2014-01-28T16:07:11-06:00 2013-06-30 010826173 CBIZ MHM LLC 10616 SCRIPPS SUMMIT COURT SAN DIEGO CA 92131 990 2012-07-01 330701029 SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION SAND 6192352300 2508 HISTORIC DECATUR ROAD NO 200 SAN DIEGO CA 92106 LESLIE LEVINSON 6192352300 2014-01-23 1 ROBERT C GELLMAN P00183739 8587952000 2012 2015-11-30 17:44:51Z JIM CAHILL 2508 HISTORIC DECATUR ROAD NO 200 SAN DIEGO CA 92106 1306216 0 X WWW.SDFOUNDATION.ORG/CHARITABLEREALESTATE X 1996 CA INCREASE RESPONSIBLE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. 10 10 0 10 0 0 0 180000 0 0 -174227 154716 42235 29464 -131992 364180 0 585805 0 0 0 0 0 0 0 34220 35846 34220 621651 -166212 -257471 519754 261876 1025 618 518729 261258 X SEE SCHEDULE O 0 0 610366 585805 SEE SCHEDULE O 610366 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 2 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 CA X LESLIE LEVINSON 6192352300 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 JIM CAHILL 1.50 X X 0 0 0 ALLAN WASSERMAN 1.00 X X 0 0 0 ROBERT KELLY 1.00 X X 0 318185 217757 YAMILA M AYAD 1.00 X X 0 0 0 CHER CONNER 0.50 X 0 0 0 JOE FARRAGE 0.50 X 0 0 0 LINDA B HERSH 0.50 X 0 0 0 CRAIG A IRVING 0.50 X 0 0 0 GARY M KATZ 0.50 X 0 0 0 JANICE L WEINRICK 0.50 X 0 0 0 0 318185 217757 0 0 1 0 0 180000 180000 180000 171448 171448 463003 451314 11689 11689 11689 473990 490722 -16732 -16732 -16732 MANAGEMENT FEE 541610 17775 17775 17775 364180 12732 0 171448 585805 585805 24550 24550 1940 1940 25 25 2497 2497 MISCELLANEOUS EXPENSE 6305 11 6294 BANK FEES 449 449 POSTAGE 80 80 621651 610366 11285 0 218754 88895 0 172981 0 0 301000 0 519754 261876 1025 618 1025 618 X 518729 261258 518729 261258 519754 261876 -257471 0 X X 0 1 X 1 0 X X X X 0 0 0 SAN DIEGO FOUNDATION 952942582 7 1 1 1 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 105731090 104933371 104933371 797719 17775 -451314 -433539 364180 56332043 55276853 55276853 1055190 17775 -451314 -433539 621651 SCHEDULE D, PART XI, LINE 2D INCOME REPORTED BY OTHER ENTITIES INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: $104,933,371 SCHEDULE D, PART XI, LINE 4B RENTAL EXPENSES <$451,314> SCHEDULE D, PART XII, LINE 2D EXPENSES REPORTED BY OTHER ENTITIES INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: $55,276,853 SCHEDULE D, PART XII, LINE 4B RENTAL EXPENSES <$451,314> 0 0 1 0 0 0 0 0 0 0 ROBERT KELLY 0 300200 0 0 0 17985 0 208913 0 8844 0 535942 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, PART I ROBERT KELLY IS THE PRESIDENT AND CEO OF THE SAN DIEGO FOUNDATION, THE SUPPORTED ORGANIZATION AND RECEIVES COMPENSATION OF $300,200 DIRECTLY FROM THE SUPPORTED ORGANIZATION FOR HIS CAPACITY AS PRESIDENT AND CEO. HE DOES NOT RECEIVE ANY COMPENSATION FOR HIS ROLE AS SECRETARY OF THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION, THE SUPPORTING ORGANIZATION. THEREFORE, ALL COMPENSATION LISTED IS DETERMINED AT THE SUPPORTED ORGANIZATION LEVEL. SCHEDULE J, PART I, LINE 4B ROBERT KELLY, PRESIDENT AND CEO OF THE SAN DIEGO FOUNDATION, THE SUPPORTED ORGANIZATION, PARTICIPATES IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN THAT WAS ESTABLISHED BY THE SAN DIEGO FOUNDATION. ALL PLAN ACCRUALS ($179,363) WERE MADE AT THE SUPPORTED ORGANIZATION