CAL POLY POMONA PHILANTHROPIC FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY POMONA PHILANTHROPIC FOUNDATION (EIN 83-2300241)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-21
- IRS object ID
- 202333259349301308
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-21T12:13:39-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930623286 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALDRICH CPAS AND ADVISORS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 WRIGHT PLACE 180 | AddressLine1Txt |
| City | CARLSBAD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832300241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY POMONA PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALP | BusinessNameControlTxt |
| Phone | 9098693419 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVENUE | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91768 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG NELSON | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 9098693419 | PhoneNum |
| Signature | 2023-11-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUG | PersonFirstNm |
| Person Last | NELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA D SMITH CPA | PreparerPersonNm |
| PTIN | P00646873 | PTIN |
| Phone | 7604318440 | PhoneNum |
| Preparation | 2023-11-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUG NELSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVENUE | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91768 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $109,309,049 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.CPP.EDU/PHILANTHROPY | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE, SECURE AND STEWARD PRIVATE SUPPORT FOR THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 1560 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,586,604 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,873,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,235 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,509 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,034,521 | PYInvestmentIncomeAmt |
| CY Investment Income | -$6,630,617 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$253,245 | CYOtherRevenueAmt |
| PY Total Revenue | $20,647,360 | PYTotalRevenueAmt |
| CY Total Revenue | $8,048,667 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,931,032 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,271,810 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,629,403 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,781,455 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,830,656 | PYOtherExpensesAmt |
| CY Other Expenses | $5,544,976 | CYOtherExpensesAmt |
| PY Total Expenses | $9,391,091 | PYTotalExpensesAmt |
| CY Total Expenses | $13,598,241 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $11,256,269 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,549,574 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $212,751,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $233,128,639 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,643,173 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,954,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $211,108,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $231,174,338 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. TO FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES AND STEWARDS PRIVATE SUPPORT FOR THE UNIVERSITY THROUGH THE RECEIPT AND MANAGEMENT OF GIFT ASSETS, INCLUDING ENDOWMENT AND PROGRAM FUNDS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,761,250 | ExpenseAmt |
| Grant | $164,603 | GrantAmt |
| Desc | CREATION OF NEW ENDOWED FUNDS: NEW ENDOWED FUNDS ARE CREATED WHEN A DONOR PROVIDES A MINIMUM OF $50,000 OF FUNDING TOWARDS A SPECIFIC PROJECT OR SCHOLARSHIP. THE DONOR STIPULATES, AND THE FOUNDATION AGREES THAT THE ORIGINAL AMOUNT OF THE CONTRIBUTION WILL BE INVESTED AND A CERTAIN PERCENTAGE OF THE GIFT FUNDS WILL BE SPENT EACH YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,683,101 | ExpenseAmt |
| Grant | $2,683,101 | GrantAmt |
| Desc | SCHOLARSHIPS: SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR QUALIFIED STUDENTS. RECIPIENTS ARE SELECTED BASED ON CRITERIA ESTABLISHED BY THE DONOR. THAT COULD INCLUDE DEMONSTRATED FINANCIAL NEED OR FOR THOSE WITH A CERTAIN GPA WITHIN A PARTICULAR AREA OF STUDY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,994,209 | ExpenseAmt |
| Grant | $3,424,106 | GrantAmt |
| Revenue | $59,509 | RevenueAmt |
| Desc | STUDENT SUPPORT: SUPPORT COMES IN MANY FORMS INCLUDING EQUIPMENT USED IN LAB CLASSES, SUPPLIES NEEDED IN A CLASSROOM, AND TRAVEL EXPENSES RELATED TO CONFERENCES AND SEMINARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $12,438,560 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY POMONA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9098692950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVENUE BLDG 55 | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91768 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| AHMED A AL-KHATIB | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| ALIZA ORTEGA | |||||||
| ASI PRESIDENT | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BRETT D BERGLUND | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL E MONTPLAISIR | |||||||
| CEO & DIRECTOR - TERM MARCH 2023 | 5.00 | Yes (X) | $0 | $253,616 | $43,486 | 40.00 | Yes (X) |
| DAVID P SINGELYN | |||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DIANE G MILLER | |||||||
| BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DOROTHY L ROBERTS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS D NELSON | |||||||
| COO & DIRECTOR | 5.00 | Yes (X) | $0 | $195,626 | $60,649 | 40.00 | Yes (X) |
| FRANCES TEVES | |||||||
| CEO & DIRECTOR - START MARCH 2023 | 5.00 | Yes (X) | $0 | $0 | $0 | 40.00 | Yes (X) |
