Nonprofit · EIN 95-2942582
THE SAN DIEGO FOUNDATION
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $196,946,092 | $150,764,759 | $46,181,333 | $1,651,991,058 | $167,825,624 | $1,484,165,434 |
| June 30, 2024 | 990 | $218,410,559 | $151,459,377 | $66,951,182 | $1,547,963,068 | $158,865,196 | $1,389,097,872 |
| June 30, 2023 | 990 | $268,696,192 | $159,687,256 | $109,008,936 | $1,449,190,327 | $154,861,429 | $1,294,328,898 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $82,853,230
- of which government grants
- $19,561,668
- Program service revenue
- $31,028,924
- Investment income
- $83,246,134
- Net rental income
- -$182,196
- Net gain from sales of assets
- $54,325,382
- Other revenue
- -$182,196
Expenses
- Grants and similar amounts paid
- $98,736,561
- Compensation of officers, directors and key employees
- $1,682,023
- Other salaries and wages
- $11,992,495
- Salaries, compensation and benefits (total)
- $16,822,911
- Professional fundraising fees
- $0
- Legal fees
- $1,630,222
- Accounting fees
- $218,864
- Occupancy
- $114,390
- Travel
- $77,837
- Depreciation
- $501,181
- Program services (functional)
- $124,717,867
- Management and general (functional)
- $22,226,544
- Fundraising (functional)
- $3,820,348
Balance sheet and other
- Total assets, start of year
- $1,547,963,068
- Total assets, end of year
- $1,651,991,058
- Total liabilities, end of year
- $167,825,624
- Net assets, end of year
- $1,484,165,434
- Land, buildings and equipment
- $6,381,052
- Publicly traded securities
- $758,826,622
- Net assets without donor restrictions
- $575,106,454
- Net assets with donor restrictions
- $909,058,980
- Gross unrelated business income
- $600,068
- Gross receipts
- $445,842,031
- Employees
- 131
- Volunteers
- 105
- Year formed
- 1975
- 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 | Other / benefits |
|---|---|---|---|---|
| SUSAN L GUINN | CHIEF INNOVATION OFFICER Highest-paid employee | 40 | $670,117 | $104,003 |
| MARK A STUART CFRE | PRESIDENT & CEO Officer | 40 | $641,727 | $95,681 |
| JAMES HOWELL | VP, CHIEF FINANCIAL OFFICER Officer | 40 | $457,686 | $66,340 |
| MATT FETTIG | VP, CHIEF INVESTMENT OFFICER Officer | 40 | $407,606 | $56,740 |
| BRIAN ZUMBANO | VP, DEVELOPMENT & STEWARDS Highest-paid employee | 40 | $372,131 | $62,374 |
| PAMELA G PAYTON VP CHIEF | IMPACT & PARTNERSHIPS OFFICER Highest-paid employee | 40 | $293,295 | $49,844 |
| THERESA NAKATA | VP, CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $287,181 | $35,552 |
| KELLY FEUILLET | AVP OF FINANCE, CONTROLLER Highest-paid employee | 40 | $268,930 | $36,987 |
| PAM LUSTER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN KLOSTERMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DR PRADEEP GIDWANI MD MPH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CINDY J BERTRAND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALESSANDRA LEZAMA | GOVERNOR (THRU 6/25) Trustee or director | 1.3 | $0 | $0 |
| ALLEN YOUNG | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| AMANDA MONTGOMERY | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMINA SHEIK MOHAMAD | GOVERNOR Trustee or director | 1.3 | $0 |
| CLIFFORD SCHIRESON | GOVERNOR Trustee or director | 1.3 | $0 |
| DR BECKY PETITT | GOVERNOR Trustee or director | 1.3 | $0 |
| ELVIN LAI | GOVERNOR Trustee or director | 1.3 | $0 |
| GISELE BONITZ | GOVERNOR Trustee or director | 1.3 | $0 |
| GLORIA CORRAL | GOVERNOR Trustee or director | 1.3 | $0 |
| KEN DERRETT | GOVERNOR Trustee or director | 1.3 | $0 |
| KEVIN HAMILTON | GOVERNOR Trustee or director | 1.3 | $0 |
| LEENA GUPTA | GOVERNOR Trustee or director | 1.3 | $0 |
| LIZA CRISAFI | GOVERNOR Trustee or director | 1.3 | $0 |
| MEL KATZ | GOVERNOR Trustee or director | 1.3 | $0 |
| P KAY COLEMAN | GOVERNOR Trustee or director | 1.3 | $0 |
| RAFAEL CASTELLANOS | GOVERNOR Trustee or director | 1.3 | $0 |
| RUDY JOHNSON | GOVERNOR Trustee or director | 1.3 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN GUINN | CHIEF INNOVATION OFFICER Highest-paid employee | 40 | $672,993 | $48,244 |
| MARK STUART | PRESIDENT & CEO Officer | 40 | $597,886 | $91,347 |
| JAMES HOWELL | VP, CHIEF FINANCIAL OFFICER Officer | 40 | $415,597 | $70,994 |
| MATT FETTIG | VP, CHIEF INVESTMENT OFFICER Officer | 40 | $381,202 | $54,971 |
| BRIAN ZUMBANO | VP, DEVELOPMENT & STEWARDS Highest-paid employee | 40 | $347,810 | $59,352 |
