2024-05-13T16:44:49-05:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2022-07-01 330567945 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION CALS 6572782786 2600 NUTWOOD AVE 850 FULLERTON CA 92831 JASON ONO CFO 6572782786 2024-04-30 1 JASON ONO 999009999 1 DONITA JOSEPH P00286656 5624351191 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GREGORY SAKS 2600 NUTWOOD AVE 850 FULLERTON CA 92831 45636869 0 X HTTP://FOUNDATION.FULLERTON.EDU/ X 1993 CA SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 31 29 0 44 0 0 19183950 19372932 719614 1127729 3987301 4386320 -345318 -25614 23545547 24861367 3751252 3993236 0 0 2470259 3038931 0 0 0 3461424 12066123 9682935 19098290 13862612 5763077 184028151 198095769 900147 1888573 183128004 196207196 TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 0 0 16542870 3993236 1127729 ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. 16542870 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 144 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 29 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JASON ONO 6572782786 2600 NUTWOOD AVE SUITE 850 FULLERTON CA 92831 FRAMROZE VIRJEE PRESIDENT 1.00 49.00 X X 0 395355 66633 GREGORY SAKS EXECUTIVE DIRECTOR 10.00 40.00 X X 0 270759 106534 TAM NGUYEN CHAIR 4.00 X X 0 0 0 JON SMITH CHAIR-ELECT 2.00 X X 0 0 0 RACHELLE CRACCHIOLO CO-VICE CHAIR, ADVOCACY COMMITTEE 2.00 X X 0 0 0 SCOTT COLER VICE CHAIR, FINANCE & INVST. COMM. 2.00 X X 0 0 0 GARY GREEN VICE CHAIR, RESOURCE DEV. COMM. 2.00 X X 0 0 0 JOSEPH HENSLEY VICE CHAIR, NOMINATIONS & GOV. COMM. 2.00 X X 0 0 0 DARREN JONES MEMBER-AT-LARGE & ALUMNI REPRESENTATIVE 1.00 X X 0 0 0 PETER MITCHELL CO-VICE CHAIR, ADVOCACY COMMITTEE 2.00 X X 0 0 0 INGRID OTERO-SMART VICE CHAIR, MARKETING & COMMUNICATIONS COMM. 2.00 X 0 0 0 PAUL TREINEN VICE CHAIR, AUDIT COMMITTEE 2.00 X 0 0 0 MICHAEL BOOMSMA DIRECTOR 1.00 X 0 0 0 BILL CHENEY DIRECTOR 1.00 X 0 0 0 MATT CLABAUGH DIRECTOR 1.00 X 0 0 0 AJA RENEE CLARKE DIRECTOR 1.00 X 0 0 0 TERRY GILES DIRECTOR 1.00 X 0 0 0 BEN GOLD DIRECTOR 1.00 X 0 0 0 LAURIE HAACK DIRECTOR 1.00 X 0 0 0 TINA JAVID DIRECTOR 1.00 X 0 0 0 ROBERT JECHART DIRECTOR 1.00 X 0 0 0 LYDIA KELLEY DIRECTOR 1.00 X 0 0 0 LARRY LABRADO DIRECTOR 1.00 X 0 0 0 SONNY NGUYEN DIRECTOR 1.00 X 0 0 0 SCOTT O'BRIEN DIRECTOR 1.00 X 0 0 0 KATHY TAYLOR DIRECTOR 1.00 X 0 0 0 DOUGLAS G STEWART DIRECTOR 1.00 X 0 0 0 NATALIE A TRAN DIRECTOR 1.00 40.00 X 0 111559 35150 JEFFREY VAN HARTE DIRECTOR 1.00 X 0 0 0 STEFANIE LIGHT SECRETARY 12.00 28.00 X 0 125774 65662 JASON ONO CFO 30.00 20.00 X 0 165253 72147 0 1068700 346126 0 0 1 0 0 9153 891156 18472623 994986 19372932 CAMPUS PROGRAMS 900099 1127729 1127729 1127729 5125388 5125388 19659946 20399014 -739068 -739068 -739068 350024 891156 376488 -26464 -26464 ADMINISTRATIVE SERVICES 900099 850 850 850 24861367 1127729 0 4360706 3947601 3947601 45635 45635 2506057 2397581 108476 