OMB No 1545-0047 Return of Organization Exempt From Income Tax Form 990 Under section 501(c), 527, or 4947(aXl) of the Internal Revenue Code (except private foundations) 2013 Do not enter Social numbers form as may be made public . Department of the Treasury ► Security on this it Open to Public Internal Revenue Service A For the 2013 calendar year, or tax year beginning JUL 1, 2 U 13 and ending JUN 3 U , ;&U14 B Check if C Name of organization D Employer identification number applicable ^ggeecnan SAN DIEGO FOUNDATION page Doing Business As 95-2942582 return Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number ^t^in- 2508 HISTORIC DECATUR ROAD 200 6192352300 ^reurnd^ City or town, state or province, country, and ZIP or foreign postal code G Gross receipts $ 508,781 ,053 . lica- =t& SAN DIEGO, CA 92106 H(a) Is this a group return pending F Name and address of principal officer KATHLYN MEAD for subordinates? =Yes ® No SAME AS C ABOVE H(b) Are all subordinates included? = Yes =No I Tax-exem pt status X 501(c)(3) 501(c) ( )1 (insert no.) 4947(a)(1) or 527 If "No," attach a list. (see instructions) WWW. SDFOUNDATION. ORG H(c) number J Website: ► Grou p exemption ► K Form of oraanizatlon: X Corporation L_j Trust L_j Association L_j Other ► L Year of formation: 19 7 5 M State of legal domicile: CA 1 Briefly describe the organization's mission or most significant activities SAN DIEGO FOUNDATION IMPROVES THE QUALITY OF LIFE WITHIN ALL OF OUR COMMUNITIES. 10 its operations or disposed of more than 25% of its net assets. E 2 Check this box ► L-J if the organization discontinued 0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 26 26 od 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 5 9 6 Total number of volunteers (estimate if necessary) 6 375 7 a Total unrelated business revenue from Part VIII- f^ 7a <1,277.: b Net unrelated business taxable income from lForm 99a- 7b 78 , 2 63 . Prior Year Current Year 0 C\1 8 Contributions and grants (Part VIII , line 1h) uUj 49,232,555. 30,161, 357. 9 Program service revenue (Part VIII, line 2g) f^B 2015 6 , 6 62 , 220 . 7 , 327 , 322 . Rd 10 Investment Income (Part VIII, column (A), Ilnes 24,045,004. 32,585,269. 11 Other revenue (Part VIII, column (A), lines 5,1 1 6d, 8,0G,y1D^e 1 e 89,2 4 9. 101 , 514 -. T 12 Total revenue - add lines 8 through 11 must equal Part , co 8 0 , 0 2 9 , 0 28 . 7 0 , 17 5 , 4 6 2 . W 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 43,662,082. 47,078,503. •1 14 Benefits paid to or for members (Part IX, column (A), line 4) 0. 0 . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 5,7 4 3,493. 5,630,582. NOC 16a Professional fundraising fees (Part IX, column (A), line 11e) 0. 0 2,635,354. b Total fundraising expenses (Part IX, column (D), line 25) ► 17 Other expenses (Part IX, column (A), lines 11 a•11 d, 1 if-24e) 9,535,254. 10,630,659. 18 Total expenses. Add lines 13.17 (must equal Part IX, column (A), line 25) 58,940,829. 63,339,744. 19 Revenue less expenses Subtract line 18 from line 12 21,088,199. 6,835,7 f--8 . Beginning of CurrentYear End of Year 20 Total assets (Part X, line 16) 608,59 6 ,252. 667,361,267. <^ 21 Total liabilities (Part X, line 26) 79,509,214. 8 4, 2 2 6, 8 4 8. 22 Net assets or fund balances. Subtract line 21 from line 20 529,087,038. 583,074,419. I vart a signature MOCK Under penalties o erl cl r thattoI ave e a ed this ret , including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and c I .. 11 r ffl r) Is based on all information of which preparer has any knowledge. Sign CAljem o Here KATHLYN MEA PRESIDENT ype or print name an d title Print/Type preparer ' s name P arer's sign Paid OBERT C. GELLMAN t° Preparer Firm's name CBIZ MHM, LLC Use Only SUMMIT Firm's address ► 10 616 SCRIPPS CO SAN DIEGO , CA 92131 332001 10-29-13 LHA For Paperwork Reduction Act Notice , see the • Form 990 2013 SAN DIEGO FOUNDATION 95-2942582 Page 2 Part Ill Statement of Program Service Accomplishments Check If Schedule 0 contains a response or note to any line in this Part Ill 1 Briefly describe the organization's mission TO IMPROVE THE QUALITY OF LIFE IN ALL OF OUR COMMUNITIES BY PROVIDING LEADERSHIP FOR EFFECTIVE PHILANTHROPY THAT BUILDS ENDURING ASSETS AND BY PROMOTING COMMUNITY SOLUTIONS THROUGH RESEARCH, CONVENINGS AND ACTIONS THAT ADVANCE THE COMMON GOOD. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? =Yes ® No If "Yes," describe these new services on Schedule 0 3 Did the organization cease conducting , or make significant changes in how it conducts , any program services? =Yes ® No If "Yes," describe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501 (c)(3) and 501 (c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code ) (Expenses $ 5 7 , 0 4 2 , 9 0 0 . including grants of $ 47 , 078 , 503 . ) (Revenue $ 7,327,322. ) FOR 39 YEARS, THE SAN DIEGO FOUNDATION HAS PROVIDED A PERMANENT AND GROWING SOURCE OF FUNDING TO HUNDREDS OF NONPROFITS SERVING THE SAN DIEGO REGION. THE SAN DIEGO CENTER FOR CHARITABLE GIVING HELPS DONORS CREATE/CONTRIBUTE TO A CHARITABLE LEGACY THAT ALIGNS THEIR PASSIONS WITH COMMUNITY NEEDS BY USING THE HIGHEST LEVEL OF PHILANTHROPIC AND INVESTMENT EXPERTISE TO PROVIDE MAXIMUM IMPACT. THE SAN DIEGO CENTER FOR CIVIC ENGAGEMENT PROVIDES INNOVATIVE AND ENGAGING FRAMEWORKS FOR COMMUNITY PROBLEM-SOLVING AND CIVIC EDUCATION TO ADDRESS COMMUNITY NEEDS AND BUILD CONSENSUS FOR REGION-WIDE SOLUTIONS THAT ENHANCE OUR QUALITY OF LIFE. SEE SCH. 0 ( CONTINUED ) 4b (Code ) (Expenses $ including grants of $ ) (Revenue $ 4c (Code ) (Expenses $ including grants of $ ) (Revenues 4d Other program services (Describe in Schedule 0.) (Expenses $ including grants of $ ) (Revenue $ 57,042,900. 4e Total program service expenses ► Form 990 (2013) 332002 10-29-13 SEE SCHEDULE 0 FOR CONTINUATION(S) 2 15410106 144583 61702Q 2013.05020 SAN DIEGO FOUNDATION 61702Q1 • SAN DIEGO FOUNDAT ION 95-2942582 Page3 Yes No I Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I 3 X 4 Section 501 (c)(3) organizations . Did the organizat ion engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part 11 4 X 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes, " complete Schedule C, Part 111 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, " complete Schedule D, Part Ill 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV 9 X 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes, " complete Schedule D, Part V 10 1 X 11 If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI 11a X b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part Vll 11b X c Did the organization report an amount for investments - program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes, " complete Schedule D, Part Vlll 11c X d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16' If "Yes," complete Schedule D, Part IX 11d X e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X 11e X f Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses