STRATEGY STUDIO / PUBLIC DATA EXPLORER

SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION

Cite this

Plain text SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/330701029. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/330701029

MLA “SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/330701029. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue -$674K · expenses $6.6M · assets $184K

Also known as
FOUNDATION
EIN
33-0701029
Address
2508 HISTORIC DECATUR RD STE 200, SAN DIEGO, CA 92106-6138
Website
WWW.SDFOUNDATION.ORG/CHARITABLEREALESTATE
NTEE code
S470
Subsection
501(c)(3)
Ruling year
1996
Cross-check
ProPublica Nonprofit Explorer

Mission

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.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

6 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Mark A Stuart Cfre BOARD SECRETARY2018-2024 $737,409$3,730,140 9
James Howell BOARD TREASURER2015-2024 $524,026$3,625,006 6
Robert Kelly (former) FORMER BOARD SECRETARY2012-2014 $777,927$1,707,999 7
Kathlyn Mead (former) BOARD SECRETARY2014-2017 $415,288$1,368,203 5
Robert Kelly- 8-Yr Defer Comp (former) BOARD SECRETARY2011 $687,783$687,783 2
Robert Kelly- Base Compensation (former) BOARD SECRETARY2011 $357,295$357,295 3

Officers and directors, no compensation reported

25 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Allan Wasserman DIRECTOR2011-2024 0 $0 reported 1
Leena Gupta DIRECTOR2023-2024 0 $0 reported 2
Joseph A Delaney DIRECTOR2019-2024 0 $0 reported 1
Mark D Bitterlin DIRECTOR (THRU 02/25)2019-2024 0 $0 reported 1
Renee Savage BOARD VICE-CHAIR2019-2024 0 $0 reported 1
Tim Meissner DIRECTOR2019-2024 0 $0 reported 1
Tony Yousif DIRECTOR2019-2024 0 $0 reported 1
Cindy J Bertrand BOARD CHAIR2022-2024 0 $0 reported 2
Elvin Lai (former) DIRECTOR (THRU 7/23)2022-2023 0 $0 reported 3
Hal Dunning (former) VICE CHAIR (THRU 6/23)2021-2022 0 $0 reported 5
Elisabeth Eisner Forbes (former) CHAIR (THRU 6/23)2019-2022 0 $0 reported 2
Mark J Riedy Phd (former) DIRECTOR (THRU 6/23)2019-2022 0 $0 reported 1
Steve Sefton (former) BOARD CHAIR2018-2020 0 $0 reported 1
Cher Conner (former) DIRECTOR2011-2018 0 $0 reported 1
Gary M Katz (former) DIRECTOR2011-2018 0 $0 reported 1
Janice L Weinrick (former) DIRECTOR2011-2018 0 $0 reported 1
Joe Farrage (former) DIRECTOR2011-2018 0 $0 reported 1
Steve Klosterman (former) BOARD CHAIR2018 0 $0 reported 2
Horacio Valeiras (former) DIRECTOR2014-2017 0 $0 reported 2
Yamila M Ayad (former) BOARD CHAIR2011-2017 0 $0 reported 1
Craig A Irving (former) DIRECTOR2011-2014 0 $0 reported 1
Jack Raymond (former) DIRECTOR2011-2013 0 $0 reported 3
Jim Cahill (former) BOARD CHAIR2011-2013 1 $0 reported 1
Linda B Hersh (former) DIRECTOR2011-2013 0 $0 reported 1
David Thomas (former) DIRECTOR2011 0 $0 reported 1