532874 518219 14655 103725 5875 97850 182732 182732 107860 95565 12295 89569 57112 32457 633040 609880 23160 74198 66200 7998 PROGRAM COSTS 8590103 7484006 1106097 OTHER DIRECT COSTS 1971390 1041404 929986 EQUIPMENT RENTAL 204807 195050 9757 PUBLIC RELATIONS 108699 78742 29957 19098290 16542870 2555420 0 42367799 41068623 7281122 11638170 324755 440540 13751 31604 124510810 136885310 9049651 7572050 480263 459472 184028151 198095769 900147 1888573 900147 1888573 X 36651487 33146351 146476517 163060845 183128004 196207196 184028151 198095769 X 5763077 7231930 18562 65623 X 0 1 X 1 0 X 13582325 20088797 58610484 19183950 19372932 130838488 13582325 20088797 58610484 19183950 19372932 130838488 7090823 123747665 2170984 2727050 2167977 3578761 5125388 15770160 6192 143146 850 150188 146758836 5685642 0.84320 0.85320 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 6,192. 2020 AMOUNT: $ 143,146. 2022 AMOUNT: $ 850. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 125170390 -9300242 20236532 -1077638 2560644 1588596 130879802 106015058 32295404 -9184286 -941046 1647855 1366885 125170390 83135713 12408028 13477191 861352 1334489 810033 106015058 70435570 12454989 2955417 819439 1214083 676741 83135713 68702288 3170829 1123601 767677 1161235 632236 70435570 0.25000 0.59000 0.16000 1 1 0 0 X 32315988 7231930 18562 386861 7637353 24678635 182732 182732 24861367 19292046 376488 376488 18915558 182732 182732 19098290 PART V, LINE 4: ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. PART X, LINE 2: FIN 48: THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR STATE PURPOSES IS GENERALLY FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 376,488. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 10,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 376,488. 2023 - SOMOS TITANS 219300 199935 19365 17598 24719 1226 5921 2023 - 22-23 DINNER WITH THE TITANS 204977 120874 84103 21063 48415 1547 5580 22 816903 570347 246556 51982 77645 17671 103121 1241180 891156 350024 90643 150779 20444 114622 376488 -26464 1 CALIFORNIA STATE UNIVERSITY FULLERTON 800 NORTH STATE COLLEGE BOULEVARD FULLERTON CA 92831 330632102 501(C)(3) 3913648 0 SCHOLARSHIPS CSUF AUXILIARY SERVICES CORPORATION 1121 NORTH STATE COLLEGE BOULVEARD FULLERTON CA 92831 952081258 501(C)(3) 11452 0 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BLVD LONG BEACH CA 90840 452163910 501(C)(3) 10000 0 SCHOLARSHIPS 3 SCHOLARSHIP 49 45635 PART I, LINE 2: CERTAIN SCHOLARSHIPS MAY BE PAID DIRECTLY TO INDIVIDUALS BY CSFPF AS APPROVED BY UNIVERSITY STUDENT FINANCIAL SERVICES, AS WHEN AN AWARD IS PROCESSED FOR PRIOR SEMESTER TO A STUDENT WHO HAS GRADUATED AND IS NO LONGER ENROLLED IN THE UNIVERSITY. THESE GRANTS ARE AID FOR EDUCATIONAL EXPENSES THAT THE STUDENT WILL OR HAS INCURRED. DIRECT SCHOLARSHIP PAYMENTS MAY ALSO BE MADE TO A THIRD PARTY FOR THE BENEFIT OF A CALIFORNIA STATE UNIVERSITY