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← CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO

Form 990 for tax year 2024

Filed by CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO.

Totals

Total revenue
$5,086,419
Total expenses
$2,252,142
Contributions and grants received
$3,229,980
Grants paid
$1,820,205
Program service revenue
$255,747
Investment income
$1,600,692
Other revenue
$0
Total assets, end of year
$38,559,480
Total liabilities, end of year
$24,623,063
Net assets or fund balances, end of year
$13,936,417
Program services expenses (Part IX)
$1,946,223
Management and general expenses
$152,530
Fundraising expenses
$153,389
Program service expenses (Part III)
$1,946,223

Program services were 86.4% 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.

  • 1f · All other contributions, gifts and grants

    $3,229,980

  • 1g · Noncash contributions included above

    $853,874

  • 2a · Program service revenue: MANAGEMENT FEE INCOME

    total $255,747 · related or exempt $255,747

  • 3 · Investment income

    total $250,197 · excluded $250,197

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $5,318,081

  • 7b · Less cost or other basis and sales expenses

    securities $3,967,586

  • 7c · Gain or loss

    securities $1,350,495

  • 7d · Net gain or loss

    total $1,350,495 · excluded $1,350,495

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,820,205 · program services $1,820,205

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $149,926 · program services $18,831 · management and general $50,386 · fundraising $80,709

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $34,337 · program services $32,254 · fundraising $2,083

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $8,562 · program services $5,230 · management and general $895 · fundraising $2,437

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $135,964 · program services $47,777 · management and general $54,166 · fundraising $34,021

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $11,609 · program services $864 · management and general $6,985 · fundraising $3,760

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $55,284 · program services $16,463 · management and general $14,433 · fundraising $24,388

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: LICENSES SOFTWARE & MAINT.

    total $27,663 · program services $2,766 · management and general $22,131 · fundraising $2,766

  • 24b · Other expenses: WEBSITE DEVELOPMENT

    total $5,887 · program services $1,833 · management and general $1,668 · fundraising $2,386

  • 24c · Other expenses: SUBSCRIPTIONS & MEMBERSHIPS

    total $2,705 · management and general $1,866 · fundraising $839

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $837,015 · end of year $924,532

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,867 · end of year $5,963

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $45,867,445 · end of year $37,555,657

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $43,965 · end of year $73,328

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,169 · end of year $7,568

  • 18 · Grants payable

    beginning of year $35,375

  • 21 · Escrow or custodial account liability

    beginning of year $35,279,201 · end of year $24,541,632

  • 25 · Other liabilities

    beginning of year $49,919 · end of year $73,863

  • 27 · Net assets without donor restrictions

    beginning of year $5,958,591 · end of year $7,730,370

  • 28 · Net assets with donor restrictions

    beginning of year $5,405,037 · end of year $6,206,047

Mission and programs · 2024

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.

Activities or mission (Part I)

TO FOSTER AND AMPLIFY CATHOLIC PHILANTHROPY.

  • 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

As filed on the 2024 return.

Listed in Part VII

  • Manny Rubio

    Former Exec Dir

    Total calculated
    $113,343
    From this org
    $87,708
    From related orgs
    $0
    Other
    $25,635
    Hours/week
    40

  • Will Peterson

    Executive Dir

    Total calculated
    $36,583
    From this org
    $36,583
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Very Rev Steven Callahan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan Carter

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • James Buddy Thomas

    Treas & Sec

    Total calculated
    $0
    Hours/week
    1

  • Mark Neilson

    President

    Total calculated
    $0
    Hours/week
    1

  • Dean Dwyer

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Janine Mason

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Viviana Honold

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bryan Gannon

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Thomas Schoettle

    Trustee

    Total calculated
    $0
    Hours/week
    1

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
15 July 2025
IRS schema version
2024v5.2
Source object
202521969349300027

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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