CAL STATE FULLERTON PHILANTHROPIC FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 33-0567945)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-05
IRS object ID
202531259349301913
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-05T12:24:49-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953001179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1Txt
CityLONG BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP908010087ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330567945EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAL STATE FULLERTON PHILANTHROPICBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALSBusinessNameControlTxt
Phone6572782786PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 NUTWOOD AVE 850AddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJASON ONOPersonNm
Person TitleCFOPersonTitleTxt
Phone6572782786PhoneNum
Signature2025-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone9498529433PhoneNum
Preparation2025-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKIMBERLY SHINERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 NUTWOOD AVE 850AddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$31,445,425GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTP://FOUNDATION.FULLERTON.EDU/WebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers47TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$19,372,932PYContributionsGrantsAmt
CY Contributions Grants$17,750,361CYContributionsGrantsAmt
PY Program Service Revenue$1,127,729PYProgramServiceRevenueAmt
CY Program Service Revenue$1,163,450CYProgramServiceRevenueAmt
PY Investment Income$4,386,320PYInvestmentIncomeAmt
CY Investment Income$5,619,950CYInvestmentIncomeAmt
PY Other Revenue-$25,614PYOtherRevenueAmt
CY Other Revenue-$144,811CYOtherRevenueAmt
PY Total Revenue$24,861,367PYTotalRevenueAmt
CY Total Revenue$24,388,950CYTotalRevenueAmt
PY Grants And Similar Paid$3,993,236PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,219,135CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,038,931PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,171,084CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$12,066,123PYOtherExpensesAmt
CY Other Expenses$9,896,055CYOtherExpensesAmt
PY Total Expenses$19,098,290PYTotalExpensesAmt
CY Total Expenses$16,286,274CYTotalExpensesAmt
PY Revenues Less Expenses$5,763,077PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,102,676CYRevenuesLessExpensesAmt
Total Assets BOY$198,095,769TotalAssetsBOYAmt
Total Assets EOY$217,864,260TotalAssetsEOYAmt
Total Liabilities BOY$1,888,573TotalLiabilitiesBOYAmt
Total Liabilities EOY$711,184TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$196,207,196NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$217,153,076NetAssetsOrFundBalancesEOYAmt
MissionTO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,435,412ExpenseAmt
Grant$3,219,135GrantAmt
Revenue$1,163,450RevenueAmt
DescADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS.Desc
Total Program Service Expenses$14,435,412TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document99IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJASON ONOPersonNm
Phone6572782786PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 NUTWOOD AVE SUITE 850AddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92831ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SYLVIA ALVA
PRESIDENT1.0049.00Yes (X)Yes (X)$0$40,685$14,705
FRAMROZE VIRJEE
PRESIDENT (THRU 7/2023)1.0049.00Yes (X)Yes (X)$0$395,355$66,633
KIMBERLY SHINER
EXECUTIVE DIRECTOR10.0040.00Yes (X)Yes (X)$0$0$0
GREGORY SAKS
EXECUTIVE DIRECTOR (THRU 1/2024)10.0040.00Yes (X)Yes (X)$0$270,759$106,534
TAM NGUYEN
CHAIR4.00Yes (X)Yes (X)$0$0$0
JON C SMITH
CHAIR-ELECT2.00Yes (X)Yes (X)$0$0$0
AJA CLARKE
MEMBER AT LARGE2.00Yes (X)Yes (X)$0$0$0
DARREN JONES
CHAIR, NOMINATIONS & GOVERNANCE2.00Yes (X)Yes (X)$0$0$0
JOSEPH HENSLEY
CHAIR, NOM. & GOV. (THRU 7/2023)2.00Yes (X)Yes (X)$0$0$0
SCOTT COLER
CHAIR, FINANCE & INVESTMENT2.00Yes (X)Yes (X)$0$0$0
PAUL TREINEN
CHAIR, AUDIT2.00Yes (X)Yes (X)$0$0$0
PETER MITCHELL
CO-CHAIR, ADVOCACY1.00Yes (X)Yes (X)$0$0$0
RACHELLE CRACCHIOLO
CO-CHAIR, ADVOCACY1.00Yes (X)Yes (X)$0$0$0
INGRID OTERO-SMART
CO-CHAIR, MARKETING COMMUNICATIONS2.00Yes (X)Yes (X)$0$0$0
PAUL CARTER
CO-CHAIR, MARKETING COMMUNICATIONS2.00Yes (X)Yes (X)$0$0$0
LAURIE HAACK
CHAIR, RESOURCE DEVELOPMENT2.00Yes (X)Yes (X)$0$0$0
TINA JAVID
DIRECTOR1.00Yes (X)$0$0$0
LAURA ARCHULETA
DIRECTOR1.00Yes (X)$0$0$0
JONATHAN MORALES
DIRECTOR1.00Yes (X)$0$0$0
SONNY NGUYEN
DIRECTOR1.00Yes (X)$0$0$0
NATALIE TRAN
DIRECTOR1.00Yes (X)$0$111,559$35,149
TRICIA ESSER
DIRECTOR1.00Yes (X)$0$0$0
TERRY GILES
DIRECTOR1.00Yes (X)$0$0$0
DOUG STEWART
DIRECTOR1.00Yes (X)$0$0$0
JEFF VAN HARTE
DIRECTOR1.00Yes (X)$0$0$0
ROBERT JECHART
DIRECTOR1.00Yes (X)$0$0$0
KATHY TAYLOR
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL BOOMSMA
DIRECTOR1.00Yes (X)$0$0$0
MATT CLABAUGH
DIRECTOR1.00Yes (X)$0$0$0
BILL CHENEY
DIRECTOR1.00Yes (X)$0$0$0
SCOTT O'BRIEN
DIRECTOR1.00Yes (X)$0$0$0
PAYMAN ROSHAN
DIRECTOR1.00Yes (X)$0$0$0
JOE CERVANTES
