2025-04-17T10:27:25-05:00 2024-06-30 952694444 CONSIDINE & CONSIDINE 8989 RIO SAN DIEGO DRIVE SUITE 250 SAN DIEGO CA 921081604 990PF 2023-07-01 330340635 ALLIANCE HEALTHCARE FOUNDATION ALLI 8586780974 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 ARTHUR ROKE CFO 8586780974 2025-04-03 1 0 LUKAS DAVIS P00668234 6192311977 2025-04-01 2023 2025-03-06 01:10:19Z X 85505150 X X 1950960 1950960 5930228 19092108 6105797 0 28795 7881188 8085552 489992 0 489992 971910 188550 783360 169721 8486 161235 32543 0 32543 23600 11800 11800 3500 291 3209 245958 5805 77115 2031 0 96892 9689 87203 102954 10296 92659 327075 0 -1066868 2466176 234917 672248 2835774 2835774 5301950 234917 3508022 2579238 7850635 1021759 773454 773454 759 14733 14733 14733 48042830 52696632 52696632 23269579 23802357 23802357 5079936 5644458 5644458 115708 115708 2031 0 0 2906976 2573516 2573516 80338603 85505150 85505150 186244 193738 422386 1293334 608630 1487072 X 79729973 84018078 79729973 84018078 80338603 85505150 79729973 2579238 1708867 84018078 0 84018078 SALE OF SECURITIES P 2023-06-30 2024-06-30 19092108 13161880 5930228 5930228 K-1 REALIZED GAIN P 2023-06-30 2024-06-30 175569 175569 6105797 109124 0 109124 0 109124 127158 0 0 0 127158 34 18000 18000 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 WWW.ALLIANCEHF.ORG ERIN GRAHAM 8586780974 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALETHEA ARGUILEZ 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 0 0 0 ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 CFO 20.00 0 0 0 ATUL PATEL 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TREASURER 2.00 16740 0 0 DALE FLEMING 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 VICE CHAIR 2.00 16400 0 0 DWIGHT SMITH 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 18440 0 0 ELIZABETH DREICER 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 20800 0 0 ILENE KLEIN 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 17240 0 0 JAMES BEAUBEAUX 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 18000 0 0 JEFFREY WILLMANN 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 17700 0 0 JOE RAMSDELL 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 16400 0 0 JULIE HOWELL 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 18960 0 0 KILLU SANBORN 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 CHAIR 2.00 19440 0 0 ROB MCCRAY 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 TRUSTEE 2.00 17480 0 0 RODNEY HOOD 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 SECRETARY 2.00 16000 0 0 SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 EXECUTIVE DIRECTOR 40.00 282132 0 0 SARAH LYMAN 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 EXECUTIVE DIRECTOR 40.00 282132 0 0 BARBARA OROZCO-VALDIVIA 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 VICE PRESIDENT, PROG 40.00 212158 0 0 KAREN WINSTON 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 COMMUNICATIONS DIREC 40.00 168513 0 0 ERIN GRAHAM 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 CONTROLLER 40.00 153014 0 0 ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 CFO, CIO 20.00 127208 0 0 0 NONE 0 222000 222000 77247424 997747 0 78245171 0 0 78245171 1173678 77071493 3853575 3853575 109124 3121 112245 3741330 0 3741330 0 3741330 3508022 222000 3730022 3741330 0 0 1331612 2746398 801455 261906 966614 6107985 3730022 0 0 0 3730022 0 11308 11308 6096677 0 0 0 0 0 0 1320304 4776373 2746398 801455 261906 966614 ARTHUR ROKE 