FULLERTON STUDENT, SUCH AS PAYMENTS TO BOOKSTORES FOR BOOK SCHOLARSHIPS OR DIRECTLY TO CSUF FOR OFFSET A STUDENT'S TUITION OR FEES. MONIES FOR SUPPORT OF CALIFORNIA STATE UNIVERSITY FULLERTON STUDENTS AND PROGRAMS ARE TRANSFERRED (GRANTED) TO THE UNIVERSITY AS NEEDED AND REQUESTED BY CAMPUS AUTHORIZED ACCOUNT SIGNATORIES. THE USE OF THESE FUNDS ARE EITHER FOR SCHOLARSHIP OR UNIVERSITY PROGRAMS. THERE IS COMMON CONTROL AND OVERSIGHT REGARDING THE USE OF THE FUNDS, AS THE PRESIDENT OF THE UNIVERSITY SITS ON THE FOUNDATION'S BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 FRAMROZE VIRJEE PRESIDENT 0 388355 0 7000 0 0 0 46733 0 19900 0 461988 0 0 GREGORY SAKS EXECUTIVE DIRECTOR 0 262759 0 8000 0 0 0 83827 0 22707 0 377293 0 0 JASON ONO CFO 0 165253 0 0 0 0 0 46733 0 25414 0 237400 0 0 STEFANIE LIGHT SECRETARY 0 125774 0 0 0 0 0 40248 0 25414 0 191436 0 0 PART I, LINE 1A THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON, IS REQUIRED AS PART OF HER COMPENSATION PACKAGE APPROVED BY THE CSU BOARD OF TRUSTEES TO OCCUPY THE OFFICIAL UNIVERSITY PRESIDENTIAL RESIDENCE. THE PROVISION OF HOUSING IS A WORKING CONDITION FRINGE BENEFIT, AND AS SUCH, EXCLUDED FROM TAXABLE COMPENSATION AND NOT REPORTED IN SCHEDULE J, PART II, COLUMN D. PART II: THE SALARIES PAID TO ANY DIRECTOR OR OFFICER OF THE ORGANIZATION ARE PAID BY CALIFORNIA STATE UNIVERSITY, FULLERTON. THE FOUNDATION DOES NOT UTILIZE ANY PROCEDURES TO DETERMINE COMPENSATION FOR DIRECTORS OR THE OFFICERS BECAUSE THEY DO NOT PAY THE COMPENSATION, NOR IS IT PAID ON THE FOUNDATION'S BEHALF. THE COMPENSATION IS DETERMINED AND REVIEWED BY THE CSU BOARD OF TRUSTEES, USING METHODS TO DETERMINE REASONABLE COMPENSATION THAT ARE GOVERNED BY THE REQUIREMENTS OF THE CSU SYSTEM AND THE STATE OF CALIFORNIA. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. X 6 13790 FMV X 10892 FMV X 23 427432 FMV X EQUIPMENT 20 412579 APPRAISAL X MERCHANDISE 410 82568 COST/COMPARALE SALES X CRYPTOCURRENCY 3 44571 FMV X FOOD 60 3154 COST/COMPARALE SALES 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART V, LINE 2A & PART IX LINE 7 & 9: CSU PHILANTHROPIC FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER THE UNIVERSITY'S EIN. THE SALARY EXPENSES IN PART IX REPRESENT REIMBURSEMENTS FOR SERVICES PROVIDED BY UNIVERSITY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 7A DESCRIBE THE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. UPON CONSULTATION WITH THE PRESIDENT OF CSUF, THE BOARD OF GOVERNORS SHALL BE APPOINTED AS FOLLOWS: THE PRESIDENT OF CSUF SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT FOR CSUF SHALL SERVE AS THE EXECUTIVE DIRECTOR AND SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. ADDITIONALLY THE PRESIDENT OF CSUF SHALL APPOINT ONE FACULTY MEMBER, ONE STUDENT, AND ONE ALUMNI ASSOCIATION REPRESENTATIVE TO BE GOVERNORS WITH VOTING PRIVILEGES, EACH APPOINTED TO A ONE YEAR TERM. THE