DIRECTOR1.00Yes (X)$0$0$0
GARY GREEN
DIRECTOR1.00Yes (X)$0$0$0
KATHIE HODGE
DIRECTOR1.00Yes (X)$0$0$0
LARRY LABRADO
DIRECTOR1.00Yes (X)$0$0$0
PAMELA SCHWEITZER
DIRECTOR1.00Yes (X)$0$0$0
CHRIS VENHOFF
DIRECTOR1.00Yes (X)$0$0$0
BEN GOLD
DIRECTOR (THRU 7/2023)1.00Yes (X)$0$0$0
LYDIA KELLEY
DIRECTOR (THRU 7/2023)1.00Yes (X)$0$0$0
STEFANIE LIGHT
SECRETARY12.0028.00Yes (X)$0$125,774$65,662
JASON ONO
CHIEF FINANCIAL OFFICER30.0020.00Yes (X)$0$165,253$72,147
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,109,385TotReportableCompRltdOrgAmt
Total Other Compensation$360,830TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$23,103FederatedCampaignsAmt
Fundraising$715,865FundraisingAmt
All Other Contributions$17,011,393AllOtherContributionsAmt
Noncash Contributions$1,399,619NoncashContributionsAmt
Total Contributions$17,750,361TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescCAMPUS PROGRAMSDesc
Business900099BusinessCd
Total Revenue Column$1,163,450TotalRevenueColumnAmt
Related Or Exempt Func Income$1,163,450RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,163,450TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,649,386TotalRevenueColumnAmt
Exclusion$5,649,386ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,629,026SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$6,658,462SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$29,436SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$29,436TotalRevenueColumnAmt
Exclusion-$29,436ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$253,038FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$715,865ContriRptFundraisingEventAmt
Fundraising Direct Expenses$398,013FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$144,975TotalRevenueColumnAmt
Exclusion-$144,975ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE SERVICESDesc
Business900099BusinessCd
Total Revenue Column$164TotalRevenueColumnAmt
Exclusion$164ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$164OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,388,950TotalRevenueColumnAmt
Related Or Exempt Func Income$1,163,450RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,475,139ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,177,385TotalAmt
Program Services$3,177,385ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$41,750TotalAmt
Program Services$41,750ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,677,166TotalAmt
Program Services$2,469,223ProgramServicesAmt
Management And General$207,943ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$493,918TotalAmt
Program Services$447,028ProgramServicesAmt
Management And General$46,890ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,500TotalAmt
Program Services$3,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,127TotalAmt
Program Services$2,865ProgramServicesAmt
Management And General$88,262ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$195,992TotalAmt
Management And General$195,992ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$130,009TotalAmt
Program Services$117,409ProgramServicesAmt
Management And General$12,600ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$663,659TotalAmt
Program Services$610,712ProgramServicesAmt
Management And General$52,947ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$400,078TotalAmt
Program Services$353,920ProgramServicesAmt
Management And General$46,158ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$71,153TotalAmt
Program Services$61,484ProgramServicesAmt
Management And General$9,669ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM COSTS$6,888,836$5,934,950$953,886
OTHER DIRECT COSTS$1,302,610$1,094,927$207,683
PUBLIC RELATIONS$149,091$120,259$28,832

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,286,274TotalAmt
Program Services$14,435,412ProgramServicesAmt
Management And General$1,850,862ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$41,068,623BOYAmt
EOY$44,357,934EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,638,170BOYAmt
EOY$12,639,215EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$440,540BOYAmt
EOY$616,559EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$31,604BOYAmt
EOY$31,040EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$136,885,310BOYAmt
EOY$151,676,003EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,572,050BOYAmt
EOY$8,109,839EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$459,472BOYAmt
EOY$433,670EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$198,095,769BOYAmt
EOY$217,864,260EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,888,573BOYAmt
EOY$711,184EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,888,573BOYAmt
EOY$711,184EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,146,351BOYAmt
EOY$37,635,042EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$163,060,845BOYAmt
EOY$179,518,034EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$196,207,196BOYAmt
EOY$217,153,076EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$198,095,769BOYAmt
