Totals
- Total revenue
- $1,026,080
- Total expenses
- $723,115
- Contributions and grants received
- $856,125
- Grants paid
- $290,645
- Program service revenue
- $0
- Investment income
- $162,760
- Other revenue
- $7,195
- Total assets, end of year
- $5,738,521
- Total liabilities, end of year
- $30,840
- Net assets or fund balances, end of year
- $5,707,681
- Program services expenses (Part IX)
- $554,166
- Management and general expenses
- $141,463
- Fundraising expenses
- $27,486
- Program service expenses (Part III)
- $554,166
Program services were 76.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$78,002
-
1f · All other contributions, gifts and grants
$778,123
-
1g · Noncash contributions included above
$13,720
-
3 · Investment income
total $69,893 · excluded $69,893
-
7a · Gross sales of assets other than inventory
securities $583,057
-
7b · Less cost or other basis and sales expenses
securities $490,190
-
7c · Gain or loss
securities $92,867
-
7d · Net gain or loss
total $92,867 · excluded $92,867
-
11d · All other revenue
total $7,195 · excluded $7,195
-
11e · Other revenue, total
$7,195
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $290,645 · program services $290,645
-
5 · Compensation of officers, directors and key employees
total $137,428 · program services $68,714 · management and general $41,228 · fundraising $27,486
-
7 · Other salaries and wages
total $171,210 · program services $169,858 · management and general $1,352
-
11a · Fees: management
total $46,001 · management and general $46,001
-
11c · Fees: accounting
total $2,913 · management and general $2,913
-
11f · Fees: investment management
total $28,260 · management and general $28,260
-
11g · Fees: other
total $24,910 · program services $24,910
-
13 · Office expenses
total $725 · program services $34 · management and general $691
-
14 · Information technology
total $1,933 · management and general $1,933
-
17 · Travel
total $208 · management and general $208
-
19 · Conferences, conventions and meetings
total $11,179 · management and general $11,179
-
23 · Insurance
total $126 · management and general $126
-
24a · Other expenses: DUES/SUBSCRIPTIONS
total $1,713 · management and general $1,713
-
24b · Other expenses: FILING FEES
total $100 · management and general $100
-
24e · All other expenses
total $5,764 · program services $5 · management and general $5,759
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $330,186 · end of year $257,557
-
12 · Investments: other securities
beginning of year $4,904,053 · end of year $5,480,964
-
17 · Accounts payable and accrued expenses
beginning of year $16,066 · end of year $30,840
-
27 · Net assets without donor restrictions
beginning of year $700,120 · end of year $1,037,077
-
28 · Net assets with donor restrictions
beginning of year $4,518,053 · end of year $4,670,604
Mission and programs · 2022
Mission
SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION CONNECTS, EDUCATES AND INSPIRES WOMEN TO COME TOGETHER IN COLLECTIVE PHILANTHROPY.THE SAN DIEGO WOMEN'S FOUNDATION IS A NONPROFIT PUBLIC BENEFIT CORPORATION AND IS NOT ORGANIZED FOR THE PRIVATE GAIN OF ANY PERSON. IT IS ORGANIZED FOR CHARITABLE PURPOSES. THE SPECIFIC PURPOSE OF THE ORGANIZATION IS TO SUPPORT SAN DIEGO FOUNDATION BY EDUCATING AND INSPIRING WOMEN TO ENGAGE IN SIGNIFICANT AND SUSTAINABLE PHILANTHROPY TO STRENGTHEN THE SAN DIEGO REGION. THE ORGANIZATION WILL MAKE GRANTS TO OTHER NEEDY AND/OR DESERVING IRS SECTION 501(C)(3) ORGANIZATIONS WHICH SERVE SAN DIEGO COUNTY, THUS FURTHERING THE MISSION OF SAN DIEGO FOUNDATION.
Activities or mission (Part I)
SAN DIEGO WOMEN'S FOUNDATION EDUCATES AND INSPIRES WOMEN TO ENGAGE IN COLLECTIVE PHILANTHROPY.