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 8586780974 PROVIDE A LETTER OF INTENT (DETAILING PROJECT, RATIONALE AND BUDGET), AND A COPY OF THE IRS EXEMPT STATUS DETERMINATION LETTER. UPON REVIEW, APPLICANTS WILL BE REQUIRED TO SUBMIT A FULL PROPOSAL REQUEST INCLUDING SUPPORTING DOCUMENTATION. FALL AND SPRING DUE DATES TO APPLY. SEE WEBSITE (WWW.ALLIANCEHF.ORG) FOR DETAILS. THERE ARE LIMITATIONS ON FUNDS FOR RESEARCH, LOBBYING AND PROJECT CONTINUATION. FUNDING IS PROVIDED PRIMARILY TO HEALTHCARE PROGRAMS THAT PROMOTE ACCESS TO HEALTHCARE FOR THE MEDICALLY UNDERSERVED IN SAN DIEGO COUNTY. CASA FAMILIAR 119 W HALL AVE SAN YSIDRO CA 92173 NONE PC FY22 MISSION SUPPORT GRANT (FISCAL SPONSOR FOR MARCH FOR BLACK WOMEN SAN DIEGO) (2ND YEAR PAYMENT) 30000 CATALYST OF SAN DIEGO & IMPERIAL COUNTIES 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 CENTER FOR COMMUNITY SOLUTIONS 4508 MISSION BAY DRIVE SAN DIEGO CA 92109 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 CHAMPIONS FOR HEALTH 4699 MURPHY CANYON ROAD SUITE 102 SAN DIEGO CA 92123 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 CHICANO FEDERATION OF SAN DIEGO COUNTY 3180 UNIVERSITY AVENUE SUITE 400 SAN DIEGO CA 92104 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 ENVIRONMENTAL HEALTH COALITION 2727 HOOVER AVENUE SUITE 202 NATIONAL CITY CA 91950 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 FIRST GEN SCHOLARS 1531 MASTERSON LN SAN DIEGO CA 92154 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 HARMONIUM 5440 MOREHOUSE DR SUITE 1000 SAN DIEGO CA 921216701 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 HOME START INC 5005 TEXAS STREET SAN DIEGO CA 92108 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 IMPERIAL VALLEY WELLNESS FOUNDATION 2415 IMPERIAL BUSINESS PARK DRIVE SUITE A IMPERIAL CA 92251 NONE PC 2022 IMPERIAL VALLEY MISSION SUPPORT GRANT 80000 INTERFAITH COMMUNITY SERVICES 550 W WASHINGTON AVE ESCONDIDO CA 92025 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 JEWISH FAMILY SERVICE 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PC FY22 MISSION SUPPORT GRANT (FISCAL SPONSOR FOR RAPID RESPONSE NETWORK ) (2ND YEAR PAYMENT) 30000 JUST IN TIME FOR FOSTER YOUTH 4560 ALVARADO CANYON ROAD SUITE 2G SAN DIEGO CA 92120 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 MAAC PROJECT 1355 THIRD AVENUE CHULA VISTA CA 91911 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 MENDING MATTERS 11835 CARMEL MOUNTAIN RD 1304-342 SAN DIEGO CA 92128 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 MID-CITY COMMUNITY ADVOCACY NETWORK 4305 UNIVERSITY AVENUE SUITE 550 SAN DIEGO CA 92105 NONE PC FY22 MISSION SUPPORT GRANT (FISCAL SPONSOR FOR MID-CITY COMMUNITY ADVOCACY NETWORK) (2ND YEAR PAYMENT) 25000 MONARCH SCHOOL PROJECT 1625 NEWTON AVENUE SAN DIEGO CA 92113 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 NEIGHBORHOOD HOUSE ASSOCIATION 5660 COPLEY DRIVE SAN DIEGO CA 92111 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 NORTH COUNTY LGBTQ RESOURCE CENTER 3220 MISSION AVENUE SUITE 2 OCEANSIDE CA 92058 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 NORTH COUNTY LIFELINE INC 200 MICHIGAN AVENUE VISTA CA 92084 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 PROMISES2KIDS FOUNDATION 9400 RUFFIN COURT SUITE A SAN DIEGO CA 92123 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 30000 RAINBOW SPACES 673 ROCKING HORSE DRIVE CHULA VISTA CA 91914 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 REALITY