| GANPAT I PATEL | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JAWAAD MALIK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN J RESICH | |||||||
| FINANCE AND INVESTMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KRISTIN S CRELLIN | |||||||
| NOMINATIONS AND GOVERNANCE | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LAWRENCE M GATES | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MAJED R MUHTASEB | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $142,100 | $67,645 | 40.00 | |
| MARIA I ALVAREZ | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELE L GENDREAU | |||||||
| DEVELOPMENT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RODOLFO DURAN | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SANFORD L SMITH | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHORK | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN YU | |||||||
| AUDIT COMMITTEE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SORAYA M COLEY | |||||||
| UNIVERSITY PRESIDENT & DIRECTOR | 5.00 | Yes (X) | $0 | $472,160 | $117,071 | 40.00 | Yes (X) |
| SUSAN K KELLOGG-BELL | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER ALLEN | |||||||
| ALUMNI ASSOCIATE REPRESENT | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WENDY M ROGERS | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| WINNY DONG | |||||||
| SECRETARY & FACULTY REPRESENTATIVE | 5.00 | Yes (X) | $0 | $137,836 | $67,280 | 40.00 | Yes (X) |
| YSABEL D TRINIDAD | |||||||
| CFO & DIRECTOR | 5.00 | Yes (X) | $0 | $308,116 | $112,057 | 40.00 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,509,454 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $468,188 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $632,684 | FundraisingAmt |
| Related Organizations | $289,087 | RelatedOrganizationsAmt |
| All Other Contributions | $13,951,249 | AllOtherContributionsAmt |
| Noncash Contributions | $7,307,199 | NoncashContributionsAmt |
| Total Contributions | $14,873,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $59,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,509 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,509 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,820,828 | TotalRevenueColumnAmt |
| Exclusion | $5,820,828 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,287,622 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,739,067 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$12,451,445 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,451,445 | TotalRevenueColumnAmt |
| Exclusion | -$12,451,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $268,070 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $632,684 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $521,315 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$253,245 | TotalRevenueColumnAmt |
| Exclusion | -$253,245 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,048,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $59,509 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$6,883,862 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,032,536 | TotalAmt |
| Program Services | $3,032,536 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,239,274 | TotalAmt |
| Program Services | $3,239,274 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,743,023 | TotalAmt |
| Program Services | $1,337,346 | ProgramServicesAmt |
| Management And General | $405,677 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,583 | TotalAmt |
| Program Services | $13,583 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,849 | TotalAmt |
| Program Services | $24,849 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,524 | TotalAmt |
| Management And General | $603,524 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,323,027 | TotalAmt |
| Program Services | $1,305,464 | ProgramServicesAmt |
| Management And General | $17,563 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,875 | TotalAmt |
| Program Services | $37,875 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,461 | TotalAmt |
| Program Services | $189,461 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,953 | TotalAmt |
| Program Services | $90,953 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,301 | TotalAmt |
| Program Services | $451,276 | ProgramServicesAmt |
| Management And General | $13,025 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,645 | TotalAmt |
| Program Services | $66,645 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,435 | TotalAmt |
| Program Services | $139,435 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,953 | TotalAmt |
| Program Services | $11,504 | ProgramServicesAmt |
| Management And General | $11,449 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $698,019 | $698,019 | $0 | $0 |
| MEALS/ENTERTAINMENT | $655,498 | $655,498 | $0 | $0 |
| EQUIPMENT/SOFTWARE | $221,581 | $221,581 | $0 | $0 |
| RENTAL/CONFERENCE | $186,011 | $186,011 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $845,693 | TotalAmt |
| Program Services | $737,250 | ProgramServicesAmt |
| Management And General | $108,443 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,598,241 | TotalAmt |
| Program Services | $12,438,560 | ProgramServicesAmt |
| Management And General | $1,159,681 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,803 | BOYAmt |
| EOY | $977,247 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,978,570 | BOYAmt |
| EOY | $2,092,249 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,882,134 | BOYAmt |
| EOY | $3,782,233 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,598 | BOYAmt |
| EOY | $608,034 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,148,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $441,544 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,846,175 | BOYAmt |
| EOY | $8,706,740 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,356,097 | BOYAmt |
| EOY | $200,647,763 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,231,074 | BOYAmt |