People by year

2024 · 10 people listed · 2 paid, $1.3M · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK A STUART CFRE BOARD SECRETARY0 $0$641,728$95,681 $737,4099
JAMES HOWELL BOARD TREASURER2 $0$457,686$66,340 $524,0266
CINDY J BERTRAND BOARD CHAIR0 $0$0$0 $02
RENEE SAVAGE BOARD VICE-CHAIR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR (THRU 02/25)0 $0$0$0 $01
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
LEENA GUPTA DIRECTOR0 $0$0$0 $02
TIM MEISSNER DIRECTOR0 $0$0$0 $01
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
2023 · 11 people listed · 2 paid, $1.2M · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK STUART CFRE BOARD SECRETARY0 $0$597,886$91,347 $689,2339
JAMES HOWELL BOARD TREASURER2 $0$415,597$70,994 $486,5916
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
LEENA GUPTA DIRECTOR0 $0$0$0 $02
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR0 $0$0$0 $01
ELVIN LAI DIRECTOR (THRU 7/23)0 $0$0$0 $03
RENEE SAVAGE BOARD VICE-CHAIR0 $0$0$0 $01
TIM MEISSNER DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
CINDY J BERTRAND BOARD CHAIR0 $0$0$0 $02
2022 · 13 people listed · 2 paid, $1.2M · 0 employees · 12 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK STUART CFRE BOARD SECRETARY0 $0$642,491$77,058 $719,5499
JAMES HOWELL BOARD TREASURER2 $0$390,459$64,162 $454,6216
ELISABETH EISNER FORBES ESQ CHAIR (THRU 6/23)0 $0$0$0 $02
HAL DUNNING VICE CHAIR (THRU 6/23)0 $0$0$0 $05
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
CINDY J BERTRAND DIRECTOR0 $0$0$0 $02
ELVIN LAI DIRECTOR0 $0$0$0 $03
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR0 $0$0$0 $01
MARK J RIEDY PHD DIRECTOR (THRU 6/23)0 $0$0$0 $01
RENEE SAVAGE DIRECTOR0 $0$0$0 $01
TIM MEISSNER DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
2021 · 11 people listed · 2 paid, $1.1M · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK STUART CFRE BOARD SECRETARY0 $0$606,238$67,774 $674,0129
JAMES HOWELL BOARD TREASURER2 $0$341,909$65,568 $407,4776
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
ELISABETH EISNER FORBES ESQ CHAIR0 $0$0$0 $02
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR0 $0$0$0 $01
MARK J RIEDY PHD DIRECTOR0 $0$0$0 $01
RENEE SAVAGE DIRECTOR0 $0$0$0 $01
TIM MEISSNER DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
HAL DUNNING VICE CHAIR0 $0$0$0 $05
2020 · 11 people listed · 2 paid, $1.1M · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MARK STUART CFRE BOARD SECRETARY0 $0$582,457$66,776 $649,2339
JAMES HOWELL BOARD TREASURER3 $0$353,826$60,533 $414,3596
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
ELISABETH EISNER FORBES ESQ VICE CHAIR0 $0$0$0 $02
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR0 $0$0$0 $01
MARK J RIEDY PHD DIRECTOR0 $0$0$0 $01
RENEE SAVAGE DIRECTOR0 $0$0$0 $01
STEVE SEFTON BOARD CHAIR0 $0$0$0 $01
TIM MEISSNER DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
2019 · 11 people listed · 2 paid, $591K · 0 employees · 11 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES HOWELL BOARD TREASURER0 $0$276,532$53,564 $330,0966
MARK STUART CFRE BOARD SECRETARY0 $0$248,164$12,540 $260,7049
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
ELISABETH EISNER FORBES ESQ VICE CHAIR0 $0$0$0 $02
JOSEPH A DELANEY DIRECTOR0 $0$0$0 $01
MARK D BITTERLIN DIRECTOR0 $0$0$0 $01
MARK J RIEDY PHD DIRECTOR0 $0$0$0 $01
RENEE SAVAGE DIRECTOR0 $0$0$0 $01
STEVE SEFTON BOARD CHAIR0 $0$0$0 $01
TIM MEISSNER DIRECTOR0 $0$0$0 $01
TONY YOUSIF DIRECTOR0 $0$0$0 $01
2018 · 9 people listed · 1 paid, $300K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES HOWELL BOARD TREASURER0 $0$251,648$48,214 $299,8626