CHANGERS PO BOX 50220 SAN DIEGO CA 92165 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 RISE SAN DIEGO 404 EUCLID AVENUE SUITE 329 SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 SAN DIEGO RESCUE MISSION PO BOX 80427 SAN DIEGO CA 92138 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 SAN DIEGO SECOND CHANCE PROGRAM 6145 IMPERIAL AVENUE SAN DIEGO CA 92114 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 SERVING SENIORS 525 14TH STREET SUITE 200 SAN DIEGO CA 92101 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA UCSD 9500 GILMAN DRIVE MC 0954 LA JOLLA CA 92093 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 VIET VOTEVIET VOICES 3732 ARNOLD AVENUE SUITE C SAN DIEGO CA 92104 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 YOUTH EMPOWERMENTS FINEST 4660 EL CAJON BOULEVARD SUITE 205 SAN DIEGO CA 92115 NONE PC 2022 I2 PHASE 2 STIPEND GRANT 30000 PROJECT NEW VILLAGE 4261 MARKET STREET SAN DIEGO CA 92102 NONE PC 2022 I2 PHASE 2 STIPEND GRANT 575000 URBAN RESTORATION COUNSELING CENTER 1925 EUCLID AVENUE SUITE 108 SAN DIEGO CA 92105 NONE PC 2022 I2 PHASE 2 STIPEND GRANT 500000 CASA FAMILIAR 119 W HALL AVENUE SAN YSIDRO CA 92173 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 10000 CATALYST OF SAN DIEGO & IMPERIAL COUNTIES 5060 SHOREHAM PLACE SUITE 350 SAN DIEGO CA 92122 NONE PC RECORD CATALYST FY23 RESPONSIVE GRANT APPROVED IN FY22 25000 CENTRAL SAN DIEGO BLACK CHAMBER OF COMMERCE 404 EUCLID AVENUE SUITE 383 SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 20000 CHICANO FEDERATION OF SAN DIEGO COUNTY 3180 UNIVERSITY AVENUE SUITE 400 SAN DIEGO CA 92104 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 20000 HARVEY FAMILY FOUNDATION 5221 LOGAN AVENUE SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 15000 JEWISH FAMILY SERVICE JOAN IRWIN JACOBS CAMPUS TURK FAMILY CENTER 8804 BALBOA AVENUE SAN DIEGO CA 92123 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 10000 PILLARS OF THE COMMUNITY 6403 IMPERIAL AVENUE SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 15000 URBAN COLLABORATIVE PROJECT 5141 CASTANA STREET SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 15000 YMCA OF SAN DIEGO COUNTY 3708 RUFFIN ROAD SAN DIEGO CA 92123 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 15000 YOUTH ASSISTANCE COALITION 2801 B STREET SUITE 238 SAN DIEGO CA 92102 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 5000 GITA MURTHY CONSULTING 3261 LINCOLN AVENUE ALTADENA CA 91001 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 30000 IMPERIAL VALLEY WELLNESS FOUNDATION 2415 IMPERIAL BUSINESS PARK DRIVE SUITE A IMPERIAL CA 92251 NONE PC 2022 IMPERIAL VALLEY MISSION SUPPORT GRANT 175000 INTERFAITH COMMUNITY SERVICES 550 W WASHINGTON AVE ESCONDIDO CA 92025 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 39000 LICENSE TO FREEDOM 131 AVOCADO AVENUE EL CAJON CA 92020 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 6000 MANA DE SAN DIEGO 404 EUCLID AVENUE SUITE 308 SAN DIEGO CA 92114 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 100000 MUNDO GARDENS PO BOX 2097 NATIONAL CITY CA 91951 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 6000 NORTH COUNTY LGBTQ RESOURCE CENTER 3220 MISSION AVENUE SUITE 2 OCEANSIDE CA 92058 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 6000 SAN DIEGO HEALTHCARE QUALITY COLLABORATIVE 1084 N EL CAMINO REAL SUITE B-149 ENCINITAS CA 92024 NONE PC STRATEGIC GRANT-GBI 25000 URBAN COLLABORATIVE PROJECT 5141 CASTANA