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: Verified by RoundPaper

FY 2023

Verified NonprofitLast Filed 2023EIN 33-0701029

San Diego Charitable Real Estate Foundation

SAN DIEGO, CANTEE: S470Founded 1996Website

mission statement

Increase responsible philanthropy by accepting, managing and marketing real estate gifts.

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Total Revenue

$8.0M

FY 2023

Program Spending

92.6%

of total expenses

Known Funders

institutional backers

Key Metrics (FY 2023)

The Numbers

$7.5M

Total Assets

$7.4M net

19.62 mo

Operating Reserves

FY 2023

+94%

Revenue Growth

YoY

Sector

NTEE S470

Programs (FY 2023)

What They Do

$4.2M in expenses

See schedule o.gifts of real estate are managed and liquidated through this entity with the proceeds creating or supplementing an established fund at san diego foundation. Proceeds from sale of properties are transferred to san diego foundation for granting to the community or adding to endowment principal.

Financial History

Revenue Over Time

Revenue Mix

Contributions & Grants

93%

Program Revenue

Investment Income

Governance (FY 2023)

Leadership

Mark Stuart Cfre

Secretary

James Howell

Treasurer

Allan Wasserman

Board Member

Cindy J Bertrand

Board Chair

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: Verified by RoundPaper

Verified NonprofitLast Filed 2023EIN 33-0701029

San Diego Charitable Real Estate Foundation

SAN DIEGO, CANTEE: S470Founded 1996

: Verified by RoundPaper

FY 2023

Verified NonprofitLast Filed 2023EIN 33-0701029

San Diego Charitable Real Estate Foundation

SAN DIEGO, CANTEE: S470Founded 1996Website

mission statement

Increase responsible philanthropy by accepting, managing and marketing real estate gifts.

Share this profile

Total Revenue

$8.0M

FY 2023

Program Spending

92.6%

of total expenses

Known Funders

institutional backers

Key Metrics (FY 2023)

The Numbers

$7.5M

Total Assets

$7.4M net

19.62 mo

Operating Reserves

FY 2023

+94%

Revenue Growth

YoY

Sector

NTEE S470

Programs (FY 2023)

What They Do

$4.2M in expenses

Financial History

Revenue Over Time

Revenue Mix

Contributions & Grants

93%

Program Revenue

Investment Income

Governance (FY 2023)

Leadership

Mark Stuart Cfre

Secretary

James Howell

Treasurer

Allan Wasserman

Board Member

Cindy J Bertrand

Board Chair

Organization ExclusiveComing Soon

Your profile shows 0 known funders. We can find more.

Get a comprehensive Funder Intelligence Report with ranked prospects, fit scores, and funder briefs tailored to San Diego Charitable Real Estate Foundation.

Ranked Funder Recommendations
AI Grant Proposal Blueprints
Funder Profiles with Giving Histories

Claim This Profile

Edit your mission, add context to sections, and control what funders see.

Earn your verified badge

Custom mission statement
Add a donate button
Show or hide sections
Add context notes for visitors