Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
RANCHO SANTA FE FOUNDATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 811
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RANCHO SANTA FE, CA92067
D Employer identification number

95-3709639
E Telephone number

G Gross receipts $ 84,583,286
F Name and address of principal officer:
CHRISTINA P WILSON
PO BOX 811
RANCHO SANTA FE,CA92067
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.RSFFOUNDATION.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1981
M State of legal domicile: CA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO BE A COMPREHENSIVE CENTER FOR IMPACTFUL PHILANTHROPY THAT INSPIRES THE JOY OF PURPOSEFUL GIVING.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 19
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 11
6 Total number of volunteers (estimate if necessary) ............. 6 34
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 6,611,223 11,573,771
9 Program service revenue (Part VIII, line 2g) ......... 221,684 255,936
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,357,353 10,442,872
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 18,859 11,188
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 10,209,119 22,283,767
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,003,275 7,728,514
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 627,244 685,792
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet254,102    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 382,628 403,215
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 9,013,147 8,817,521
19 Revenue less expenses. Subtract line 18 from line 12....... 1,195,972 13,466,246
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 120,228,312 116,573,152
21 Total liabilities (Part X, line 26)............. 30,841,728 28,790,156
22 Net assets or fund balances. Subtract line 21 from line 20..... 89,386,584 87,782,996
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
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Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO CONNECT DONORS WITH REGIONAL AND GLOBAL NEEDS THROUGH VISIONARY COMMUNITY LEADERSHIP, PERSONALIZED SERVICE AND EFFECTIVE GRANTMAKING.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 7,396,859 including grants of $ 7,191,264 ) (Revenue $ 260,685 )
THE RANCHO SANTA FE FOUNDATION SUPPORTS A WIDE VARIETY OF CAUSES EVERY YEAR THROUGH GRANTS MADE FROM ITS DONOR ADVISED FUNDS AND UNRESTRICTED ENDOWMENT FUNDS. GRANTS THAT ARE FUNDED FROM DONOR ADVISED FUNDS ARE BASED ON DONOR-ADVISOR RECOMMENDATIONS AND THOSE FROM UNRESTRICTED ENDOWMENT FUNDS ARE AT THE DISCRETION OF THE ORGANIZATION'S GRANTS AND PROJECTS COMMITTEE.THE FOUNDATION MANAGES CHARITABLE FUNDS FOR INDIVIDUALS THROUGH THEIR DONOR ADVISED FUNDS AND FOR OTHER NON-PROFITS THROUGH THE ENDOWMENT AND NON-ENDOWMENT FUNDS CHARGING A SMALL FEE FOR THE SERVICES.
4b (Code:   ) (Expenses $ 281,200 including grants of $ 281,200 ) (Revenue $   )
IN 2018, THE RANCHO SANTA FE WOMEN'S FUND MADE 8 GRANTS TOTALING $281,200. GRANTS RANGED IN SIZE FROM $10,000 - $50,500 AND FOCUSED ON NONPROFITS WORKING IN THE AREAS OF YOUTH AND WOMEN'S SERVICES. THE MISSION OF THE RANCHO SANTA FE WOMEN'S FUND IS TO EDUCATE, INSPIRE AND INCREASE THE NUMBER OF WOMEN COMMITTED TO PHILANTHROPY IN ORDER TO STRENGTHEN THE COMMUNITY AND IMPACT LIVES THROUGH INFORMED, FOCUSED COLLECTIVE GIVING.
4c (Code:   ) (Expenses $ 193,050 including grants of $ 193,050 ) (Revenue $   )
THE PATRIOTS CONNECTION, 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 NATION AND IN 2018, ACTIVE DUTY, VETERANS AND THEIR DEPENDENTS BENEFITTED FROM GRANTS RANGING FROM $5,000 TO $35,000 TO 16 DIFFERENT ORGANIZATIONS FOR A TOTAL OF NEARLY $194,000.
(Code:   ) (Expenses $ 63,000 including grants of $ 63,000 ) (Revenue $   )
IN 2018, THE RANCHO SANTA FE FOUNDATION INITIATED A PROGRAM CALLED THE STRATEGIC PARTNERS PROGRAM WHEREBY THEY PROVIDED LEADERSHIP DEVELOPMENT TRAINING AND STRATEGIC PROFESSIONAL DEVELOPMENT PLANNING TO A GROUP OF ITS AGENCY FUNDHOLDERS TO INCREASE THEIR ORGANIZATIONAL EFFECTIVENESS AND SUSTAINABILITY. A TOTAL OF 10 AGENCY FUNDHOLDERS PARTICIPATED IN THIS PROGRAM AT A TOTAL COST TO THE FOUNDATION OF $63,000.
4d Other program services (Describe in Schedule O.)
(Expenses $ 63,000 including grants of $ 63,000 ) (Revenue $   )
4e Total program service expensesMediumBullet7,934,109
Form 990 (2018)
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
10
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
11
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
 
No
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
CA
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletCHRISTINA P WILSON162 S RANCHO SANTA FE RD B30   ENCINITAS,CA92024 (858) 756-6557
Form 990 (2018)
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) ALYCE ASHCRAFT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(2) TERRY ATKINSON......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(3) ED BLODGETT......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(4) TODD BUCHNER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(5) KEVIN CRAWFORD......................................................................
SECRETARY
4.00
.................
 
X   X       0 0 0
(6) BILL DAVIDSON......................................................................
CHAIRMAN
4.00
.................
 
X   X       0 0 0
(7) ELAINE DODGE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(8) DAVID DOWN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(9) MARK EMKJER......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(10) MIKE GREGOIRE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(11) MARK HOLMLUND......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(12) STELLA LARSEN......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(13) LOU MEZZULLO......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(14) GLENN ORATZ......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(15) MARK PETRIE......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
(16) DANIEL PLATT......................................................................
TREASURER
4.00
.................
 
X   X       0 0 0
(17) PAULA POWERS......................................................................
DIRECTOR
1.00
.................
 
X           0 0 0
Form 990 (2018)
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) STEVE SIMPSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(19) BOB STINE........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(20) GORDON SWANSON........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(21) KATE WILLIAMS........................................................................
DIRECTOR
1.00
.......................  
X           0 0 0
(22) KAREN SPRIGLE........................................................................
COO
40.00
.......................  
    X       113,382 0 5,898
(23) CHRISTINA WILSON........................................................................
PRESIDENT & CEO
40.00
.......................  
    X       171,728 0 14,329
(24) DAN BEALS........................................................................
CONTROLLER
40.00
.......................  
    X       99,357 0 9,926












