Skip to main content

Nonprofit · EIN 47-4949185

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO

Tax-exempt · SAN DIEGO, CA 92117

Financials

$3.5M$3.3M2023$5.1M$2.3M2024
Revenue Expenses · by fiscal year end
Financials of CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,086,419$2,252,142$2,834,277$38,559,480$24,623,063$13,936,417
December 31, 2023990$3,504,423$3,257,682$246,741$46,754,292$35,390,664$11,363,628
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,229,980
Program service revenue
$255,747
Investment income
$1,600,692
Net gain from sales of assets
$1,350,495
Other revenue
$0

Expenses

Grants and similar amounts paid
$1,820,205
Compensation of officers, directors and key employees
$149,926
Other salaries and wages
$34,337
Salaries, compensation and benefits (total)
$192,825
Professional fundraising fees
$0
Occupancy
$55,284
Program services (functional)
$1,946,223
Management and general (functional)
$152,530
Fundraising (functional)
$153,389

Balance sheet and other

Total assets, start of year
$46,754,292
Total assets, end of year
$38,559,480
Total liabilities, end of year
$24,623,063
Net assets, end of year
$13,936,417
Net assets without donor restrictions
$7,730,370
Net assets with donor restrictions
$6,206,047
Gross receipts
$9,054,005
Employees
2
Volunteers
15
Year formed
2015
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MANNY RUBIOFormer Exec Dir
Officer
40$87,708$25,635
WILL PETERSONExecutive Dir
Officer
40$36,583$0
VERY REV STEVEN CALLAHANTrustee
Trustee or director
1$0$0
SUSAN CARTERTrustee
Trustee or director
1$0$0
JAMES BUDDY THOMASTreas & Sec
Trustee or director, Officer
1$0$0
MARK NEILSONPresident
Trustee or director, Officer
1$0$0
DEAN DWYERTrustee
Trustee or director
1$0$0
JANINE MASONTrustee
Trustee or director
1$0$0
VIVIANA HONOLDTrustee
Trustee or director
1$0$0
BRYAN GANNONVice President
Trustee or director, Officer
1$0$0
THOMAS SCHOETTLETrustee
Trustee or director
1$0$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensationOther / benefits
MANNY RUBIOCEO
Officer
40$160,000$35,628
VERY REV STEVEN CALLAHANTrustee
Trustee or director
1$0$0
SUSAN CARTERTrustee
Trustee or director
1$0$0
JAMES BUDDY THOMASTreasurer
Trustee or director, Officer
1$0$0
MARK NEILSONPresident
Trustee or director, Officer
1$0$0
DEAN DWYERSecretary
Trustee or director, Officer
1$0$0
JANINE MASONTrustee
Trustee or director
1$0$0
VIVIANA HONOLDTrustee
Trustee or director
1$0$0
BRYAN GANNONVICE CHAIRMAN
Trustee or director, Officer
1$0$0
MSGR MARK CAMPBELLTrustee
Trustee or director
1$0$0
THOMAS SCHOETTLETrustee
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
4747 MORENA BLVD STE 300, SAN DIEGO, CA 92117-3467
Signed the 990
WILL PETERSON, Executive Director
Phone
(858) 397-9700
Return prepared by
West Rhode & Roberts

California records

California keeps its own records of charities and corporations. Search them by EIN 47-4949185 or by the name CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO FOSTER A CULTURE OF CATHOLIC STEWARDSHIP, PROVIDING A PLATFORM WHERE PEOPLE CAN CONNECT, LEARN, AND ACTIVELY CONTRIBUTE TO THE WELL BEING OF OUR SOCIETY THROUGH CATHOLIC PRINCIPLES. THE MISSION OF THE FOUNDATION IS TO FOSTER AND AMPLIFY CATHOLIC PHILANTHROPY.

990 for the year ended December 31, 2024

Program accomplishments

  • THE CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO IS AN AUTONOMOUS PIOUS FOUNDATION FORMED UNDER CANON LAW AND A TAX-EXEMPT NONPROFIT UNDER CIVIL LAW. THE FOUNDATION IS INDEPENDENT FROM THE DIOCESE OF SAN DIEGO AND HAS ITS OWN BOARD OF TRUSTEES. THE FOUNDATION 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.
    Expenses $1,946,223 · grants $1,820,205 · revenue $255,747

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
47-4949185
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2016
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$38,559,480
Income (IRS master file)
$9,054,005

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,086,419$2,252,142$38,559,480XML
990December 2023$3,504,423$3,257,682$46,754,292XML
990December 2022$4,838,986$3,156,868$74,956,928IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 47-4949185).

Questions about CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO

What is the EIN of CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO?
The employer identification number (EIN) of CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO is 47-4949185.
Is CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO 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 CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO?
The 990 for the year ended December 31, 2024 lists 11 people; 2 received compensation from the organization, the highest $87,708 (MANNY RUBIO, Former Exec Dir).
How much revenue does CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,086,419, expenses of $2,252,142 and total assets of $38,559,480 at year end.

Other nonprofits in SAN DIEGO

All nonprofits in SAN DIEGO · California · Religion-related