2024-04-29T11:54:01-05:00 2023-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-07-01 861068424 SAN DIEGO REGIONAL DISASTER FUND SAND 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 JAMES HOWELL VICE PRESIDENT & CFO 6192352300 2024-04-22 1 JAMES HOWELL 999009999 0 PATRICIA J MAYER P00188643 8586271400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTOPHER KAHNMDMPH 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 100787 0 X WWW.SDFOUNDATION.ORG X 2003 CA TO FURTHER THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATION IN THE EVENT OF A DISASTER. 12 11 0 12 0 0 3328 3320 0 0 568 10064 7416 0 11312 13384 0 0 0 0 0 0 0 0 0 16482 4855 16482 4855 -5170 8529 273269 281727 102 0 273167 281727 X SEE SCHEDULE O. THE CORPORATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. THE SPECIFIC PURPOSE OF THE CORPORATION IS TO PROVIDE A MEANS OF ACCEPTING PUBLIC DONATIONS AT SUCH TIME AS THE SAN DIEGO REGION EXPERIENCES A NATURAL OR A MANMADE DISASTER IN ORDER TO FURTHER THE CHARITABLE PURPOSES OF SAN DIEGO FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(3). THE CORPORATION WILL MAKE GIFTS AND GRANTS TO OTHER NEEDY AND/OR DESERVING IRC SECTION 501(C)(3) ORGANIZATIONS, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION. 0 0 0 0 0 SEE SCHEDULE O.THE SAN DIEGO REGIONAL DISASTER FUND'S BOARD OF DIRECTORS CREATED A STRATEGIC PLAN THAT WILL: - PROVIDE HIGH-LEVEL DIRECTION FOR THE SAN DIEGO REGIONAL DISASTER FUND FOR THE NEXT THREE TO FIVE YEARS; - ALIGN WITH SAN DIEGO FOUNDATION'S STRATEGIC PLAN; - ESTABLISH HIGH-LEVEL PRIORITIES AND A CLEAR VIEW OF THE TYPES OF ACTIVITIES THE SAN DIEGO REGIONAL DISASTER FUND WOULD (AND WOULD NOT) ENGAGE IN; AND - SUPPLY CONTEXT AND GUIDELINES FOR FUTURE DECISIONS. 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 CA X JAMES HOWELL 6192352300 2508 HISTORIC DECATUR ROAD NO 200 SAN DIEGO CA 92106 CHRISTOPHER KAHN MD MPH CHAIR 1.00 X X 0 0 0 JOAN JONES TREASURER 1.00 X X 0 0 0 MARK FISHER VICE CHAIR 1.00 X X 0 0 0 JACOB JAMES BOARD MEMBER 1.00 X 0 0 0 JOHN VALENCIA BOARD MEMBER 1.00 X 0 0 0 KELLY ZOMBRO BOARD MEMBER 1.00 X 0 0 0 KEN DERRETT BOARD MEMBER 1.00 1.30 X 0 0 0 MARK STUART BOARD MEMBER 1.00 40.70 X 0 642491 77058 PAUL LEBIDINE BOARD MEMBER 1.00 X 0 0 0 PEDRO VILLEGAS BOARD MEMBER 1.00 1.30 X 0 0 0 PRADEEP GIDWANI MD MPH BOARD MEMBER 1.00 1.30 X 0 0 0 TERRI SORENSEN BOARD MEMBER 1.00 X 0 0 0 0 642491 77058 0 0 1 0 0 2280 1040 3320 10073 10073 87394 87403 -9 -9 -9 13384 0 0 10064 2913 2913 812 812 1105 1105 FILING FEES 25 25 4855 0 4855 0 52853 59747 220416 221980 273269 281727 102 0 102 0 X 273167 281727 273167 281727 273269 281727 8529 31 0 X X 0 1 X 1 0 X X 1 THE SAN DIEGO FOUNDATION 952942582 8 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, SECTION VI: SAN DIEGO REGIONAL DISASTER FUND SUPPORTS THE SAN DIEGO FOUNDATION TO STRENGTHEN THE SAN DIEGO REGION BY PROVIDING GRANTS TO VARIOUS NONPROFIT ORGANIZATIONS WHICH SERVE SAN DIEGO COUNTY AT SUCH TIME AS THE SAN DIEGO REGION EXPERIENCES A NATURAL OR A MANMADE DISASTER, THUS FURTHERING THE MISSION OF THE SAN DIEGO FOUNDATION, ITS SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 6: SAN DIEGO REGIONAL DISASTER FUND PROVIDES GRANTS TO ORGANIZATIONS TO SUPPORT THE MISSION OF THE SAN DIEGO FOUNDATION. GRANTS ARE PROVIDED TO ORGANIZATIONS AT SUCH TIME AS THE SAN DIEGO REGION EXPERIENCES A NATURAL OR MANMADE DISASTER (NONE OCCURRED THIS YEAR), FOR WORK DONE, OR TO PREPARE FOR AND PREVENT SUCH DISASTERS FROM OCCURRING IN ORDER TO STRENGTHEN THE COMMUNITY OF SAN DIEGO COUNTY AND TO FURTHER THE SAN DIEGO FOUNDATION'S MISSION. 0 SAN DIEGO FOUNDATION POOL A - OPERATING 221980 F 221980 X PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 MARK STUART BOARD MEMBER 0 535003 0 107488 0 0 0 55900 0 21158 0 719549 0 0 PART I, LINE 3: THE ORGANIZATION RELIES ON ITS RELATED ORGANIZATION, THE SAN DIEGO FOUNDATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR. FORM 990, PART IV, LINE 12B: SAN DIEGO REGIONAL DISASTER FUND IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING SAN DIEGO REGIONAL DISASTER FUND, ARE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART VI, SECTION A, LINE 8B THE ONLY COMMITTEE FOR SAN DIEGO REGIONAL DISASTER FUND IS ITS BOARD OF DIRECTORS. THERE IS NO OTHER COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO OF SAN DIEGO FOUNDATION AND THE ORGANIZATION'S TREASURER FOR ACCURACY AND COMPLETENESS. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO SAN DIEGO FOUNDATION'S AUDIT COMMITTEE AND BOARD OF GOVERNORS FOR THEIR REVIEW BEFORE THE RETURN WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS REVIEW THEIR CURRENT AND POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. AT EACH BOARD MEETING, ANY DISCLOSURES OF CONFLICTS ARE NOTED IN THE MINUTES OF THAT MEETING. IF A TRANSACTION ARISES WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS ARE ON A CONSOLIDATED BASIS. SAN DIEGO FOUNDATION'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE WWW.SDFOUNDATION.ORG. THE CONFLICT OF INTEREST STATEMENTS AND GOVERNING DOCUMENTS ARE ALSO AVAILABLE BY CONTACTING SAN DIEGO FOUNDATION. FORM 990, PART XII, LINE 2C: SAN DIEGO REGIONAL DISASTER FUND IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING SAN DIEGO REGIONAL DISASTER FUND, ARE AUDITED ON A CONSOLIDATED BASIS. SAN DIEGO FOUNDATION HAS AN AUDIT COMMITTEE WHICH IS CHARGED WITH THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD 200 SAN DIEGO CA 92106 952942582 GRANT MAKING CA 501(C)(3) LINE 8 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0