1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 384,467 0 30,153
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet2
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2018)
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 11,573,771
g Noncash contributions included in lines 1a - 1f:$ 6,862,176
h Total. Add lines 1a-1f.......MediumBullet 11,573,771
 Program Service RevenueAmt Business Code
2a MANAGEMENT FEE REVENUE 525920 255,936 255,936    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 255,936
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 2,095,556     2,095,556
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents   3,015
b Less: rental expenses   0
c Rental income or (loss)   3,015
d Net rental income or (loss)......MediumBullet 3,015     3,015
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   70,646,835
b Less: cost or other basis and sales expenses   62,299,519
c Gain or (loss)   8,347,316
d Net gain or (loss).....MediumBullet 8,347,316     8,347,316
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a VILLAGE VIEWPOINTS 900099 4,749 4,749    
b OTHER INCOME 900099 3,424     3,424
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 8,173
12 Total revenue. See Instructions......MediumBullet 22,283,767 260,685 0 10,449,311
Form 990 (2018)
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 7,717,883 7,717,883
2 Grants and other assistance to domestic individuals. See Part IV, line 22 10,131 10,131
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16. 500 500
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 429,923 15,626 279,457 134,840
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 191,692 104,598 68,259 18,835
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 8,038 4,019 3,156 863
9 Other employee benefits ....... 11,236 3,824 5,680 1,732
10 Payroll taxes ........... 44,903 9,147 24,886 10,870
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 46,207   46,207  
c Accounting ........... 43,426 1,146 40,918 1,362
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 25,887 7,000 18,887  
12 Advertising and promotion .... 37,351     37,351
13 Office expenses ....... 15,108 8,196 3,456 3,456
14 Information technology ...... 37,833 790 37,043  
15 Royalties ..        
16 Occupancy ........... 85,275 28,425 28,425 28,425
17 Travel ............ 8,626   8,626  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 12,489 4,879 7,610  
20 Interest ........... 618 206 206 206
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 10,742   10,742  
23 Insurance ... 22,302 812 20,526 964
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND SUBSCRIPTIONS 22,503 7,501 7,501 7,501
b UTILITIES 13,962 4,654 4,654 4,654
c PRINTING/REPRODUCTION 6,414 2,730 1,842 1,842
d BANK SERVICE CHARGES 4,126 635 3,491  
e All other expenses 10,346 1,407 7,738 1,201
25 Total functional expenses. Add lines 1 through 24e 8,817,521 7,934,109 629,310 254,102
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 400,547 1 1,559,521
2 Savings and temporary cash investments ......... 397,977 2 485,270
3 Pledges and grants receivable, net ...... 828,736 3 1,045,478
4 Accounts receivable, net .............   4  
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 4,100 9 4,815
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 136,746
b Less: accumulated depreciation 10b 110,758 32,851 10c 25,988
11 Investments—publicly traded securities . 87,762,269 11 84,672,585
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 30,801,832 15 28,779,495
16 Total assets. Add lines 1 through 15 (must equal line 34)... 120,228,312 16 116,573,152
Liabilities 17 Accounts payable and accrued expenses ..... 42,288 17 50,212
18 Grants payable ... 44,005 18 0
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D 30,383,597 21 28,422,979
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 371,838 25 316,965
26 Total liabilities. Add lines 17 through 25.. 30,841,728 26 28,790,156
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 39,959,519 27 42,986,217
28 Temporarily restricted net assets ........... 13,080,456 28 8,453,203
29 Permanently restricted net assets 36,346,609 29 36,343,576
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 89,386,584 33 87,782,996
34 Total liabilities and net assets/fund balances ........ 120,228,312 34 116,573,152
Form 990 (2018)
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
22,283,767
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
8,817,521
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
13,466,246
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
89,386,584
5
Net unrealized gains (losses) on investments ...............
5
-15,070,360
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
526
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
87,782,996
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9

10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv), 170(b)(1)(A)(vi), and 170(b)(1)(A)(ix)
(Complete only if you checked the box on line 5, 7, 8, or 9 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. 10,748,349 8,963,723 9,939,597 6,611,223 11,573,771 47,836,663
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3 10,748,349 8,963,723 9,939,597 6,611,223 11,573,771 47,836,663
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 18,157,245
6 Public support. Subtract line 5 from line 4. 29,679,418
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
7 Amounts from line 4.. 10,748,349 8,963,723 9,939,597 6,611,223 11,573,771 47,836,663
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,483,525 1,512,907 1,846,564 1,930,440 2,098,571 8,872,007
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. 3,200 2,769 2,976 3,403 3,424 15,772
11 Total support. Add lines 7 through 10 56,724,442
12
12
1,023,230
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
52.320 %
15
15
49.360 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2014 (b) 2015 (c) 2016 (d) 2017 (e) 2018 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked 12a of Part I, complete Sections A and B. If you checked 12b of Part I, complete Sections A and C. If you checked 12c of Part I, complete Sections A, D, and E. If you checked 12d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 12a or 12b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990 or 990-EZ) 2018

Schedule A (Form 990 or 990-EZ) 2018
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
 
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions
 
9 Distributable amount for 2018 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2018
(iii)
Distributable
Amount for 2018
1 Distributable amount for 2018 from Section C, line
6
 
2 Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2018:
a From 2013.......  
b From 2014.......  
c From 2015.......  
d From 2016.......  
e From 2017.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2018 distributable amount  
i Carryover from 2013 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2018 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2018 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2018, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2018. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2019. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2014......  
b Excess from 2015.....  
c Excess from 2016.....  
d Excess from 2017.....  
e Excess from 2018.....  
Schedule A (Form 990 or 990-EZ) (2018)

Schedule A (Form 990 or 990-EZ) 2018
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2014 AMOUNT: $ 3,200. 2015 AMOUNT: $ 2,769. 2016 AMOUNT: $ 2,976. 2017 AMOUNT: $ 3,403. 2018 AMOUNT: $ 3,424.
Schedule A (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
Name of organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number
95-3709639
Part I
Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 3
Name of organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part II
Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
Page 4
Name of organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 142  
2 Aggregate value of contributions to (during year) 11,561,661  
3 Aggregate value of grants from (during year) 5,725,667  
4 Aggregate value at end of year ........ 45,841,610  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 44,039,253 42,379,808 38,889,553 37,595,624 34,710,182
b Contributions ... 13,813 -2,033,946 2,380,830 2,882,950 2,839,863
c Net investment earnings, gains, and losses -2,254,721 5,639,547 2,662,388 -84,228 1,641,657
d Grants or scholarships ... 1,663,813 1,646,348 1,289,470 1,263,415 1,381,776
e Other expenditures for facilities
and programs ...
6,847        
f Administrative expenses .... 321,441 299,808 263,493 241,378 214,302
g End of year balance ...... 39,806,244 44,039,253 42,379,808 38,889,553 37,595,624
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet1.800 %
b
Permanent endowment SchDMd Bullet91.200 %
c
Temporarily restricted endowment SchDMd Bullet7.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   21,833 19,037 2,796
d Equipment ....   103,562 86,456 17,106
e Other .....   11,351 5,265 6,086
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 25,988
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) INVESTMENTS HELD FOR OTHER AGENCIES 28,422,979
(2) ASSETS HELD IN CRT 356,516
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 28,779,495
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
LIABILITY UNDER CRT 316,965
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 316,965
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2018