FACULTY, STUDENT, AND ALUMNI ASSOCIATION GOVERNORS MAY BE REAPPOINTED FROM YEAR TO YEAR AS DETERMINED BY THE PRESIDENT OF CSUF. FORM 990, PART VI, SECTION A, LINE 7B DESCRIBE ANY GOVERNANCE DECISIONS OF THE ORGANIZATION THAT ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS OTHER THAN THE GOVERNING BODY. THE BOARD OF GOVERNORS SHALL NOT MAKE ANY LOAN OF MONEY OR PROPERTY TO OR GUARANTEE THE OBLIGATION OF ANY GOVERNOR OR OFFICER UNLESS APPROVED BY THE ATTORNEY GENERAL. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS PRESENTATION TO THE BOARD OF GOVERNORS. REPRESENTATIVES FROM THE PREPARER ARE AVAILABLE DURING THIS PRESENTATION. AT THE COMMITTEE LEVEL, THERE IS AN OPPORTUNITY FOR QUESTIONS,COMMENTS, AND SUGGESTED REVISIONS. ANY CHANGES TO THE FORM 990 ARE COMMUNICATED TO THE PREPARER OF THE FORM 990 AND REVISIONS ARE MADE AS SOON AS POSSIBLE TO ENSURE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. BEFORE THE RETURN IS FILED, A FINAL COPY OF THE FORM IS FORWARDED TO THE ENTIRE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ALL MEMBERS OF THE CSFPF BOARD OF GOVERNORS ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT SHALL BE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE SHALL DEVISE AND RECOMMEND TO THE BOARD A PROPOSED RESOLUTION OF, OR COURSE OF ACTION WITH RESPECT TO, THE CONFLICT OF INTEREST. THE BOARD SHALL THEN BY MAJORITY VOTE (NOT INCLUDING THE VOTE OF ANY GOVERNOR WITH A CONFLICT OF INTEREST) TAKE ACTION REGARDING THE MATTER. SUCH ACTION MAY INCLUDE, BUT IS NOT LIMITED TO, VALIDATION OF THE TRANSACTION PURSUANT TO EDUCATION CODE 89907, IF AVAILABLE, VALIDATION OF THE TRANSACTION WITH CONDITIONS, CENSURE OR REMOVAL OF THE GOVERNOR, RESCISSION OF THE TRANSACTION, OR ANY OTHER ACTION DEEMED APPROPRIATE BY THE BOARD. MEMBERS OF THE GOVERNING BOARD SHALL RECUSE THEMSELVES FROM THE VOTE ON ANY MATTER THAT INVOLVES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST INVOLVING THAT GOVERNOR OR THAT THE GOVERNOR RECOGNIZES TO INVOLVE THE POSSIBLE APPEARANCE OF IMPROPRIETY INVOLVING SUCH GOVERNOR OR A MEMBER OF HIS IMMEDIATE FAMILY. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE APPLICATION FOR TAX-EXEMPT STATUS, DETERMINATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S MAIN OFFICE. FORM 990, PART XI, LINE 9: TRANSFER CAMPUS PROGRAMS FOR ALUMNI 55,250. CHANGE IN VALUE OF CHARITABLE TRUST 10,373. FORM 990, PART VI, LINE 15A AND 15B: THERE IS NOT A COMPENSATION DETERMINATION PROCESS IN PLACE AS THE PHILANTHROPIC FOUNDATION DOES NOT COMPENSATE ANY INSIDERS. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 5 N/A 0 CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION 2600 E NUTWOOD AVE SUITE 850 FULLERTON CA 92831 330038884 SUPPORT CSUF CA 501(C)(3) LINE 10 N/A 0 CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 952081258 SUPPORT CSUF CA 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0