2025-07-15T09:12:34-07:00 2024-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2024-01-01 474949185 CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO CATH 8583979700 4747 Morena Blvd 300 SAN DIEGO CA 92117 WILL PETERSON Executive Director 2025-07-15 true true Christopher M Roberts P00235008 6196155380 2024 2025-03-06 01:10:19Z 4747 Morena Blvd 300 SAN DIEGO CA 92117 9054005 false X www.ccfsd.org X 2015 CA TO FOSTER AND AMPLIFY CATHOLIC PHILANTHROPY. 9 9 2 15 0 2827376 3229980 300404 255747 376643 1600692 0 3504423 5086419 2800748 1820205 0 289025 192825 0 153389 167909 239112 3257682 2252142 246741 2834277 46754292 38559480 35390664 24623063 11363628 13936417 THE PURPOSE OF THIS ORGANIZATION IS TO FOSTER A CULTURE OF CATHOLIC STEWARDSHIP, PROVIDING A PLATFORM WHERE PEOPLE CAN CONNECT, LEARN, AND ACTIVELY CONTRIBUTE TO THE WELL BEING OF OUR SOCIETY THROUGH CATHOLIC PRINCIPLES. THE MISSION OF THE FOUNDATION IS TO FOSTER AND AMPLIFY CATHOLIC PHILANTHROPY. false false 1946223 1820205 255747 THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO IS AN AUTONOMOUS PIOUS FOUNDATION FORMED UNDER CANON LAW AND A TAX-EXEMPT NONPROFIT UNDER CIVIL LAW. THE FOUNDATION IS INDEPENDENT FROM THE DIOCESE OF SAN DIEGO AND HAS ITS OWN BOARD OF TRUSTEES. THE FOUNDATION SERVES AS A RESOURCE FOR CREATING CATHOLIC LEGACIES AS A SPECIAL FORM OF STEWARDSHIP. AS A COMMUNITY FOUNDATION FOR CATHOLICS, WE ASSIST FAMILIES AND INDIVIDUALS TO PASS ALONG THEIR CATHOLIC HERITAGE AND VALUES TO FUTURE GENERATIONS.WE WORK TO ENCOURAGE CATHOLIC PHILANTHROPY AND THE STEWARDSHIP OF ASSETS TO GIVE BACK TO THE LORD FROM THE GIFTS HE HAS PROVIDED FOR US. WE MAKE CERTAIN THAT THE DONORS INTENTIONS ARE HONORED, AND HANDLE THE GRANTS AND DISTRIBUTIONS FROM THE FUNDS.ESTATE AND PLANNED GIVING SEMINARS ARE OFFERED TO EACH OF OUR 98 PARISHES. IN THESE SEMINARS, WE TEACH PARISHIONERS HOW TO MAKE A GIFT FROM THEIR ASSETS THROUGH THEIR WILLS OR ESTATE PLANS.THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO HELPS BUILD PERMANENT ENDOWMENT FUNDS FOR PARISHES, SCHOOLS AND ALL OTHER CATHOLIC MINISTRIES AND ORGANIZATIONS. WE WORK WITH PARISH AND SCHOOL LEADERS TO GROW THE ENDOWMENT FUNDS BY ENCOURAGING CATHOLICS AND OTHERS TO LEAVE LEGACIES TO THE ENDOWMENTS. TYPICALLY, THE ORIGINAL CORPUS FOR THESE FUNDS IS NOT INVADED. EARNINGS FROM THE ENDOWMENT INVESTMENTS ARE AVAILABLE TO THE DONOR FOR DISTRIBUTION ON A SEMI-ANNUAL BASIS TO CATHOLIC ORGANIZATIONS THAT ARE NEAR AND DEAR TO THEIR HEARTS.ONCE ENDOWMENTS ARE ESTABLISHED, THESE FUNDS ARE INVESTED IN A MANNER CONSISTENT WITH CATHOLIC VALUES INVESTING (CVI) STANDARDS ESTABLISHED BY THE U.S. CONFERENCE OF CATHOLIC BISHOPS. THEY ARE INVESTED IN A DIVERSIFIED MANNER TO PRESERVE AND GROW THE ENDOWMENTS. WE HANDLE THE ADMINISTRATIVE WORK FOR ENDOWMENT FUNDS AND PROVIDE GRANTS, UPON DONOR REQUEST, TO ASSIST OUR LOCAL CATHOLIC COMMUNITY.IN ADDITION TO ENDOWMENT FUNDS, THE FOUNDATION ALSO SUPPORTS THE ESTABLISHMENT OF PASS-THROUGH DONOR-ADVISED AND DESIGNATED FUNDS. BOTH OF THESE FUND TYPES FACILITATE GIVING AND