| PAMELA G PAYTON VP CHIEF | IMPACT & PARTNERSHIPS OFFICER Highest-paid employee | 40 | $253,855 | $29,389 |
| THERESA NAKATA | VP, CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $248,767 | $26,862 |
| KELLY FEUILLET | AVP OF FINANCE, CONTROLLER Highest-paid employee | 40 | $222,298 | $34,791 |
| PAM LUSTER | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| STEVEN KLOSTERMAN | IMMEDIATE PAST CHAIR & VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DR BECKY PETITT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ELVIN LAI | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALESSANDRA LEZAMA | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| AMANDA MONTGOMERY | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| CINDY BERTRAND | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| CLIFFORD SCHIRESON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| GISELE BONITZ | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| GLORIA CORRAL | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| KEN DERRETT | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| KEVIN HAMILTON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| LEENA GUPTA | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| MEL KATZ | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| PEDRO VILLEGAS | GOVERNOR UNTIL 6/13/24 Trustee or director | 1.3 | $0 | $0 |
| P KAY COLEMAN | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| DR PRADEEP GIDWANI | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| RUDY JOHNSON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| XIOMARA ARROYO | GOVERNOR UNTIL 9/19/23 Trustee or director | 1.3 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARK STUART | PRESIDENT & CEO Officer | 40 | $642,491 | $77,058 |
| SUSAN GUINN | CHIEF INNOVATION OFFICER Highest-paid employee | 40 | $563,680 | $36,090 |
| JAMES HOWELL | VP, CHIEF FINANCIAL OFFICER Officer | 40 | $390,459 | $64,162 |
| MATT FETTIG | VP, CHIEF INVESTMENT OFFICER Officer | 40 | $363,339 | $48,611 |
| BRIAN ZUMBANO | VP, DEVELOPMENT & STEWARDS Highest-paid employee | 40 | $301,917 | $51,132 |
| THERESA NAKATA | VP, CHIEF COMMUNICATIONS OFFICER Highest-paid employee | 40 | $249,072 | $25,649 |
| KELLY FEUILLET | DIRECTOR, FINANCIAL REPORTING Highest-paid employee | 40 | $236,522 | $30,251 |
| PAMELA G PAYTON VP CHIEF | IMPACT & PARTNERSHIPS OFFICER Highest-paid employee | 40 | $236,594 | $26,569 |
| STEVEN KLOSTERMAN | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| P KAY COLEMAN | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| BECKY PETITT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| HAL DUNNING | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ALESSANDRA LEZAMA | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| AMANDA MONTGOMERY | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| CINDY BERTRAND | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| CLIFFORD SCHIRESON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| ELISABETH EISNER FORBES | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| ELVIN LAI | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| GISELE BONITZ | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| KEN DERRETT | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| KEVIN HAMILTON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| MEL KATZ | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| PAM LUSTER | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| PEDRO VILLEGAS | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| PRADEEP GIDWANI | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| RUDY JOHNSON | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
| XIOMARA ARROYO | GOVERNOR Trustee or director | 1.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2508 HISTORIC DECATUR, SAN DIEGO, CA 92106-6138
- Principal officer (990 for 2024)
- MARK A STUART, 2508 HISTORIC DECATUR ROAD 200, SAN DIEGO, CA 92106
- Signed the 990
- MATTHEW FETTIG, CIO & CFO
- Phone
- (619) 235-2300
- Website
- WWW.SDFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-2942582 or by the name THE SAN DIEGO 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
THE SAN DIEGO FOUNDATION INSPIRES ENDURING PHILANTHROPY AND ENABLES COMMUNITY SOLUTIONS TO IMPROVE THE QUALITY OF LIFE IN OUR REGION.
