2025-09-16T16:05:34-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-07-01 814910505 SAN DIEGO SENIORS COMMUNITY FOUNDATION SAND 6196849114 PO BOX 60515 SAN DIEGO CA 92106 JERRY RAY CFO/COO 6196849114 2025-09-15 1 1 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z ROBERT KELLY PO BOX 60515 SAN DIEGO CA 92106 781419 0 X SDSCF.ORG X 2016 CA TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS. 10 10 6 10 0 0 1006888 727567 0 0 2 23799 251 387 1007141 751753 314833 285999 0 0 376792 323611 0 0 42739 63853 128464 755478 738074 251663 13679 956234 964543 24900 19530 931334 945013 X TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS AND TO INCREASE PHILANTHROPY TO SENIOR-FOCUSED ORGANIZATIONS. TOGETHER, WE CAN CREATE A FUTURE WHERE SENIORS ARE NO LONGER VULNERABLE BUT VIBRANT. 0 0 626598 285999 THE SAN DIEGO SENIORS COMMUNITY FOUNDATION (SDSCF) IS COMMITTED TO ENHANCING THE LIVES OF OLDER ADULTS. THIS YEAR, WE EXPANDED OUR IMPACTFUL INITIATIVES AND FORGED NEW PARTNERSHIPS TO ENSURE THAT EVERY SENIOR IN SAN DIEGO FEELS SUPPORTED, VALUED, AND CONNECTED.EMPOWERING SENIOR CENTERS:THE EMPOWER SAN DIEGO SENIOR CENTER CAMPAIGN REMAINS CENTRAL TO OUR MISSION. IN 2024, WE SUPPORTED MORE UNDERFUNDED SENIOR CENTERS THROUGH STRATEGIC GRANTS THAT EXPAND PROGRAMMING AND STRENGTHEN OPERATIONS. THESE CENTERS SERVE AS VITAL COMMUNITY HUBS WHERE OLDER ADULTS CONNECT AND THRIVE. WE'RE NOW INTEGRATING OUR SENIOR CENTER MASTER PLAN WITH SAN DIEGO COUNTY'S STRATEGIC FRAMEWORK, WORKING TOWARD OUR VISION OF TRANSFORMING EVERY SENIOR CENTER INTO AN EXEMPLARY FACILITY THAT DELIVERS COMPREHENSIVE SERVICES TAILORED TO OUR AGING POPULATION'S DIVERSE NEEDS.NO SENIOR ALONE CAMPAIGN:OUR NO SENIOR ALONE CAMPAIGN HAS BEEN A HEARTWARMING SUCCESS. WITH THE KNOWLEDGE THAT THERE ARE OVER 180,000 ELDER ORPHANS IN SAN DIEGO, SDSCF IS DEDICATED TO COMBATTING SENIOR ISOLATION THROUGH OUR VARIOUS PROGRAMS AND INITIATIVES. IN EARLY 2025, WE SENT CLOSE TO 1,000 SENIORS TO THE SAN DIEGO SAFARI PARK FOR THE FIRST TIME. THIS INITIATIVE PROVIDED A MEMORABLE EXPERIENCE FOR MANY OLDER ADULTS, COMBATING ISOLATION AND BRINGING JOY TO THEIR LIVES. WE ARE COMMITTED TO CONTINUING SUCH EFFORTS, ENSURING THAT EVERY SENIOR HAS OPPORTUNITIES TO CONNECT AND ENGAGE WITH THE COMMUNITY. LOOKING FORWARD, OUR NO SENIOR ALONE FOR THE HOLIDAYS CAMPAIGN WILL ENSURE THAT OVER 8,000 SENIORS AT 28 DIFFERENT SENIOR CENTERS ACROSS SAN DIEGO WILL NOT