ALLAN WASSERMAN DIRECTOR0 $0$0$0 $01
CHER CONNER DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
MARK STUART BOARD SECRETARY (AS OF 5/19)0 $0$0$0 $09
STEVE KLOSTERMAN BOARD CHAIR0 $0$0$0 $02
STEVE SEFTON BOARD VICE CHAIR0 $0$0$0 $01
2017 · 9 people listed · 2 paid, $686K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLYN MEAD BOARD SECRETARY0 $0$381,959$33,329 $415,2885
JAMES HOWELL BOARD TREASURER0 $0$227,452$42,971 $270,4236
CHER CONNER DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
HORACIO VALEIRAS DIRECTOR0 $0$0$0 $02
YAMILA M AYAD BOARD CHAIR0 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE CHAIR0 $0$0$0 $01
2016 · 9 people listed · 2 paid, $646K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kathlyn Mead Board Secretary0 $0$397,197$22,225 $419,4225
James Howell Board Treasurer0 $0$202,945$23,153 $226,0986
Cher Conner Director0 $0$0$0 $01
Gary M Katz Director0 $0$0$0 $01
Janice L Weinrick Director0 $0$0$0 $01
Joe Farrage Director0 $0$0$0 $01
Horacio Valeiras Director0 $0$0$0 $02
Yamila M Ayad Board Chair0 $0$0$0 $01
Allan Wasserman Board Vice Chair0 $0$0$0 $01
2015 · 9 people listed · 2 paid, $600K · 0 employees · 8 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHLYN MEAD BOARD SECRETARY0 $0$375,520$12,587 $388,1075
JAMES HOWELL BOARD TREASURER0 $0$191,520$19,933 $211,4536
CHER CONNER DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
HORACIO VALEIRAS DIRECTOR0 $0$0$0 $02
YAMILA M AYAD BOARD CHAIR0 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE-CHAIR0 $0$0$0 $01
2014 · 10 people listed · 2 paid, $923K · 0 employees · 9 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KELLY FORMER BOARD SECRETARY1 $0$312,909$465,018 $777,9277
KATHLYN MEAD BOARD SECRETARY0 $0$145,386$0 $145,3865
YAMILA M AYAD BOARD CHAIR1 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE-CHAIR0 $0$0$0 $01
CHER CONNER DIRECTOR0 $0$0$0 $01
CRAIG A IRVING DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
HORACIO VALEIRAS DIRECTOR0 $0$0$0 $02
2013 · 10 people listed · 1 paid, $394K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KELLY BOARD SECRETARY1 $0$312,881$81,249 $394,1307
JIM CAHILL BOARD CHAIR1 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE-CHAIR1 $0$0$0 $01
YAMILA M AYAD BOARD TREASURER1 $0$0$0 $01
CHER CONNER DIRECTOR0 $0$0$0 $01
LINDA B HERSH DIRECTOR0 $0$0$0 $01
CRAIG A IRVING DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
JACK RAYMOND DIRECTOR0 $0$0$0 $03
2012 · 10 people listed · 1 paid, $536K · 0 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KELLY BOARD SECRETARY1 $0$318,185$217,757 $535,9427
JIM CAHILL BOARD CHAIR1 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE-CHAIR1 $0$0$0 $01
YAMILA M AYAD BOARD TREASURER1 $0$0$0 $01
CHER CONNER DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
LINDA B HERSH DIRECTOR0 $0$0$0 $01
CRAIG A IRVING DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01
2011 · 13 people listed · 2 paid, $1.0M · 0 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
ROBERT KELLY- 8-YR DEFER COMP BOARD SECRETARY0 $0$687,783$0 $687,7832
ROBERT KELLY- BASE COMPENSATION BOARD SECRETARY0 $0$292,662$64,633 $357,2953
JIM CAHILL BOARD CHAIR1 $0$0$0 $01
ALLAN WASSERMAN BOARD VICE-CHAIR1 $0$0$0 $01
YAMILA M AYAD BOARD TREASURER1 $0$0$0 $01
CHER CONNER DIRECTOR0 $0$0$0 $01
JOE FARRAGE DIRECTOR0 $0$0$0 $01
LINDA B HERSH DIRECTOR0 $0$0$0 $01
CRAIG A IRVING DIRECTOR0 $0$0$0 $01
GARY M KATZ DIRECTOR0 $0$0$0 $01
JACK RAYMOND DIRECTOR0 $0$0$0 $03
DAVID THOMAS DIRECTOR0 $0$0$0 $01
JANICE L WEINRICK DIRECTOR0 $0$0$0 $01