-
SEE SCHEDULE O. THE SAN DIEGO WOMEN'S FOUNDATION, WHILE BEING A SEPARATE 501(C)(3), HAS CHOSEN TO HAVE ITS ASSETS MANAGED BY SAN DIEGO FOUNDATION, ITS SUPPORTED ORGANIZATION. THE SAN DIEGO WOMEN'S FOUNDATION IS A MEMBERSHIP ORGANIZATION THAT IS FOCUSED ON PHILANTHROPIC EDUCATION, DEVELOPING GRANT CRITERIA, AND MONITORING THE DISBURSEMENT OF ANNUAL GRANTS OF APPROXIMATELY $250,000. THE SAN DIEGO WOMEN'S FOUNDATION HAS A STANDALONE BOARD OF DIRECTORS AND BOARD APPOINTED COMMITTEES. THERE ARE THREE STAFF MEMBERS OF SAN DIEGO FOUNDATION WHO SUPPORT THE 200 PLUS VOLUNTEERS OF THE SAN DIEGO WOMEN'S FOUNDATION.THE ORGANIZATION WILL ACCOMPLISH ITS GOALS BY BUILDING A CLASS OF MEMBERSHIP KNOWN AS "CONTRIBUTING MEMBERS". A WOMAN MAY BECOME A CONTRIBUTING MEMBER BY PLEDGING TO CONTRIBUTE EITHER $2,500 OR $1 ,250 PER YEAR TO THE ORGANIZATION. ALTHOUGH CONTRIBUTING MEMBERS WILL HAVE NO VOTING RIGHTS, THEY MAY PROVIDE INPUT TO THE BOARD OF TRUSTEES OF THE ORGANIZATION AS TO (I) AREAS OF NEED IN SAN DIEGO COUNTY AND ITS NEIGHBORING COMMUNITIES AND (II) APPROPRIATE CHARITABLE RECIPIENTS OF GRANTS AND GIFTS FROM THE ORGANIZATION. IN THIS WAY, THE ORGANIZATION WILL INTRODUCE WOMEN IN SAN DIEGO COUNTY TO PHILANTHROPY AND CULTIVATE THEIR ABILITY TO PARTICIPATE IN ALL PARTS OF THE CHARITABLE GIVING PROCESS. THE ASSETS OF THE SAN DIEGO WOMEN'S FOUNDATION ARE HELD AT SAN DIEGO FOUNDATION, THE SUPPORTED ORGANIZATION. AS OF JUNE 30, 2023, THE VALUE OF THESE ASSETS WAS $5,738,521. THE PRIMARY GRANTING PRIORITY FOR FISCAL YEAR 2023 WAS EARLY CHILDHOOD EDUCATION. A TOTAL OF $273,080 WAS GRANTED TO 7 COMMUNITY PARTNERSHIP GRANTEES (NON-PROFITS). SINCE ITS FOUNDING IN 2000, THE SAN DIEGO WOMEN'S FOUNDATION HAS GRANTED OVER $5 MILLION TO 137 COMMUNITY PARTNER PROGRAMS AND BUILT AN ENDOWMENT OF $4.6 MILLION. AT THE END OF THE FISCAL YEAR, THE SAN DIEGO WOMEN'S FOUNDATION MEMBERSHIP INCLUDED 198 WOMEN FROM ACROSS THE SAN DIEGO COUNTY.
Expenses $554,166 · Grants $290,645
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Helena XuHELENA XU
TREASURER & CFO
- Total calculated
- $0
- Hours/week
- 3
-
Hema LallHEMA LALL
GOVERNANCE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Shari MillerSHARI MILLER
PRESIDENT, GOVERNANCE VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Michelle CandlandMICHELLE CANDLAND
IMMEDIATE PAST PRESIDENT (THRU 6/23)
- Total calculated
- $0
- Hours/week
- 7
-
Annie RodriguezANNIE RODRIGUEZ
DEI VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Carol Tellez Thru 623CAROL TELLEZ THRU 623
SECRETARY, PROGRAMS CO-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Dani ZupicDANI ZUPIC
COLLABORATION VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Julie McKayJULIE MCKAY
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Krishna KabraKRISHNA KABRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Thespine KavoulakisTHESPINE KAVOULAKIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Leslie KleinLESLIE KLEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Rosette GarciaROSETTE GARCIA
GEC VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Shannon PavellSHANNON PAVELL
MEMBERSHIP VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Tiffany AyresTIFFANY AYRES
MEMBERSHIP CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Rocky HershfieldROCKY HERSHFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Amanda ChinAMANDA CHIN
DIRECTOR (THRU 6/23)
- Total calculated
- $0
- Hours/week
- 3
-
Tonya TorosianTONYA TOROSIAN
GEC CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Stephanie CookSTEPHANIE COOK
EXECUTIVE DIRECTOR
- Total calculated
- $116,788
- From this org
- $106,732
- From related orgs
- $0
- Other
- $10,056
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
FOR UNRESTRICTED FUNDING
-
$54,000
FOR THE HEALTHY EARLY YEARS CLINIC AT THE CENTER FOR EXCELLENCE IN EARLY DEVELOPMENT
-
FOR UNRESTRICTED FUNDING
-
$30,000
FOR UNRESTRICTED FUNDING
-
$30,000
FOR UNRESTRICTED FUNDING
-
$29,080
FOR UNRESTRICTED FUNDING
-
$25,000
FOR UNRESTRICTED FUNDING
-
FOR AMNA SANCTUARY TO SUPPORT AFGHAN REFUGEES, THIS IS A SDWF, ROTARY D5340, AND CARROLL C. LONG FUND COLLABORATION
-
$5,855
A SDWF, ROTARY D5340 & CARROLL C. LONG FUND COLLABORATION SUPPORTING AFGHAN REFUGEES
-
A SDWF, ROTARY D5340 & CARROLL C. LONG FUND COLLABORATION SUPPORTING AFGHAN REFUGEES
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · GRANT MAKING · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 11 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401209349301355
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.