Program accomplishments
- SEE SCHEDULE O.SINCE 1975, SAN DIEGO FOUNDATION HAS PROVIDED A PERMANENT AND GROWING SOURCE OF FUNDING TO NONPROFITS SERVING THE SAN DIEGO REGION. THANKS TO THE GENEROSITY OF DONORS, THE FOUNDATION GRANTS MILLIONS OF DOLLARS ANNUALLY TO NONPROFIT ORGANIZATIONS ADDRESSING THE CHALLENGES AND NEEDS IN THE SAN DIEGO REGION BY USING THE HIGHEST LEVEL OF PHILANTHROPIC AND INVESTMENT EXPERTISE TO PROVIDE MAXIMUM IMPACT.SAN DIEGO FOUNDATION MAXIMIZES THE IMPACT OF CHARITABLE GIVING TO ENACT POSITIVE CHANGE IN OUR REGION. WE PARTNER WITH DONORS, NONPROFITS AND REGIONAL LEADERS TO CO-CREATE SOLUTIONS THAT RESPOND TO COMMUNITY NEEDS AND STRENGTHEN SAN DIEGO.WE MANAGE CHARITABLE FUNDS FOR HUNDREDS OF INDIVIDUALS, FAMILIES AND CORPORATIONS. A GIFT TO SAN DIEGO FOUNDATION PROVIDES MAXIMUM TAX DEDUCTIONS, OUTSTANDING INVESTMENT MANAGEMENT AND LOW ADMINISTRATIVE COSTS. WITH MORE THAN 50 YEARS SERVING THE COMMUNITY AND HUNDREDS OF ACTIVE PARTNERSHIPS AND COLLABORATIONS WITH BUSINESS, GOVERNMENT AND COMMUNITY LEADERS AND ORGANIZATIONS, WE ARE ABLE TO ASSESS CHANGING REGIONAL NEEDS AND TAKE ACTION ON SAN DIEGO'S MOST PRESSING CHALLENGES. WE GATHER THIS INFORMATION AND CREATE AN ONGOING UNDERSTANDING OF OUR REGION'S NEEDS AND PAIR IT WITH OUR DONORS' PASSIONS, VALUES AND INTEREST AREAS AND CONNECT THEM WITH NONPROFIT ORGANIZATIONS THAT OFFER SOLUTIONS.SAN DIEGO FOUNDATION ALLOWS INDIVIDUALS AND FAMILIES TO ESTABLISH CUSTOMIZED CHARITABLE FUNDS WITHOUT THE BURDEN OF TAX LIABILITIES AND ADMINISTRATIVE TASKS ASSOCIATED WITH SETTING UP A PRIVATE FOUNDATION. OUR BOARD OF GOVERNORS, COMPRISED OF PROFESSIONAL EXPERTS AND COMMUNITY LEADERS, AND OUR KNOWLEDGEABLE STAFF PROVIDE KEEN OVERSIGHT AND AN UNWAVERING COMMITMENT TO HONORING THE WISHES OF EACH DONOR.SAN DIEGO FOUNDATION'S PROGRAM AREAS ARE GUIDED BY OUR ORGANIZATIONAL VALUES. WE VALUE ALL PEOPLE, ALL PARTNERS, AND OUR REGION. WE ACT WITH INTEGRITY AND RESPECT FOR ONE ANOTHER AND THE COMMUNITIES WE SERVE, WE ENGAGE DIVERSE PERSPECTIVES TO FOSTER COLLABORATION AND INNOVATIVE SOLUTIONS, AND WE STRIVE FOR AN INCLUSIVE COMMUNITY WHERE EVERYONE HAS EQUITABLE ACCESS TO OPPORTUNITY.WE ADHERE TO A DEEPLY ETHICAL APPROACH TO PHILANTHROPY, ONE THAT HOLDS OURSELVES ACCOUNTABLE TO BEING A TRUSTWORTHY PARTNER AND TO APPROACHING OUR WORK WITH HUMILITY AND RESPECT FOR THE EXPERTISE OF THE COMMUNITIES WE SERVE AND OF THE GOVERNMENT, NONPROFIT, BUSINESS SECTORS AND INDIVIDUALS WITH WHOM WE COLLABORATE. WE WILL BE OPEN-MINDED, LEARN CONSTANTLY, LISTEN CAREFULLY TO DIFFERENT EXPERIENCES AND DIFFERENT PERSPECTIVES, BUILD STRONG AND DIVERSE COALITIONS, SUPPORT COMMUNITY ENGAGEMENT AND ENGAGE IN SHARED DECISION-MAKING. GRANT OPPORTUNITIES ARE OFFERED BY SAN DIEGO FOUNDATION, SAN DIEGO WOMEN'S FOUNDATION, POLICY & INNOVATION CENTER AND OUR SEVEN REGIONAL AFFILIATE FOUNDATIONS (4SRANCH-DEL SUR, CARLSBAD, CHULA VISTA, ESCONDIDO, OCEANSIDE, RAMONA, AND RANCHO BERNARDO).Expenses $124,717,867 · grants $98,736,561 · revenue $31,028,924
