2022-05-10T19:41:01-05:00 2021-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2020-07-01 330567945 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION CALS 6572782786 2600 NUTWOOD AVE NO 850 FULLERTON CA 92831 GREGORY SAKS EXECUTIVE DIRECTOR 6572782786 2022-05-09 1 GREGORY SAKS 999009999 DONITA M JOSEPH P00286656 5624351191 2022-04-26 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z GREGORY SAKS 2600 NUTWOOD AVE NO 850 FULLERTON CA 92831 62503248 0 X HTTP://WWW.FOUNDATION.FULLERTON.EDU/ X 1993 CA SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 33 31 0 39 0 0 20088797 58610484 1372705 298230 2727615 2175808 -248295 137808 23940822 61222330 2560712 3140327 0 0 1805389 2582551 0 0 0 4912593 2706313 9278694 8429191 14662128 52793139 112726927 185411080 4719561 449381 108007366 184961699 TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 0 0 8073618 3140327 298230 ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. 8073618 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 93 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 31 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X ANH CHEN 6572782786 2600 NUTWOOD AVE NO 850 FULLERTON CA 92831 JOSEPH HENSLEY CHAIR 4.00 X X 0 0 0 TAM NGUYEN CHAIR ELECT 2.00 X X 0 0 0 KERRI RUPPERT SCHILLER IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 GINA FALES VICE CHAIR, FINANCE & INVESTMENT 2.00 X X 0 0 0 PAUL TREINEN VICE CHAIR, AUDIT COMMITTE 2.00 X X 0 0 0 SONNY NGUYEN CO-CHAIR, ADVOCACY COMMITTEE 2.00 X X 0 0 0 GARY GREEN VICE CHAIR, TITAN AMBASSADORS/RESOURCE DEVELOPMENT 2.00 X X 0 0 0 PAUL CARTER VICE CHAIR, TITAN PRIDE 2.00 X X 0 0 0 KATHY TAYLOR DIRECTOR 1.00 X 0 0 0 RADHA BHATTACHARYA DIRECTOR 1.00 39.00 X 0 118487 62352 AJA RENEE CLARKE DIRECTOR 1.00 X 0 0 0 BEN GOLD DIRECTOR 1.00 X 0 0 0 DAN BLACK DIRECTOR 1.00 X 0 0 0 JOE CERVANTES DIRECTOR 1.00 X 0 0 0 BILL CHENEY DIRECTOR 1.00 X 0 0 0 LAURIE HAACK DIRECTOR 1.00 X 0 0 0 SCOTT COLER DIRECTOR 1.00 X 0 0 0 RACHELLE CRACCHIOLO DIRECTOR 1.00 X 0 0 0 MARTHA DANIEL DIRECTOR 1.00 X 0 0 0 REGINO DIAZ DIRECTOR 1.00 X 0 0 0 CHARLES HARMON DIRECTOR 1.00 X 0 0 0 ROGER KOTCH DIRECTOR 1.00 X 0 0 0 ROBERT JECHART DIRECTOR 1.00 X 0 0 0 ADAM KOYANAGI DIRECTOR 1.00 X 0 0 0 SCOTT O'BRIEN DIRECTOR 1.00 X 0 0 0 INGRID OTERO-SMART DIRECTOR 1.00 X 0 0 0 MAYA PATEL DIRECTOR 1.00 X 0 0 0 GEORGE PLA DIRECTOR 1.00 X 0 0 0 MARCUS REVELES DIRECTOR 1.00 19.00 X 0 0 0 ERNIE SCHROEDER DIRECTOR 1.00 X 0 0 0 GREGORY SAKS EXECUTIVE DIRECTOR 10.00 40.00 X X 0 257455 103878 FRAMROZE VIRJEE PRESIDENT 1.00 49.00 X 0 390138 127466 JON SMITH MEMBER AT LARGE 1.00 X 0 0 0 JASON ONO AS OF 0221 CFO 30.00 20.00 X 0 0 0 STEFANIE LIGHT SECRETARY 12.00 28.00 X 0 121680 69380 DANIELE LECESNE UP TO 1220 CFO 30.00 20.00 X 0 155223 51152 0 1042983 414228 0 0 1 0 0 70821 97612 58442051 2327054 58610484 CAMPUS PROGRAMS 900099 298230 298230 298230 2167977 2167977 1280066 1272235 7831 