Schedule D (Form 990) 2018
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 7,214,000
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -15,070,360
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 593
e Add lines 2a through 2d ..................... 2e -15,069,767
3 Subtract line 2e from line 1.................. 3 22,283,767
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c 0
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 22,283,767
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 8,818,000
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d 479
e Add lines 2a through 2d.................... 2e 479
3 Subtract line 2e from line 1................... 3 8,817,521
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c 0
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 8,817,521
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
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 28,422,979 AT DECEMBER 31, 2018.
PART V, LINE 4: TO PROVIDE PERPETUAL SUPPORT FOR THE OPERATIONS AND PROGRAMS OF VARIOUS NON-PROFIT AGENCIES THROUGHOUT SAN DIEGO COUNTY AND BEYOND. IN THE CURRENT YEAR, DEFICIENCIES EXISTED IN TWELVE (12) DONOR-RESTRICTED ENDOWMENT FUNDS, WHICH TOGETHER HAVE AN ORIGINAL GIFT VALUE OF $323,000, A CURRENT FAIR VALUE OF $320,000, AND A DEFICIENCY OF $3,000. THESE DEFICIENCIES RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED IN THE LAST TWO MONTHS OF 2018. AS OF THE PUBLICATION OF THESE STATEMENTS, THESE FUNDS REMAIN "UNDERWATER" BY A $1,000.
PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. THE FOUNDATION, HOWEVER, MAY BE SUBJECT TO TAX ON INCOME WHICH IS NOT RELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME TAX FOR THE YEAR ENDED DECEMBER 31, 2018. AT DECEMBER 31, 2017, THE FEDERAL STATUTE OF LIMITATIONS REMAINS OPEN FOR 2015 THROUGH 2018 YEARS. THE STATUTE OF LIMITATIONS FOR THE STATE INCOME TAX RETURNS REMAINS OPEN FOR THE 2014 THROUGH 2018 YEARS.
PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 526. ROUNDING 67.
PART XII, LINE 2D - OTHER ADJUSTMENTS: ROUNDING 479.
Schedule D (Form 990) 2018


