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Financial Information

Financial InformationOur Investment Philosophy

The San Diego Foundation is committed to maintain and grow the charitable assets entrusted to us for the benefit of the San Diego community. The San Diego Foundation's investment program benefits significantly from broad diversification, which reduces the overall risk of the portfolio and provides for long-term growth.

Financial Statements & Documents

Audited Financial Statements

FY 2010-2011
FY 2009-2010
FY 2008-2009

Federal Tax Returns (Form 990)

FY 2010-2011
FY 2008-2009


Federal Tax Returns (Form 990-T)