7831 7831 3345 97612 8683 -5338 -5338 OTHER INCOME 900099 143146 143146 143146 61222330 298230 0 2313616 3082891 3082891 57436 57436 2104867 2071300 33567 477684 465551 12133 83081 3081 80000 105106 105106 46857 46857 89802 52096 37706 65964 65820 144 52976 46473 6503 PROGRAM COSTS 1187370 1187125 245 OTHER DIRECT COSTS 942158 873521 68637 EQUIPMENT RENTAL 60449 59514 935 PUBLIC RELATIONS 39191 29137 10054 33359 32816 543 8429191 8073618 355573 0 16715 24323 36963756 77642157 5707012 6066562 367929 131505 75543 9350 63639079 93338418 5480481 7714571 476412 484194 112726927 185411080 668125 449381 4051436 0 4719561 449381 X 3694271 44695400 104313095 140266299 108007366 184961699 112726927 185411080 X 52793139 19992517 4168675 X 0 1 X 1 0 X 14051425 10593733 13582325 20088797 58610484 116926764 14051425 10593733 13582325 20088797 58610484 116926764 8161940 108764824 1420007 1605850 2170984 2727050 2167977 10091868 492676 5989 6192 143146 648003 127666635 6484145 0.85190 0.73680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 83135713 12408028 13477191 861352 1334489 810033 106015058 70435570 12454989 2955417 819439 1214083 676741 83135713 68702288 3170829 1123601 767677 1161235 632236 70435570 68111669 2603622 411423 717214 1106158 601054 68702288 59232567 5793218 5184862 671770 876144 551064 68111669 0.84000 0.16000 1 1 0 0 X 81306316 19992517 196574 20189091 61117225 105106 105106 61222331 8403419 79335 79335 8324084 105106 105106 8429190 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: FUNDRAISING EXPENSE 8,683. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 187,891. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRANSFER CAMPUS PROGRAMS FOR ALUMNI 70,652. FUNDRAISING EXPENSES 8,683. 10301-21SECC 28760 28760 876 40180-21MACC 25040 24090 950 723 6 47157 44762 2395 1077 4250 36 1540 181 100957 97612 3345 1077 4250 36 3139 181 8683 -5338 1 CALIFORNIA STATE UNIVERSITY FULLERTON 800 NORTH STATE COLLEGE BOULEVARD FULLERTON CA 92831 330632102 501(C)(3) 2971566 SCHOLARSHIPS CSUF AUXILIARY SERVICES CORPORATION 1121 NORTH STATE COLLEGE BOULVEARD FULLERTON CA 92831 952081258 501(C)(3) 151261 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY LONG BEACH LONG BEACH LONG BEACH CA 90840 452163910 501(C)(3) 17500 SCHOLARSHIPS 3 PART I, LINE 2: CERTAIN SCHOLARSHIPS MAY BE PAID DIRECTLY TO INDIVIDUALS BY CSFPF AS APPROVED BY UNIVERSITY STUDENT FINANCIAL SERVICES, AS WHEN AN AWARD IS PROCESSED FOR PRIOR SEMESTER TO A STUDENT WHO HAS GRADUATED AND IS NO LONGER ENROLLED IN THE UNIVERSITY. THESE GRANTS ARE AID FOR EDUCATIONAL EXPENSES THAT THE STUDENT WILL OR HAS INCURRED. DIRECT SCHOLARSHIP PAYMENTS MAY ALSO BE MADE TO A THIRD PARTY FOR THE BENEFIT OF A CALIFORNIA STATE UNIVERSITY FULLERTON STUDENT, SUCH AS PAYMENTS TO BOOKSTORES FOR BOOK SCHOLARSHIPS OR DIRECTLY TO CSUF FOR OFFSET A STUDENT'S TUITION OR FEES. MONIES FOR SUPPORT OF CALIFORNIA STATE UNIVERSITY FULLERTON STUDENTS AND PROGRAMS ARE TRANSFERRED (GRANTED) TO THE UNIVERSITY AS NEEDED AND REQUESTED BY CAMPUS AUTHORIZED ACCOUNT SIGNATORIES. THE USE OF THESE FUNDS ARE EITHER FOR SCHOLARSHIP OR UNIVERSITY PROGRAMS. THERE IS COMMON CONTROL AND OVERSIGHT REGARDING THE USE OF THE FUNDS, AS THE PRESIDENT OF THE UNIVERSITY SITS ON THE FOUNDATION'S BOARD OF DIRECTORS. 