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number
95-3709639
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) 3 STRANDS GLOBAL INC
3941 PARK DRIVE 20-200
EL DORADO HILLS,CA95762
27-4594317 501(C)(3) 25,000       CRIME PREVENTION
(2) A STEP BEYOND
340 N ESCONDIDO BLVD
ESCONDIDO,CA92025
46-2857532 501(C)(3) 56,500       YOUTH DEVELOPMENT
(3) AFRICA INLAND MISSION INTERNATIONAL INC
PO BOX 3611
PEACHTREE CITY,GA30269
11-1873101 501(C)(3) 88,000       BASIC NEEDS
(4) AMERICAN RED CROSS
PO BOX 37839
BOONE,IA50037
53-0196605 501(C)(3) 6,000       DISASTER RELIEF
(5) AMERICAN RED CROSS SAN DIEGO-IMPERIAL COUNTIES CHAPTER
3950 CALLE FORTUNADA
SAN DIEGO,CA92123
53-0196605 501(C)(3) 6,500       DISASTER RELIEF
(6) ANGELS FOSTER FAMILY NETWORK
9295 FARNHAM ST SUITE 200
SAN DIEGO,CA92123
33-0825875 501(C)(3) 50,000       HOUSING/SHELTER
(7) ART OF LAN
3401 32ND STREET
SAN DIEGO,CA92104
20-8136710 501(C)(3) 20,000       MUSIC
(8) ARTS GUILD OF OLD FORGE INC
PO BOX 1144
OLD FORGE,NY13420
16-1001728 501(C)(3) 12,600       VISUAL ARTS
(9) BALBOA PARK CONSERVANCY
1549 EL PRADO SUITE 1
SAN DIEGO,CA92101
95-0850465 501(C)(3) 20,000       ENVIRONMENTAL CONSERVATION
(10) BITTER ROOT HUMANE ASSOCIATION
PO BOX 57
HAMILTON,MT59840
81-0351709 501(C)(3) 25,000       ANIMAL HEALTH
(11) BLUE STAR FAMILIES
PO BOX 230637
ENCINITAS,CA92023
80-0369895 501(C)(3) 15,000       MILITARY
(12) BOYS & GIRLS CLUBS OF SAN DIEGUITO FOUNDATION
P O BOX 871
SOLANA BEACH,CA92075
95-3201906 501(C)(3) 6,354       YOUTH DEVELOPMENT
(13) BOYS AND GIRLS CLUBS OF THE AUSTIN AREA
5407 NORTH INTERSTATE 35 SUITE 400
AUSTIN,TX78723
74-6087356 501(C)(3) 10,000       YOUTH DEVELOPMENT
(14) BOYS TO MEN MENTORING NETWORK INC
9587 TROPICO DRIVE
LA MESA,CA91941
33-0800308 501(C)(3) 10,200       YOUTH DEVELOPMENT
(15) CAMP PENDLETON ARMED SERVICES YMCA
BOX 555028 BLDG 16144 A STREET
CAMP PENDLETON,CA92055
36-3274346 501(C)(3) 10,000       MILITARY
(16) CAMPUS CRUSADE FOR CHRIST
P O BOX 628222
ORLANDO,FL32862
95-6006173 501(C)(3) 8,000       RELIGIOUS STUDIES
(17) CASA DE AMPARO
325 BUENA CREEK ROAD
SAN MARCOS,CA92069
95-3315571 501(C)(3) 20,500       HOUSING/SHELTER
(18) CATHEDRAL CATHOLIC HIGH SCHOOL
5555 DEL MAR HEIGHTS ROAD
SAN DIEGO,CA92130
51-0464013 501(C)(3) 10,000       K-12
(19) CATHOLIC ACTION FOR FAITH AND FAMILY
PO BOX 910308
SAN DIEGO,CA92191
20-5114501 501(C)(3) 100,000       RELIGIOUS FREEDOM
(20) CENTRAL TEXAS FOOD BANK INC
6500 METROPOLIS DRIVE
AUSTIN,TX78744
74-2217350 501(C)(3) 30,000       FOOD
(21) CHALLENGED ATHLETES FOUNDATION
9591 WAPLES STREET
SAN DIEGO,CA92121
33-0739596 501(C)(3) 50,700       INCLUSION
(22) COLLEGE AREA PREGNANCY SERVICES INC
PO BOX 15115
SAN DIEGO,CA92175
33-0782841 501(C)(3) 11,000       PREVENTION
(23) COLUMBIA UNIVERSITY
622 W 113TH STREET MC 4524
NEW YORK,NY10025
13-5598093 501(C)(3) 11,500       COLLEGE/UNIVERSITY
(24) COMMUNITY RESOURCE CENTER
650 2ND STREET
ENCINITAS,CA92024
95-3497926 501(C)(3) 31,000       HOUSING/SHELTER
(25) CORNELL UNIVERSITY
341 PINE TREE ROAD
ITHACA,NY14850
15-0532082 501(C)(3) 10,000       COLLEGE/UNIVERSITY
(26) CSU SAN MARCOS
333 S TWIN OAKS VALLEY ROAD
SAN MARCOS,CA92096
80-0390564 501(C)(3) 101,500       COLLEGE/UNIVERSITY
(27) DAYBREAK COMMUNITY CHURCH
6515 AMBROSIA LANE
CARLSBAD,CA92011
33-0435454 501(C)(3) 10,000       WORSHIP
(28) DESERT AIDS PROJECT
1695 N SUNRISE WAY
PALM SPRINGS,CA92262
33-0068583 501(C)(3) 6,000       MEDICAL CARE
(29) DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006
13-3433452 501(C)(3) 16,500       MEDICAL CARE
(30) DREAMS FOR CHANGE
PO BOX 16327
SAN DIEGO,CA92176
27-0447059 501(C)(3) 10,000       FOOD
(31) EASTER SEALS SOUTHERN CALIFORNIA INC
1063 MCGAW AVENUE
IRVINE,CA92614
94-3068149 501(C)(3) 15,000       MILITARY
(32) EDIFY
8825 AERO DRIVE SUITE 220
SAN DIEGO,CA92123
27-0892545 501(C)(3) 6,000       EDUCATION
(33) ELEMENTARY INSTITUTE OF SCIENCE
608 51ST STREET
SAN DIEGO,CA92114
94-1669545 501(C)(3) 7,431       SCIENCE/TECH/ENGINEERING/MATH
(34) EMILIO NARES FOUNDATION
2650 TRUXTUN ROAD
SAN DIEGO,CA92106
13-4229276 501(C)(3) 25,000       MEDICAL CARE
(35) ENCINITAS COASTAL ROTARY CLUB
PO BOX 230762
ENCINITAS,CA92023
33-0307082 501(C)(4) 10,000       BASIC NEEDS
(36) ETERNAL HOPE INC
PO BOX 8575
SPOKANE,WA99203
46-3276542 501(C)(3) 60,000       ECONOMIC DEVELOPMENT
(37) FEEDING SAN DIEGO
9455 WAPLES STREET STE 135
SAN DIEGO,CA92121
26-0457477 501(C)(3) 13,000       FOOD
(38) FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
PO BOX 17408
DENVER,CO80217
84-1522811 501(C)(3) 26,000       RELIGIOUS STUDIES
(39) FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROAD
KANSAS CITY,MO64129
44-0610626 501(C)(3) 91,100       YOUTH DEVELOPMENT
(40) FIELDSTONE LEADERSHIP NETWORK
5465 MOREHOUSE DRIVE 250
SAN DIEGO,CA92121
33-0103025 501(C)(3) 35,000       PHILANTHROPY PROMOTION
(41) FIRST CHURCH OF CHRIST SCIENTIST
PO BOX 422
RANCHO SANTA FE,CA92067
95-2322997 501(C)(3) 8,003       RELIGIOUS STUDIES
(42) FIRST LIBERTY INSTITUTE
2001 W PLANO PARKWAY 1600
PLANO,TX75075
75-1403169 501(C)(3) 11,000       RELIGIOUS FREEDOM
(43) FOOD FORWARD
7412 FULTON AVENUE SUITE 3
NORTH HOLLYWOOD,CA91605
90-0678872 501(C)(3) 10,000       NON PROFIT EFFECTIVENESS
(44) FOOTHILL COUNTRY DAY SCHOOL
1035 WEST HARRISON AVENUE
CLAREMONT,CA91711
95-1816057 501(C)(3) 15,636       K-12
(45) FOUNDATION FOR ANIMAL CARE AND EDUCATION
10505 SORRENTO VALLEY ROAD SUITE
175
SAN DIEGO,CA92121
20-5333261 501(C)(3) 16,000       ANIMAL HEALTH
(46) FRANK LLOYD WRIGHT TRUST
209 S LASALLE STREET 118
CHICAGO,IL60604
23-7414937 501(C)(3) 12,500       HISTORIC PROJECTS
(47) FRIENDS OF SAN PASQUAL ACADEMY INC
P O BOX 8202
RANCHO SANTA FE,CA92067
20-0296623 501(C)(3) 7,350       YOUTH DEVELOPMENT
(48) FRIENDS OF THE CARDIFF-BY-THE-SEA LIBRARY
PO BOX 657
CARDIFF BY THE SEA,CA92007
33-0311593 501(C)(3) 13,975       LIBRARIES
(49) FUTURE LEGENDS
PO BOX 1873
RANCHO SANTA FE,CA92067
81-2380227 501(C)(3) 400,573       YOUTH DEVELOPMENT
(50) GENERATEHOPE INC
4025 CAMINO DEL RIO S 300
SAN DIEGO,CA92108
26-3405689 501(C)(3) 50,000       HOUSING/SHELTER
(51) GIRL SCOUTS OF THE USA
420 FIFTH AVENUE
NEW YORK,NY10018
13-1624016 501(C)(3) 10,000       YOUTH DEVELOPMENT
(52) GIRL SCOUTS SAN DIEGO-IMPERIAL COUNCIL
1231 UPAS STREET
SAN DIEGO,CA92103
95-1644585 501(C)(3) 10,300       YOUTH DEVELOPMENT
(53) GLOBAL WELLNESS INSTITUTE
333 SE 2ND AVENUE 2048
MIAMI,FL33131
47-3850534 501(C)(3) 35,000       RESEARCH
(54) GREYHOUND ADOPTION CENTER
PO BOX 2433
LA MESA,CA91943
95-4132021 501(C)(3) 12,000       ANIMAL HEALTH
(55) HEAVENLY HORSE HAVEN INC
PO BOX 391998
ANZA,CA92539
30-0403311 501(C)(3) 30,000       ANIMAL HEALTH
(56) HELPING PAWS FOUNDATION
2250 S ESCONDIDO BLVD 104
ESCONDIDO,CA92025
47-5232344 501(C)(3) 10,000       ANIMAL HEALTH
(57) HORIZON CHRISTIAN FELLOWSHIP RANCHO SANTA FE
P O BOX 9070
RANCHO SANTA FE,CA92067
33-0736434 501(C)(3) 85,000       WORSHIP AND K-12
(58) IMPRINT CHANGING TOMORROW TODAY
PO BOX 538
CARLSBAD,CA92018
81-4468715 501(C)(3) 8,250       WORSHIP
(59) INFO LINE OF SAN DIEGO COUNTY
PO BOX 420039
SAN DIEGO,CA92142
33-1029843 501(C)(3) 10,000       MILITARY
(60) INSULIN FOR LIFE USA INC
5745 SW 75TH STREET 116
GAINESVILLE,FL32608
46-0771608 501(C)(3) 10,000       MEDICAL CARE
(61) INTERFAITH SHELTER NETWORK OF SAN DIEGO COUNTY
3530 CAMINO DEL RIO N 301
SAN DIEGO,CA92108
95-2630300 501(C)(3) 10,000       HOUSING/SHELTER
(62) INTERVARSITY CHRISTIAN FELLOWSHIP - USA
PO BOX 7895
MADISON,WI53707
36-2171714 501(C)(3) 10,000       WORSHIP
