San Diego Charitable Real Estate Foundation in San Diego, California (CA)

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San Diego Charitable Real Estate Foundation
Employer Identification Number (EIN)330701029
Name of OrganizationSan Diego Charitable Real Estate Foundation
Address2508 Historic Decatur Rd Ste 200, San Diego, CA 92106-6138
ActivitiesCommunity promotion
SubsectionCharitable Organization
Ruling Date05/1996
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2012
Assets$500,000 to $999,999
Income$500,000 to $999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$519,754
Amount of Income$813,190
Form 990 Revenue Amount$-131,992
National Taxonomy of Exempt Entities (NTEE)Community Improvement, Capacity Building: Real Estate Organizations


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Amount of income in 2012: $813,190
San Diego Charitable Real Estate Foundation: 

 $813,190
Other organizations performing similar types of work: 

 $1,900,067

Assets in 2012: $519,754
This organization: 

 $519,754
Other organizations performing similar types of work: 

 $10,116,231

Expenses in 2000: $824,740
This organization: 

 $824,740
Other organizations performing similar types of work: 

 $1,033,164

Income to expenses ratio in 2000: 50.1
This organization: 

 50.1
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2000: 98.2%
San Diego Charitable Real Estate Foundation: 

 98.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2000: 97.2%
San Diego Charitable Real Estate Foundation: 

 97.2%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2000

Assets at end of 2000

Expenses for 2000

Functional Expenses for 2000 ($)

Income-Producing Activities for 2000

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2000
Total revenue$41,339,932
Contributions, gifts, grants, and similar amounts received$40,185,000
Contributions to donor advised funds
Direct public support$40,185,000
Indirect public support$0
Government contributions (grants)$0
Program service revenue including government fees and contracts$0
Membership dues and assessments$0
Interest on savings and temporary cash investments$126,423
Dividends and interest from securities$147,618
Net rental income or (loss)$478,320
Gross rents$478,320
Less: rental expenses$0
Other investment income$0
Gain or (loss) from sales of assets other than inventory$296,066
Gross amount from sales of assets other than inventory$1,081,391
Less: cost or other basis and sales expenses$785,325
Net income or (loss) from special events and activities$0
Gross revenue$0
Less: direct expenses other than fundraising expenses$0
Gross profit or (loss) from sales of inventory$0
Gross sales of inventory, less returns and allowances$0
Less: cost of goods sold$0
Other revenue$106,505
Total expenses$824,740
Program services$809,769
Management and general$14,971
Fundraising$0
Payments to affiliates$0
Net assets or fund balances at end of year$49,639,707
Excess or (deficit) for the year$40,515,192
Net assets or fund balances at beginning of year$10,598,675
Other changes in net assets or fund balances$-1,474,160
Statement of Functional Expenses (for 2000)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$824,740$809,769$14,971$0
Grants paid from donor advised funds
Other grants and allocations$98,457
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$335$335$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$12,693$0$12,693$0
Legal fees$90$0$90$0
Supplies$48$0$48$0
Telephone$0$0$0$0
Postage and shipping$29$0$29$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$0$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$23$0$23$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$713,065$710,977$2,088$0
Balance Sheets
2000
Total assets$49,776,414
Cash - non-interest-bearing$0
Savings and temporary cash investments$759,602
Accounts receivable less allowance for doubtful accounts$83,532
Pledges receivable less allowance for doubtful accounts$0
Grants receivable$0
Receivables from current and former officers, directors, trustees, and key employees$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$2,861,644
Inventories for sale or use$0
Prepaid expenses and deferred charges$0
Investments - publicly-traded securities
Investments - other securities$0
Investments - land, buildings, and equipment less accumulated depreciation$0
Investments - other$40,000,000
Land, buildings, and equipment less accumulated depreciation$6,071,636
Other assets, including program-related investments$0
Total liabilities$136,707
Accounts payable and accrued expenses$77,726
Grants payable$0
Deferred revenue$0
Loans from officers, directors, trustees, and key employees$0
Tax-exempt bond liabilities$0
Mortgages and other notes payable$0
Other liabilities$58,981
Total liabilities and net assets/fund balances$49,776,414
Total net assets or fund balances$49,639,707
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2000
Total revenue$0
Total revenue, gains, and other support per audited financial statements$0
Other expenses$0
Net unrealized gains on investments$0
Donated services and use of facilities$0
Recoveries of prior year grants$0
Other$0
Other revenue$0
Investment expenses$0
Other$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2000
Total expenses$0
Total expenses and losses per audited financial statements$0
Other revenue$0
Donated services and use of facilities$0
Prior year adjustments$0
Losses$0
Other$0
Other expenses$0
Investment expenses$0
Other$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2000)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$6,808$1,055,522$92,602
Program service revenue
Program service revenue 1000000$000$0$0
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$126,423$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$147,618$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$478,320$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$296,066$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenueHotels (except casino hotels) and motels$6,808Income from mortgaged property acquired by gift where the mortgage was placed on the property more than 5 years previously and the property was held by the donor for more than 5 years (applies to income received within 10 years from the date of gift) (section 514(c)(2)(B))$7,095$92,602
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2000)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2000)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2000)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isNot controlled by disqualified persons/supports non private foundation
Support Schedule
1999
Total$0
Gifts, grants, and contributions received$0
Membership fees received$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0
Net income from unrelated business activities not included above$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0
Other income$0
Lobbying Expenditures by Electing Public Charities (for 2000)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$95,181
Contributions, Gifts, Grants and Other Similar Amounts$250
Program Service Revenue$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$30,026
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$57,105
Gross rents (Real / Personal)$519,894 / $0
Less: rental expenses (Real / Personal)$462,789 / $0
Rental income or (loss) (Real / Personal)$57,105 / $0
Net gain from sales of assets other than inventory$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$7,800
Statement of Functional Expenses (for 2011)
Total functional expenses$39,104
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$39,104
Balance Sheet (for 2011)
Total assets$1,209,567
Total liabilities$514,227
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$514,227
Total net assets or fund balances$695,340
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Unrelated Trade or Business Income (for 2009)
IncomeExpensesNet
Total$7,476$8,047$-571
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$0$8,047$-571
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2009)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-571
Unrelated business taxable income before net operating loss deduction$-571
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-571
Specific deduction$1,000
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1California Association Of Realtors Inc525 S Virgil Ave, Los Angeles, CA 90020-1403CA1938-01$73,258,468
2South Orange County Association Of Realtors25552 La Paz Rd, Laguna Hills, CA 92653-5127CA1975-03$6,207,926
3California Association Of Realtors Issues Mobilization Pac525 S Virgil Ave, Los Angeles, CA 90020-1403CA1988-08$5,230,714
4Gateway New England Properties Inc300 N Lake Ave Ste 820, Pasadena, CA 91101-4109CA1996-06$3,724,908
5Sacramento Association Of Realtors Inc2003 Howe Ave, Sacramento, CA 95825-0183CA1939-04$2,460,733
6Conejo Valley Board Of Realtors463 Pennsfield Place, Thousand Oaks, CA 91360-5571CA1965-12$1,192,592
7San Diego Charitable Real Estate Foundation2508 Historic Decatur Rd Ste 200, San Diego, CA 92106-6138CA1996-05$813,190
8American Industrial Real Estate Association500 N Brand Blvd Ste 900, Glendale, CA 91203-3315CA1972-02$713,501
9Laguna Board Of Realtors939 Glenneyre St, Laguna Beach, CA 92651-2716CA1978-10$703,533
10Ventura County Association Of Realtors2350 Wankel Way, Oxnard, CA 93030-2665CA1996-12$521,014
11Rim Of The World Board Of RealtorsPO BOX 879, Lk Arrowhead, CA 92352-0879CA1956-09$296,501
12Simi Valley-Moorpark Board Of Realtors4195 Valley Fair St Ste 103, Simi Valley, CA 93063-2951CA1980-10$122,530
13Alara Glenmuir Apartments Llc, Darling Scott Single Mbr801 N Brand Blvd Ste 800, Glendale, CA 91203-1298CA2006-01$57,038,297
14Ipers Parmer Business Park Inc101 California St Fl 26, San Francisco, CA 94111-5803CA2005-06$49,038,194
15Banner Franklin Corporation801 N Brand Blvd Ste 800, Glendale, CA 91203-3237CA2005-04$19,937,022
16Independence Plaza Investment Group Inc515 S Flower St Ste 3100, Los Angeles, CA 90071-2233CA2009-02$16,509,854
17Brickell Office Plaza Inc515 S Flower St Ste 3100, Los Angeles, CA 90071-2233CA2004-03$7,924,346
18Alara Franklin Corporation515 S Flower St Ste 3100, Los Angeles, CA 90071-2233CA2004-01$5,004,951
19Gateway Grant Inc300 N Lake Ave Ste 620, Pasadena, CA 91101-4120CA2008-08$4,311,060
20North Arrowhead Mineola Inc801 N Brand Blvd Ste 800, Glendale, CA 91203-1298CA2006-03$3,604,050
Number of organizations performing similar types of work
Alabama2
Arizona3
California70
Colorado5
Connecticut10
District of Columbia3
Florida9
Georgia6
Hawaii3
Iowa1
Idaho2
Illinois45
Indiana1
Kansas2
Kentucky3
Louisiana2
Massachusetts10
Maryland7
Michigan7
Minnesota5
Missouri1
Mississippi2
Montana1
North Carolina3
North Dakota2
Nebraska1
New Jersey5
New Mexico2
New York48
Ohio6
Oklahoma1
Oregon3
Pennsylvania6
Rhode Island3
South Carolina1
South Dakota1
Tennessee2
Texas47
Virginia6
Vermont1
Washington7
Wisconsin3
West Virginia1
Total349

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