Rancho Santa Fe Foundation
- Assets
- $166.6m
- Revenue
- $22.3m
- Investments
- $0.0
- Employees
- 8
- Location
- Rancho Santa Fe, CA
- Founding
- 06/1982
- Data as of
- 12/2021
- EIN
- 95-3709639
Organization Overview
Rancho Santa Fe Foundation is located in Rancho Santa Fe, CA. The organization was established in 1982. According to its NTEE Classification (T31) the organization is classified as: Community Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, Rancho Santa Fe Foundation employed 8 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Rancho Santa Fe Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Rancho Santa Fe Foundation generated $22.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 8.4% each year. All expenses for the organization totaled $13.3m during the year ending 12/2021. While expenses have increased by 12.0% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Rancho Santa Fe Foundation has awarded 1,607 individual grants totaling $67,939,111. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO BE A COMPREHENSIVE CENTER FOR IMPACTFUL PHILANTHROPY THAT INSPIRES THE JOY OF PURPOSEFUL GIVING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE RANCHO SANTA FE FOUNDATION SUPPORTS A WIDE VARIETY OF CAUSES EVERY YEAR THROUGH GRANTS MADE FROM ITS DONOR ADVISED FUNDS AND UNRESTRICTED ENDOWMENT FUNDS. GRANTS THAT ARE FUNDED FROM DONOR ADVISED FUNDS ARE BASED ON DONOR-ADVISOR RECOMMENDATIONS AND THOSE FROM UNRESTRICTED ENDOWMENT FUNDS ARE AT THE DISCRETION OF THE ORGANIZATION'S GRANTS AND PROJECTS COMMITTEE.
THE CITY OF SAN MARCOS PROVIDED $3,000,000 OF FEDERAL STIMULUS FUNDING TO THE CITY OF SAN MARCOS COVID-19 COMMUNITY GRANTS PROGRAM FUND AT THE RANCHO SANTA FE FOUNDATION. FUNDS WILL BE DISTRIBUTED TO NONPROFIT ORGANIZATIONS FOR THE SOLE BENEFIT OF CITY OF SAN MARCOS RESIDENTS. COASTAL COMMUNITY FOUNDATION, IMPACT CUBED AND RANCHO SANTA FE FOUNDATION WILL SERVE AS THE PROGRAM ADMINISTRATORS WITH RESPONSIBILITY FOR THE GRANTING PROCESS AND AWARD DECISIONS IN ACCORDANCE WITH CITY OF SAN MARCOS AGREEMENT.
IN 2020 AND 2021, THE RANCHO SANTA FE FOUNDATION, IN COLLABORATION WITH THE COASTAL COMMUNITY FOUNDATION AND THE LEICHTAG FOUNDATION, MADE GRANTS IN EXCESS OF $1.14 MILLION TO NON-PROFITS IN THE NORTH SAN DIEGO COUNTY AREA TO PROVIDE EMERGENCY SERVICES, INCLUDING FOOD, SHELTER AND MEDICAL NEEDS RESULTING FROM THE COVID-19 PANDEMIC.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Christina Wilson Retire 1031 President & CEO | Officer | 40 | $233,899 |
Karen Sprigle Chief Operating Officer | Officer | 40 | $123,793 |
Chris Sichel Start 91 President & CEO | Officer | 40 | $92,467 |
Daniel Beals Finance Director (left 1/21) | Officer | 40 | $47,503 |
Alyce Ashcraft Secretary | OfficerTrustee | 1 | $0 |
Kevin Crawford Chairman | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $2,550,000 |
| All other contributions, gifts, grants, and similar amounts not included above | $9,159,562 |
| Noncash contributions included in lines 1a–1f | $5,207,722 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,709,562 |
| Total Program Service Revenue | $380,989 |
| Investment income | $1,788,731 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $8,403,995 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $22,283,277 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $11,945,192 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $505,305 |
| Compensation of current officers, directors, key employees. | $246,268 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $309,388 |
| Pension plan accruals and contributions | $14,631 |
| Other employee benefits | $24,445 |
| Payroll taxes | $57,446 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $33,314 |
| Fees for services: Accounting | $43,241 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $48,345 |
| Advertising and promotion | $25,457 |
| Office expenses | $20,243 |
| Information technology | $55,936 |
| Royalties | $0 |
| Occupancy | $94,896 |
| Travel | $3,200 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $20,963 |
| Interest | $24 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $8,901 |
| Insurance | $27,749 |
| All other expenses | $38,537 |
| Total functional expenses | $13,322,003 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,037,241 |
| Savings and temporary cash investments | $621,783 |
| Pledges and grants receivable | $437,414 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $4,100 |
| Net Land, buildings, and equipment | $28,860 |
| Investments—publicly traded securities | $116,078,039 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $47,391,985 |
| Total assets | $166,599,422 |
| Accounts payable and accrued expenses | $300,493 |
| Grants payable | $1,772,654 |
| Deferred revenue | $80,603 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $46,966,081 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $342,894 |
| Total liabilities | $49,462,725 |
| Net assets without donor restrictions | $58,378,402 |
| Net assets with donor restrictions | $58,758,295 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $166,599,422 |
Grants Awarded
Over the last fiscal year, Rancho Santa Fe Foundation has awarded $10,959,695 in support to 234 organizations.
| Grant Recipient | Amount |
|---|---|
San Diego, CA PURPOSE: ARTS & CULTURE | $2,213,500 |
Flagstaff, AZ PURPOSE: EDUCATION | $501,000 |
La Jolla, CA PURPOSE: HEALTH | $400,000 |
La Jolla, CA PURPOSE: HEALTH | $350,000 |
Slidell, LA PURPOSE: EDUCATION | $250,000 |
San Diego, CA PURPOSE: EDUCATION | $202,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Rancho Santa Fe Foundation has recieved totaling $2,300.
| Awarding Organization | Amount |
|---|---|
James A Simpson Foundation Rancho Santa Fe, CA PURPOSE: GENERAL PROGRAM SUPPORT | $2,300 |
Endowment Analysis
| Beg. Balance | $46,414,748 |
| Earnings | $5,961,703 |
| Admin Expense | $370,564 |
| Net Contributions | $92,822 |
| Grants | $1,079,290 |
| Ending Balance | $51,019,419 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Santa Barbara Foundation Santa Barbara, CA | $456,585,072 | $53,590,434 |
The San Bruno Community Foundation San Bruno, CA | $57,381,282 | $2,122,835 |
Community Foundation For Monterey County Monterey, CA | $347,659,194 | $59,371,913 |
Community Foundation Santa Cruz County Aptos, CA | $201,628,792 | $52,106,005 |
Nevada Community Foundation Inc Las Vegas, NV | $244,409,532 | $23,282,106 |
Liberty Hill Foundation Los Angeles, CA | $22,845,623 | $26,116,303 |
Sacramento Region Community Foundation Sacramento, CA | $172,758,711 | $24,599,020 |
Inland Empire Community Foundation Riverside, CA | $130,560,827 | $28,925,228 |
Community Foundation Sonoma County Santa Rosa, CA | $227,314,167 | $31,190,414 |
North Valley Community Foundation Chico, CA | $60,759,000 | $16,028,341 |
Community Foundation For Southern Arizona Tucson, AZ | $172,311,447 | $35,644,345 |
International Community Foundation National City, CA | $29,422,268 | $13,734,101 |