InsuranceGrp/ManagementAndGeneralAmt09219
IRS990/InsuranceGrp/ProgramServicesAmt0566
IRS990/InsuranceGrp/TotalAmt010497
IRS990/InterestGrp/FundraisingAmt0221
IRS990/InterestGrp/ManagementAndGeneralAmt0221
IRS990/InterestGrp/ProgramServicesAmt0221
IRS990/InterestGrp/TotalAmt0663
IRS990/InvestmentIncomeGrp/ExclusionAmt01483365
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01483365
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058996335
IRS990/InvestmentsPubTradedSecGrp/EOYAmt065501460
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt071996
IRS990/LandBldgEquipBasisNetGrp/BOYAmt033553
IRS990/LandBldgEquipBasisNetGrp/EOYAmt050787
IRS990/LandBldgEquipCostOrOtherBssAmt0122783
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027469736
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTES PHILANTHROPY BY: ASSISTING DONORS TO BUILD ASSETS FOR THEIR CHOSEN CHARITABLE PURPOSES, EXPLORING AND EVALUATING LOCAL CHARITABLE NEEDS, AND BUILDING ENDOWMENTS FOR CHARITABLE ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt065716391
IRS990/NetAssetsOrFundBalancesEOYAmt071571466
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01321050
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01321050
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0373682
IRS990/NoncashContributionsAmt02078275
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt018795
IRS990/OccupancyGrp/ManagementAndGeneralAmt018794
IRS990/OccupancyGrp/ProgramServicesAmt018795
IRS990/OccupancyGrp/TotalAmt056384
IRS990/OfficeExpensesGrp/FundraisingAmt04848
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04846
IRS990/OfficeExpensesGrp/ProgramServicesAmt06035
IRS990/OfficeExpensesGrp/TotalAmt015729
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016405641
IRS990/OtherAssetsTotalGrp/EOYAmt016349274
IRS990/OtherChangesInNetAssetsAmt0-95124

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$87,933,708
Liabilities
$16,362,242
Net assets
$71,571,466
Revenue
$13,690,955
Expenses
$8,114,438
Net income
$5,576,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$189$50.7$138$33.8$15.9$17.8
2023Summary only. Only limited summary data is available for this year.$161$46.0$115$15.0$12.9$2.09
2022Summary only. Only limited summary data is available for this year.$147$42.5$104$17.2$11.0$6.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$167$49.5$117$22.3$13.3$8.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$42.1$106$11.9$12.9$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$133$36.1$96.9$12.3$12.2$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$28.8$87.8$22.3$8.82$13.5
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$120$30.8$89.4$10.2$9.01$1.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$25.0$83.5$12.1$6.24$5.91
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.6$20.5$74.1$12.7$6.04$6.63
2014Detailed filing. Detailed filing data is available for this year.$87.9$16.4$71.6$13.7$8.11$5.58
2013Detailed filing. Detailed filing data is available for this year.$82.1$16.4$65.7$18.6$4.16$14.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.4$13.6$45.8$2.61
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$11.4$30.4$3.02