Highest-paid independent contractors

2024 · 3 contractors · $446K
NameLocationServicePaid
HUGHES MARINO INCSAN DIEGO, CAREAL ESTATE BROKER COMMISSIONS$172,000
VOIT REAL ESTATE SERVICESCARLSBAD, CAREAL ESTATE BROKER COMMISSIONS$136,840
NAI CAPITAL COMMERCIALENCINO, CAREAL ESTATE BROKER COMMISSIONS$136,840
2023 · 1 contractor · $283K
NameLocationServicePaid
SCS ENGINEERSLONG BEACH, CAREMOVE TANKS, PIPING, ASBESTOS$282,789
2022 · 1 contractor · $193K
NameLocationServicePaid
TRINITY REAL ESTATE INVESTMENT SERVICESFORT WORTH, TXCOMMISSION - SALE OF REAL ESTATE$192,938
2021 · 1 contractor · $193K
NameLocationServicePaid
TRINITY REAL ESTATE INVESTMENT SERVICESFORT WORTH, TXCOMMISSION - SALE OF REAL ESTATE$192,938

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 1 grant to organizations · $6.4M
2023 · 1 grant to organizations · $3.9M
2021 · 1 grant to organizations · $7.3M
2020 · 1 grant to organizations · $2.0M
2019 · 1 grant to organizations · $2.0M
2018 · 1 grant to organizations · $207K
2015 · 1 grant to organizations · $513K
2014 · 1 grant to organizations · $3.9M
2013 · 1 grant to organizations · $163K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
-$674,052$6,591,981 $183,691$183,628 $0$171,050 $0010
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$8,045,715$4,556,575 $7,498,844$7,449,661 $7,450,000$127,650 $0011
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$4,153,801$511,742 $4,080,844$3,960,521 $4,110,520$50,176 $0012
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$7,296,204$7,658,489 $318,480$318,462 $6,955,000$212,458 $0011
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$2,759,856$2,204,441 $684,799$680,747 $2,320,801$29,850 $0011
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
-$98,518$2,005,557 $125,475$125,332 $0$0 $0011
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$2,688,179$249,405 $2,230,197$2,229,407 $2,605,000$7,170 $009
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
-$75,000$3,172 $40,637$40,633 $0$0 $009
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$6,527$3,339 $118,810$118,805 $0$0 $009
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$41,096$516,655 $115,617$115,617 $0$0 $008
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$1,033,527$3,955,704 $621,388$591,176 $1,015,000$0 $009
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$3,495,856$243,762 $3,620,427$3,513,352 $3,750,000$0 $0010
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$364,180$621,651 $261,876$261,258 $180,000$0 $0010
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
-$131,992$34,220 $519,754$518,729 $0$0 $0013

Funders of this organization

1 grantor reported grants to this organization, $2,375,000 in all, tax years 2018 to 2018. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
THE SAN DIEGO FOUNDATION DAF sponsor Exact 2018 1$2,375,000 2018$2,375,000
show