STREET SAN DIEGO CA 92114 NONE PC STRATEGIC GRANT-CALAIM 6000 AMERICAN ACADEMY OF PEDIATRICS CALIFORNIA CHAPTER 3 PO BOX 22212 SAN DIEGO CA 92192 NONE PC CAPACITY BUILDING GRANT 35000 IMPERIAL BEACH NEIGHBORHOOD CENTER 455 PALM AVENUE IMPERIAL BEACH CA 91932 NONE PC CAPACITY BUILDING GRANT 35000 NORTHEND ALLIANCE 111 PO BOX 220 NILAND CA 92257 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 1000 URBAN COLLABORATIVE PROJECT 5141 CASTANA STREET SAN DIEGO CA 92114 NONE PC STRATEGIC GRANT-CALAIM 40000 211 SAN DIEGO PO BOX 420039 SAN DIEGO CA 92142 NONE PC CIE VIRTUAL SUMMIT SEP 2021 SPONSORSHIP GRANT 5000 COUNTY OF SAN DIEGO - LIVE WELL ADVANCE 1255 IMPERIAL AVENUE 6TH FLOOR SAN DIEGO CA 92101 NONE PC LWA SPONSORSHIP (NET OF KEYNOTE SPEAKER FEE PAID BY AHF) 100000 UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 NONE PC SPONSORSHIP DONATION ASC ANNUAL FUNDRAISING GALA 5000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 1000 COMMUNITY RESOURCE CENTER 650 2ND STREET ENCINITAS CA 92024 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 50 HAWAII COMMUNITY FOUNDATION 444 HANA HWY SUITE 201 KAHULUI HI 96732 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 100 HOME START INC 5005 TEXAS STREET SAN DIEGO CA 92108 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 8000 MAAC PROJECT 1355 THIRD AVENUE CHULA VISTA CA 91911 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 7224 TRAVELERS AID SOCIETY OF SAN DIEGO 1050 KETTNER BOULEVARD SAN DIEGO CA 92101 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 400 A REASON TO SURVIVE (ARTS) 200 E 12TH STREET NATIONAL CITY CA 91950 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 30000 ACCESS YOUTH ACADEMY 704 EUCLID AVE SAN DIEGO CA 92114 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 BARRIO LOGAN COLLEGE INSTITUTE 2114 NATIONAL AVENUE SAN DIEGO CA 92113 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 BAYSIDE COMMUNITY CENTER 2202 COMSTOCK ST SAN DIEGO CA 92111 NONE PC TO SUPPORT ORGANIZATION'S MISSION STATEMENT 25000 BOYS & GIRLS CLUB OF SAN MARCOS 1 POSITIVE PLACE SAN MARCOS CA 92069 NONE PC FY22 MISSION SUPPORT GRANT (2ND YEAR PAYMENT) 25000 2835774 0 14 1950960 18 5930228 0 7881188 0 7881188 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 23600 11800 11800 ADVANCE HEALTH (MDF FUND I) 222000 FIXED ASSETS 2001-01-01 115708 113677 200DB 5.000000000000 2031 0 BOND FUNDS 23802357 23802357 LARGE CAP EQUITIES 52696632 52696632 BENEFICIAL INTEREST IN THE SAN DIEGO FOUNDATION AT COST 1860358 1860358 PRIVATE EQUITY PARTNERSHIPS AT COST 1427874 1427874 PRIVATE OWNERSHIP INTEREST IN LLC AT COST 150000 150000 PRIVATELY HELD PREFERRED SHARES AT COST 1000757 1000757 STOCK WARRANTS IN PRIVATE COMPANY AT COST 250000 250000 FIXED INCOME AT COST 955469 955469 FIXED ASSETS 115708 115708 0 0 LEGAL FEES 32543 0 32543 PROGRAM-RELATED INVESTMENT 2615338 1428011 1428011 ROU ASSET 291638 1145505 1145505 GRANT MARKETING 28067 0 28067 OFFICE 21512 0 21512 IT/SOFTWARE SUPPORT 38004 0 38004 INSURANCE 46904 0 46904 REPAIRS AND MAINTENANCE 1263 0 1263 FACILITIES AND OFFICE EXPENSES 64560 0 64560 GENERAL OPERATING EXPENSES 31730 0 31730 MEMBERSHIP FEES 38398 0 38398 BOARD EXPENSES 48192 0 48192 EMPLOYEE TRAINING 8445 0 8445 PRI LOAN REPAYMENTS 0 0 -1393943 UNREALIZED GAIN 1708867 LEASE LIABILITY 304181 1151249 DEFERRED TAX LIABILITY 118205 142085 PROFESSIONAL SERVICES - OTHER 3500 291 3209 PAYROLL TAXES 82920 5805 77115 EXCISE TAXES 162915 0 0 UBIT TAXES 123 0 0