LEVEL. X 1 180000 FAIR MARKET VALUE 1 0 1 1 THIRD PARTY USE: PART I, LINE 32B: THE SAN DIEGO FOUNDATION; EIN 95-2942582 AS THE SAN DIEGO FOUNDATION DONOR-ENGAGEMENT TEAM INTERACTS WITH DONORS INTENDING TO GIVE CURRENT OR FUTURE (PLANNED) GIFTS, IF THE TRANSACTION INVOLVES REAL ESTATE, THE DEVELOPMENT OFFICER REFERS THE TRANSACTION TO THE SAN DIEGO FOUNDATION'S CFO TO BRING TO THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION'S BOARD. IF THE CHARITABLE REAL ESTATE FOUNDATION ACCEPTS THE PROPERTY, THE DONATION IS MADE DIRECTLY TO SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION TO HOLD, MANAGE, AND MARKET THE REAL ESTATE. WHEN THE PROPERTY IS SOLD, NET PROCEEDS ARE GRANTED TO THE SAN DIEGO FOUNDATION TO BE APPLIED TO THE DONOR'S INTENDED CHARITABLE PURPOSE. ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE EXEMPT PURPOSE OF THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS TO SUPPORT THE SAN DIEGO FOUNDATION IN ITS MISSION TO PROMOTE AND INCREASE RESPONSIBLE AND EFFECTIVE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION ALSO PROVIDES SELECTED REAL ESTATE SERVICES TO OTHER NONPROFIT ORGANIZATIONS WITHIN THE SAN DIEGO COMMUNITY. PROGRAM SERVICE STATEMENT FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: GIFTS OF REAL ESTATE ARE MANAGED AND LIQUIDATED THROUGH THIS ENTITY WITH THE PROCEEDS CREATING OR SUPPLEMENTING AN ESTABLISHED FUND AT THE SAN DIEGO FOUNDATION. PROCEEDS FROM SALE OF PROPERTIES ARE TRANSFERRED TO THE SAN DIEGO FOUNDATION FOR GRANTING TO THE COMMUNITY OR ADDING TO ENDOWMENT PRINCIPAL. FORM 990, PART IV, LINE 12B THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS A SUPPORTING ORGANIZATION OF THE SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF THE SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION, ARE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART VI, SECTION A, LINE 8B THE ONLY COMMITTEE FOR SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS THE BOARD. THERE IS NO OTHER COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 HAS BEEN REVIEWED BY THE CFO OF THE SAN DIEGO FOUNDATION. A COMPLETE ELECTRONIC COPY OF THE 990 RETURN IS EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO MAILING THE RETURN TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ENSURING THAT EACH BOARD MEETING HAS AN AGENDA ITEM TO REVIEW AND DISCLOSE ANY EXISTING AND/OR NEW CONFLICTS OF INTEREST. AT THE FIRST BOARD MEETING OF THE FISCAL YEAR, EACH MEMBER IS ASKED TO COMPLETE AND SIGN AN UPDATED CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS, ARTICLES OF INCORPORATION, IRS DETERMINATION LETTER, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BY CONTACTING THE SUPPORTED ORGANIZATION - THE SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS ARE REPORTED ON A CONSOLIDATED BASIS AND ARE AVAILABLE ON THE SAN DIEGO FOUNDATION'S WEBSITE, WWW.SDFOUNDATION.ORG. FORM 990, PART VI, SECTION B, LINE 13 THE ORGANIZATION DOES NOT HAVE A WHISTLEBLOWER POLICY SINCE THERE ARE NO EMPLOYEES OF THIS ORGANIZATION. SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD 200 SAN DIEGO CA 92106 952942582 GRANT MAKING CA 501(C)(3) 509(A)(1) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 SAN DIEGO FOUNDATION B 585805 FAIR MARKET VALUE