(63) JACOBS & CUSHMAN SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVENUE
SAN DIEGO,CA92121
20-4374795 501(C)(3) 15,500       FOOD
(64) JOHN PAUL THE GREAT CATHOLIC UNIVERSITY
220 W GRAND AVE
ESCONDIDO,CA92025
20-0471061 501(C)(3) 25,500       COLLEGE/UNIVERSITY
(65) JUST IN TIME FOR FOSTER YOUTH
P O BOX 601627
SAN DIEGO,CA92160
20-5448416 501(C)(3) 72,000       YOUTH DEVELOPMENT
(66) K9S FOR WARRIORS
114 CAMP K9 ROAD
PONTE VEDRA,FL32081
27-5219467 501(C)(3) 20,000       MILITARY
(67) KITCHENS FOR GOOD
404 EUCLID AVENUE
SAN DIEGO,CA92114
46-3278605 501(C)(3) 75,000       FOOD
(68) KPBS
5200 CAMPANILE DRIVE
SAN DIEGO,CA92182
95-6042721 501(C)(3) 32,100       MEDIA/COMMUNICATIONS
(69) KYOTO SYMPOSIUM ORGANIZATION
PO BOX 3303
LA JOLLA,CA92038
20-3117897 501(C)(3) 7,000       SCIENCE/TECH/ENGINEERING/MATH
(70) LA COSTA CANYON HIGH SCHOOL FOUNDATION
1 MAVERICK WAY
CARLSBAD,CA92009
33-0708190 501(C)(3) 49,000       K-12
(71) LA JOLLA MUSIC SOCIETY
7946 IVANHOE AVENUE SUITE 309
LA JOLLA,CA92037
23-7148171 501(C)(3) 45,500       MUSIC
(72) LEAP TO SUCCESS
5205 AVENIDA ENCINAS SUITE A
CARLSBAD,CA92008
46-3198240 501(C)(3) 32,500       MENTAL HEALTH
(73) LIBRARY GUILD OF RANCHO SANTA FE INC
PO BOX 348
RANCHO SANTA FE,CA92067
95-6091588 501(C)(3) 18,713       LIBRARIES
(74) LOMA LINDA UNIVERSITY CHILDREN'S HOSPITAL FOUNDATION
PO BOX 2000
LOMA LINDA,CA92354
33-0565591 501(C)(3) 20,000       MEDICAL CARE
(75) MAINLY MOZART
404 EUCLID AVENUE 301
SAN DIEGO,CA92114
33-0320305 501(C)(3) 101,600       MUSIC
(76) MERCY CHEFS INC
711 WASHINGTON STREET
PORTSMOUTH,VA23704
20-5050449 501(C)(3) 10,000       FOOD
(77) MINGEI INTERNATIONAL INC
2640 HISTORIC DECATUR ROAD
SAN DIEGO,CA92106
23-7433357 501(C)(3) 101,500       MUSEUM
(78) MIQLAT INC
1850 LAKE MORENO DRIVE
CAMPO,CA91906
81-0599806 501(C)(3) 10,700       BASIC NEEDS
(79) MIRAGLO FOUNDATION
PO BOX 1270
LA JOLLA,CA92038
45-2499438 501(C)(3) 400,000       RESEARCH
(80) MISSION EDGE SAN DIEGO
PO BOX 12319
SAN DIEGO,CA92112
27-2938491 501(C)(3) 15,000       NON PROFIT EFFECTIVENESS
(81) MOCHA PRINCESS AZ
4905 S 5TH AVENUE
PHOENIX,AZ85041
81-5128784 501(C)(3) 40,000       YOUTH DEVELOPMENT
(82) MONARCH SCHOOL PROJECT
1625 NEWTON AVENUE
SAN DIEGO,CA92113
33-0871354 501(C)(3) 35,500       K-12
(83) MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES
1115 MISSION STREET
SANTA CRUZ,CA95060
59-2751953 501(C)(3) 17,000       RESEARCH
(84) MUSICK PEELER & GARRETT LLP
ONE WILSHIRE BOULEVARD 2000
LOS ANGELES,CA90017
95-1777575   5,404       ENVIRONMENTAL CONSERVATION
(85) NATIONAL UNIVERSITY
3678 AERO COURT
SAN DIEGO,CA92123
23-7172306 501(C)(3) 10,200       COLLEGE/UNIVERSITY
(86) NATIVITY PREP ACADEMY
2755 55TH STREET
SAN DIEGO,CA92105
33-0886247 501(C)(3) 99,500       K-12
(87) NEW HAVEN YOUTH & FAMILY SERVICES
P O BOX 1199
VISTA,CA92085
95-3161628 501(C)(3) 20,000       YOUTH DEVELOPMENT
(88) NEW STORY INC
182 HOWARD ST 101
SAN FRANCISCO,CA94105
47-2529408 501(C)(3) 50,000       HOUSING/SHELTER
(89) NONPROFIT MANAGEMENT SOLUTIONS
8265 VICKERS STREET SUITE C
SAN DIEGO,CA92111
33-0508897 501(C)(3) 28,000       PHILANTHROPY PROMOTION
(90) NORTH COAST CALVARY CHAPEL
1330 POINSETTIA LANE
CARLSBAD,CA92011
95-3063132 501(C)(3) 17,000       WORSHIP
(91) NORTH COAST CHRISTIAN MINISTRIES INC
1831 S EL CAMINO REAL
ENCINITAS,CA92024
77-0605178 501(C)(3) 8,500       BASIC NEEDS
(92) NORTH COAST PRESBYTERIAN CHURCH
1831 S EL CAMINO REAL
ENCINITAS,CA92024
58-1638487 501(C)(3) 23,000       WORSHIP
(93) NORTH COAST REPERTORY THEATRE
987 LOMAS SANTA FE DRIVE SUITE D
SOLANA BEACH,CA92075
95-3819307 501(C)(3) 8,000       THEATRE
(94) NORTH COUNTY HEALTH PROJECT INC
150 VALPREDA ROAD
SAN MARCOS,CA92069
95-2847102 501(C)(3) 10,000       MEDICAL CARE
(95) NORTH COUNTY LIFELINE
200 MICHIGAN AVENUE
VISTA,CA92084
95-2794253 501(C)(3) 100,000       EDUCATION
(96) NORTH VALLEY COMMUNITY FOUNDATION
240 MAIN ST STE 260
CHICO,CA95928
68-0161455 501(C)(3) 7,000       COMMUNITY FOUNDATION
(97) NORTHEASTERN UNIVERSITY
716 COLUMBUS AVENUE - SUITE CP402
BOSTON,MA02120
04-1679980 501(C)(3) 10,000       COLLEGE/UNIVERSITY
(98) NORTHERN ARIZONA UNIVERSITY FOUNDATION
PO BOX 4094
FLAGSTAFF,AZ86011
86-0193726 501(C)(3) 25,000       COLLEGE/UNIVERSITY
(99) OLD GLOBE THEATRE
P O BOX 122171
SAN DIEGO,CA92112
95-1543396 501(C)(3) 58,150       THEATRE
(100) OPERATION HOPE - VISTA
859 EAST VISTA WAY
VISTA,CA92084
57-1214920 501(C)(3) 25,700       HOUSING/SHELTER
(101) PACIFIC RIDGE SCHOOL
6269 EL FUERTE
CARLSBAD,CA92009
86-1061606 501(C)(3) 37,535       K-12
(102) PADRES PEDAL THE CAUSE
2445 5TH AVENUE 402
SAN DIEGO,CA92101
46-0552414 501(C)(3) 10,700       RESEARCH
(103) PALOMAR COLLEGE FOUNDATION
1140 WEST MISSION ROAD
SAN MARCOS,CA92069
95-6094128 501(C)(3) 97,400       COMMUNITY COLLEGE
(104) PLEASANTS COUNTY LIBRARY
101 LAFAYETTE STREET
ST MARYS,WV26170
55-0596254 501(C)(3) 16,361       LIBRARIES
(105) POINT LOMA NAZARENE UNIVERSITY
3900 LOMALAND DRIVE
SAN DIEGO,CA92106
95-1644035 501(C)(3) 25,000       COLLEGE/UNIVERSITY
(106) PRESBYTERIAN CHURCH OF BIG WOOD
P O BOX 660
KETCHUM,ID83340
82-0374595 501(C)(3) 6,000       WORSHIP
(107) PRO KIDS THE FIRST TEE OF SAN DIEGO
4085 52ND STREET
SAN DIEGO,CA92105
33-0617741 501(C)(3) 10,000       YOUTH DEVELOPMENT
(108) PROJECT CONCERN INTERNATIONAL
5151 MURPHY CANYON ROAD 320
SAN DIEGO,CA92123
95-2248462 501(C)(3) 7,000       ECONOMIC DEVELOPMENT
(109) PUBLIC SERVICE LAW CORPORATION
4129 MAIN STREET 101
RIVERSIDE,CA92501
95-3739865 501(C)(3) 75,000       LEGAL
(110) RANCHO SANTA FE ASSOCIATION
PO BOX A
RANCHO SANTA FE,CA92067
95-1132930 501(C)(4) 11,000       ENVIRONMENTAL CONSERVATION
(111) RANCHO SANTA FE COMMUNITY CENTER
PO BOX 1834
RANCHO SANTA FE,CA92067
95-2842837 501(C)(3) 7,500       COMMUNITY DEVELOPMENT
(112) RANCHO SANTA FE SENIORS INC
PO BOX 223
RANCHO SANTA FE,CA92067
95-6113493 501(C)(3) 29,563       AGING SERVICES
(113) REALITY CHANGERS
3910 UNIVERSITY AVENUE 300-RC
SAN DIEGO,CA92105
26-3757305 501(C)(3) 172,500       YOUTH DEVELOPMENT
(114) RESPONSIBILITY
PO BOX 433199
SAN YSIDRO,CA92143
33-0437290 501(C)(3) 6,000       EDUCATION
(115) RETRIEVERS AND FRIENDS OF SOUTHERN CA INC
PO BOX 1822
TEMECULA,CA92593
27-0443768 501(C)(3) 36,000       ANIMAL HEALTH
(116) SAINT JOHN'S UNIVERSITY
PO BOX 7222
COLLEGEVILLE,MN56321
45-3656162 501(C)(3) 40,000       COLLEGE/UNIVERSITY
(117) SAINT JOSEPH ACADEMY
500 LAS FLORES DRIVE
SAN MARCOS,CA92078
33-0643364 501(C)(3) 22,000       K-12
(118) SALK INSTITUTE FOR BIOLOGICAL STUDIES
10010 N TORREY PINES RD
LA JOLLA,CA92037
95-2160097 501(C)(3) 11,150       RESEARCH
(119) SAN DIEGO BOTANIC GARDEN
P O BOX 230005
ENCINITAS,CA92023
95-6120581 501(C)(3) 35,000       BOTANIC GARDENS
(120) SAN DIEGO CALVARY KOREAN CHURCH
6970 LINDA VISTA ROAD
SAN DIEGO,CA92111
33-0333698 501(C)(3) 10,000       WORSHIP
(121) SAN DIEGO GRANTMAKERS
5060 SHOREHAM PLACE SUITE 350
SAN DIEGO,CA92122
33-0868261 501(C)(3) 22,500       NON PROFIT EFFECTIVENESS
(122) SAN DIEGO MILITARY OUTREACH MINISTRIES
4426 HARBINSON AVENUE
LA MESA,CA91942
76-0817487 501(C)(3) 10,000       MILITARY
(123) SAN DIEGO RESCUE MISSION
PO BOX 80427
SAN DIEGO,CA92138
95-1874073 501(C)(3) 13,400       HOUSING/SHELTER
(124) SAN DIEGO SYMPHONY ORCHESTRA ASSOCIATION
1245 SEVENTH AVENUE
SAN DIEGO,CA92101
95-2040874 501(C)(3) 17,300       MUSIC
(125) SAN ELIJO LAGOON CONSERVANCY
PO BOX 230634
ENCINITAS,CA92023
33-0358660 501(C)(3) 5,400       ENVIRONMENTAL CONSERVATION
(126) SANFORD-BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
10901 N TORREY PINES RD
LA JOLLA,CA92037
