2024-08-27T09:04:16-07:00 2023-12-31 330783983 West Rhode & Roberts 2741 4th Ave San Diego CA 92103 990 2023-01-01 474949185 CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO CATH 8583979700 4747 Morena Blvd 300 SAN DIEGO CA 92117 MARK NEILSON CURRENT BOARD CHAIR 2024-08-27 true true Christopher M Roberts P00235008 6196155380 2023 2024-08-08 14:25:15Z 4747 Morena Blvd 300 SAN DIEGO CA 92117 27666446 false X www.ccfsd.org X 2015 CA TO RECEIVE, MANAGE, SAFEGUARD AND GROW INVESTMENTS THAT SUPPORT ORGANIZATIONS AND DONORS CARRYING OUT THE MISSION OF OUR CATHOLIC FAITH. 10 10 3 15 0 3106768 2827376 384568 300404 1347650 376643 0 4838986 3504423 2473967 2800748 0 431046 289025 0 156880 251855 167909 3156868 3257682 1682118 246741 74956928 46754292 65067533 35390664 9889395 11363628 THE PURPOSE OF THIS CORPORATION IS TO DEVELOP, MANAGE AND SAFEGUARD THE FINANCIAL RESOURCES NECESSARY TO SUPPORT, SERVE AND OTHERWISE BENEFIT THE MISSION OF THE ROMAN CATHOLIC CHURCH, INCLUDING WORKS OF PIETY, OF THE APOSTOLATE AND OF CHARITY, WITHIN AND BEYOND THE TERRITORIAL BOUNDARIES OF THE PUBLIC JURIDIC PERSON KNOWN AS THE ROMAN CATHOLIC DIOCESE OF SAN DIEGO. false false 2870651 2800748 300404 THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO 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. 2870651 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 true false false false false false false false false true false false false false false false false false true 3 0 true 3 true false false false false false false false 0 false false false false false false false X 10 10 false false false false false false false true true false false true true true true true true true false false CA X X Bryan Gannon 8583979700 4747 Morena Blvd Ste 300 SAN DIEGO CA 92117 MANNY RUBIO CEO 40.00 0.00 X 160000 0 35628 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 Treasurer 1.00 0.00 X X 0 0 0 MARK NEILSON President 1.00 0.00 X X 0 0 0 DEAN DWYER Secretary 1.00 0.00 X 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 CHAIRMAN 1.00 0.00 X X 0 0 0 MSGR MARK CAMPBELL Trustee 1.00 0.00 X 0 0 0 THOMAS SCHOETTLE Trustee 1.00 0.00 X 0 0 0 160000 35628 1 false true false 0 2827376 326037 2827376 MANAGEMENT FEE INCOME 900099 300404 300404 300404 217229 217229 0 0 0 24321437 24162023 159414 159414 159414 0 0 0 0 3504423 300404 376643 2800748 2800748 0 0 0 195628 29344 68470 97814 0 75442 14112 57559 3771 0 17955 3811 7265 6879 0 0 0 0 0 0 0 73547 7360 41547 24640 0 6054 474 4450 1130 0 0 53958 8734 26025 19199 0 0 0 0 0 0 0 LICENSES SOFTWARE & MAINT. 23833 2383 19067 2383 SUBSCRIPTIONS & MEMBERSHIPS 7861 3261 3948 652 WEBSITE DEVELOPMENT 2656 424 1820 412 0 3257682 2870651 230151 156880 1013414 837015 0 0 0 0 0 0 0 6700 5867 0 0 73852918 45867445 0 0 83896 43965 74956928 46754292 33227 26169 35375 64940388 35279201 93918 49919 65067533 35390664 X 5537266 5958591 4352129 5405037 9889395 11363628 74956928 46754292 246741 1227492 X false true X true false X 3146602 2844194 3533242 3106768 2827376 15458182 0 0 3146602 2844194 3533242 3106768 2827376 15458182 5854570 9603612 47110 68390 133396 162920 217229 629045 0 0 16087227 0.59700 0.41280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106 2960934 3096564 11255971 true true false true X 4352129 358898 761350 67340 5405037 4966286 227214 -787819 53552 4352129 4023494 463264 536690 57162 4966286 3163516 399483 496463 35968 4023494 1186066 1636114 364212 22876 3163516 1.00000 false false false 45867445 LEASE LIABILITY 49919 49919 X 4731915 1227492 1227492 3504423 3504423 3257682 3257682 3257682 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 BIG BROTHERS & SISTERS OF SD 4305 UNIVERSITY AVE STE 590 SAN DIEGO CA 92105 952151526 501(C)(3) 60000 0 Support CA Violence Intervention BUILD A MIRACLE 10755 SCRIPPS POWAY PKWY 490 SAN DIEGO CA 92131 330971124 501(C)(3) 20000 0 Support comm cnt, Robotics lab 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) 17000 0 Seminarian Funding CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 135563422 501(C)(3) 10800 0 Relief for Turkey Earthquakes CHALLENGED ATHLETES INC 9591 WAPLES ST SAN DIEGO CA 92121 330739596 501(C)(3) 16000 0 Million Dollar Challenge Campaign Chesterton Acdmy of the Holy 5205 Kingston Avenue Lisle IL 60532 471083471 501(C)(3) 10000 0 Donation for 2023 Gala Community HousingWorks 3111 Camino Del Rio North San Diego CA 92108 330317950 501(C)(3) 10000 0 35th Anniversary galupport CRISTO REY SAN DIEGO HIGH 3525 DEL MAR HEIGHTS RD 882 SAN DIEGO CA 92130 821922472 501(C)(3) 496980 0 Support class reno, student, etc 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) 25000 0 Support Charitable organization EVANGELICAL CATHOLIC INC 6602 NORMANDY LANE FL 2 MADISON WI 53719 391947596 501(C)(3) 11000 0 Support Charitable organization FATHER JOES VILLAGES 3350 E STREET SAN DIEGO CA 92102 330492302 501(C)(3) 66500 0 Homeless prog, Med & Dental fac FEEDING SAN DIEGO 9455 WAPLES ST STE 135 SAN DIEGO CA 92121 260457477 501(C)(3) 5500 0 General Support Grandma Lulus Table PO Box 501955 San Diego CA 92150 844675479 501(C)(3) 10000 0 2023 Maximum Matching Challenge INTERNATIONAL RELIEF TEAMS 3545 CAMINO DEL RIO S STE A SAN DIEGO CA 92108 330412751 501(C)(3) 144750 0 Maui and Turkey/Syria Relief JUST IN TIME FOR FOSTER YOUTH PO BOX 601627 SAN DIEGO CA 92160 205448416 501(C)(3) 17500 0 Empowering Life Changing Choices Knights of Columbus Charities PO Box 382154 Pittsburgh PA 15251 237227608 501(C)(3) 8000 0 United Charity Fund LIFE PERSPECTIVES 4579 Mission Gorge Place SAN DIEGO CA 92120 330884706 501(C)(3) 41000 0 Support Charitable organization Midland Community Cancer Serv 400 Ashman St Suite 200 Midland MI 48640 386073785 501(C)(3) 15000 0 Program Support PassionLife Ministries PO Box 862223 Marietta GA 30062 611688122 501(C)(3) 11000 0 General Support RISE UP INDUSTRIES 8530 ROLAND ACRES DRIVE SANTEE CA 92071 800908912 501(C)(3) 25500 0 General Support SD POLICE OFFICERS ASSOC FDN 8388 VICKERS STREET SAN DIEGO CA 92111 330127369 501(C)(3) 9700 0 Widows & Orphans Fund SERVING HANDS INTERNATIONAL 4607 MISSION GORGE PLACE SAN DIEGO CA 92120 953797996 501(C)(3) 50000 0 Support Charitable organization singerNativity Prep Academy 4463 College Avenue San Diego CA 92115 330886247 501(C)(3) 155000 0 General Support St Germaine Catholic Church 7997 East Dana Drive Prescott AZ 86314 352350446 501(C)(3) 6500 0 General Collection Plate Donation ST GREGORY THE GREAT PARISH 11451 BLUE CYPRESS DRIVE SAN DIEGO CA 92131 825202611 501(C)(3) 7500 0 Support Charitable organization ST KATHARINE DREXEL ACADEMY 4551 56TH STREET SAN DIEGO CA 92115 273973194 501(C)(3) 12055 0 Scholar Support ST MARTIN OF TOURS PARISH 7708 EL CAJON BLVD LA MESA CA 91942 825204159 501(C)(3) 5600 0 General Support St Patrick Parish 3585 30th Street San Diego CA 92104 273947284 501(C)(3) 6333 0 Parish Maintenance Support the Enlisted Project PO Box 26747 San Diego CA 92196 203051279 501(C)(3) 19500 0 Helping military families THE ROMAN CATHOLIC DIOCESE SD 3888 PADUCAH DR SAN DIEGO CA 92117 951644613 501(C)(3) 30600 0 General Support Thomas More Society 309 W Washington St STE 1250 Chicago IL 60606 364270023 501(C)(3) 20000 0 General Support Union Rescue Mission 545 S San Pedro Street Los Angeles CA 90013 951709293 501(C)(3) 75000 0 General Support UNIVERSITY OF SAN DIEGO 5998 ALCALA PARK SAN DIEGO CA 92110 952544535 501(C)(3) 10000 0 Charitable Funding WHISPERING WINDS CATHOLIC CON 4636 MISSION GORGE PLACE 203 SAN DIEGO CA 92120 953407343 501(C)(3) 1044300 0 Support Camp Jack, Mattie's Pies WORD ON FIRE CATHOLIC MINISTR PO BOX 170 DES PLAINES IL 60016 261448551 501(C)(3) 10000 0 Support Charitable organization 37 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. false false false false false false false false false MANNY RUBIO CEO 160000 35628 195628 X 8 326037 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 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.