0 0 0 0 0 0 0 0 0 FRAMROZE VIRJEE PRESIDENT 0 378138 0 0 0 12000 0 114251 0 13215 0 517604 0 0 GREGORY SAKS EXECUTIVE DIRECTOR 0 248655 0 0 0 8800 0 76259 0 27619 0 361333 0 0 DANIELE LECESNE UP TO 1220 CFO 0 134477 0 0 0 20746 0 40807 0 10345 0 206375 0 0 STEFANIE LIGHT SECRETARY 0 121680 0 0 0 0 0 38744 0 30636 0 191060 0 0 RADHA BHATTACHARYA DIRECTOR 0 118487 0 0 0 0 0 34408 0 27944 0 180839 0 0 PART I, LINE 1A THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON, IS REQUIRED AS PART OF HER COMPENSATION PACKAGE APPROVED BY THE CSU BOARD OF TRUSTEES TO OCCUPY THE OFFICIAL UNIVERSITY PRESIDENTIAL RESIDENCE. THE PROVISION OF HOUSING IS A WORKING CONDITION FRINGE BENEFIT, AND AS SUCH, EXCLUDED FROM TAXABLE COMPENSATION AND NOT REPORTED IN SCHEDULE J, PART II, COLUMN D. PART II THE SALARIES PAID TO ANY DIRECTOR OR OFFICER OF THE ORGANIZATION ARE PAID BY CALIFORNIA STATE UNIVERSITY, FULLERTON. THE FOUNDATION DOES NOT UTILIZE ANY PROCEDURES TO DETERMINE COMPENSATION FOR DIRECTORS OR THE OFFICERS BECAUSE THEY DO NOT PAY THE COMPENSATION, NOR IS IT PAID ON THE FOUNDATION'S BEHALF. THE COMPENSATION IS DETERMINED AND REVIEWED BY THE CSU BOARD OF TRUSTEES, USING METHODS TO DETERMINE REASONABLE COMPENSATION THAT ARE GOVERNED BY THE REQUIREMENTS OF THE CSU SYSTEM AND THE STATE OF CALIFORNIA. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. X 12 76196 FMV X 62038 FMV X 26 1272235 FMV X 1 310000 APPRAISAL X 1 318890 APPRAISAL X MERCHANDISE 23 168461 COST/COMPARALE SALES X EQUIPMENT 10 118870 APPRAISAL X FOOD 3 365 COST/COMPARALE SALES 0 1 0 PART I, COLUMN (B): REPRESENTS THE NUMBER OF CONTRIBUTIONS FORM 990, PART V, LINE 2A & PART IX LINE 7 & 9 CSU PHILANTHROPIC FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER THE UNIVERSITY'S EIN. THE SALARY EXPENSES IN PART IX REPRESENT REIMBURSEMENTS FOR SERVICES PROVIDED BY UNIVERSITY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 7A UPON CONSULTATION WITH THE PRESIDENT OF CSUF, THE BOARD OF GOVERNORS SHALL BE APPOINTED AS FOLLOWS: THE PRESIDENT OF CSUF SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT FOR CSUF SHALL SERVE AS THE EXECUTIVE DIRECTOR AND SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. ADDITIONALLY THE PRESIDENT OF CSUF SHALL APPOINT ONE FACULTY MEMBER, ONE STUDENT, AND ONE ALUMNI ASSOCIATION REPRESENTATIVE TO BE GOVERNORS WITH VOTING PRIVILEGES, EACH APPOINTED TO A ONE YEAR TERM. THE FACULTY, STUDENT, AND ALUMNI ASSOCIATION GOVERNORS MAY BE REAPPOINTED FROM YEAR TO YEAR AS DETERMINED BY THE PRESIDENT OF CSUF. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF GOVERNORS SHALL NOT MAKE ANY LOAN OF MONEY OR PROPERTY TO OR GUARANTEE THE OBLIGATION OF ANY GOVERNOR OR OFFICER UNLESS APPROVED BY THE ATTORNEY GENERAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS PRESENTATION TO THE BOARD OF GOVERNORS. REPRESENTATIVES FROM THE PREPARER ARE AVAILABLE DURING THIS PRESENTATION. AT THE COMMITTEE LEVEL, THERE IS AN OPPORTUNITY FOR QUESTIONS,COMMENTS, AND SUGGESTED REVISIONS. ANY CHANGES TO THE FORM 990 ARE COMMUNICATED TO THE PREPARER OF THE FORM 990 AND REVISIONS ARE MADE AS SOON AS POSSIBLE TO ENSURE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. BEFORE THE RETURN IS FILED, A FINAL COPY OF THE FORM IS FORWARDED TO THE ENTIRE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE CSFPF BOARD OF GOVERNORS ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT SHALL BE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE SHALL DEVISE AND RECOMMEND TO THE BOARD A PROPOSED RESOLUTION OF, OR COURSE OF ACTION WITH RESPECT TO, THE CONFLICT OF INTEREST. THE BOARD SHALL THEN BY MAJORITY VOTE (NOT INCLUDING THE VOTE OF ANY GOVERNOR WITH A CONFLICT OF INTEREST) TAKE ACTION REGARDING THE MATTER. SUCH ACTION MAY INCLUDE, BUT IS NOT LIMITED TO, VALIDATION OF THE TRANSACTION PURSUANT TO EDUCATION CODE 89907, IF AVAILABLE, VALIDATION OF THE TRANSACTION WITH CONDITIONS, CENSURE OR REMOVAL OF THE GOVERNOR, RESCISSION OF THE TRANSACTION, OR ANY OTHER ACTION DEEMED APPROPRIATE BY THE BOARD. MEMBERS OF THE GOVERNING BOARD SHALL RECUSE THEMSELVES FROM THE VOTE ON ANY MATTER THAT INVOLVES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST INVOLVING THAT GOVERNOR OR THAT THE GOVERNOR RECOGNIZES TO INVOLVE THE POSSIBLE APPEARANCE OF IMPROPRIETY INVOLVING SUCH GOVERNOR OR A MEMBER OF HIS IMMEDIATE FAMILY. FORM 990, PART VI, SECTION C, LINE 19 THE APPLICATION FOR TAX-EXEMPT STATUS, DETERMINATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S MAIN OFFICE. FORM 990, PART XI, LINE 9: TRANSFER CAMPUS PROGRAMS FOR ALUMNI -70,652. CHANGE IN VALUE OF CHARITABLE TRUST 187,891. DEPOSITS HELD IN CUSTODY OF OTHERS 4,051,436. FORM 990, PART XI, LINE 9 DEPOSITS HELD IN THE CUSTODY OF OTHERS: DURING THE YEAR ENDED JUNE 30, 2021, DEPOSITS HELD IN CUSTODY FOR OTHERS OF $4,759,262 WERE CONTRIBUTED TO THE FOUNDATION AND ARE INCLUDED AS CONTRIBUTIONS WITH DONOR RESTRICTIONS ON THE STATEMENTS OF ACTIVITIES. FORM 990, PART VI, LINE 15A AND 15B THERE IS NOT A COMPENSATION DETERMINATION PROCESS IN PLACE AS THE PHILANTHROPIC FOUNDATION DOES NOT COMPENSATE ANY INSIDERS. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 5 N/A 0 CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION 2600 E NUTWOOD AVE SUITE 850 FULLERTON CA 92831 330038884 FURTHER THE INTEREST OF CSUF CA 501(C)(3) LINE 10 N/A 0 CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 952081258 SUPPORT CSUF CA 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0