51-0197108 501(C)(3) 76,000       RESEARCH
(127) SAVVY GIVING BY DESIGN
7875 HIGHLANDS VILLAGE PLACE B103
SAN DIEGO,CA92127
81-1417309 501(C)(3) 6,000       BASIC NEEDS
(128) SCRIPPS HEALTH FOUNDATION
PO BOX 2669
LA JOLLA,CA92038
95-1684089 501(C)(3) 439,000       HOSPITALS
(129) SEAL CONSERVANCY
PO BOX 2016
LA JOLLA,CA92038
33-0855202 501(C)(3) 10,000       ANIMAL HEALTH
(130) SEGERSTROM CENTER FOR THE ARTS
600 TOWN CENTER DRIVE
COSTA MESA,CA92626
23-7287150 501(C)(3) 24,169       THEATRE
(131) SHARP HEALTHCARE FOUNDATION
8695 SPECTRUM CENTER BLVD
SAN DIEGO,CA92123
95-3492461 501(C)(3) 10,000       HOSPITALS
(132) SOLANA BEACH PRESBYTERIAN CHURCH
120 STEVENS AVENUE
SOLANA BEACH,CA92075
95-2129111 501(C)(3) 38,000       WORSHIP
(133) SOLUTIONS FOR CHANGE INC
722 W CALIFORNIA AVENUE
VISTA,CA92083
33-0902617 501(C)(3) 28,455       HOUSING/SHELTER
(134) SOUTHERN CA GOLDEN RETRIEVER RESCUE
PO BOX 25698
LOS ANGELES,CA90025
30-0454968 501(C)(3) 24,000       ANIMAL HEALTH
(135) ST AUGUSTINE ACADEMY INC
130 SOUTH WELLS ROAD
VENTURA,CA93004
77-0379150 501(C)(3) 19,910       K-12
(136) ST CATHERINE UNIVERSITY
2004 RANDOLPH AVENUE
ST PAUL,MN55105
41-0695509 501(C)(3) 30,000       COLLEGE/UNIVERSITY
(137) ST JEANNE DE LESTONNAC SCHOOL
32650 AVENIDA LESTONNAC
TEMECULA,CA92592
53-0196617 501(C)(3) 19,325       K-12
(138) ST JOHN SCHOOL
1003 ENCINITAS BLVD
ENCINITAS,CA92024
27-3974051 501(C)(3) 25,000       EDUCATION
(139) ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACE
MEMPHIS,TN38105
62-0646012 501(C)(3) 26,000       HOSPITALS
(140) ST MADELEINE SOPHIE'S TRAINING CENTER
2119 E MADISON AVENUE
EL CAJON,CA92019
95-1957332 501(C)(3) 11,000       INCLUSION
(141) ST MICHAEL'S ABBEY PREPARATORY SCHOOL
19292 EL TORO ROAD
SILVERADO,CA92676
02-0677028 501(C)(3) 87,310       K-12
(142) ST PERPETUA CHURCH
3454 HAMLIN ROAD
LAFAYETTE,CA94549
94-2627188 501(C)(3) 10,000       WORSHIP
(143) ST VINCENT DE PAUL VILLAGE INC
3350 E STREET
SAN DIEGO,CA92102
33-0492302 501(C)(3) 37,257       BASIC NEEDS
(144) SUPPORT THE ENLISTED PROJECT
P O BOX 26747
SAN DIEGO,CA92196
20-3051279 501(C)(3) 11,250       BASIC NEEDS
(145) TAKING CONTROL OF YOUR DIABETES
990 HIGHLAND DRIVE SUITE 312
SOLANA BEACH,CA92075
33-0794608 501(C)(3) 10,000       MEDICAL CARE
(146) TERI INC
251 AIRPORT ROAD
OCEANSIDE,CA92058
95-3532129 501(C)(3) 22,500       INCLUSION
(147) THE BARNABAS GROUP
4740 GREEN RIVER RD 217
CORONA,CA92880
26-0758241 501(C)(3) 6,400       NON PROFIT EFFECTIVENESS
(148) THE BISHOP'S SCHOOL
7607 LA JOLLA BOULEVARD
LA JOLLA,CA92037
95-1642362 501(C)(3) 100,000       K-12
(149) THE CAMPANILE FOUNDATION
5500 CAMPANILE DRIVE
SAN DIEGO,CA92182
33-0868418 501(C)(3) 8,450       COLLEGE/UNIVERSITY
(150) THE GRAUER FOUNDATION FOR EDUCATION
1500 S EL CAMINO REAL
ENCINITAS,CA92024
33-0708902 501(C)(3) 25,000       K-12
(151) THE HUMANE LEAGUE
PO BOX 10476
ROCKVILLE,MD20849
04-3817491 501(C)(3) 81,000       ANIMAL HEALTH
(152) THE KIDS COLLEGE
570 RANCHEROS DRIVE SUITE 270
SAN MARCOS,CA92069
33-0933622 501(C)(3) 20,000       K-12
(153) THE LYCEUM
1545 S GREEN ROAD
SOUTH EUCLID,OH44121
32-0079287 501(C)(3) 18,870       K-12
(154) THE OUTREACH FOUNDATION OF THE PRESBYTERIAN CHURCH
381 RIVERSIDE DRIVE 110
FRANKLIN,TN37064
58-1375506 501(C)(3) 27,500       EDUCATION
(155) THE PATRIOTS INITIATIVE
P O BOX 2527
RANCHO SANTA FE,CA92067
47-2495472 501(C)(3) 12,000       MILITARY
(156) THE SALVATION ARMY - SIERRA DEL MAR REGION
6605 UNIVERSITY AVENUE
SAN DIEGO,CA92115
94-1156347 501(C)(3) 8,700       BASIC NEEDS
(157) THE SCRIPPS RESEARCH INSTITUTE
10550 NORTH TORREY PINES ROAD
LA JOLLA,CA92037
33-0435954 501(C)(3) 10,000       RESEARCH
(158) THE SOLDIERS PROJECT
4605 LANKERSHIM BLVD 720
NORTH HOLLYWOOD,CA91602
27-2815356 501(C)(3) 7,500       MILITARY
(159) THE V FOUNDATION FOR CANCER RESEARCH
14600 WESTON PARKWAY
CARY,NC27513
13-3705951 501(C)(3) 6,000       RESEARCH
(160) THRIVE PUBLIC SCHOOLS
4260 54TH STREET
SAN DIEGO,CA92115
46-3302948 501(C)(3) 50,000       EDUCATION
(161) TREE SAN DIEGO
PO BOX 6905
SAN DIEGO,CA92166
46-5183143 501(C)(3) 109,000       ENVIRONMENTAL CONSERVATION
(162) UC DAVIS FOUNDATION
202 COUSTEAU PLACE SUITE 185
DAVIS,CA95618
94-6081352 501(C)(3) 10,000       COLLEGE/UNIVERSITY
(163) UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE 0940
LA JOLLA,CA92093
95-2872494 501(C)(3) 14,300       COLLEGE/UNIVERSITY
(164) UMASS MEMORIAL FOUNDATION
333 SOUTH STREET 4TH FLOOR
SHREWSBURY,MA01545
04-3108190 501(C)(3) 15,000       RESEARCH
(165) UNDER THE SUN FOUNDATION
5017 MARLBOROUGH DRIVE
SAN DIEGO,CA92216
82-1632182 501(C)(3) 100,000       VISUAL ARTS
(166) UNITED NEGRO COLLEGE FUND - ATLANTA
229 PEACHTREE ST NE 2350
ATLANTA,GA30303
13-1624241 501(C)(3) 9,300       COLLEGE/UNIVERSITY
(167) UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREET
URBANA,IL61801
37-6006007 501(C)(3) 22,827       COLLEGE/UNIVERSITY
(168) UNIVERSITY OF SAN DIEGO
5998 ALCALA PARK - DAC228
SAN DIEGO,CA92110
95-2544535 501(C)(3) 67,500       COLLEGE/UNIVERSITY
(169) UNIVERSITY OF SAN DIEGO HAHN SCHOOL OF NURSING AND HEALTH SCIENCE
5998 ALCALA PARK
SAN DIEGO,CA92110
95-2544535 501(C)(3) 200,000       COLLEGE/UNIVERSITY
(170) UNIVERSITY OF SOUTHERN CALIFORNIA
ADM 160 MC4017
LOS ANGELES,CA90089
95-1642394 501(C)(3) 10,000       COLLEGE/UNIVERSITY
(171) VET CTAP
1657 SAN LUIS REY AVE
VISTA,CA92084
36-4834690 501(C)(3) 15,000       MILITARY
(172) VILLAGE COMMUNITY PRESBYTERIAN CHURCH
PO BOX 704
RANCHO SANTA FE,CA92067
95-6006164 501(C)(3) 40,107       WORSHIP
(173) VINEYARD OUTREACH AMERICA
815-A BRAZOS STREET 69
AUSTIN,TX78701
81-4793936 501(C)(3) 15,000       WORSHIP
(174) VISTA COMMUNITY CLINIC
1000 VALE TERRACE
VISTA,CA92084
95-2815615 501(C)(3) 10,000       MEDICAL CARE
(175) VOLUNTEERS OF AMERICA - SOUTHWEST
3530 CAMINO DEL RIO NORTH SUITE 300
300
SAN DIEGO,CA92108
95-6003438 501(C)(3) 10,000       BASIC NEEDS
(176) WARRIOR FOUNDATION-FREEDOM STATION
1223 1/2 28TH STREET SUITE A
SAN DIEGO,CA92012
20-0067633 501(C)(3) 10,000       MILITARY
(177) WAVE ACADEMY
4455 MURPHY CANYON RD SUITE 100-13
SAN DIEGO,CA92123
36-4690777 501(C)(3) 15,000       MEDICAL CARE
(178) WE CHARITY
6500 MAIN STREET 5
WILLIAMSVILLE,NY14221
16-1533544 501(C)(3) 400,000       ECONOMIC DEVELOPMENT
(179) WELLS OF LIFE INC
24800 CHRISANTA DRIVE SUITE 200
MISSION VIEJO,CA92691
45-1496631 501(C)(3) 75,000       BASIC NEEDS
(180) WORKSHOPS FOR WARRIORS
2970 MAIN STREET
SAN DIEGO,CA92113
26-1721255 501(C)(3) 46,000       MILITARY
(181) WORLD WILDLIFE FUND
PO BOX 97180
WASHINGTON,DC20090
52-1693387 501(C)(3) 100,000       ANIMAL HEALTH
(182) WORLDREADERORG
2030 1ST AVENUE SUITE 300
SEATTLE,WA98121
27-2092468 501(C)(3) 50,000       LITERACY
(183) WOUNDED WARRIOR PROJECT INC
4899 BELFORT ROAD SUITE 300
JACKSONVILLE,FL32256
20-2370934 501(C)(3) 10,000       MEDICAL CARE
(184) WREATHS ACROSS AMERICA
PO BOX 249
COLUMBIA FALLS,ME04623
20-8362270 501(C)(3) 34,550       MILITARY
(185) YAZDA
PO BOX 771448
HOUSTON,TX77215
47-1722806 501(C)(3) 70,000       HUMAN RIGHTS
(186) YMCA OF SAN DIEGO COUNTY
3708 RUFFIN ROAD
SAN DIEGO,CA92123
95-2039198 501(C)(3) 72,400       YOUTH DEVELOPMENT
(187) YOUNG LIFE
420 N CASCADE AVE
COLORADO SPRINGS,CO80903
84-0385934 501(C)(3) 35,500       YOUTH DEVELOPMENT/AFTER SCHOOL PROGRAMS
(188) ZOOLOGICAL SOCIETY OF SAN DIEGO
PO BOX 120551
SAN DIEGO,CA92112
95-1648219 501(C)(3) 10,000       ZOOS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
185
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
3
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2018

