2026-04-28T12:15:07-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-07-01 330701029 SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION SAND 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 MATTHEW FETTIG CFO 6192352300 2026-04-21 1 1 PATRICIA J MAYER P00188643 8586271400 2024 2025-03-06 01:10:19Z MATTHEW FETTIG 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 7141971 0 X WWW.SDFOUNDATION.ORG/CHARITABLEREALESTATE X 1996 CA INCREASE RESPONSIBLE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. 9 7 0 10 0 0 7450000 0 127650 171050 468065 -963018 0 117916 8045715 -674052 3906663 6380721 0 0 0 0 0 0 0 649912 211260 4556575 6591981 3489140 -7266033 7498844 183691 49183 63 7449661 183628 X SEE SCHEDULE O.THE EXEMPT PURPOSE OF SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS TO SUPPORT SAN DIEGO FOUNDATION IN ITS MISSION TO PROMOTE AND INCREASE RESPONSIBLE AND EFFECTIVE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION ALSO PROVIDES SELECTED REAL ESTATE SERVICES TO OTHER NONPROFIT ORGANIZATIONS WITHIN THE SAN DIEGO COMMUNITY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION. 0 0 6402657 6380721 171050 SEE SCHEDULE O.GIFTS OF REAL ESTATE ARE MANAGED AND LIQUIDATED THROUGH THIS ENTITY WITH THE PROCEEDS CREATING OR SUPPLEMENTING AN ESTABLISHED FUND AT SAN DIEGO FOUNDATION. PROCEEDS FROM SALE OF PROPERTIES ARE TRANSFERRED TO SAN DIEGO FOUNDATION FOR GRANTING TO THE COMMUNITY OR ADDING TO ENDOWMENT PRINCIPAL. 6402657 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 4 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 X 9 7 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X MATTHEW FETTIG 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 MARK A STUART CFRE BOARD SECRETARY 0.20 40.50 X X 0 641728 95681 JAMES HOWELL BOARD TREASURER 2.50 40.50 X X 0 457686 66340 CINDY J BERTRAND BOARD CHAIR 0.20 2.00 X X 0 0 0 RENEE SAVAGE BOARD VICE-CHAIR 0.20 0.00 X X 0 0 0 MARK D BITTERLIN DIRECTOR (THRU 02/25) 0.20 0.00 X 0 0 0 JOSEPH A DELANEY DIRECTOR 0.20 0.00 X 0 0 0 LEENA GUPTA DIRECTOR 0.20 1.30 X 0 0 0 TIM MEISSNER DIRECTOR 0.20 0.00 X 0 0 0 ALLAN WASSERMAN DIRECTOR 0.20 0.00 X 0 0 0 TONY YOUSIF DIRECTOR 0.20 0.00 X 0 0 0 0 1099414 162021 0 0 1 0 HUGHES MARINO INC 1450 FRONT STREET SAN DIEGO CA 92101 REAL ESTATE BROKER COMMISSIONS 172000 VOIT REAL ESTATE SERVICES 5800 ARMADA DRIVE 350 CARLSBAD CA 92008 REAL ESTATE BROKER COMMISSIONS 136840 NAI CAPITAL COMMERCIAL 15821 VENTURA BOULEVARD 320 ENCINO CA 91436 REAL ESTATE BROKER COMMISSIONS 136840 3 MANAGEMENT FEE INCOME 900099 171050 171050 171050 11005 11005 117916 0 117916 117916 117916 6842000 7816023 -974023 -974023 -974023 -674052 171050 0 -845102 6380721 6380721 171050 171050 21936 21936 4253 4253 1181 1181 23 23 1898 1898 FILING FEES 400 400 10519 10519 6591981 6402657 189324 0 48089 183691 7450755 0 7498844 183691 49183 63 49183 63 X 7449661 183628 7449661 183628 7498844 183691 -7266033 0 X X 0 1 X 1 0 X X 1 THE SAN DIEGO FOUNDATION 952942582 8 1 6380721 0 1 6380721 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE, AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. 1 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD 200 SAN DIEGO CA 92106 952942582 501(C)(3) 6380721 0 FOR GENERAL SUPPORT 1 0 PART I, LINE 2: THE FOUNDATION'S PURPOSE IS TO SUPPORT SAN DIEGO FOUNDATION. CONTRIBUTIONS TO THE SAN DIEGO FOUNDATION ARE APPROVED BY THE CHAIRMAN OF THE BOARD OF DIRECTORS. THE FINANCIAL STATUS OF THE FOUNDATION IS DISCUSSED DURING PERIODIC BOARD MEETINGS. 0 0 0 0 0 0 0 0 0 MARK A STUART CFRE BOARD SECRETARY 0 530868 0 110860 0 0 0 69722 0 25959 0 737409 0 0 JAMES HOWELL BOARD TREASURER 0 393762 0 63924 0 0 0 42037 0 24303 0 524026 0 0 FORM 990, SCHEDULE J, PART I, LINE 3: THE ORGANIZATION RELIES ON ITS RELATED ORGANIZATION, SAN DIEGO FOUNDATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. FORM 990, PART IV, LINE 12B: THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF THE SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION, ARE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART VI, SECTION A, LINE 6 THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION HAS ONE CLASS OF VOTING MEMBERS CONSISTING OF THE BOARD OF GOVERNORS OF ITS SUPPORTED ORGANIZATION, SAN DIEGO FOUNDATION. APPROVAL OF THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION'S DIRECTORS IS CONSIDERED AND APPROVED BY THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION'S BOARD OF DIRECTORS. TWO MEMBERS OF THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION'S BOARD OF DIRECTORS MUST ALSO BE MEMBERS OF THE BOARD OF GOVERNORS OF ITS SUPPORTED ORGANIZATION, SAN DIEGO FOUNDATION, AND THE PRESIDENT AND CEO IS A MEMBER OF THE BOARD. 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 11B FORM 990 IS REVIEWED BY THE CFO OF SAN DIEGO FOUNDATION, WHO IS THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION'S TREASURER, FOR ACCURACY AND COMPLETENESS. A COMPLETE COPY OF FORM 990 WAS PROVIDED TO SAN DIEGO FOUNDATION'S AUDIT COMMITTEE AND BOARD OF GOVERNORS FOR THEIR REVIEW BEFORE THE RETURN WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED BY EACH BOARD MEMBER AT THE ANNUAL MEETING OF THE BOARD. AT EACH SUBSEQUENT BOARD MEETING, THE CHAIR ASKS EACH BOARD MEMBER TO DISCLOSE ANY NEW CONFLICTS. ANY DISCLOSURES ARE NOTED IN THE MINUTES OF THAT MEETING. IF A TRANSACTION ARISES WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. 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, SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS ARE REPORTED ON A CONSOLIDATED BASIS AND ARE AVAILABLE ON SAN DIEGO FOUNDATION'S WEBSITE, WWW.SDFOUNDATION.ORG. FORM 990, PART XII, LINE 2C: THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF THE SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING THE SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION, ARE AUDITED ON A CONSOLIDATED BASIS. SAN DIEGO FOUNDATION HAS AN AUDIT COMMITTEE WHICH IS CHARGED WITH THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND SECTION OF AN INDEPENDENT ACCOUNTANT. THE SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD 200 SAN DIEGO CA 92106 952942582 GRANT MAKING CA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0