EOY$217,864,260EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,102,676ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$12,893,800NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$2,159DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets-$52,755OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,088,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,610,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,183,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,372,932CurrentTaxYearMinus1YearAmt
Current Tax Year$17,750,361CurrentTaxYearAmt
Total$135,006,524TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,088,797CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$58,610,484CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$19,183,950CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$19,372,932CurrentTaxYearMinus1YearAmt
Current Tax Year$17,750,361CurrentTaxYearAmt
Total$135,006,524TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,850,030SubstantialContributorsTotAmt
Public Support Total170$127,156,494PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,727,050CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,167,977CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,578,761CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,125,388CurrentTaxYearMinus1YearAmt
Current Tax Year$5,649,386CurrentTaxYearAmt
Total$19,248,562TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$143,146CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus1 Year$850CurrentTaxYearMinus1YearAmt
Current Tax Year$164CurrentTaxYearAmt
Total$144,160TotalAmt
FieldValueIRS element (for citing)
Total Support$154,399,246TotalSupportAmt
Gross Receipts Rltd Activities$4,681,728GrossReceiptsRltdActivitiesAmt
Public Support CY1700.82360PublicSupportCY170Pct
Public Support PY1700.84320PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS REVENUE - 2020 AMOUNT: $ 143,146. 2022 AMOUNT: $ 850. 2023 AMOUNT: $ 164.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$130,879,802BeginningYearBalanceAmt
Contributions$1,093,792ContributionsAmt
Investment Earnings Or Losses$15,672,234InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$1,154,110GrantsOrScholarshipsAmt
Other Expenditures$2,636,506OtherExpendituresAmt
Administrative Expenses$1,629,704AdministrativeExpensesAmt
End Year Balance$142,225,508EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$125,170,390BeginningYearBalanceAmt
Contributions-$9,300,242ContributionsAmt
Investment Earnings Or Losses$20,236,532InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$1,077,638GrantsOrScholarshipsAmt
Other Expenditures$2,560,644OtherExpendituresAmt
Administrative Expenses$1,588,596AdministrativeExpensesAmt
End Year Balance$130,879,802EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$106,015,058BeginningYearBalanceAmt
Contributions$32,295,404ContributionsAmt
Investment Earnings Or Losses-$9,184,286InvestmentEarningsOrLossesAmt
Grants Or Scholarships-$941,046GrantsOrScholarshipsAmt
Other Expenditures$1,647,855OtherExpendituresAmt
Administrative Expenses$1,366,885AdministrativeExpensesAmt
End Year Balance$125,170,390EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$83,135,713BeginningYearBalanceAmt
Contributions$12,408,028ContributionsAmt
Investment Earnings Or Losses$13,477,191InvestmentEarningsOrLossesAmt
Grants Or Scholarships$861,352GrantsOrScholarshipsAmt
Other Expenditures$1,334,489OtherExpendituresAmt
Administrative Expenses$810,033AdministrativeExpensesAmt
End Year Balance$106,015,058EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,435,570BeginningYearBalanceAmt
Contributions$12,454,989ContributionsAmt
Investment Earnings Or Losses$2,955,417InvestmentEarningsOrLossesAmt
Grants Or Scholarships$819,439GrantsOrScholarshipsAmt
Other Expenditures$1,214,083OtherExpendituresAmt
Administrative Expenses$676,741AdministrativeExpensesAmt
End Year Balance$83,135,713EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.24000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.54000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.22000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$37,462,193TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$12,893,800NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$2,159DonatedServicesAndUseFcltsAmt
Other Revenue-$24,737OtherRevenueAmt
Revenue Not Reported$12,871,222RevenueNotReportedAmt
Revenue Subtotal$24,590,971RevenueSubtotalAmt
Investment Expenses Not Incld$195,992InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$398,013OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$202,021RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,388,950TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,488,295TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$398,013OtherExpensesIncludedAmt
Expenses Not Reported$398,013ExpensesNotReportedAmt
Expenses Subtotal$16,090,282ExpensesSubtotalAmt
