2023-05-03T04:13:32-05:00 2022-06-30 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2021-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 ROBERT AVALOS EXECUTIVE DIRECTOR 3233433550 2023-05-02 1 ROBERT AVALOS 999009999 LISA M CUMMINGS CPA P00043433 9164429100 2023-05-01 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT AVALOS 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 32943482 0 X WWW.CALSTATELA.EDU X 1984 CA OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 28 21 0 21 0 0 5173525 3198035 0 0 4413571 2821539 0 0 9587096 6019574 2332611 2194147 0 0 0 0 0 0 511326 1518395 1273913 3851006 3468060 5736090 2551514 78449898 71178285 17564 113984 78432334 71064301 X OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 0 0 128205 128205 0 GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS 1975487 1975487 0 SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES 90455 90455 0 SCHOLARSHIPS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES AUXILIARY SERVICES, INC. AS AGENT FOR DISTRIBUTION 2194147 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JUDITH BENJAMIN 3233433571 5151 STATE UNIVERSITY DRIVE SSB LOS ANGELES CA 90032 ALEV LEWIS TRUSTEE 1.00 X 0 0 0 AMBER BEASLEY STUDENT TRUSTEE 1.00 X 0 0 0 ANDREW KLEIN EX-OFFICIO TRUSTEE 1.00 X 0 0 0 BARRY RONDINELLA TRUSTEE 1.00 X 0 0 0 BERTHA HARO EX-OFFICIO TRUSTEE 1.00 X 0 0 0 CHISTOPHER GARLINGTON TRUSTEE 1.00 X 0 0 0 DANIELLE ARES-DURAN SECRETARY 1.00 X X 0 0 0 DEVIKA HAZRA FACULTY TRUSTEE 1.00 44.00 X 0 129422 41151 DIANA CHAVEZ TRUSTEE (OUTGOING) 1.00 X 0 0 0 DWIGHT NAKATA TRUSTEE 1.00 X 0 0 0 EMILIO CAMPOS TRUSTEE 1.00 X 0 0 0 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR (OUTGOING) 5.00 40.00 X X 0 250104 83597 JOHN TCHENG TREASURER 5.00 40.00 X X 0 141016 44335 JORGE RAMIREZ TRUSTEE 1.00 X 0 0 0 JOYCE WILLIAMS EX-OFFICIO TRUSTEE 5.00 40.00 X 0 247280 73021 LARRY ADAMSON VICE-PRESIDENT 1.00 X X 0 0 0 LINA HU TRUSTEE 1.00 X 0 0 0 LORRAINE BRADLEY TRUSTEE 1.00 X 0 0 0 MONGWEI WEE TRUSTEE 1.00 X 0 0 0 NELSON ALGAZE TRUSTEE 1.00 X 0 0 0 NILZA SERRANO TRUSTEE 1.00 X 0 0 0 OMEL A NIEVE PRESIDENT 1.00 X X 0 0 0 RACHEL FRIEDMAN FACULTY TRUSTEE 1.00 44.00 X 0 103968 40728 ROBERT AVALOS EXECUTIVE DIRECTOR 5.00 40.00 X X 0 175956 71303 ROBERT VELASQUEZ TRUSTEE 1.00 X 0 0 0 ROSARIO MARIN TRUSTEE 1.00 X 0 0 0 SERGIO GONZALEZ TRUSTEE 1.00 X 0 0 0 TALIA MAE BETTCHER EX-OFFICIO TRUSTEE 1.00 44.00 X 0 105744 41073 WILLIAM A COVINO EX-OFFICIO TRUSTEE 5.00 40.00 X 0 348423 121554 WILLIAM LEWIS TRUSTEE 1.00 X 0 0 0 0 1501913 516762 0 0 1 0 0 3198035 376386 3198035 1100631 1100631 28239347 405469 26923908 0 1315439 405469 1720908 1720908 6019574 0 0 2821539 2194147 2194147 101473 101473 310273 310273 318023 272289 45734 8684 8684 11552 11552 4974 4974 SUPPLIES 480981 15389 465592 MISCELLANEOUS 37953 37953 3468060 2194147 762587 511326 1290364 1302899 5599148 1708613 6169422 5417073 1843928 1076050 900 595 0 0 0 0 58071422 54439324 5474714 7233731 78449898 71178285 3912 34808 13652 79176 17564 113984 X 2427719 2669111 76004615 68395190 78432334 71064301 78449898 71178285 2551514 -9919547 0 X X 0 1 X 1 0 X 3754059 3859723 5578506 5173525 3198035 21563848 3754059 3859723 5578506 5173525 3198035 21563848 3001380 18562468 1245315 1399635 1461450 1191969 1100631 6399000 155 155 27963003 0.66380 0.74300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 155. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63636268 1548739 -7374138 2372812 424170 55013887 49109390 3571991 13476911 2327328 194696 63636268 45489869 3521430 1249395 1004776 146528 49109390 42503479 2207394 2438277 1618318 40963 45489869 39177438 2405546 2255493 1113558 221440 42503479 0.02000 0.81000 0.17000 1 0 0 ALTERNATIVE INVESTMENTS 7233731 C 7233731 DUE TO AFFILIATES 79176 79176 X -4210246 -9919547 -9919547 5709301 310273 310273 6019574 3157787 0 3157787 310273 310273 3468060 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2022. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2019 AND 2018, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INCOME TAX EXPENSE AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. 1 CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 115 1975487 0 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 115 90455 0 COLLEGE GRANTS CALIFORNIA STATE UNIVERSITY LOS ANGELES AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954016653 501(C)(3) 128205 0 SCHOLARSHIPS 1 2 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BASED ON THE CRITERIA SHEET ESTABLISHED BY EACH DONOR. EACH DONOR SETS DIFFERENT CRITERIA AND THE FOUNDATION REVIEWS THE EXPENSES AGAINST THE CRITERIA SHEET TO DETERMINE IF THE EXPENSES ARE ALLOWABLE. 0 0 0 0 0 0 0 0 0 WILLIAM A COVINO EX-OFFICIO TRUSTEE 0 276143 0 0 0 72280 0 102123 0 19431 0 469977 0 0 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR (OUTGOING) 0 250033 0 0 0 71 0 73757 0 9840 0 333701 0 0 JOYCE WILLIAMS EX-OFFICIO TRUSTEE 0 247160 0 0 0 120 0 62766 0 10255 0 320301 0 0 ROBERT AVALOS EXECUTIVE DIRECTOR 0 175923 0 0 0 33 0 51890 0 19413 0 247259 0 0 JOHN TCHENG TREASURER 0 140880 0 0 0 136 0 40917 0 3418 0 185351 0 0 DEVIKA HAZRA FACULTY TRUSTEE 0 129351 0 0 0 71 0 31560 0 9591 0 170573 0 0 PART I, LINE 3 THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE OFFICERS, DIRECTORS, TRUSTEES AND THE CEO/EXECUTIVE DIRECTOR BY USING A COMPARABILITY DATA ANALYSIS. X 10221 AVG FMV @ DATE REC'D X 4 354015 AVG FMV @ DATE REC'D 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THEN FORWARDS FOR FULL BOARD REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALLY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. IF A BOARD MEMBER FINDS THAT HE OR SHE IS FACED WITH A POSSIBLE CONFLICT, THE BOARD MEMBER HAS THE DUTY TO INFORM, IN WRITING, THE PRESIDENT OF THE BOARD WHO THEN INFORMS THE EXECUTIVE COMMITTEE. IF A CONFLICT IS FOUND TO EXIST, THE COMMITTEE WILL PRESENT THE INFORMATION TO THE BOARD MEMBER, WITH A RECOMMENDATION THAT THE BOARD MEMBER RECUSE HIMSELF OR HERSELF FROM ANY FURTHER DISCUSSIONS, DELIBERATIONS, VOTING OR PRESENCE ON THE MATTER TO ALLEVIATE OR AVOID THE CONFLICT OR POTENTIAL CONFLICT, OR TAKE APPROPRIATE ACTION AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE ALONG WITH THE CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE OFFICE OF THE CHANCELLOR'S WEBSITE AND THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 PUBLIC UNIVERSITY CA 115 N/A N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0