2025-04-30T15:41:08-05:00 2024-06-30 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-07-01 330907092 THE SAN DIEGO WOMEN'S FOUNDATION SAND 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 JAMES HOWELL VICE PRESIDENT & CFO 6192352300 2025-04-22 1 1 PATRICIA J MAYER P00188643 8586271400 2023 2025-03-06 01:10:19Z KRISHNA KABRA 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 1743861 0 X WWW.SDWOMENSFOUNDATION.ORG X 2000 CA SAN DIEGO WOMEN'S FOUNDATION EDUCATES AND INSPIRES WOMEN TO ENGAGE IN COLLECTIVE PHILANTHROPY. 20 20 0 200 0 0 856125 482388 0 9683 162760 331529 7195 0 1026080 823600 290645 264000 0 0 308638 326458 0 0 35655 123832 128958 723115 719416 302965 104184 5738521 6049000 30840 53258 5707681 5995742 X SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION CONNECTS, EDUCATES AND INSPIRES WOMEN TO COME TOGETHER IN COLLECTIVE PHILANTHROPY.THE SAN DIEGO WOMEN'S FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. IT IS ORGANIZED FOR CHARITABLE PURPOSES. THE SPECIFIC PURPOSE OF THE ORGANIZATION IS TO SUPPORT SAN DIEGO FOUNDATION BY EDUCATING AND INSPIRING WOMEN TO ENGAGE IN SIGNIFICANT AND SUSTAINABLE PHILANTHROPY TO STRENGTHEN THE SAN DIEGO REGION. THE ORGANIZATION WILL MAKE GRANTS TO OTHER NEEDY AND/OR DESERVING IRS SECTION 501(C)(3) ORGANIZATIONS WHICH SERVE SAN DIEGO COUNTY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION. 0 0 511342 264000 9683 SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION, WHILE BEING A SEPARATE 501(C)(3), HAS CHOSEN TO HAVE ITS ASSETS MANAGED BY SAN DIEGO FOUNDATION, ITS SUPPORTED ORGANIZATION. THE SAN DIEGO WOMEN'S FOUNDATION IS A MEMBERSHIP ORGANIZATION THAT IS FOCUSED ON PHILANTHROPIC EDUCATION, DEVELOPING GRANT CRITERIA, AND MONITORING THE DISBURSEMENT OF ANNUAL GRANTS OF APPROXIMATELY $250,000. THE SAN DIEGO WOMEN'S FOUNDATION HAS A STANDALONE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. THERE ARE THREE STAFF MEMBERS OF SAN DIEGO FOUNDATION WHO SUPPORT THE 200 PLUS VOLUNTEERS OF THE SAN DIEGO WOMEN'S FOUNDATION.THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY BUILDING A CLASS OF MEMBERSHIP KNOWN AS "CONTRIBUTING MEMBERS". A WOMAN MAY BECOME A CONTRIBUTING MEMBER BY PLEDGING TO CONTRIBUTE EITHER $2,500 OR $1,250 PER YEAR TO THE ORGANIZATION. ALTHOUGH CONTRIBUTING MEMBERS WILL HAVE NO VOTING RIGHTS, THEY MAY PROVIDE INPUT TO THE BOARD OF TRUSTEES OF THE ORGANIZATION AS TO (I) AREAS OF NEED IN SAN DIEGO COUNTY AND ITS NEIGHBORING COMMUNITIES AND (II) APPROPRIATE CHARITABLE RECIPIENTS OF GRANTS AND GIFTS FROM THE ORGANIZATION. IN THIS WAY, THE ORGANIZATION WILL INTRODUCE WOMEN IN SAN DIEGO COUNTY TO PHILANTHROPY AND CULTIVATE THEIR ABILITY TO PARTICIPATE IN ALL PARTS OF THE CHARITABLE GIVING PROCESS. THE ASSETS OF THE SAN DIEGO WOMEN'S FOUNDATION ARE HELD AT SAN DIEGO FOUNDATION, THE SUPPORTED ORGANIZATION. AS OF JUNE 30, 2024, THE VALUE OF THESE ASSETS WAS $6,049,000. THE PRIMARY GRANTING PRIORITY FOR FISCAL YEAR 2024 WAS YOUTH MENTAL HEALTH. A TOTAL OF $187,000 WAS GRANTED TO 3 COMMUNITY PARTNERSHIP GRANTEES (NON-PROFITS). SINCE ITS FOUNDING IN 2000, THE SAN DIEGO WOMEN'S FOUNDATION HAS GRANTED OVER $5.3 MILLION TO 145 COMMUNITY PARTNER PROGRAMS AND BUILT AN ENDOWMENT OF $4.9 MILLION. AT THE END OF THE FISCAL YEAR, THE SAN DIEGO WOMEN'S FOUNDATION MEMBERSHIP INCLUDED 190 WOMEN FROM ACROSS THE SAN DIEGO COUNTY. 511342 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X JAMES HOWELL 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 NADIA FARJOOD GOVERNANCE VICE-CHAIR 3.00 X 0 0 0 ANNIE RODRIGUEZ DEI CHAIR 3.00 X 0 0 0 KESHIA JAVIS-JONES DIRECTOR 3.00 X 0 0 0 HELENA XU TREASURER & CFO (THRU 6/24) 3.00 X X 0 0 0 HEMA LALL DIRECTOR (THRU 6/24) 3.00 X 0 0 0 JULIE MCKAY PRESIDENT 3.00 X X 0 0 0 KRISHNA KABRA PRESIDENT-ELECT 3.00 X 0 0 0 LESLIE KLEIN DIRECTOR (THRU 6/24) 3.00 X 0 0 0 KATHLEEN LENNARD DIG CO-CHAIR 3.00 X 0 0 0 SHARI MILLER THRU 624 IMMEDIATE PAST PRESIDENT & GOV CHAIR 7.00 X X 0 0 0 THESPINE KAVOULAKIS DIRECTOR (THRU 6/24) 3.00 X 0 0 0 TIFFANY AYRES MEMBERSHIP CHAIR 3.00 X 0 0 0 ROSETTE GARCIA GEC CHAIR 3.00 X 0 0 0 TONYA TOROSIAN DIRECTOR 3.00 X 0 0 0 ROCKY HERSHFIELD SECRETARY, GEC VICE-CHAIR 3.00 X X 0 0 0 SHANNON PAVELL MEMBERSHIP VICE-CHAIR 3.00 X 0 0 0 DANI ZUPIC COLLABORATION VICE-CHAIR (THRU 6/24) 3.00 X 0 0 0 AMANDA LOPEZ DIRECTOR 3.00 X 0 0 0 SUSAN PERKINS DIRECTOR 3.00 X 0 0 0 CAROLYN TAYLOR FINANCE VICE-CHAIR 3.00 X 0 0 0 STEPHANIE COOK EXECUTIVE DIRECTOR 40.00 X 114584 0 19480 114584 0 19480 1 0 0 0 0 154318 328070 25234 482388 9683 9683 9683 93581 93581 1158209 920261 237948 237948 237948 823600 9683 0 331529 264000 264000 145213 72606 43564 29043 112510 101259 11251 68735 48638 13485 6612 52056 52056 3360 3360 29036 29036 24544 24544 272 272 718 248 470 1905 29 1876 760 760 11299 11299 126 126 DUES/SUBSCRIPTIONS 1804 1804 FILING FEES 220 220 2858 18 2840 719416 511342 172419 35655 257557 542937 5480964 5506063 5738521 6049000 30840 38258 0 15000 30840 53258 X 1037077 1088721 4670604 4907021 5707681 5995742 5738521 6049000 104184 183877 0 X X 0 1 X 1 0 X X 1 THE SAN DIEGO FOUNDATION 952942582 8 1 0 264000 1 0 264000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, SECTION VI: THE SAN DIEGO WOMEN'S FOUNDATION SUPPORTS SAN DIEGO FOUNDATION BY EDUCATING AND INSPIRING WOMEN TO ENGAGE IN SIGNIFICANT AND SUSTAINABLE PHILANTHROPY TO STRENGTHEN THE SAN DIEGO REGION BY PROVIDING GRANTS TO VARIOUS NONPROFIT ORGANIZATIONS WHICH SERVE SAN DIEGO COUNTY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION, IT'S SUPPORTED ORGANIZATION. PART IV, SECTION A, LINE 6: THE SAN DIEGO WOMEN'S FOUNDATION PROVIDED GRANTS TO ORGANIZATIONS TO SUPPORT THE MISSION OF SAN DIEGO FOUNDATION. GRANTS WERE PROVIDED TO ORGANIZATIONS TO STRENGTHEN THE COMMUNITY OF SAN DIEGO COUNTY AND TO FURTHER SAN DIEGO