Investment Expenses Not Incld2$195,992InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$195,992ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,286,274TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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: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:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -24,737.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES -398,013.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EXPENSES 398,013.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event12024-SOMOSEvent1Nm
Gross Receipts Event1$197,200GrossReceiptsEvent1Amt
Charitable Contri Event1$173,932CharitableContriEvent1Amt
Gross Revenue Event1$23,268GrossRevenueEvent1Amt
Rent Facility Costs Event1$26,737RentFacilityCostsEvent1Amt
Food And Beverage Event1$21,553FoodAndBeverageEvent1Amt
Entertainment Event1$12,500EntertainmentEvent1Amt
Other Direct Expenses Event1$7,673OtherDirectExpensesEvent1Amt
Event22024-LEADERSHIP ANNUAL AWARDSEvent2Nm
Gross Receipts Event2$109,950GrossReceiptsEvent2Amt
Charitable Contri Event2$89,360CharitableContriEvent2Amt
Gross Revenue Event2$20,590GrossRevenueEvent2Amt
Rent Facility Costs Event2$3,640RentFacilityCostsEvent2Amt
Food And Beverage Event2$23,060FoodAndBeverageEvent2Amt
Entertainment Event2$11,474EntertainmentEvent2Amt
Other Direct Expenses Event2$22,361OtherDirectExpensesEvent2Amt
Other Events Total18OtherEventsTotalCnt
Gross Receipts Other Events$661,753GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$452,573CharitableContriOtherEventsAmt
Gross Revenue Other Events$209,180GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$31,316RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$142,210FoodAndBeverageOtherEventsAmt
Entertainment Other Events$50,028EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$45,461OthDirectExpnssOtherEventsAmt
Gross Receipts Total$968,903GrossReceiptsTotalAmt
Charitable Contributions Tot$715,865CharitableContributionsTotAmt
Gross Revenue Total Events$253,038GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$61,693RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$186,823FoodAndBeverageTotalEventsAmt
Entertainment Total Events$74,002EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$75,495OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$398,013DirectExpenseSummaryEventsAmt
Net Income Summary-$144,975NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
CALIFORNIA STATE UNIVERSITY FULLERTON
800 NORTH STATE COLLEGE BOULEVARDFULLERTONCA92831330632102501(C)(3)$3,138,143$0SCHOLARSHIPS
CSUF AUXILIARY SERVICES CORPORATION
1121 NORTH STATE COLLEGE BOULVEARDFULLERTONCA92831952081258501(C)(3)$25,142$0SCHOLARSHIPS
CALIFORNIA STATE UNIVERSITY LONG BEACH
1250 BELLFLOWER BLVDLONG BEACHCA90840452163910501(C)(3)$7,500$0SCHOLARSHIPS
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPGrantTypeTxt
Recipient43RecipientCnt
Cash Grant$41,750CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationCERTAIN 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
FRAMROZE VIRJEE
PRESIDENT (THRU 7/2023)$0$388,355$0$7,000$0$0$0$46,733$0$19,900$0$461,988$0$0
GREGORY SAKS
EXECUTIVE DIRECTOR (THRU 1/2024)$0$262,759$0$8,000$0$0$0$83,827$0$22,707$0$377,293$0$0
JASON ONO
CHIEF FINANCIAL OFFICER$0$165,253$0$0$0$0$0$46,733$0$25,414$0$237,400$0$0
STEFANIE LIGHT
SECRETARY$0$125,774$0$0$0$0$0$40,248$0$25,414$0$191,436$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON, IS REQUIRED AS PART OF THEIR 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 I, LINE 3: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.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$8,529NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$56,473NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$6,164NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution32ContributionCnt
Noncash Contributions Rpt F990$1,025,030NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution100ContributionCnt
Noncash Contributions Rpt F990$9,493NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOST/COMPARALE SALESMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)EQUIPMENT13$120,900APPRAISAL
Yes (X)MERCHANDISE504$117,284COST/COMPARALE SALES
Yes (X)CRYPTOCURRENCY11$39,775FMV
Yes (X)ADMISSION TICKETS22$15,971COST/COMPARALE SALES
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 7AUPON 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 7BTHE 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 11BTHE 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 12CALL 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 19THE 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 -24,737. CHANGE IN VALUE OF CHARITABLE TRUST -28,018.
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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CALIFORNIA STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831330632102EDUCATIONAL INSTITUTIONCA501(C)(3)LINE 5N/A0
CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION
2600 E NUTWOOD AVE SUITE 850FULLERTONCA92831330038884SUPPORT CSUFCA501(C)(3)LINE 10N/A0
CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP
1121 N STATE COLLEGE BLVDFULLERTONCA92831952081258SUPPORT CSUFCA501(C)(3)LINE 12B, IIN/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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