BE ALONE DURING THE HOLIDAY SEASON.ELDER FRAUD PREVENTION AND FINANCIAL STABILITY:WITHIN SAN DIEGO, SENIORS LOST AT LEAST $108 MILLION TO ELDER FRAUD SCAMS IN 2024 AND THAT IS JUST FOR THOSE WHO REPORTED THESE EVENTS. TO COMBAT THIS, SDSCF HAS IMPLEMENTED AN EXTENSIVE EDUCATIONAL PROGRAMMING OF ELDER FRAUD PREVENTION AND FINANCIAL SECURITY IN PARTNERSHIP WITH THE FBI CITIZENS ACADEMY, WELLS FARGO, AND OTHER COMMUNITY ORGANIZATIONS. WE HAVE COLLECTIVELY TRAINED 349 OLDER ADULTS FROM AUGUST 2024 TO JUNE 2025, WITHIN SAN DIEGO COUNTY TO IDENTIFY SCAMS AND IMPROVE FINANCIAL STABILITY.SENIOR CENTER MASTER PLAN, STATE OF SENIORS REPORT, AND THE SAN DIEGO SENIOR CENTER COALITION:SDSCF HAS CONDUCTED IN-DEPTH RESEARCH ON SAN DIEGO'S AGING SERVICES INFRASTRUCTURE, RESULTING IN TWO LANDMARK REPORTS: THE SENIOR CENTER MASTER PLAN AND THE STATE OF SENIORS REPORT. THESE REPORTS HIGHLIGHT THE URGENT NEED TO EXPAND AND STRENGTHEN THE AGING NETWORK, WHICH CURRENTLY LACKS THE CAPACITY TO MEET BOTH PRESENT DEMANDS AND THE RAPID GROWTH OF THE OLDER ADULT POPULATION IN THE NEXT FIVE YEARS.SDSCF ESTABLISHED THE SAN DIEGO SENIOR CENTER COALITION, A COLLABORATIVE OF SENIOR CENTERS AND AGING SERVICE PROVIDERS, FOCUSED ON BUILDING CAPACITY, ADVANCING EQUITY, PROMOTING COLLABORATION, SHARING INFORMATION, AND DRIVING ADVOCACY TO ENSURE ALL OLDER ADULTS ARE SUPPORTED.NATIONAL RECOGNITION AND COLLABORATION:OUR INNOVATIVE APPROACH TO SENIOR CARE IS BEING RECOGNIZED ON A NATIONAL SCALE. WITH GENEROUS SUPPORT FROM WELLS FARGO, WE HAVE PARTNERED WITH THE FBI CITIZENS ACADEMY TO HOLD ELDER FRAUD PREVENTION SEMINARS TAUGHT BY FBI AGENTS. THIS PARTNERSHIP HAS BEEN INSTRUMENTAL IN EDUCATING OVER 1,000 SENIORS ABOUT THE DANGERS OF FRAUD. OUR PARTNER AGENCY, FBISDCAA, RECEIVED AN AWARD FOR OUR COLLABORATIVE WORK, HIGHLIGHTING THE POSITIVE IMPACT WE'VE MADE IN PROTECTING AND EMPOWERING SENIORS. OUR SENIOR CENTER COALITION HAS ALSO RECEIVED NATIONAL ATTENTION BY THE NACIONAL COUNCIL ON AGING, THE NATIONAL INSTITUTE OF SENIOR CENTERS, AND OTHER STATES SUCH AS OREGON ARE NOW REPLICATING OUR MODEL IN THEIR COMMUNITIES. INTERGENERATIONAL GRANTMAKING AND PROGRAMS:IN 2025, WE WERE ABLE TO IMPLEMENT SEVERAL INTERGENERATIONAL PROGRAMS IN COMPANIONSHIP WITH ORGANIZATIONS SUCH AS LET'S PLAY A GAME AND GLAMOUR GALS. ADDITIONALLY, WE ARE WORKING CLOSELY WITH THE ITZKOWICH FOUNDATION TO BRING MORE INTERGENERATIONAL PROGRAMMING TO SAN DIEGO