Nonprofit · EIN 33-0701029
SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | -$674,052 | $6,591,981 | -$7,266,033 | $183,691 | $63 | $183,628 |
| June 30, 2024 | 990 | $8,045,715 | $4,556,575 | $3,489,140 | $7,498,844 | $49,183 | $7,449,661 |
| June 30, 2023 | 990 | $4,153,801 | $511,742 | $3,642,059 | $4,080,844 | $120,323 | $3,960,521 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $171,050
- Investment income
- -$963,018
- Net rental income
- $117,916
- Net gain from sales of assets
- -$974,023
- Other revenue
- $117,916
Expenses
- Grants and similar amounts paid
- $6,380,721
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,936
- Accounting fees
- $4,253
- Program services (functional)
- $6,402,657
- Management and general (functional)
- $189,324
Balance sheet and other
- Total assets, start of year
- $7,498,844
- Total assets, end of year
- $183,691
- Total liabilities, end of year
- $63
- Net assets, end of year
- $183,628
- Net assets without donor restrictions
- $183,628
- Gross receipts
- $7,141,971
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1996
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK A STUART CFRE | BOARD SECRETARY Trustee or director, Officer | 0.2 | $0 | $641,728 | $95,681 |
| JAMES HOWELL | BOARD TREASURER Trustee or director, Officer | 2.5 | $0 | $457,686 | $66,340 |
| CINDY J BERTRAND | BOARD CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| RENEE SAVAGE | BOARD VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| MARK D BITTERLIN | DIRECTOR (THRU 02/25) Trustee or director | 0.2 | $0 | $0 | $0 |
| JOSEPH A DELANEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| LEENA GUPTA | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TIM MEISSNER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ALLAN WASSERMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TONY YOUSIF | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK STUART CFRE | BOARD SECRETARY Trustee or director, Officer | 0.2 | $0 | $597,886 | $91,347 |
| JAMES HOWELL | BOARD TREASURER Trustee or director, Officer | 2.5 | $0 | $415,597 | $70,994 |
| ALLAN WASSERMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| LEENA GUPTA | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOSEPH A DELANEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK D BITTERLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ELVIN LAI | DIRECTOR (THRU 7/23) Trustee or director | 0.2 | $0 | $0 | $0 |
| RENEE SAVAGE | BOARD VICE-CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| TIM MEISSNER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TONY YOUSIF | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| CINDY J BERTRAND | BOARD CHAIR Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK STUART CFRE | BOARD SECRETARY Trustee or director, Officer | 0.2 | $0 | $642,491 | $77,058 |
| JAMES HOWELL | BOARD TREASURER Trustee or director, Officer | 2.5 | $0 | $390,459 | $64,162 |
| ELISABETH EISNER FORBES ESQ | CHAIR (THRU 6/23) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| HAL DUNNING | VICE CHAIR (THRU 6/23) Trustee or director, Officer | 0.2 | $0 | $0 | $0 |
| ALLAN WASSERMAN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| CINDY J BERTRAND | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| ELVIN LAI | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| JOSEPH A DELANEY | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK D BITTERLIN | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| MARK J RIEDY PHD | DIRECTOR (THRU 6/23) Trustee or director | 0.2 | $0 | $0 | $0 |
| RENEE SAVAGE | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TIM MEISSNER | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
| TONY YOUSIF | DIRECTOR Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2508 HISTORIC DECATUR RD STE 200, SAN DIEGO, CA 92106-6138
- In care of
- % ROBERT KELLY CEO
- Principal officer (990 for 2024)
- MATTHEW FETTIG, 2508 HISTORIC DECATUR ROAD 200, SAN DIEGO, CA 92106
- Signed the 990
- MATTHEW FETTIG, CFO
- Phone
- (619) 235-2300
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0701029 or by the name SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O.THE EXEMPT PURPOSE OF SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION IS TO SUPPORT SAN DIEGO FOUNDATION IN ITS MISSION TO PROMOTE AND INCREASE RESPONSIBLE AND EFFECTIVE PHILANTHROPY BY ACCEPTING, MANAGING AND MARKETING REAL ESTATE GIFTS. SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION ALSO PROVIDES SELECTED REAL ESTATE SERVICES TO OTHER NONPROFIT ORGANIZATIONS WITHIN THE SAN DIEGO COMMUNITY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION.
Program accomplishments
- SEE SCHEDULE O.GIFTS OF REAL ESTATE ARE MANAGED AND LIQUIDATED THROUGH THIS ENTITY WITH THE PROCEEDS CREATING OR SUPPLEMENTING AN ESTABLISHED FUND AT SAN DIEGO FOUNDATION. PROCEEDS FROM SALE OF PROPERTIES ARE TRANSFERRED TO SAN DIEGO FOUNDATION FOR GRANTING TO THE COMMUNITY OR ADDING TO ENDOWMENT PRINCIPAL.Expenses $6,402,657 · grants $6,380,721 · revenue $171,050
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0701029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Community improvement and capacity building (S470)
- Assets (IRS master file)
- $183,691
- Income (IRS master file)
- $7,141,971
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | -$674,052 | $6,591,981 | $183,691 | IRS |
| 990 | June 2024 | $8,045,715 | $4,556,575 | $7,498,844 | IRS |
| 990 | June 2023 | $4,153,801 | $511,742 | $4,080,844 | XML |
| 990 | June 2022 | $7,296,204 | $7,658,489 | $318,480 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-0701029).
Questions about SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION
- What is the EIN of SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION?
- The employer identification number (EIN) of SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION is 33-0701029.
- Is SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION?
- The 990 for the year ended June 30, 2025 names MATTHEW FETTIG.
- Who are the officers and directors of SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO CHARITABLE REAL ESTATE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of -$674,052, expenses of $6,591,981 and total assets of $183,691 at year end.
Other nonprofits in SAN DIEGO
- SAN DIEGO TOURISM MARKETING DISTRICT EIN 26-2646009 · last filed 990 for 2025
- CDC SMALL BUSINESS FINANCE CORP EIN 95-3512045 · last filed 990 for 2025
- CIVIC SAN DIEGO EIN 95-3035557 · last filed 990 for 2025
- ALLIANCE FOR AFRICAN ASSISTANCE EIN 93-1008369 · last filed 990 for 2025
- NATIONAL ASSOCIATON OF HISPANIC REAL ESTATE PROFESSIONALS EIN 33-0879923 · last filed 990 for 2024
- CALIFORNIA LIFE SCIENCES ASSOCIATION EIN 47-3226523 · last filed 990 for 2024
- BUILDING 178 PERFORMING ARTS CENTER EIN 85-1976211 · last filed 990 for 2024
- ACCESSITY EIN 33-0620415 · last filed 990 for 2024
All nonprofits in SAN DIEGO · California · Community improvement and capacity building