FOUNDATION'S MISSION BY EDUCATING AND INSPIRING WOMEN TO ENGAGE IN SIGNIFICANT AND SUSTAINABLE PHILANTHROPY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 7 197457 166588 187500 76500 4944679 1051063 1 1 4670604 1000 413848 139670 38761 4907021 4518053 1250 328234 140166 36767 4670604 4813288 2083 -169490 93260 34568 4518053 3803990 65124 1132932 156904 31854 4813288 3842182 74653 53525 135379 30991 3803990 0.00000 0.99000 0.01000 0 0 0 SAN DIEGO FOUNDATION BALANCED POOL #1 5506063 F 5506063 X PART V, LINE 4: THE SAN DIEGO WOMEN'S FOUNDATION ("SDWF") ENDOWMENT FUND IS COMPRISED OF A PORTION OF THE ANNUAL CONTRIBUTION OF EACH SDWF MEMBER AND THE EARNINGS ON THOSE CONTRIBUTIONS. THE ENDOWMENT FUND IS PERMANENT WITH THE REQUIREMENT THAT THE PRINCIPAL IS NEVER SPENT. THE FUND'S PURPOSE IS TO PROVIDE INCOME IN PERPETUITY FOR THE BENEFIT OF SDWF'S FUTURE AND ITS MISSION. AS THE ENDOWMENT FUND GROWS TO FULLY SUPPORT ONGOING SDWF OPERATIONS, EXCESS ENDOWMENT FUND EARNINGS WILL BE INVESTED BACK INTO THE COMMUNITY. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER THE CURRENT PROVISIONS OF THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 23701(D) OF THE CALIFORNIA FRANCHISE TAX CODE. ALL TAX-EXEMPT ENTITIES ARE SUBJECT TO REVIEW AND AUDIT BY FEDERAL, STATE AND OTHER APPLICABLE AGENCIES. SUCH AGENCIES MAY REVIEW THE TAXABILITY OF UNRELATED BUSINESS INCOME, OR THE QUALIFICATION OF THE TAX-EXEMPT ENTITY UNDER THE INTERNAL REVENUE CODE AND APPLICABLE STATE STATUTES. THE FOUNDATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. 1 CALIFORNIA STATE WILDLIFE FOUNDATION 201 UNIVERSITY AVE BERTH H-43 BERKELEY CA 94710 680234744 501(C)(3) 16500 0 FOR CLIMATE SCIENCE ALLIANCE - TRIBAL WORKING GROUP CAMPO BAND OF MISSION INDIANS (KUMEYAAY NATION) 36190 CHURCH ROAD STE 1 CAMPO CA 91906 952995028 GOVT 15000 0 A SDWF, AVILA FUND & SDF COLLABORATION SUPPORTING INDIGENOUS FOOD SOVEREIGNTY LIPAY NATION OF SANTA YSABEL 100 SCHOOLHOUSE CANYON RD SANTA YSABEL CA 92070 953215892 GOVT 15000 0 A SDWF, AVILA FUND & SDF COLLABORATION SUPPORTING INDIGENOUS FOOD SOVEREIGNTY INDIGENOUS REGENERATION 19823 SANTEE LN VALLEY CENTER CA 92082 814845043 501(C)(3) 15000 0 A SDWF, AVILA FUND & SDF COLLABORATION SUPPORTING INDIGENOUS FOOD SOVEREIGNTY MENDING MATTERS 11835 CARMEL MOUNTAIN RD 1304-342 SAN DIEGO CA 92128 464080792 501(C)(3) 75000 0 FOR UNRESTRICTED FUNDING MONARCH SCHOOL PROJECT 1625 NEWTON AVE SAN DIEGO CA 92113 330871354 501(C)(3) 75000 0 FOR UNRESTRICTED FUNDING SAY SAN DIEGO 4775 VIEWRIDGE AVE SAN DIEGO CA 92123 237107958 501(C)(3) 37500 0 FOR UNRESTRICTED FUNDING SOUTHERN INDIAN HEALTH COUNCIL 4058 WILLOWS RD ALPINE CA 919011668 953782164 501(C)(3) 15000 0 A SDWF, AVILA FUND & SDF COLLABORATION SUPPORTING INDIGENOUS FOOD SOVEREIGNTY 8 0 PART I, LINE 2: WHEN A DONOR ADVISED GRANT RECOMMENDATION IS RECEIVED, THE FOUNDATION'S GRANTS ADMINISTRATION TEAM RESEARCHES THE