MAKING AN IMPACT TODAY, TOMORROW AND IN FUTURE GENERATIONS. PASS-THROUGH DONOR-ADVISE FUNDS TEMPORARY IN NATURE, WITH FUNDS ON DEPOSIT FROM ONE MONTH TO SEVERAL YEARS. DISTRIBUTIONS FROM PASS-THROUGH DONOR-ADVISED FUNDS CAN BE DIRECTED BY DONORS TO NON-CATHOLIC ORGANIZATIONS, SUCH AS A DONORS ALMA MATER OR A NON-CATHOLIC CHARITY AS LONG AS ITS MISSION IS NOT INCONSISTENT WITH CATHOLIC VALUES. ONE OF THE KEY ADVANTAGES OF ESTABLISHING PASS-THROUGH DONOR-ADVISED FUNDS IS THAT THE DONOR RECEIVES AN IMMEDIATE, SINGLE TAX RECEIPT FROM THE FOUNDATION FOR THE GIFT AND THEN HAS SEVERAL MONTHS OR YEARS TO GRANT DISTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN THE FUTURE, AS DESIRED. 1946223 true true false false false true false false true true false true false false true true true false false false false false false false false false false true false false false false false false false false false false true false false false false false false false false true 3 0 true 2 true false false false false false false false 0 false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true false false CA X X Will Peterson 8583979700 4747 Morena Blvd Ste 300 SAN DIEGO CA 92117 MANNY RUBIO Former Exec Dir 40.00 0.00 X 87708 0 25635 WILL PETERSON Executive Dir 40.00 0.00 X 36583 0 0 VERY REV STEVEN CALLAHAN Trustee 1.00 0.00 X 0 0 0 SUSAN CARTER Trustee 1.00 0.00 X 0 0 0 JAMES BUDDY THOMAS Treas & Sec 1.00 0.00 X X 0 0 0 MARK NEILSON President 1.00 0.00 X X 0 0 0 DEAN DWYER Trustee 1.00 0.00 X 0 0 0 JANINE MASON Trustee 1.00 0.00 X 0 0 0 VIVIANA HONOLD Trustee 1.00 0.00 X 0 0 0 BRYAN GANNON Vice President 1.00 0.00 X X 0 0 0 THOMAS SCHOETTLE Trustee 1.00 0.00 X 0 0 0 124291 25635 0 false false false 0 3229980 853874 3229980 MANAGEMENT FEE INCOME 900099 255747 255747 255747 250197 250197 0 0 0 5318081 3967586 1350495 1350495 1350495 0 0 0 0 5086419 255747 1600692 1820205 1820205 0 0 0 149926 18831 50386 80709 0 34337 32254 2083 0 8562 5230 895 2437 0 0 0 0 0 0 0 135964 47777 54166 34021 0 11609 864 6985 3760 0 0 55284 16463 14433 24388 0 0 0 0 0 0 0 LICENSES SOFTWARE & MAINT. 27663 2766 22131 2766 WEBSITE DEVELOPMENT 5887 1833 1668 2386 SUBSCRIPTIONS & MEMBERSHIPS 2705 1866 839 0 2252142 1946223 152530 153389 837015 924532 0 0 0 0 0 0 0 5867 5963 0 0 45867445 37555657 0 0 43965 73328 46754292 38559480 26169 7568 35375 35279201 24541632 49919 73863 35390664 24623063 X 5958591 7730370 5405037 6206047 11363628 13936417 46754292 38559480 2834277 -261488 X false true X true false X 2844194 3533242 3106768 2827376 3229980 15541560 0 0 2844194 3533242 3106768 2827376 3229980 15541560 8897529 6644031 68390 133396 162920 217229 250197 832132 0 0 16373692 0.40580 0.59700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108 3168310 1958076 13753774 true true false true X 5405037 209947 668229 77166 6206047 4352129 358898 761350 67340 5405037 4966286 227214 -787819 53552 4352129 4023494 463264 536690 57162 4966286 3163516 399483 496463 35968 4023494 1.00000 false false false 37555657 LEASE LIABILITY 73863 73863 X 4824931 -261488 -261488 