To be a comprehensive center for impactful philanthropy that inspires the joy of purposeful giving.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$498K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $6.8M a year · 34% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$498K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $98K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$49.5M
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
25
of 25 voting members
Looks good: 25 of 25 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$22.3M
+87% vs prior year
Spent
$13.3M
To programs
92%
Net assets
$117.1M
By yearFY2020–FY2024
Revenue
$22.3M
FY2021▲ +87%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.9M
FY2021$22.3M
FY2022$17.2M
FY2023$15.0M
FY2024$33.8M
Expenses
$13.3M
FY2021▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$12.9M
FY2021$13.3M
FY2022$11.0M
FY2023$12.9M
FY2024$15.9M
Net assets
$117.1M
FY2021▲ +11%
Tap a bar for its year
Net assets by fiscal year
FY2020$105.5M
FY2021$117.1M
FY2022$104.2M
FY2023$114.8M
FY2024$138.0M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $12.2M Management & general 6% · $777K Fundraising 3% · $351K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

29 people listed on the 990; $498K paid to officers and key staff.

Part VII, Section A · reportable compensation
$233,899Pt VII · Sec A
Chief Operating Officer
$123,793Pt VII · Sec A
President & CEO
$92,467Pt VII · Sec A
Finance Director (left 1/21)
$47,503Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Ben Moraga’s $247K as President & CEO is at the 54th percentile of top reported officer pay among 661 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Chris Sichel—$211,391$279,800——
Ben Moraga$246,782————
Christina Wilson Retire 1031———$233,899—
Christina Wilson————$206,599
Amy Myers$169,015$154,800———
Karen Sprigle$137,056$161,126$116,281$123,793$121,740
Nicole Tubbs$138,449————
Daniel Beals———$47,503$108,982

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Rancho Santa Fe Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Connects donors with impactful philanthropic opportunities and funds local nonprofits to support education and workforce development from early childhood through career readiness.

Questions for Rancho Santa Fe Foundation

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Provided by the organization

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3 programs · $12.2M · in their own filed words · FY2021
01

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…

$10.3Mprogram expense
02

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.

$1.6Mprogram expense
03

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.