Schedule I (Form 990) 2018
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1) BASIC NEEDS 3 10,131      
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: ALL GRANTS ISSUED ARE ACCOMPANIED WITH A LETTER THAT GRANTEES ARE ASKED TO SIGN AND RETURN, ACKNOWLEDGING (AMONG OTHER THINGS) THAT THEY WILL NOT USE THE FUNDS FOR ANY PURPOSE OTHER THAN THE SPECIFIC PURPOSE(S) DESCRIBED IN THE LETTER. ALL GRANTS ISSUED FROM THE ORGANIZATION'S DISCRETIONARY FUNDS HAVE A FURTHER REQUIREMENT FOR THE GRANTEE TO PROVIDE A WRITTEN REPORT BACK TO THE ORGANIZATION DESCRIBING HOW THE AWARDED FUNDS WERE USED AND THE IMPACT THEY HAD ON THE GRANTEES FUNDED PROJECT(S). WHILE GRANTS FROM DONOR ADVISED FUNDS ARE ISSUED TO ANY 501(C)(3) CHARITABLE ORGANIZATION IN THE UNITED STATES, GRANTS FROM THE FOUNDATION'S DISCRETIONARY FUNDS ARE LIMITED TO ORGANIZATIONS LOCATED IN SAN DIEGO COUNTY, CA.
Schedule I (Form 990) 2018