5086419 5086419 2252142 2252142 2252142 Part IV, Line 2b: Explanation of escrow account liability THE ORGANIZATION MAINTAINS AND MANAGES CUSTODIAL INVESTMENT ACCOUNTS FOR VARIOUS NON-PROFIT ORGANIZATIONS WITH SIMILAR MISSIONS. ALL CUSTODIAL ACCOUNTS ARE INCLUDED IN FORM 990 PART X LINE 12, AS WELL AS FORM 990 PART X LINE 21. Part V, Line 4: Intended uses of the endowment fund. DONORS AND ORGANIZATIONS OPEN ENDOWMENT FUNDS WITH THE PURPOSE OF PROVIDING CHARITABLE SUPPORT IN PERPETUITY. Part X : FIN48 Footnote The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701 (d) of the State Revenue and Taxation Code. The Financial Accounting Standards Board (FASB) issued Accounting Standards Codification (ASC) No. 740-10, Accounting for Uncertainties in Income Tax, which sets a minimum threshold for financial statement recognition of the benefit of a tax position taken or expected to be taken in a tax return. The Foundation has reviewed its positions for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure. true All Hallows Catholic Church 6602 La Jolla Scenic Dr South La Jolla CA 92037 273861154 501(C)(3) 10000 0 PROGRAM Barbers For Baja 32158 Camino Capistrano SJ Capistrano CA 92675 883440271 501(C)(3) 6000 0 Family Fund Support BIG BROTHERS & SISTERS OF SD 4305 UNIVERSITY AVE STE 590 SAN DIEGO CA 92105 952151526 501(C)(3) 80000 0 Support CA Violence Intervention BUILD A MIRACLE 10755 SCRIPPS POWAY PKWY 490 SAN DIEGO CA 92131 330971124 501(C)(3) 30000 0 Community Services Support CASA CORNELIA LAW CENTER 2760 FIFTH AVE STE 200 SAN DIEGO CA 92103 330719221 501(C)(3) 10000 0 Support Charitable organization CATHOLIC EXTENSION 150 S WACKER DR STE 2000 CHICAGO IL 60606 366000520 501(C)(3) 27500 0 Seminarian Funding Community HousingWorks 3111 Camino Del Rio North San Diego CA 92108 330317950 501(C)(3) 7500 0 Support for Dreambuilders & Career CRISTO REY SAN DIEGO HS 3525 DEL MAR HEIGHTS RD 882 SAN DIEGO CA 92130 821922472 501(C)(3) 283000 0 Education Dynamic Catholic Institute 5081 Olympic Blvd Erlanger KY 41018 264549213 501(C)(3) 205600 0 Ambassador club, programs EAST COUNTY TRANSITIONAL LIV 1527 E MAIN ST EL CAJON CA 92021 270865318 501(C)(3) 100000 0 Support Charitable organization FATHER JOES VILLAGES 3350 E STREET SAN DIEGO CA 92102 330492302 501(C)(3) 68200 0 Homeless prog, Med & Dental fac Inst of Reproductive Grief PO Box 600533 San Diego CA 92160 330884706 501(C)(3) 41750 0 General Support INTERNATIONAL RELIEF TEAMS 3545 CAMINO DEL RIO S STE A SAN DIEGO CA 92108 330412751 501(C)(3) 140000 0 2024 Annual Giving Plan JUST IN TIME FOR FOSTER YOUTH PO BOX 601627 SAN DIEGO CA 92160 205448416 501(C)(3) 15000 0 Leading Change Empower Event Knights of Columbus Charities PO Box 382154 Pittsburgh PA 15251 237227608 501(C)(3) 9500 0 United Charity Fund Napili Kai Foundation 5900 Honoapiilani Road Lahaina HI 96761 996011281 501(C)(3) 7500 0 Scholarship Program NATIVITY PREP ACADEMY 4463 College Ave San Diego CA 92115 330886247 501(C)(3) 160000 0 Donation Rancho Santa Fe Foundaion PO Box 811 Rancho Santa Fe CA 92067 953709639 