| EOY | $14,239,081 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,736,005 | BOYAmt |
| EOY | $2,075,292 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,751,456 | BOYAmt |
| EOY | $233,128,639 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,190 | BOYAmt |
| EOY | $104,114 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,272,983 | BOYAmt |
| EOY | $1,850,187 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,173 | BOYAmt |
| EOY | $1,954,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,058,150 | BOYAmt |
| EOY | $53,953,008 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $158,050,133 | BOYAmt |
| EOY | $177,221,330 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,108,283 | BOYAmt |
| EOY | $231,174,338 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,751,456 | BOYAmt |
| EOY | $233,128,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,549,574 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $25,615,629 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $155,600,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,117,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,586,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,873,020 | CurrentTaxYearAmt |
| Total | $234,177,239 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $155,600,220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,117,395 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,586,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,873,020 | CurrentTaxYearAmt |
| Total | $234,177,239 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $234,177,239 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,826,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,068,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,992,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,820,827 | CurrentTaxYearAmt |
| Total | $20,707,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $254,884,707 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $229,324 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Vl EOY | $25,112 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $1,663,065 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | EDUCATIONAL | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $148,753,352 | BeginningYearBalanceAmt |
| Contributions | $7,546,423 | ContributionsAmt |
| Investment Earnings Or Losses | $14,154,214 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,753,369 | OtherExpendituresAmt |
| Administrative Expenses | $906,440 | AdministrativeExpensesAmt |
| End Year Balance | $164,794,180 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $165,967,403 | BeginningYearBalanceAmt |
| Contributions | $6,369,980 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,872,631 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,683,102 | OtherExpendituresAmt |
| Administrative Expenses | $1,028,298 | AdministrativeExpensesAmt |
| End Year Balance | $148,753,352 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $105,445,508 | BeginningYearBalanceAmt |
| Contributions | $35,322,321 | ContributionsAmt |
| Investment Earnings Or Losses | $31,920,436 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,545,454 | OtherExpendituresAmt |
| Administrative Expenses | $1,175,408 | AdministrativeExpensesAmt |
| End Year Balance | $165,967,403 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $107,377,345 | ContributionsAmt |
| Investment Earnings Or Losses | $3,811,194 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,831,027 | OtherExpendituresAmt |
| Administrative Expenses | $912,004 | AdministrativeExpensesAmt |
| End Year Balance | $105,445,508 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,015,474 | OtherCostOrOtherBasisAmt |
| Book Value | $5,015,474 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,117,519 | OtherCostOrOtherBasisAmt |
| Depreciation | $434,627 | DepreciationAmt |
| Book Value | $3,682,892 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,917 | DepreciationAmt |
| Book Value | $8,374 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,706,740 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $14,239,081 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,239,081 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $869,473 |
| UNITRUST LIABILITY | $234,156 |
| ACCOUNTS PAYABLE TO RELATED PARTIES | $746,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,850,187 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $33,522,358 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,615,629 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $461,586 | OtherRevenueAmt |
| Revenue Not Reported | $26,077,215 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,445,143 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $603,524 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $603,524 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,048,667 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $13,456,303 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $521,315 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $521,315 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,934,988 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $603,524 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $59,729 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $663,253 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,598,241 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FINE-ART COLLECTION IS FOR USE BY THE UNIVERSITY TO ACHIEVE ITS EDUCATIONAL MISSION. |
| PART V, LINE 4: | PERMANENT ENDOWMENTS ARE FUNDS RECEIVED FROM DONORS WITH THE STIPULATION THAT THE PRINCIPAL REMAINS INTACT AND INVESTED IN PERPETUITY TO PRODUCE INCOME THAT WILL BE DISTRIBUTED AND EXPENDED FOR PURPOSES SPECIFIED BY THE DONOR. |