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
- 95-2942582
- 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
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $1,651,991,058
- Income (IRS master file)
- $445,842,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $196,946,092 | $150,764,759 | $1,651,991,058 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $218,410,559 | $151,459,377 | $1,547,963,068 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $268,696,192 | $159,687,256 | $1,449,190,327 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $283,565,373 | $179,913,602 | $1,298,825,008 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 95-2942582).
Questions about THE SAN DIEGO FOUNDATION
- What is the EIN of THE SAN DIEGO FOUNDATION?
- The employer identification number (EIN) of THE SAN DIEGO FOUNDATION is 95-2942582.
- Is THE SAN DIEGO FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to THE SAN DIEGO FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SAN DIEGO 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 THE SAN DIEGO 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 THE SAN DIEGO 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 THE SAN DIEGO FOUNDATION?
- The 990 for the year ended June 30, 2025 names MARK A STUART.
- Who are the officers and directors of THE SAN DIEGO FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 29 people; 8 received compensation from the organization, the highest $670,117 (SUSAN L GUINN, CHIEF INNOVATION OFFICER).
- How much revenue does THE SAN DIEGO FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $196,946,092, expenses of $150,764,759 and total assets of $1,651,991,058 at year end.
Other nonprofits in SAN DIEGO
- JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EIN 95-2504044 · last filed 990 for 2025
- ARAM AND LAILANI FOUNDATION EIN 33-2185493 · last filed 990-PF for 2025
- CONRAD PREBYS FOUNDATION EIN 20-3216993 · last filed 990-PF for 2024
- RADY CHILDRENS HOSPITAL FOUNDATION SAN DIEGO EIN 33-0170626 · last filed 990 for 2025
- RADY FOUNDATION EIN 85-0715670 · last filed 990-PF for 2025
- TORREY COAST FOUNDATION EIN 85-4224393 · last filed 990-PF for 2024
- KASPERICK FOUNDATION EIN 46-4363196 · last filed 990-PF for 2025
- NOBBS FAMILY FOUNDATION EIN 45-6644674 · last filed 990-PF for 2024
All nonprofits in SAN DIEGO · California · Philanthropy, voluntarism and grantmaking foundations