501(C)(3) 5467 0 General Support RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 800908912 501(C)(3) 25750 0 General Support RONALD MCDONALD HOUSE CHARITI 2929 CHILDRENS WAY SAN DIEGO CA 92123 953251490 501(C)(3) 50000 0 PROGRAM SD POLICE OFFICERS ASSOC FDN 600 B St Ste 300 SAN DIEGO CA 92101 330127369 501(C)(3) 8200 0 Widows & Orphans Fund SERVING HANDS INTERNATIONAL 4607 MISSION GORGE PLACE SAN DIEGO CA 92120 953797996 501(C)(3) 150000 0 Support Charitable organization Serving Seniors 525 14th ST SUITE 200 SAN DIEGO CA 92101 952850121 501(C)(3) 10000 0 General Support St Germaine Catholic Church 7997 East Dana Drive Prescott AZ 86314 352350446 501(C)(3) 11000 0 Support Charitable organization ST GREGORY THE GREAT PARISH 11451 BLUE CYPRESS DRIVE SAN DIEGO CA 92131 825202611 501(C)(3) 17800 0 Support Charitable organization ST KATHARINE DREXEL ACADEMY 4551 56TH STREET SAN DIEGO CA 92115 273973194 501(C)(3) 12275 0 Scholar Support ST MARTIN OF TOURS PARISH 7710 El Cajon Boulevard LA MESA CA 91942 825204159 501(C)(3) 5100 0 General Support St Vincent de Paul Parish 4077 Ibis Street San Diego CA 92103 273980095 501(C)(3) 30000 0 church roof repairs and new roof Support the Enlisted Project PO Box 26747 San Diego CA 92196 203051279 501(C)(3) 22000 0 Stand and Salute a Hero Campaign THE ROMAN CATHOLIC DIOCESE SD 3888 PADUCAH DR SAN DIEGO CA 92117 951644613 501(C)(3) 28400 0 Annual Catholic Appeal Thomas More Society 309 W Washington St STE 1250 Chicago IL 60606 364270023 501(C)(3) 10000 0 Defending Family, Life and Freedom. Thrive Wellness Collective 2020 Columbia Street 235 San Diego CA 92101 844142560 501(C)(3) 7500 0 General Support Union Rescue Mission 545 S San Pedro Street Los Angeles CA 90013 951709293 501(C)(3) 55000 0 General Support WHISPERING WINDS CATHOLIC CON 4636 MISSION GORGE PLACE 203 SAN DIEGO CA 92120 953407343 501(C)(3) 33600 0 Support Camp Jack, Mattie's Pies WORD AMONG US INC 7115 GUILFORD DR STE 100 FREDERICK MD 21704 521320592 501(C)(3) 7000 0 PROGRAM SUPPORT 35 0 Grantmaker's Description of How Grants are Used ALL GRANTS FROM THE FOUNDATION MUST BE PROVIDED TO RESPONSIBLE 501(C)(3) ORGANIZATIONS WHOSE MISSION AND VALUES ARE NOT INCONSISTENT WITH THE CATHOLIC FAITH. X 14 853874 FMV false true false Form 990, Part VI, Section B, Line 11b THE 990 IS REVIEWED AND APPROVED BY THE BOARD PRESIDENT AND TREASURER AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE CATHOLIC COMMUNITY FOUNDATION HAS A BOARD-APPROVED CONFLICT OF INTEREST POLICY THAT COVERS ALL ASPECTS OF ITS OPERATIONS. THE CONFLICT OF INTEREST POLICY IS SIGNED BY ALL BOARD MEMBERS ON AN ANNUAL BASIS. Form 990, Part VI, Section B, Line 15a The Board of Trustees reviewed the compensation of past Foundation CEOs/Eds, along with the budget constraints and candidate qualifications, and took a decision. Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ADOPTION OF ASC 2016-14 IN 2018, THE ORGANIZATION ADOPTED ASC 2016-14 AND ACCORDINGLY ALL ENDOWMENTS RESTRICTED IN PERPETUITY HAVE BEEN REPORTED AS PERMANENTLY RESTRICTED NET ASSETS.