| PART X, LINE 2: | THE PHILANTHROPIC FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE TAX POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE PHILANTHROPIC FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 521,315. TO BE IDT/INVOICED EXPENSES NETTED WITH REVENUE -59,729. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 521,315. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TO BE IDT/INVOICED EXPENSES NETTED WITH REVENUE 59,729. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOSPITALITY UNCORKED | Event1Nm |
| Gross Receipts Event1 | $701,322 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $503,420 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $197,902 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $76 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $30,044 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $68,747 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $348,496 | OtherDirectExpensesEvent1Amt |
| Event2 | ASCE COMPETITION | Event2Nm |
| Gross Receipts Event2 | $67,749 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $29,120 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $38,629 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,687 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $27,555 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $131,683 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $100,144 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $31,539 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $3,475 | CashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $4,534 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $33,701 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $900,754 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $632,684 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $268,070 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $3,551 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $30,044 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $77,968 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $409,752 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $521,315 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$253,245 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | ||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 954255659 | 115 | $0 | $2,786,138 | BOOK VALUE | BUILDING IMPROVEMENTS, EQUIPMENT, AND RENOVATIONS | SUPPORT THE UNIVERSITY |
| CAL POLY POMONA FOUNDATION INC | ||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 952417645 | 501C3 | $246,398 | $0 | CHARITABLE | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 1659 | $2,682,101 |
| STIPENDS | 315 | $557,173 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SORAYA M COLEY | ||||||||||||||
| UNIVERSITY PRESIDENT & DIRECTOR | $0 | $472,160 | $0 | $0 | $0 | $0 | $0 | $96,874 | $0 | $20,197 | $0 | $589,231 | $0 | $0 |
| YSABEL D TRINIDAD | ||||||||||||||
| CFO & DIRECTOR | $0 | $308,116 | $0 | $0 | $0 | $0 | $0 | $92,019 | $0 | $20,038 | $0 | $420,173 | $0 | $0 |
| DANIEL E MONTPLAISIR | ||||||||||||||
| CEO & DIRECTOR - TERM MARCH 2023 | $0 | $253,616 | $0 | $0 | $0 | $0 | $0 | $39,715 | $0 | $3,771 | $0 | $297,102 | $0 | $0 |
| DOUGLAS D NELSON | ||||||||||||||
| COO & DIRECTOR | $0 | $195,626 | $0 | $0 | $0 | $0 | $0 | $40,611 | $0 | $20,038 | $0 | $256,275 | $0 | $0 |
| MAJED R MUHTASEB | ||||||||||||||
| DIRECTOR | $0 | $142,100 | $0 | $0 | $0 | $0 | $0 | $42,427 | $0 | $25,218 | $0 | $209,745 | $0 | $0 |
| WINNY DONG | ||||||||||||||
| SECRETARY & FACULTY REPRESENTATIVE | $0 | $137,836 | $0 | $0 | $0 | $0 | $0 | $41,085 | $0 | $26,195 | $0 | $205,116 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA HAS A FORMAL COMPENSATION REVIEW POLICY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $615,228 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,249,198 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $272,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ALL OTHER NON-CASH | 4 | $127,832 | FAIR MARKET VALUE |
| Yes (X) | 10 YEAR OLD GRAY ARABIAN GELDING | 1 | $25,000 | FAIR MARKET VALUE |
| Yes (X) | ALCOHOL FOR FUNDRAISER | 1 | $17,441 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART V LINE 2A AND 2B | CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT FILE ANY FORM W-2'S DIRECTLY. EMPLOYEES WORKING WITHIN CAL POLY POMONA PHILANTHROPIC FOUNDATION SHARE A COMMON PAYMASTER WITH THE RELATED ENTITY CAL POLY POMONA FOUNDATION FOR PAYROLL-RELATED RECORDS. CAL POLY POMONA FOUNDATION REPORTS THE TOTAL NUMBER OF W-2'S FILED AND DOES FILE ALL RELATED FEDERAL EMPLOYMENT TAX RETURNS. CAL POLY POMONA PHILANTHROPIC FOUNDATION REIMBURSES CAL POLY POMONA FOUNDATION FOR ALL EMPLOYEE COMPENSATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE AND A COPY WILL BE AVAILABLE TO ANY BOARD MEMBER. THE FOUNDATION CEO WILL REVIEW AND SIGN THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL SIGNED CONFLICT OF INTEREST FORMS FROM EACH MEMBER. ANY CONFLICT IS REVIEWED BY THE AUDIT COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA HAS A FORMAL COMPENSATION REVIEW POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIALS ARE AVAILABLE ON WEBSITE. POLICIES ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CAL POLY POMONA FOUNDATION INC | |||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 952417645 | ENTERPRISE OPERATIONS FOR CPP & BOOKKEEPING/ACCOUNT MANAGEMENT FOR CPP-PF | CA | 501(C)(3) | LINE 12C, III-FI | 0 |
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | |||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 954255659 | HIGHER EDUCATION | CA | 115 | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST (3) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | ||
| B | $2,786,138 | BOOK VALUE |
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | ||
| Q | $7,828 | BILLED AMOUNT |
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | ||
| P | $3,525,030 | BILLED AMOUNT |
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