AND CURRENTLY ARE CREATING A RESOURCE HUB FOR INTERGENERATIONAL BEST PRACTICES PROGRAMMING FOCUSED WITHIN SAN DIEGO, AND KINSHIP PROGRAMS. THESE INITIATIVES ARE DESIGNED TO STRENGTHEN BONDS ACROSS GENERATIONS AND ENRICH THE LIVES OF BOTH YOUNG AND OLD, AND THE COMMUNITY AS A WHOLE.SDSCF IS THE ONLY COMMUNITY FOUNDATION IN THE COUNTRY FOCUSED SOLELY ON SENIORS. WITH LESS THAN 2% OF CHARITABLE DOLLARS DIRECTED TOWARDS SENIORS, WE ARE DEDICATED TO BUILDING THE INFRASTRUCTURE NEEDED TO SUPPORT THIS GROWING DEMOGRAPHIC. OUR WORK IS NOT ONLY ABOUT PROVIDING IMMEDIATE AID BUT ALSO ABOUT CREATING A LASTING LEGACY OF CARE AND SUPPORT FOR FUTURE GENERATIONS. AT SDSCF, WE BELIEVE THAT EVERY SENIOR DESERVES A LIFE FILLED WITH DIGNITY, PURPOSE, AND JOY. AS WE MOVE FORWARD IN 2024, WE ARE INSPIRED BY THE RESILIENCE AND SPIRIT OF THE OLDER ADULTS WE SERVE. TOGETHER, WE CAN BUILD A BRIGHTER FUTURE FOR SENIORS IN SAN DIEGO, ONE WHERE THEY ARE TRULY EMPOWERED AND CONNECTED, AND THEY HAVE A COMMUNITY NETWORK THEY CAN TURN TO AND TRUST. 626598 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 1 6 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 CA X X JERRY RAY 6196849114 PO BOX 60515 SAN DIEGO CA 92106 JERRY RAY CFO/COO 32.00 X 97363 0 1960 ROBERT KELLY DIRECTOR/CEO 15.00 X X 0 0 0 THEODORE CHAN CHAIR 1.00 X X 0 0 0 JOHN WYLIE SECRETARY 1.00 X X 0 0 0 DEREK QUACKENBUSH TREASURER 1.00 X X 0 0 0 ABIGAIL SAHM DIRECTOR 1.00 X 0 0 0 ADRIENNE VARGAS DIRECTOR 1.00 X 0 0 0 DANIEL GROSS DIRECTOR 1.00 X 0 0 0 JOAQUIN ANGUERA DIRECTOR 1.00 X 0 0 0 PAM SMITH DIRECTOR 1.00 X 0 0 0 RANDI LARSSON DIRECTOR 1.00 X 0 0 0 97363 0 1960 0 0 0 0 0 727567 29666 727567 23373 23373 30092 29666 426 426 426 387 387 387 751753 0 0 24186 285999 285999 99939 56714 36897 6328 196923 167340 617 28966 2868 2581 287 23881 17963 2978 2940 5500 5500 56976 54115 2861 3115 3115 8470 2892 2269 3309 13814 1503 12171 140 4458 3795 286 377 9466 9169 297 4276 4276 MARCOM, EARNED & SOCIAL 19169 19169 DUES, SUBSCRIPTIONS 2390 2045 345 830 198 595 37 738074 626598 68737 42739 942475 30087 13759 934456 956234 964543 24900 19530 24900 19530 X 467685 329720 463649 615293 931334 945013 956234 964543 13679 0 X 0 0 0 X 847897 837749 728296 1006888 727567 4148397 847897 837749 728296 1006888 727567 4148397 2864946 1283451 4 4 3 2 23373 23386 149 180 231 251 387 1198 4172981 0.30760 0.32560 X THE MISSION OF THE SAN DIEGO SENIORS COMMUNITY FOUNDATION (SDSCF) IS TO SERVE THE OLDER ADULT POPULATION OF THE SAN DIEGO REGION, ENSURING THAT THEY HAVE SOMEONE THAT THEY CAN TURN TO AND TRUST, AND THAT THEY CAN THRIVE IN A HEALTHY, DYNAMIC WAY OF LIFE WHERE THEY ARE NO LONGER VULNERABLE BUT VIBRANT.SDSCF'S PUBLIC SUPPORT PERCENTAGE THIS YEAR IS 30.76%, ONLY SLIGHTLY BELOW THE 33.33% PUBLIC SUPPORT THRESHOLD BUT ABOVE THE 10% FACTS AND CIRCUMSTANCES THRESHOLD. SDSCF ACTIVELY SERVES THE SENIOR POPULATION THROUGH SEVERAL KEY INITIATIVES INCLUDING, BUT NOT LIMITED TO, THE FOLLOWING:-REDUCING SOCIAL ISOLATION TO ADDRESS THE VULNERABILITIES OF A GROWING POPULATION OF SENIOR ORPHANS THROUGH OUR NO SENIOR ALONE PROGRAM-HELPING TO ENSURE THAT SENIORS ARE FINANCIALLY STABLE AND ARE TRAINED IN FRAUD PREVENTION. TO ACHIEVE THESE GOALS, SDSCF PARTNERS WITH THE LOCAL FBI OFFICE AND CAREFULLY SELECTED FINANCIAL PROFESSIONALS. DURING THE FISCAL YEAR, SDSCF DIRECTLY TRAINED 349 OLDER ADULTS THROUGH A SERIES OF ELDER FRAUD PREVENTION WORKSHOPS HELD IN VARIOUS SAN DIEGO LOCATIONS. THESE EVENTS WERE HOSTED IN COLLABORATION WITH SENIOR CENTERS AND COMMUNITY ORGANIZATIONS TO ADDRESS THE GROWING THREAT OF SCAMS TARGETING VULNERABLE SENIORS.-RAISING PUBLIC AWARENESS OF ISSUES FACING OLDER ADULTS AND STIMULATING INFORMED ACTION TO HELP THEM. THIS YEAR, SDSCF PUBLISHED ITS FIRST EVER "STATE OF SAN DIEGO SENIORS" REPORT.-DEPLOYING RESOURCES TO STRENGTHEN EXISTING SENIOR SERVICE PROVIDERS AND LOCAL INFRASTRUCTURE-PROMOTING THE NEED FOR MODERN COMMUNITY-BASED SENIOR CENTERS THAT LOCATE AND SERVE VULNERABLE SENIORS WITHIN THEIR LOCAL COMMUNITIES. THIS YEAR SDSCF PUBLISHED A 380-PAGE MASTER PLAN FOR SENIOR CENTERS ROADMAP DESIGNED TO REVITALIZE AND EXPAND SENIOR CENTER INFRASTRUCTURE IN THE SAN DIEGO REGION. IT IS ESTIMATED THAT THE SENIOR CENTERS WE SUPPORT SERVED ROUGHLY 35,000 UNDUPLICATED OLDER ADULTS IN THE GREATER SAN DIEGO AREA. THESE CENTERS PROVIDED ESSENTIAL RESOURCES INCLUDING MEAL PROGRAMS, SOCIAL CONNECTION OPPORTUNITIES, CASE MANAGEMENT, TRANSPORTATION ASSISTANCE, AND WELLNESS ACTIVITIES. THIS ESTIMATE REFLECTS THE CUMULATIVE REACH OF BOTH SMALLER RURAL CENTERS AND HIGH-VOLUME URBAN HUBS AND REPRESENTS A CRITICAL SAFETY NET FOR SAN DIEGO'S AGING POPULATION.-CREATING STRATEGIC PARTNERSHIPS TO STRENGTHEN THE LOCAL SENIOR SERVICES NETWORK, STREAMLINE AND CONSOLIDATE EFFORTS AND RESOURCES, AND ADVANCE INNOVATIVE REGIONAL SOLUTIONS THAT HELP VULNERABLE SENIORS-IDENTIFYING AND ENGAGING INTERGENERATIONAL PROGRAMS THAT CONNECT OLDER ADULTS WITH YOUNGER GENERATIONSBONA FID SOLICITATION PROGRAM: TO SUPPORT THESE EXISTING INITIATIVES AND EMERGING OPPORTUNITIES, SDSCF ENGAGES IN ROBUST FUNDRAISING EFFORTS TO SOLICIT PUBLIC SUPPORT, DIVERSIFY OUR DONOR BASE, AND APPLY FOR TARGETED GRANT FUNDING.THIS YEAR SDSCF RECEIVED TOTAL CONTRIBUTIONS OF $727,567 FROM 80 UNIQUE SOURCES OF SUPPORT. ONLY 7 OF OUR SOURCES OF SUPPORT ARE RESPONSIBLE FOR CONTRIBUTING TO THE "EXCESS OVER 2%" AMOUNT THAT CAUSED OUR PUBLIC SUPPORT PERCENTAGE TO DIP SLIGHTLY BELOW 33.33% FOR THE FIVE-YEAR ROLLING CALCULATION. ONE OF THOSE SOURCES PROVIDED $325,000 THIS YEAR FOR SDSCF TO DEPLOY RESOURCES SPECIFICALLY DESIGNED TO STRENGTHEN THE PROGRAMS AND INFRASTRUCTURE OF COMMUNITY BASED SENIOR CENTERS. ANOTHER FUNDING SOURCE INCLUDED IN THE FIVE-YEAR PUBLIC SUPPORT CALCULATION WAS A ONE-TIME GRANT OF $500,000 RECEIVED IN THE PREVIOUS YEAR FROM A PRIVATE FOUNDATION FOR MULTI-YEAR OPERATING SUPPORT. AT LEAST HALF OF OUR DONORS GIVE LESS THAN $500 PER YEAR, AND SOME DONORS MAKE MULTIPLE CONTRIBUTIONS, SO TWO OR THREE LARGE GRANTS CAN SKEW THE PUBLIC SUPPORT PERCENTAGE.OVER THE PAST FISCAL YEAR, SDSCF EXPANDED ITS PUBLIC SUPPORT BASE THROUGH A SERIES OF STRATEGIC CAMPAIGNS, DONOR OUTREACH EFFORTS, AND COMMUNITY INITIATIVES AIMED AT ENSURING NO SENIOR IS LEFT BEHIND. OUR EFFORTS REFLECT A BROAD BASE OF DONOR ENGAGEMENT CONSISTENT WITH IRS PUBLIC SUPPORT REQUIREMENTS, MARKED BY GROWTH IN BOTH GRASSROOTS CONTRIBUTIONS AND MAJOR PHILANTHROPIC PARTNERS. OUR EFFORTS THIS YEAR TO RAISE PUBLIC SUPPORT INCLUDED THE FOLLOWING:-ANNUAL YEAR-END DIRECT MAIL CAMPAIGN TO SOLICIT YEAR-END GIFTS AND RECRUIT NEW DONORS-ANNUAL "NO SENIOR ALONE FOR THE HOLIDAYS" CAMPAIGN TO FUND HOLIDAY EVENTS AT SENIOR CENTERS, TARGETING SOCIALLY ISOLATED AND LONELY SENIORS-ONGOING FUNDRAISING FOR THE NO SENIOR ALONE INITIATIVE-ANNUAL SAN DIEGO ZOO SAFARI PARK CAMPAIGN, DESIGNED TO REDUCE SOCIAL ISOLATION AND INCREASE SOCIAL ENGAGEMENT FOR SENIORS WITHOUT FINANCIAL MEANS TO VISIT THE ZOO- MONTHLY NEWSLETTERS INCLUDED SHARED STORIES OF SENIORS SERVED, CAMPAIGN UPDATES, SENIOR CENTER SPOTLIGHTS, AND DONATION OPPORTUNITIES. THIS YEAR OUR SUBSCRIBER LIST GREW TO ABOUT 4,000 (A 25% INCREASE OVER THE PRIOR YEAR) AND SUPPORTED DONOR RETENTION- PERIODIC EBLASTS SOLICITED FUNDS FOR SPECIFIC NEEDS AND GENERAL SUPPORT-ONE-ON-ONE DONOR MEETINGS WITH INDIVIDUALS, PHILANTHROPIC FAMILIES, CORPORATE EXECUTIVES, AND COMMUNITY LEADERS DEVELOPED RELATIONSHIPS AND PROMOTED GIVING OPPORTUNITIES-PUBLIC SPEAKING AND VISIBILITY ENGAGEMENTS INCLUDED KEYNOTE SPEECHES AT PHILANTHROPIC ORGANIZATIONS AND ROTARY EVENTS, WHICH HELPED ELEVATE SDSCF'S MISSION AND ATTRACT INSTITUTIONAL DONORS-SOCIAL MEDIA OUTREACH CONSISTED OF WEEKLY POSTS FEATURING ESSENTIAL INFORMATION ABOUT SENIOR ISSUES, SPECIFIC FUNDING NEEDS, AND CAMPAIGN SPOTLIGHTS THAT HELPED DRIVE TRAFFIC TO GIVING PLATFORMS AND EMAIL LIST SIGN-UPS.-PERSONALIZED FOLLOW-UPS REACHED OUT TO LAPSED DONORS AND CULTIVATED NEW DONORS, WITH A VIEW TO CONVERTING ONE-TIME GIFTS INTO MONTHLY CONTRIBUTIONSGOVERNANCE: SDSCF'S TEN-MEMBER BOARD IS STRATEGICALLY COMPRISED OF THOSE WITH EXPERT KNOWLEDGE IN THE FIELD OF GERONTOLOGY AND COMMUNITY LEADERS. IT IS A FACT THAT EVERYTHING ABOUT THE NEEDS OF SENIORS RELATES, IN SOME WAY, TO THEIR HEALTH. ACCORDINGLY, THREE MEMBERS OF THE SDSCF BOARD ARE CURRENT OR RETIRED EXECUTIVES OF SAN DIEGO-BASED MAJOR HEALTHCARE INSTITUTIONS, AND TWO BOARD MEMBERS ARE RETIRED SENIOR EXECUTIVES FROM SAN DIEGO COUNTY'S "AGING AND INDEPENDENT SERVICES." OTHER BOARD MEMBERS REPRESENT VARIOUS SEGMENTS OF THE PUBLIC, EACH BRINGING STRONG SKILLS AND INDUSTRY EXPERIENCE.THESE FACTORS, WHEN CONSIDERED TOGETHER, DEMONSTRATE A WIDE RANGE OF PUBLIC ENGAGEMENT AND FINANCIAL SUPPORT, IN THE SERVICE OF OUR AGING POPULATION. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 149. 2021 AMOUNT: $ 180. 2022 AMOUNT: $ 231. 2023 AMOUNT: $ 251. 2024 AMOUNT: $ 387. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 16 150000 577567 22200 258026 126468 757302 1 1 0 1 OUTDOORS EMPOWERED NETWORK PO BOX 347171 SAN FRANCISCO CA 94121 464947644 501(C) (3) 15000 0 GENERAL SUPPORT LET'S PLAY A GAME FOUNDATION 10994 W OCEAN AIR DR APT 380 SAN DIEGO CA 92130 992071168 501(C) (3) 6000 0 GENERAL SUPPORT FOUNDATION FOR SENIOR CARE 135 S MISSION ROAD FALLBROOK CA 92028 953389263 501(C) (3) 55000 0 GENERAL SUPPORT LA JOLLA COMMUNITY CENTER 6811 LA JOLLA BLVD LA JOLLA CA 92037 208682354 501(C) (3) 15000 0 GENERAL SUPPORT DEL MAR COMMUNITY CONNECTIONS PO BOX 2947 DEL MAR DEL MAR CA 92014 330938895 501(C) (3) 12000 0 GENERAL SUPPORT ED BROWN SENIOR CENTER OF RANCHO BERNARDO 18402 WEST BERNARDO DRIVE SAN DIEGO CA 92127 930996904 501(C) (3) 37450 0 GENERAL SUPPORT CITY OF SAN MARCOS 111 RICHMAR AVENUE SAN MARCOS CA 92069 952259585 GOVT 17154 0 GENERAL SUPPORT DISABLED SERVICES ADVISORY COUNCIL PO BOX 5239 SAN DIEGO CA 92165 953202517 501(C) (3) 57470 0 GENERAL SUPPORT CITY OF POWAY 13325 CIVIC CENTER DRIVE POWAY CA 92074 953555845 GOVT 6350 0 GENERAL SUPPORT CITY OF CHULA VISTA 276 FOURTH AVE CHULA VISTA CA 91910 956000690 GOVT 16100 0 GENERAL SUPPORT 10 PART I, LINE 2: SAN DIEGO SENIOR COMMUNITY FOUNDATION IS A GRANT-MAKING COMMUNITY FOUNDATION, AND AS SUCH MAJORITY OF NON-OPERATIONAL FUNDS ARE DISTRIBUTED IN FORM OF GRANTS TO EXISTING IRS-QUALIFIED 501(C)(3) ORGANIZATIONS. DUE DILIGENCE INCLUDES ADVANCE REVIEW OF 501(C)(3) ORGANIZATIONS, AND APPROPRIATE PERIODIC FOLLOW-UP REVIEW. RECORDS ARE KEPT ENABLING THE FOUNDATION TO TRACK GRANTS BOTH BY RECIPIENT ORGANIZATION, AND BY THE INTERNAL FUND FROM WHICH THE GRANT WAS MADE. GRANTS MAY BE INITIATED BASED ON AN ORIGINAL DONOR-IMPOSED RESTRICTION, OR ON DONOR-ADVISEMENTS, OR ON THE SPECIFIC PROGRAMMATIC NATURE OF THE FUND'S SOURCE. THE BOARD OF DIRECTORS APPROVES ALL GRANTS BEFORE THE FUNDS ARE DISBURSED. APPROPRIATE FORMS ARE UTILIZED TO DOCUMENT ALL GRANT APPLICATIONS AND APPROVALS. X 1 29666 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT. A COMPLETE COPY OF THE FORM 990 AND SUPPORTING SCHEDULE IS PROVIDED TO THE BOARD FOR REVIEW PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE DIRECTOR/OFFICER LEVEL. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY ASSURES THAT PERSONS WHO HAVE A CONFLICT OF INTEREST WILL NOT HAVE INFLUENCE OVER THE CORPORATION FOR SETTING THEIR OWN COMPENSATION OR INFLUENCE OVER THE CORPORATION REGARDING BUSINESS DEALS WITH THEMSELVES. DURING THE ANNUAL BOARD MEETINGS, ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR/OFFICER IN ANY MATTER INVOLVING THE ORGANIZATION IS DISCLOSED TO THE OTHER DIRECTORS/OFFICERS. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION'S CEO SERVES ON A VOLUNTEER BASIS. COMPENSATION FOR THE ORGANIZATION'S CFO/COO IS DETERMINED AND REVIEWED BY THE COMPENSATION COMMITTEE WHO USES COMPENSATION SURVEYS OR STUDIES TO GAIN COMPARABILITY DATA. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD WHO VOTES FOR APPROVAL. THIS PROCESS WAS LAST DONE AND DOCUMENTED IN JAN 2024. THE ORGANIZATION DOES NOT HAVE ANY OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORMS 990, IRS DETERMINATION LETTER AND CONFLICT OF INTEREST AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON REQUEST.