ORGANIZATION TO ENSURE THAT THE ORGANIZATION QUALIFIES AS HAVING 501(C)(3) TAX EXEMPT STATUS, AS REQUIRED BY THE IRS, BY CHECKING ON GUIDESTAR.ORG (A WEBSITE WHICH LISTS ALL 501(C)(3) ORGANIZATIONS) IF THE FOUNDATION'S LAST REVIEW WAS MORE THAN A YEAR AGO. IF THE RECOMMENDED GRANTEE HAS NOT PREVIOUSLY BEEN ISSUED A GRANT, OR IF THE EIN IS NOT LISTED IN THE FOUNDATION'S DATABASE, GRANTS ADMINISTRATION LOOKS UP THE NONPROFIT ORGANIZATION ON GUIDESTAR, OR CALLS THE INTERNAL REVENUE SERVICE DIRECTLY TO ENSURE ITS NON-PROFIT 501(C)(3) STATUS. PROVIDED THE NONPROFIT IS IN GOOD STANDING WITH THE IRS, THE GRANT RECOMMENDATION IS FORWARDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS OF SAN DIEGO FOUNDATION FOR APPROVAL. AFTER APPROVAL IS SECURED, THE GRANT IS DISTRIBUTED TO THE NONPROFIT ORGANIZATION. X 16 25234 FMV 0 0 1 0 FORM 990, PART IV, LINE 12B: THE SAN DIEGO WOMEN'S FOUNDATION IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING THE SAN DIEGO WOMEN'S FOUNDATION, ARE AUDITED ON A CONSOLIDATED BASIS. FORM 990, PART V, LINE 2A: PAYROLL IS PROCESSED AND W-2S FOR THE ORGANIZATION ARE ISSUED BY SAN DIEGO FOUNDATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE CLASS OF VOTING MEMBERS CONSISTING OF THE ORGANIZATION'S OWN BOARD OF DIRECTORS. NONVOTING CONTRIBUTING MEMBERS MAY PARTICIPATE IN THE ANNUAL VOTE FOR GRANT DISTRIBUTIONS FROM THE ORGANIZATION AND EACH MEMBER HAS ONE VOTE. INACTIVE MEMBERS ARE UNABLE TO PARTICIPATE IN THE ANNUAL VOTE FOR GRANT DISTRIBUTIONS. APPROVAL OF THE ORGANIZATION'S DIRECTORS IS CONSIDERED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD OF GOVERNORS OF ITS SUPPORTED ORGANIZATION, SAN DIEGO FOUNDATION, WILL APPROVE THE ORGANIZATION'S ELECTED BOARD OF DIRECTORS. 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 THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY ASKING THE BOARD MEMBERS AND GRANTS COMMITTEE VOLUNTEERS TO READ AND SIGN THE POLICY AT THE BEGINNING OF EACH FISCAL YEAR. IF A TRANSACTION ARISES WHERE THERE IS A CONFLICT OF INTEREST, THE PERSON WITH SUCH CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS, ARTICLES OF INCORPORATION, IRS DETERMINATION LETTER, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC BY CONTACTING THE SUPPORTED ORGANIZATION - SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS ARE REPORTED ON A CONSOLIDATED BASIS AND ARE AVAILABLE ON SAN DIEGO FOUNDATION'S WEBSITE, WWW.SDFOUNDATION.ORG. FORM 990, PART XII, LINE 2C: THE SAN DIEGO WOMEN'S FOUNDATION IS A SUPPORTING ORGANIZATION OF SAN DIEGO FOUNDATION. THE FINANCIAL STATEMENTS OF SAN DIEGO FOUNDATION AND ALL SUPPORTING ORGANIZATIONS, INCLUDING THE SAN DIEGO WOMEN'S FOUNDATION, ARE AUDITED ON A CONSOLIDATED BASIS. SAN DIEGO FOUNDATION HAS AN AUDIT COMMITTEE WHICH IS CHARGED WITH THE RESPONSIBILITY OF OVERSIGHT OF THE AUDIT AND ITS FINANCIAL STATEMENTS AND 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0