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1CHRISTINA WILSON
PRESIDENT & CEO
(i)

(ii)
171,728
-------------
0
0
-------------
0
0
-------------
0
8,769
-------------
0
5,560
-------------
0
186,057
-------------
0
0
-------------
0
Schedule J (Form 990) 2018

Schedule J (Form 990) 2018
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2018
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageGo to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 55 6,862,176 STOCK QUOTE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? ...................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2018)
Schedule M (Form 990) (2018)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 32B: THE FOUNDATION USES THE SERVICES OF UBS FINANCIAL SERVICES, INC. TO ACCEPT GIFTS OF PUBLIC SECURITIES ON OUR BEHALF, TO SELL THOSE SECURITIES AND FORWARD THE PROCEEDS FROM SUCH SALES TO OUR CHECKING ACCOUNT AT FIRST REPUBLIC BANK.
Schedule M (Form 990) (2018)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2018
Open to Public
Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B ALL BOARD MEMEBERS ARE PROVIDED WITH A COPY OF THE 990 VIA EMAIL PRIOR TO IT'S FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST COMPLY WITH ALL REQUIREMENTS OF MEMBERSHIP ON THE RANCHO SANTA FE FOUNDATION BOARD OF DIRECTORS. THE ORGANIZATION HAS MADE INQUIRIES OF ITS BOARD OF DIRECTORS AND OTHER INTERESTED PERSONS REGARDING CONFLICTS OF INTEREST IN THE PAST. IN 2018, THE ORGANIZATION BEGAN THE PROCESS TO UPDATE AND REVISE ITS INTERESTED PERSONS QUESTIONNAIRE. THROUGH PREPARATION OF THE AUDIT AND TAX RETURN, GENERAL INQUIRIES WERE MADE TO DETERMINE CONFLICTS OF INTEREST, IF ANY. IN 2019, THE FOUNDATION WILL AGAIN, REQUEST THAT MEMBERS OF GOVERNANCE AND MANAGEMENT COMPLETE THE FOUNDATION'S INTERESTED PERSONS QUESTIONNAIRE. BEYOND THE INTERESTED PERSONS QUESTIONNAIRE, THE BOARD CHAIRMAN WILL ROUTINELY ASK BOARD MEMBERS TO RECUSE THEMSELVES FROM VOTING ON ISSUES AT MEETING THAT WOULD CREATE A CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE CEO IS SET BY THE EXECUTIVE COMMITTEE, BASED UPON COMPETITIVE SALARY DATA REVIEWED BY THE GOVERNANCE AND NOMINATING COMMITTEE 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. HARD COPIES OF THESE DOCUMENTS AS WELL AS MEETING MINUTES, OTHER GOVERNING DOCUMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 526.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2018


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2018
Open to Public Inspection
Name of the organization
RANCHO SANTA FE FOUNDATION
 
Employer identification number

95-3709639
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)RSFF CHARITABLE REAL ESTATE FUND
PO BOX 811

RANCHO SANTA FE,CA92067
32-0194805
ACCEPTANCE OF GIFTS OF REAL ESTATE FOR THE RSF FOUNDATION. CA 501(C)(3) 509(A)(3) RSFF
 
 
No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2018
Schedule R (Form 990) 2018
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2018

Additional Data


Software ID:  
Software Version: