2026-09-09T18:51:09-05:00 2026-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2025-07-01 814910505 SAN DIEGO SENIORS COMMUNITY FOUNDATION SAND 6196849114 PO BOX 60515 SAN DIEGO CA 92106 JERRY RAY CFO/COO 6196849114 2026-09-08 1 JANE COLEMAN P01391236 8586271400 2025 ROBERT KELLY PO BOX 60515 SAN DIEGO CA 92106 980866 0 X SDSCF.ORG X 2016 CA TO INCREASE AWARENESS AND ACTION TOWARD ISSUES IMPACTING SENIORS. 10 10 4 10 0 0 727567 918762 0 0 23799 32852 387 513 751753 952127 285999 561918 0 0 323611 385607 0 0 30453 128464 200886 738074 1148411 13679 -196284 964543 777495 19530 28766 945013 748729 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 1041710 561918 0 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.LONGEVITY: IN 2026, THE SAN DIEGO SENIORS COMMUNITY FOUNDATION LAUNCHED THE LONGEVITY INITIATIVE AIMING TO STRENGTHEN OLDER ADULTS' OVERALL HEALTH WITH INNOVATIVE LONGEVITY HUBS IN SAN DIEGO. AMID LOCATING A PHYSICAL LOCATION, SDSCF HAS NOT STOPPED PURSUING LONGEVITY FOR OLDER ADULTS, ESPECIALLY THOSE LOWER TO MIDDLE INCOME SO ALL CAN HAVE EQUITABLE ACCESS TO PUBLIC HEALTH RESOURCES. WE HAVE AWARDED OVER $50,000 TO LOCAL SENIOR SERVING ORGANIZATIONS FROM RURAL REGIONS TO URBAN SAN DIEGO TO ASSIST OLDER ADULTS IN THEIR EVER-PRESENT NEEDS OF FINANCIAL STABILITY, MENTAL AND EMOTIONAL WELLNESS, SOCIAL INTERACTION, AND PHYSICAL HEALTH. WE HAVE LAUNCHED PROGRAMMING FROM FALLS PREVENTION ACROSS SAN DIEGO COUNTY WITH OUR SAVING CLAIRE PARTNER THAT TRAINS COMMUNITY REPRESENTATIVES TO TEACH FALLS PREVENTION WITHIN OLDER ADULT COMMUNITIES. WE HAVE ALSO SUPPORTED LONGEVITY PROGRAMMING WITHIN EXISTING SENIOR CENTERS INCLUDING PHYSICAL ACTIVITY AND BILINGUAL RESOURCE NAVIGATION. SDSCF HAS FUNDED WEEKLY ART WORKSHOPS THAT UNITE THREE SMALL, GEOGRAPHICALLY ISOLATED COMMUNITIES. THROUGH ART-MAKING AND HANDWRITTEN JOURNALING, THE PROGRAM STIMULATES COGNITIVE ENGAGEMENT, REDUCES SOCIAL ISOLATION, AND BUILDS NEW RELATIONSHIPS AMONG PARTICIPANTS. EMPOWERING SENIOR CENTERS:THE EMPOWER SAN DIEGO SENIOR CENTER CAMPAIGN REMAINS CENTRAL TO OUR MISSION. IN 2025, 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. OUR NO SENIOR ALONE FOR THE HOLIDAYS WAS ABLE TO SERVE OVER 28 SENIOR CENTERS, ENSURING OLDER ADULTS HAD SOMEWHERE TO GO AND CELEBRATE THE HOLIDAYS TO REDUCE SOCIAL ISOLATION. IN SUMMER OF 2026, SDSCF SENT OVER 100 OLDER ADULTS TO THE SAN DIEGO COUNTY FAIR FOR THE VERY FIRST TIME BY PROVIDING ACCESSIBLE TRANSPORTATION AND FREE TICKETS. WE ARE COMMITTED TO CONTINUING SUCH EFFORTS, ENSURING THAT EVERY SENIOR HAS OPPORTUNITIES TO CONNECT AND ENGAGE WITH THE COMMUNITY. ELDER FRAUD PREVENTION AND FINANCIAL STABILITY:WITHIN SAN DIEGO, SENIORS LOST AT LEAST $140 MILLION TO ELDER-FRAUD SCAMS IN 2025, WITH NUMBERS CONTINUING TO RISE, AND THAT FIGURE INCLUDES ONLY REPORTED EVENTS. TO COMBAT THIS, SDSCF HAS IMPLEMENTED EXTENSIVE EDUCATIONAL PROGRAMMING OF ELDER FRAUD PREVENTION AND FINANCIAL SECURITY IN PARTNERSHIP WITH THE FBI CITIZENS ACADEMY, WELLS FARGO, AND OTHER COMMUNITY ORGANIZATIONS. DURING THE 2025-2026 YEAR, WE EDUCATED OVER 2,500 OLDER ADULTS THROUGH OVER 20 ELDER FRAUD AND FINANCIAL STABILITY WORKSHOPS THROUGHOUT THE SOUTHERN CALIFORNIA REGION IN SAN DIEGO, ORANGE COUNTY, AND LOS ANGELES TO IDENTIFY AND REPORT SCAMS AND FINANCIAL ABUSE. 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. IN MARCH OF 2026, WE LAUNCHED THE UPDATED VERSION OF THE STATE OF SENIORS REPORT WITH MEDIA COVERAGE AND LOCAL COMMUNITY PARTNERS AND FUNDERS TO ANNOUNCE OUR LONGEVITY HUBS AND LONGEVITY PROGRAMMING AWARDING GRANTS TO THREE DIFFERENT SENIOR SERVING ORGANIZATIONS TO ASSIST IN OLDER ADULT SUPPORT ACROSS SAN DIEGO COUNTY.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 2,500 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 NATIONAL COUNCIL ON AGING, THE NATIONAL INSTITUTE OF SENIOR CENTERS, AND OTHER STATES SUCH AS OREGON ARE NOW REPLICATING OUR MODEL IN THEIR COMMUNITIES. WE HAVE ALSO ATTENDED NUMEROUS INTERNATIONAL AND NATIONAL CONFERENCES SUCH AS LONGEVITY VENTURE SUMMIT AND USA AGING WHERE SDSCF PRESENTED ON KEY OLDER ADULT ISSUES AND OUR CONTINUOUS WORK WITHIN THE AGING INFRASTRUCTURE. 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, INCLUDING 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. IN 2026, WE ALSO LAUNCHED THE INTERGENERATIONAL PLAYBOOK THROUGH RESEARCH AND COLLABORATION ON THE DIFFERENT MODELS OF CHILDCARE AND HOW TO IMPLEMENT CHILDCARE WITHIN A SENIOR SPACE. WE HAVE BROUGHT TOGETHER KEY INTERGENERATIONAL PLAYERS ACROSS THE GLOBE FROM THE UNITED KINGDOM, UNITED STATES, AND MEXICO TO BRING NOT ONLY EQUITABLE CHILDCARE AND SENIOR CENTER MODELS BUT ALSO BUILD SUSTAINABLE INTERGENERATIONAL PROGRAMMING. SDSCF IS THE ONLY COMMUNITY FOUNDATION IN THE COUNTRY FOCUSED SOLELY ON SENIORS. WITH LESS THAN 2% OF CHARITABLE DOLLARS DIRECTED TOWARD 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 2026, 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. 1041710 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 8 0 1 4 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 ROBERT KELLY DIRECTOR/CEO 15.00 X X 0 0 0 THEODORE CHAN CHAIR 1.00 X X 0 0 0 JOHN WYLIE SECRETARY (THRU 05/26) 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 L GROSS DIRECTOR 1.00 X 0 0 0 JOAQUIN ANGUERA DIRECTOR 1.00 X 0 0 0 KEN ROOS 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 JERRY RAY CFO/COO 32.00 X 97980 0 2940 97980 0 2940 0 0 0 0 0 918762 28739 918762 33651 33651 27940 28739 -799 -799 -799 513 513 513 952127 0 0 33365 561918 561918 100920 58547 38029 4344 252029 230487 1980 19562 4832 4342 490 27826 22877 3027 1922 6000 6000 97075 88425 5900 2750 12457 8791 2867 799 14280 1936 12344 8869 8439 161 269 15435 14841 594 4262 4262 MARCOM, EARNED & SOCIAL 38563 38263 300 DUES, SUBSCRIPTIONS 2748 2575 173 1197 269 888 40 1148411 1041710 76248 30453 30087 41538 934456 732957 0 3000 964543 777495 19530 28766 19530 28766 X 329720 307210 615293 441519 945013 748729 964543 777495 -196284 0 X 0 0 0 X 837749 728296 1006888 727567 918762 4219262 837749 728296 1006888 727567 918762 4219262 2875267 1343995 4 3 2 23373 33651 57033 180 231 251 387 513 1562 4277857 0.31420 0.30760 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 31.42%, ONLY SLIGHTLY BELOW THE 33.33% PUBLIC SUPPORT THRESHOLD. THE FOLLOWING FACTS AND CIRCUMSTANCES DEMONSTRATE WHY SDSCF IS PUBLICLY SUPPORTED.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 665 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. 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 GENERATIONSTO 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 $918,762 FROM 82 UNIQUE SOURCES OF SUPPORT. ONLY SEVEN 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 $350,000 THIS YEAR FOR SDSCF TO DEPLOY RESOURCES SPECIFICALLY DESIGNED TO STRENGTHEN THE PROGRAMS AND INFRASTRUCTURE OF COMMUNITY-BASED SENIOR CENTERS AND TO ADVANCE OUR LONGEVITY FOR SENIORS INITIATIVE. ANOTHER FUNDING SOURCE INCLUDED IN THE FIVE-YEAR PUBLIC SUPPORT CALCULATION WAS A GRANT OF $500,000 RECEIVED IN FY 2023/24 FROM A PRIVATE FOUNDATION FOR MULTI-YEAR OPERATING SUPPORT. ADDITIONALLY, WE RECEIVED A GRANT OF $125,000 THIS YEAR FROM A PUBLIC AGENCY TO LAUNCH A LONGEVITY CENTER TO HELP VULNERABLE OLDER ADULTS LIVE A BETTER QUALITY OF LIFE. 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- 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 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 COMMUNITY LEADERS AND THOSE WITH EXPERT KNOWLEDGE IN THE FIELD OF GERONTOLOGY. 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 MAJOR SAN DIEGO-BASED 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 - 2021 AMOUNT: $ 180. 2022 AMOUNT: $ 231. 2023 AMOUNT: $ 251. 2024 AMOUNT: $ 387. 2025 AMOUNT: $ 513. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 14 0 918762 180000 335230 12250 736479 1 1 0 1 IDAHO BASECAMP PO BOX 183 KETCHUM ID 83340 273427884 501(C)(3) 180000 0 GENERAL SUPPORT CITY OF SAN DIEGO 3901 LANDIS STREET SAN DIEGO CA 92105 956000776 CITY OF SAN DIEGO 50000 0 GENERAL SUPPORT DISABLED SERVICES ADVISORY COUNCIL INC PO BOX 5239 SAN DIEGO CA 92165 953202517 501(C)(3) 27500 0 GENERAL SUPPORT HIGHLANDS SENIOR CITIZENS GROUP JACUMBA CALIFORNIA 44681 OLD HIGHWAY 80 JACUMBA CA 91934 227397274 501(C)(3) 25000 0 GENERAL SUPPORT NORTH COUNTY LGBTQ RESOURCE CENTER 1919 APPLE ST OCEANSIDE CA 92054 392069596 501(C)(3) 22000 0 GENERAL SUPPORT CASA FAMILIAR INC 119 WEST HALL AVENUE SAN YSIDRO CA 92173 237237898 501(C)(3) 15000 0 GENERAL SUPPORT SENIOR TECH CONNECT LLC 5010 CODORNIZ WAY UNIT 9 OCEANSIDE CA 92057 934068381 12600 0 ELDER FRAUD WORKSHOPS TRAINERS CITY OF OCEANSIDE 300 N COAST HWY OCEANSIDE CA 92054 951688570 CITY OF OCEANSIDE 11450 0 GENERAL SUPPORT BAYSIDE COMMUNITY CENTER PO BOX 712525 SAN DIEGO CA 921712525 951652902 501(C)(3) 10000 0 GENERAL SUPPORT DISABLED SERVICES ADVISORY COUNCIL PO BOX 5239 SAN DIEGO CA 92165 953202517 501(C)(3) 10000 0 GENERAL SUPPORT FALLBROOK HEALTHCARE FOUNDATION INC 135 S MISSION ROAD FALLBROOK CA 92028 953389263 501(C)(3) 10000 0 GENERAL SUPPORT AMES PRODUCTIONS 388 N FLETCHER AVENUE FERNANDINA BEACH FL 32034 991969307 10000 0 SAVING CLAIRE PROJECT - ELDER SAFETY PENINSULA SHEPHERD CENTER PCSC 1475 CATALINA BLVD SAN DIEGO CA 92107 953626528 501(C)(3) 8600 0 GENERAL SUPPORT PACIFIC EDUCATIONAL FACILITIES INC 434 AQUA LANE RAMONA CA 92065 237222513 501(C)(3) 8000 0 GENERAL SUPPORT CITY OF CHULA VISTA 276 FOURTH AVENUE CHULA VISTA CA 91910 956000690 CITY OF CHULA VISTA 6800 0 GENERAL SUPPORT CITY OF POWAY 13325 CIVIC CENTER DRIVE POWAY CA 92064 953555845 CITY OF POWAY 6000 0 GENERAL SUPPORT TIERRASANTA VILLAGE OF SAN DIEGO 11720 CALAMAR DRIVE SAN DIEGO CA 92124 262975168 501(C)(3) 5870 0 GENERAL SUPPORT 15 2 PART I, LINE 2: SAN DIEGO SENIORS COMMUNITY FOUNDATION IS A GRANT-MAKING COMMUNITY FOUNDATION, AND, AS SUCH, THE MAJORITY OF NON-OPERATIONAL FUNDS ARE DISTRIBUTED IN THE 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, DONOR ADVICE, 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 28739 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 SCHEDULES 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 WHICH USES COMPENSATION SURVEYS OR STUDIES TO GAIN COMPARABILITY DATA. THE COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD, WHICH VOTES ON APPROVAL. THIS PROCESS WAS LAST DONE AND DOCUMENTED IN JANUARY 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 POLICY AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.