$290Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 4 funders →
Grants paid · 1,199 grants · $56.1M · 2020–2024
National Philanthropic TrustPA · FY2024$629,104
Miraglo FoundationCA · FY2024$400,000
Scripps HealthCA · FY2024$277,500
Rancho Santa Fe Garden ClubCA · FY2024$235,000
Burn InstituteCA · FY2024$232,725
Legacy Plus FoundationNY · FY2024$230,000
Future LegendsCA · FY2024$216,500
U C San Diego FoundationCA · FY2024$206,010
Bridge2rwanda INCAR · FY2024$200,000
Rancho Santa Fe Womens FundCA · FY2024$164,790
See all 1,199 grants →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$22.3M
Ln 12
Gifts and grantsLn 1h$11.7M
Investment incomeLn 3$10.2M
Fees for servicesLn 2g$381K
Money outPt IX
$13.3M
Ln 25
Programscol B$12.2M
Managementcol C$777K
Fundraisingcol D$351K
Owns and owesPt X
$117.1M
net assets · Ln 32
Cash and savingsLn 1–2$2.7M
Total assetsLn 16$166.6M
LiabilitiesLn 26$49.5M
PeoplePt VI, VII
29
listed · VII A
PaidVII A4
Voting boardVI 1a25
IndependentVI 1b25
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.7M
Government grantsLn 1e$2.5M
Noncash giftsLn 1g$5.2M
Fees for servicesLn 2g$381K
Investment incomeLn 3$10.2M
Gains on assetsLn 7$8.4M
Total revenueLn 12$22.3M
Assets in detailPt X, end of year
CashLn 1$2.0M
SavingsLn 2$622K
Cash and savings togetherLn 1–2$2.7M
InvestmentsLn 11–13$116.1M
Land, buildings, equipmentLn 10c$29K
Other assetsLn 15$47.4M
Total assetsLn 16$166.6M
LiabilitiesLn 26$49.5M
Net assetsLn 32$117.1M
OperationsPt I, VI
EmployeesI 510
VolunteersI 623
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$2.2M$2.7M
InvestmentsLn 11–13$105.2M$116.1M
Land, buildings, equipmentLn 10c$22K$29K
Total assetsLn 16$147.6M$166.6M
LiabilitiesLn 26$42.1M$49.5M
Net assetsLn 32$105.5M$117.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$11.9M$11.9M
Pay of current officers, directors and key staffLn 5$505K$23K$246K$236K
Other salaries and wagesLn 7$309K$128K$166K$15K
Pension plan contributionsLn 8$15K$6K$8K$1K
Other employee benefitsLn 9$24K$8K$15K$2K
Payroll taxesLn 10$57K$11K$29K$17K
Legal feesLn 11b$33K$33K
Accounting feesLn 11c$43K$1K$40K$2K
Other fees for servicesLn 11g$48K$48K
Advertising and promotionLn 12$25K$78$25K
Office expensesLn 13$20K$9K$5K$5K
Information technologyLn 14$56K$876$55K
OccupancyLn 16$95K$32K$32K$32K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$21K$13K$8K
InterestLn 20$24$8$8$8
Depreciation, depletion and amortizationLn 22$9K$9K
InsuranceLn 23$28K$510$26K$804
Other expenses (24a–d)Ln 24$45K$14K$17K$14K
All other expensesLn 24e$39K$2K$35K$2K
Total functional expensesLn 25$13.3M$12.2M$777K$351K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $33.8M$15.9M$17.8M$138.0M 990 PDF
FY2023 $15.0M$12.9M$2.1M$114.8M 990 PDF
FY2022 $17.2M$11.0M$6.1M$104.2M 990 PDF
FY2021 Viewing $22.3M$13.3M$9.0M$117.1M 990 PDF
FY2020 $11.9M$12.9M−$977K$105.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $22,283,277 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,371,022$11,709,562
I-9 Program service revenuePrior year $273,532$380,989
I-10 Investment incomePrior year $3,281,674$10,192,726
I-11 Other revenuePrior year $5,969$0
I-12 Total revenuePrior year $11,932,197$22,283,277
I-13 Grants and similar amounts paidPrior year $11,609,394$11,945,192
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $902,546$911,215
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $397,430$465,596
I-18 Total expensesPrior year $12,909,370$13,322,003
I-19 Revenue less expensesPrior year −$977,173$8,961,274
Part VI · Governance 25 of 25 board members independent, no flags
VI-1a Voting members of the governing body25
VI-1b Independent voting members25
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $22,283,277 across 8 lines filed
VIII-1e Government grants$2,550,000
VIII-1f All other contributions, gifts and grants$9,159,562
VIII-1g Noncash contributions (included above)$5,207,722
VIII-1h Total contributions, gifts and grants$11,709,562
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $380,989$380,989
VIII-3 Investment incomeExcluded from tax $1,788,731$1,788,731
VIII-7 Net gain or loss on sales of assetsExcluded from tax $8,403,995$8,403,995
VIII-12 Total revenueRelated to mission $380,989 · Unrelated business $0 · Excluded from tax $10,192,726$22,283,277
Part IX · Statement of functional expenses $13,322,003 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $11,945,192$11,945,192
IX-5 Pay of current officers, directors and key staffPrograms $23,489 · Management $246,268 · Fundraising $235,548$505,305
IX-7 Other salaries and wagesPrograms $128,199 · Management $166,426 · Fundraising $14,763$309,388
IX-8 Pension plan contributionsPrograms $5,608 · Management $8,023 · Fundraising $1,000$14,631
IX-9 Other employee benefitsPrograms $7,613 · Management $14,932 · Fundraising $1,900$24,445
IX-10 Payroll taxesPrograms $11,015 · Management $29,070 · Fundraising $17,361$57,446
IX-11b Legal feesManagement $33,314$33,314
IX-11c Accounting feesPrograms $1,190 · Management $40,176 · Fundraising $1,875$43,241
IX-11g Other fees for servicesManagement $48,345$48,345
IX-12 Advertising and promotionPrograms $78 · Fundraising $25,379$25,457
IX-13 Office expensesPrograms $9,351 · Management $5,446 · Fundraising $5,446$20,243
IX-14 Information technologyPrograms $876 · Management $55,060$55,936
IX-16 OccupancyPrograms $31,632 · Management $31,632 · Fundraising $31,632$94,896
IX-17 TravelManagement $3,200$3,200
IX-19 Conferences, conventions and meetingsPrograms $13,189 · Management $7,774$20,963
IX-20 InterestPrograms $8 · Management $8 · Fundraising $8$24
IX-22 Depreciation, depletion and amortizationManagement $8,901$8,901
IX-23 InsurancePrograms $510 · Management $26,435 · Fundraising $804$27,749
IX-24 Other expenses (24a–d)Programs $14,240 · Management $16,911 · Fundraising $13,639$44,790
IX-24e All other expensesPrograms $1,678 · Management $35,243 · Fundraising $1,616$38,537
IX-25 Total functional expensesPrograms $12,193,868 · Management $777,164 · Fundraising $350,971$13,322,003
Part X · Balance sheet $166,599,422 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,610,023$2,037,241
X-2 Savings and temporary cash investmentsStart of year $553,179$621,783
X-3 Pledges and grants receivableStart of year $422,193$437,414
X-9 Prepaid expenses and deferred chargesStart of year $4,100$4,100
X-10c Land, buildings and equipment, netStart of year $21,957$28,860
X-11 Publicly traded securitiesStart of year $105,249,667$116,078,039
X-15 Other assetsStart of year $39,738,606$47,391,985
X-16 Total assetsStart of year $147,599,725$166,599,422
X-17 Accounts payable and accrued expensesStart of year $67,723$300,493
X-18 Grants payableStart of year $2,323,528$1,772,654
X-19 Deferred revenueStart of year $0$80,603
X-25 Other liabilitiesStart of year $340,272$342,894
X-26 Total liabilitiesStart of year $42,056,315$49,462,725
X-27 Net assets without donor restrictionsStart of year $53,420,908$58,378,402
X-28 Net assets with donor restrictionsStart of year $52,122,502$58,758,295
X-32 Total net assets or fund balancesStart of year $105,543,410$117,136,697
X-33 Total liabilities and net assetsStart of year $147,599,725$166,599,422
Part XI · Reconciliation of net assets $117,136,697 net assets at year end
XI-1 Total revenue$22,283,277
XI-2 Total expenses$13,322,003
XI-3 Revenue less expenses$8,961,274
XI-4 Net assets at start of year$105,543,410
XI-5 Net unrealized gains (losses) on investments$2,574,985
XI-9 Other changes in net assets$57,028
XI-10 Net assets at end of year$117,136,697

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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