2025-05-23T15:08:21-05:00 2024-10-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-07-01 861068424 SAN DIEGO REGIONAL DISASTER FUND SAND 6192352300 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 JAMES HOWELL VICE PRESIDENT & CFO 6192352300 2025-05-20 1 1 PATRICIA J MAYER P00188643 8586271400 2024 2025-03-06 01:10:19Z X CHRISTOPHER KAHNMDMPH 2508 HISTORIC DECATUR ROAD 200 SAN DIEGO CA 92106 1617 0 X WWW.SDFOUNDATION.ORG X 2003 CA TO FURTHER THE CHARITABLE PURPOSES OF ITS SUPPORTED ORGANIZATION IN THE EVENT OF A DISASTER. X 11 10 0 13 0 0 2806 0 0 0 14277 22 0 0 17083 22 80000 211077 0 0 0 0 0 0 0 6503 1272 86503 212349 -69420 -212327 292327 0 80000 0 212327 0 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 IRC SECTION 501(C)(3) ORGANIZATIONS WHOSE WORK ALIGNS WITH THE SAN DIEGO REGIONAL DISASTER FUND'S MISSION, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION. 0 1 211077 211077 0 SEE SCHEDULE O.THE SAN DIEGO REGIONAL DISASTER FUND'S BOARD OF DIRECTORS BEGAN IMPLEMENTATION OF ITS STRATEGIC PLAN THAT SAW: - DEVELOPMENT OF A REVISED FUND ACTIVATION PROCESS. - FACILITATED ACTIVATION DRILL FOR SDRDF BOARD. - DEVELOPMENT OF A REGIONAL DISASTER STAKEHOLDER INVENTORY. - CREATION OF SDRDF COMMUNICATIONS COLLATERAL SUCH AS PRESENTATION SLIDE DECK AND TALKING POINTS. - LEARNING MEETINGS WITH KEY REGIONAL DISASTER STAKEHOLDERS SUCH AS THE COUNTY OF SAN DIEGO OFFICE OF EMERGENCY SERVICES, AND 211 SAN DIEGO. 211077 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 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 0.00 X X 0 0 0 JACOB JAMES BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN VALENCIA BOARD MEMBER 1.00 0.00 X 0 0 0 KELLY ZOMBRO BOARD MEMBER 1.00 0.00 X 0 0 0 KEN DERRETT BOARD MEMBER 1.00 0.00 X 0 0 0 JOAN JONES TREASURER 1.00 0.00 X X 0 0 0 MARK FISHER VICE CHAIR 1.00 0.00 X X 0 0 0 PRADEEP GIDWANI MD MPH BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL LEBIDINE BOARD MEMBER 1.00 0.00 X 0 0 0 TERRI SORENSEN BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN ZUMBANO BOARD MEMBER 1.00 40.00 X 0 372131 36913 0 372131 36913 0 0 1 0 0 22 22 1595 1595 0 0 22 0 0 22 211077 211077 785 785 2 2 460 460 FILING FEES 25 25 212349 211077 1272 0 291300 0 0 0 0 0 0 0 0 0 0 0 1027 0 0 0 0 292327 0 80000 0 80000 0 X 212327 0 212327 0 292327 0 -212327 0 X X 0 0 0 X X 1 THE SAN DIEGO FOUNDATION 952942582 8 1 211077 0 1 211077 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 SAN DIEGO FOUNDATION 2508 HISTORIC DECATUR RD STE 200 SAN DIEGO CA 92106 952942582 501(C)(3) 211077 0 PUBLIC SAFETY, DISASTER PREPAREDNESS & RELIEF 1 0 PART I, LINE 2: THE BOARD OF DIRECTORS OF SAN DIEGO REGIONAL DISASTER FUND CLOSELY EVALUATE ALL FUNDING PROPOSALS PRIOR TO MAKING GRANTS. THE BOARD IS RESPONSIBLE FOR OVERSIGHT OF GRANT PROJECTS, INCLUDING SITE VISITS, REVIEW OF REPORTS AND ANY OTHER MATTERS OF BUSINESS WHICH ARISE DURING THE GRANT PERIOD. 0 0 0 0 0 0 0 0 0 BRIAN ZUMBANO BOARD MEMBER 0 324131 0 48000 0 0 0 12997 0 23916 0 409044 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. NONE 2024-10-31 0 0 0 0 0 1 1 1 1 0 CASH FORM 990, PART III, LINE 3 IN OCTOBER 2024, SAN DIEGO REGIONAL DISASTER FUND WAS DISSOLVED AND CEASED OPERATIONS. ALL REMAINING ASSETS WERE USED TO PAY FINAL EXPENSES AND GRANTS. THERE WERE NO REMAINING ASSETS LEFT TO BE DISTRIBUTED. 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 SAN DIEGO FOUNDATION'S CHIEF FINANCIAL OFFICER 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 HAVE CONSISTENTLY BEEN INCLUDED IN THE CONSOLIDATED GAAP AUDIT. THE SAN DIEGO REGIONAL DISASTER FUND IS FILING A FINAL RETURN FOR THE YEAR ENDING 10.31.24 AND IS NOT CURRENTLY INCLUDED IN THE CONSOLIDATED GAAP AUDIT. THE CONSOLIDATED GAAP AUDIT WILL BE BASED ON THE TAX YEAR ENDING 6.30.25 AND AT THAT TIME WILL INCLUDE THE ACTIVITY FOR SAN DIEGO REGIONAL DISASTER FUND FROM 7.1.24 THROUGH 10.31.24. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0