2024-09-16T19:01:21-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 21650 OXNARD STREET 12TH FLOOR WOODLAND HILLS CA 91367 990 2023-01-01 911906582 FERMANIAN FAMILY FOUNDATION FERM 8584560070 260 SO COAST BLVD LA JOLLA CA 92037 GEORGE FERMANIAN DIRECTOR 8584560070 2024-09-10 0 LAURA STONE P01076740 8187830570 2024-09-10 2023 2024-08-08 14:25:15Z GEORGE FERMANIAN 260 SO COAST BLVD LA JOLLA CA 92037 1410613 0 X N/A X 501(C)(3) CHARITABLE ORGANIZATION 1998 CA TO CARRY OUT AND SUPPORT CHARITABLE, EDUCATIONAL & RELIGIOUS PURPOSES UNDER IRC 501(C)(3) & TO SUPPORT & OPERATE FOR THE BENEFIT OF THE SAN DIEGO FOUNDATION. 5 5 0 5 0 0 0 0 0 0 445745 430422 0 0 445745 430422 1491929 1361116 0 0 0 0 0 0 0 39545 7020 1531474 1368136 -1085729 -937714 9261831 8324931 0 0 9261831 8324931 TO CARRY OUT AND SUPPORT CHARITABLE, EDUCATIONAL & RELIGIOUS PURPOSES UNDER IRC 501(C)(3) & TO SUPPORT & OPERATE FOR THE BENEFIT OF THE SAN DIEGO FOUNDATION. 0 0 1361116 1361116 GRANTS TO VARIOUS CHARITABLE, EDUCATIONAL AND RELIGIOUS ORGANIZATIONS. 1361116 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X GEORGE FERMANIAN 8584560070 260 COAST BOULEVARD LA JOLLA CA 92037 X GEORGE FERMANIAN CLASS A TRUSTEE 10.00 X 0 0 0 BERNADINE G FERMANIAN CLASS A TRUSTEE 10.00 X 0 0 0 ROBERT SNEAD CLASS B TRUSTEE 0.00 X 0 0 0 BRUCE MC CULLOUGH CLASS B TRUSTEE 0.00 X 0 0 0 JAMES HOWELL CLASS B TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 487228 487228 923385 980191 -56806 -56806 -56806 430422 0 0 430422 1361116 1361116 1719 1719 5001 5001 TAXES AND FEES 300 300 1368136 1361116 7020 0 87478 134725 9174353 8190206 9261831 8324931 0 0 X 0 0 0 0 9261831 8324931 9261831 8324931 9261831 8324931 X -937714 814 X 0 0 0 X X X 2 THE SAN DIEGO FOUNDATION 952942582 10 1 1359116 0 ATHLETES FOR ACTION 851451618 1 0 2000 0 2 1361116 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1 0 SCH. A, PART IV, SEC. A, SUPPORTING ORGANIZATIONS, LINE 1: THE SAN DIEGO FOUNDATION IS EXPRESSLY NAMED IN THE ORGANIZATION'S GOVERNING DOCUMENT. FROM TIME TO TIME DONATIONS ARE MADE TO OTHER PUBLICLY SUPPORTED CHARITABLE ORGANIZATIONS NOT LISTED IN THE GOVERNING DOCUMENT. THE GOVERNING DOCUMENT PERMITS SUCH DONATIONS TO BE MADE TO THESE CHARITABLE ORGANIZATIONS WHICH STRICTLY BELIEVE IN AND ADHERE TO CHRISTIAN BELIEFS AS DESCRIBED IN THE STATEMENT OF RELIGIOUS BELIEFS. SCHEDULE A, PART IV, PAGE 5, SECTION D, LINE 2: THE FOUNDATION WORKS CLOSELY WITH THE SAN DIEGO FOUNDATION AND OTHER CHARITIES. EACH YEAR THE FOUNDATION DISTRIBUTES SUBSTANTIALLY ALL OF THE INCOME TO FURTHER CHARITABLE PURPOSES EXPRESSED IN THE GOVERNING DOCUMENT. SCHEDULE A, PART IV, PAGE 5, SECTION E, LINE 2A: THE ORGANIZATION DONATES SUBSTANTIALLY ALL MONIES (MORE THAN 85%) TO THE SAN DIEGO FOUNDATION WHICH USES THE MONIES FOR EDUCATIONAL SCHOLARSHIPS. THE SAN DIEGO FOUNDATION IS NAMED IN THE ORGANIZATION'S GOVERNING DOCUMENT. 1 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD SAN DIEGO CA 92106 952942582 501(C)(3) 1359116 0 CHARITY 1 PART I, LINE 2: ORGANIZATION PERIODICALLY REVIEWS USE OF GRANT FUNDS. FORM 990, PART VI, SECTION A, LINE 2 GEORGE FERMANIAN AND BERNADINE FERMANIAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B TRUSTEES REVIEW FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION PERIODICALLY REVIEWS ANY CONFLICT OF INTEREST AND MAKES IMMEDIATE CORRECTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AND BOOKS AND RECORDS ARE OPEN TO THE PUBLIC UPON REQUEST. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC GEORGE FERMANIAN - 260 SO. COAST BLVD, LA JOLLA, CA 92037. BERNADINE G. FERMANIAN - 260 SO. COAST BLVD, LA JOLLA, CA 92037. ROBERT SNEAD - 7040 AVENIDA ENCINAS #104-280, CARLSBAD, CA 92009. BRUCE MC CULLOUGH - 333 COAST #6, LA JOLLA, CA 92037. JAMES HOWELL - 2508 HISTORIC DECATUR ROAD #200, SAN DIEGO, CA 92106. FORM 990, PART XI, LINE 9: NONTAXABLE DISTRIBUTIONS 814.