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
SCOTTISH RITE CATHEDRAL OF SAN DIEGO INCCAS47 -$674,183$0 CFO$0 Same NTEE code S47, revenue within 2x, same state
UNION ELECTRICAL WORKERS REAL ESTATE HOLDING COMPANYCAS47 -$108,460$0 FINANCIAL SEC$0 Same NTEE code S47, revenue within 2x, same state
ICERS 1221 STATE STREET EL CENTRO INCCAS47 -$11,118$0 PRES/CEO/TREAS$0 Same NTEE code S47, revenue within 2x, same state
I U E C LOCAL 8 HOLDING COMPANY INCCAS47 -$3,970$5,324 BUSINESS MANAGER$247,139 Same NTEE code S47, revenue within 2x, same state
4985 HALLMARK PARKWAY INCCAS47 -$72,011$0 DIRECTOR$0 Same NTEE code S47, revenue within 2x, same state
RAFAEL NORTH PROPERTIES INCCAS47 -$38,271$0 PRESIDENT, DIRECTOR$0 Same NTEE code S47, revenue within 2x, same state
6023 SOUTH GARFIELD AVENUE INCCAS47 -$1,493,148$50,532 DIRECTOR$0 Same NTEE code S47, revenue within 2x, same state
TMT POINTE PLAZA INCCAS47 -$2,756,340$2,863,868 See Supplementa$0 Same NTEE code S47, revenue within 2x, same state
KUAKINI HIGHWAY 75-6099 CORPCAS47 $1$69,121 DIRECTOR$0 Same NTEE code S47, revenue within 2x, same state
VIKING HALL CULTURAL CENTERCAS47 -$24,444$0 Chairperson$0 Same NTEE code S47, revenue within 2x, same state
AGING IN LINCOLNLAND FOUNDATIONILS47 -$52,880$0 CEO$93,167 Same NTEE code S47, revenue within 2x, similar mission
UJA-FED PROPERTIES INCNYS47 -$516,824$0 VICE PRESIDENT$1,022,711 Same NTEE code S47, revenue within 2x, similar mission
LVHN REALTY HOLDING COMPANYPAS47 -$316,469$0 FORMER TREASURER$2,134,545 Same NTEE code S47, revenue within 2x
TEAMSTERS SALEM BUILDING CORPORATIONORS47 -$28,241$0 President$0 Same NTEE code S47, revenue within 2x
GRAYSON COUNTY EXTENSION FOUNDATION INCORPORATEDKYS47 -$20,965$0 MEMBER$0 Same NTEE code S47, revenue within 2x
DISTRICT NO 1 PCD MEBA AFL-CIO CALIFORNIA REALTY CORPORATIONDCS47 -$188,065$0 PRESIDENT$387,051 Same NTEE code S47, revenue within 2x
CIFC ELP HOLDING CORPCTS47 -$9,745$58,473 President & CEO$199,612 Same NTEE code S47, revenue within 2x
TR 2300 N STREET CORPILS47 -$38,276$0 PRESIDENT$0 Same NTEE code S47, revenue within 2x
L&B DEPP INCTXS47 -$605,234$0 CHAIRMAN OF THE BOARD/CEO$0 Same NTEE code S47, revenue within 2x
NORTH WHATCOM CLINICWAS47 -$444,002$52,630 CHIEF EXECUTIVE OFFICER$324,430 Same NTEE code S47, revenue within 2x
NON-PROFIT CENTER OF NORTH CENTRAL MASSACHUSETTS INCMAS47 -$36,374$0 CLERK$196,135 Same NTEE code S47, revenue within 2x
APWU LOCAL 67 BUILDING CORPORATIONMOS47 -$50,777$0 President$88,599 Same NTEE code S47, revenue within 2x
HEAT AND FROST INSULATORS & ASBESTOS WORKERS 34 BUILDING CORPMNS47 -$100,067$0 PRESIDENT$167,565 Same NTEE code S47, revenue within 2x
MCC PARCEL B TITLE HOLDING CORPORATIONMIS47 -$249,818$3,515 PRESIDENT/BOARD MEMBER$304,885 Same NTEE code S47, revenue within 2x
LIMA AMERICAN LEGION BUILDING CORPORATIONOHS47 -$4,959$0 PRESIDENT$0 Same NTEE code S47, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
IOWA STATE ACACIA CHAPTER FOUNDATION DAF sponsor$204,7535 12022–2025 THE ACACIANS
FRONTSTREAM GLOBAL FUND DAF sponsor$13,9401 12023–2023 REALTOR GOOD WORKS FOUNDATION OF WILLIAMSON COUNTY
THE KALTMAN FAMILY FOUNDATION Private foundation$10,7201 12016–2016 UJA-FED PROPERTIES INC
ERNST & YOUNG FOUNDATION DAF sponsor$7,0001 12013–2013 UJA-FED PROPERTIES INC
CENTRAL NEW YORK COMMUNITY FOUNDATION INC DAF sponsor$6,0001 12015–2015 UJA-FED PROPERTIES INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$6,0002 12014–2015 UJA-FED PROPERTIES INC
VIKING GLOBAL FOUNDATION INC Private foundation$2,5081 12020–2020 UJA-FED PROPERTIES INC
AMAZONSMILE FOUNDATION Private foundation$1694 12020–2023 REALTOR GOOD WORKS FOUNDATION OF WILLIAMSON COUNTY

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $6,591,981 spent · pay $0 · grants $6,380,721 · events $23
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,380,721$6,380,721-- 96.8%
Fees: management $171,050-$171,050- 2.6%
Fees: legal $21,936$21,936-- 0.3%
All other expenses $10,519-$10,519- 0.2%
Fees: accounting $4,253-$4,253- 0.1%
Insurance $1,898-$1,898- 0.0%
Office expenses $1,181-$1,181- 0.0%
Other (as described)FILING FEES $400-$400- 0.0%
Conferences, conventions and meetings $23-$23- 0.0%
Total$6,591,981100%

View the filing

2023 · Form 990 · $4,556,575 spent · pay $0 · grants $3,906,663 · events $47
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,906,663$3,906,663-- 85.7%
All other expenses $190,623-$190,623- 4.2%
Fees: other services $178,658$178,658-- 3.9%
Fees: management $127,500-$127,500- 2.8%
Fees: legal $66,960$66,960-- 1.5%
Occupancy $66,339$66,339-- 1.5%
Insurance $15,075-$15,075- 0.3%
Fees: accounting $3,360-$3,360- 0.1%
Office expenses $1,130-$1,130- 0.0%
Other (as described)FILING FEES $220-$220- 0.0%
Conferences, conventions and meetings $47-$47- 0.0%
Total$4,556,575100%

View the filing

2022 · Form 990 · $511,742 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $357,127$357,127-- 69.8%
Fees: management $50,176-$50,176- 9.8%
Fees: legal $42,573$42,573-- 8.3%
Other (as described)PROPERTY TAXES $26,803$26,803-- 5.2%
All other expenses $19,602-$19,602- 3.8%
Insurance $13,648-$13,648- 2.7%
Fees: accounting $1,413-$1,413- 0.3%
Other (as described)FILING FEES $400-$400- 0.1%
Total$511,742100%

View the filing

2021 · Form 990 · $7,658,489 spent · pay $0 · grants $7,291,183 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $7,291,183$7,291,183-- 95.2%
Fees: management $212,458-$212,458- 2.8%
All other expenses $57,930-$57,930- 0.8%
Fees: legal $47,286$47,286-- 0.6%
Insurance $26,977-$26,977- 0.4%
Fees: other services $14,285$14,285-- 0.2%
Other (as described)PROPERTY TAXES $5,122$5,122-- 0.1%
Fees: accounting $2,900-$2,900- 0.0%
Other (as described)FILING FEES $200-$200- 0.0%
Occupancy $148$148-- 0.0%
Total$7,658,489100%

View the filing

2020 · Form 990 · $2,204,441 spent · pay $0 · grants $2,012,169 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,012,169$2,012,169-- 91.3%
Fees: other services $121,679$121,679-- 5.5%
Fees: management $29,850-$29,850- 1.4%
Fees: legal $12,621$12,621-- 0.6%
All other expenses $12,566-$12,566- 0.6%
Other (as described)PROPERTY TAXES $9,141$9,141-- 0.4%
Insurance $3,249-$3,249- 0.1%
Fees: accounting $2,700-$2,700- 0.1%
Occupancy $466$466-- 0.0%
Total$2,204,441100%

View the filing

2019 · Form 990 · $2,005,557 spent · pay $0 · grants $1,988,647 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,988,647$1,988,647-- 99.2%
All other expenses $8,984-$8,984- 0.4%
Other (as described)PROPERTY TAXES $4,893$4,893-- 0.2%
Fees: accounting $2,700-$2,700- 0.1%
Other (as described)OTHER TAXES $190-$190- 0.0%
Occupancy $143$143-- 0.0%
Total$2,005,557100%

View the filing

2018 · Form 990 · $249,405 spent · pay $0 · grants $206,615 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $206,615$206,615-- 82.8%
Occupancy $12,516$12,516-- 5.0%
Fees: management $12,350$12,350-- 5.0%
All other expenses $7,000$7,000-- 2.8%
Other (as described)HOA FEES $5,810$5,810-- 2.3%
Other (as described)BANK FEES $2,306$738$1,568- 0.9%
Fees: accounting $2,000-$2,000- 0.8%
Insurance $798$798-- 0.3%
Other (as described)FILING FEES $10-$10- 0.0%
Total$249,405100%

View the filing

2017 · Form 990 · $3,172 spent · pay $0 · grants $0 · events $164
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $2,250-$2,250- 70.9%
Other (as described)BANK FES $728-$728- 23.0%
Conferences, conventions and meetings $164-$164- 5.2%
Other (as described)FILING FEES $30-$30- 0.9%
Total$3,172100%

View the filing

2016 · Form 990 · $3,339 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: accounting $2,554-$2,554- 76.5%
Other (as described)bank fees $740-$740- 22.2%
Other (as described)filing fees $35-$35- 1.0%
Other (as described)miscellaneous expense $10-$10- 0.3%
Total$3,339100%

View the filing

2015 · Form 990 · $516,655 spent · pay $0 · grants $512,726 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $512,726$512,726-- 99.2%
Fees: accounting $2,404-$2,404- 0.5%
Fees: other services $1,375$1,375-- 0.3%
Other (as described)OTHER TAXES $150-$150- 0.0%
Total$516,655100%

View the filing

2014 · Form 990 · $3,955,704 spent · pay $0 · grants $3,936,410 · events $88
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,936,410$3,936,410-- 99.5%
Fees: other services $10,010$10,010-- 0.3%
Fees: legal $5,169$5,169-- 0.1%
Fees: accounting $1,980-$1,980- 0.1%
Other (as described)MISCELLANEOUS EXPENSE $1,103-$1,103- 0.0%
Insurance $873-$873- 0.0%
Conferences, conventions and meetings $88-$88- 0.0%
Other (as described)POSTAGE $71-$71- 0.0%
Total$3,955,704100%

View the filing

2013 · Form 990 · $243,762 spent · pay $0 · grants $163,259 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $163,259$163,259-- 67.0%
Fees: legal $55,068$55,068-- 22.6%
Insurance $10,144-$10,144- 4.2%
Other (as described)MISCELLANEOUS EXPENSE $10,068-$10,068- 4.1%
Fees: accounting $1,910-$1,910- 0.8%
Travel $1,903-$1,903- 0.8%
Fees: other services $1,035$1,035-- 0.4%
Other (as described)PRINTING / PUBLICATIONS $160-$160- 0.1%
Other (as described)POSTAGE $158-$158- 0.1%
Other (as described)BANK FEES $57-$57- 0.0%
Total$243,762100%

View the filing

2012 · Form 990 · $621,651 spent · pay $0 · grants $585,805 · events $25
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $585,805$585,805-- 94.2%
Fees: management $24,550$24,550-- 3.9%
Other (as described)MISCELLANEOUS EXPENSE $6,305$11$6,294- 1.0%
Insurance $2,497-$2,497- 0.4%
Fees: accounting $1,940-$1,940- 0.3%
Other (as described)BANK FEES $449-$449- 0.1%
Other (as described)POSTAGE $80-$80- 0.0%
Conferences, conventions and meetings $25-$25- 0.0%
Total$621,651100%

View the filing

2011 · Form 990 · $34,220 spent · pay $0 · grants $0 · events $311
LineAs describedTotalProgramManagementFundraisingShare
Fees: management $14,500$14,500-- 42.4%
Fees: other services $12,475$12,475-- 36.5%
Fees: accounting $5,050-$5,050- 14.8%
Insurance $1,213-$1,213- 3.5%
Other (as described)MISCELLANEOUS EXPENSE $352$35$317- 1.0%
Conferences, conventions and meetings $311-$311- 0.9%
Other (as described)PRINTING $166-$166- 0.5%
Other (as described)SUPPLIES $141-$141- 0.4%
Other (as described)POSTAGE $12-$12- 0.0%
Total$34,220100%

View the filing