2021-05-05T17:03:16-05:00 2020-06-30 221478099 COHNREZNICK LLP 400 CAPITOL MALL SUITE 1200 SACRAMENTO CA 95814 990 2019-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DR ADM NO LOS ANGELES CA 90032 JANET S DIAL EXECUTIVE DIRECTOR 3233433550 2021-04-21 1 LISA M CUMMINGS CPA P00043433 9164429100 2021-04-20 2019 2022-09-23 18:48:47Z JANET S DIAL 5151 STATE UNIVERSITY DR ADM NO 514 LOS ANGELES CA 90032 39541063 0 X CALSTATELA.EDU X 1984 CA OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 26 19 0 19 0 0 3848293 5578506 0 0 2339066 -104516 0 0 6187359 5473990 7393409 2493783 0 0 0 0 0 0 117177 864731 810394 8258140 3304177 -2070781 2169813 59399615 63352722 101808 114341 59297807 63238381 X OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 0 0 983377 983377 GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS 1455574 1455574 SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES 54832 54832 SCHOLARSHIPS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES AUXILIARY SERVICES, INC. AS AGENT FOR DISTRIBUTION 2493783 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X ROWENA TRAN BUSINESS FINANCIAL SER 3233433571 5151 STATE UNIVERSITY DRIVE ADM 514 LOS ANGELES CA 90032 ALEV LEWIS TRUSTEE 1.00 X 0 0 0 BARRY RONDINELLA TRUSTEE 1.00 X 0 0 0 CHISTOPHER GARLINGTON TRUSTEE 1.00 X 0 0 0 DANIELLE ARES-DURAN SECRETARY 1.00 X X 0 0 0 DWIGHT NAKATA TRUSTEE 1.00 X 0 0 0 EMILIO CAMPOS EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JACQUELYN ACOSTA EX-OFFICIO TRUSTEE 1.00 X 0 0 0 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR 5.00 40.00 X X 0 245855 86312 JORGE RAMIREZ TRUSTEE 1.00 X 0 0 0 JOYCE WILLIAMS TREASURER 5.00 40.00 X X 0 202504 72139 LARRY ADAMSON VICE-PRESIDENT 1.00 X X 0 0 0 LINA HU TRUSTEE 1.00 X 0 0 0 LISA M CHAVEZ EX-OFFICIO TRUSTEE 5.00 40.00 X 0 255395 102628 LORRAINE BRADLEY TRUSTEE 1.00 X 0 0 0 MERRIDITH CHOU STUDENT TRUSTEE 1.00 X 0 0 0 NELSON ALGAZE TRUSTEE 1.00 X 0 0 0 NILZA SERRANO TRUSTEE 1.00 X 0 0 0 OMEL A NIEVES ESQ PRESIDENT 1.00 X X 0 0 0 RACHEL FRIEDMAN FACULTY TRUSTEE 1.00 44.00 X 0 117491 40601 ROBERT NISSEN FACULTY TRUSTEE 1.00 44.00 X 0 132272 57795 ROBERT VELASQUEZ TRUSTEE 1.00 X 0 0 0 ROSARIO MARIN TRUSTEE 1.00 X 0 0 0 SERGIO GONZALEZ TRUSTEE 1.00 X 0 0 0 VEENA PRABHU EX-OFFICIO TRUSTEE 1.00 44.00 X 0 127123 47443 WILLIAM A COVINO EX-OFFICIO TRUSTEE 5.00 40.00 X 0 342503 123273 WILLIAM LEWIS TRUSTEE 1.00 X 0 0 0 0 1423143 530191 0 0 1 0 0 5578506 1564531 5578506 1461450 1461450 32501107 34067073 -1565966 -1565966 -1565966 5473990 0 0 -104516 2493783 2493783 25987 25987 228041 228041 277438 192000 85438 19850 19850 11694 11396 298 1638 1638 3830 3830 UNIVERSITY DEVELOPMENT 158326 158326 SUPPLIES 46346 14905 31441 MISCELLANEOUS 37244 37244 3304177 2493783 693217 117177 2729520 1047217 5361673 3088484 7382815 7215004 552497 415238 13660 900 77901 77901 0 0 42109450 47864575 1250000 3721304 59399615 63352722 774 6525 101034 107816 101808 114341 X 2279028 2177470 57018779 61060911 59297807 63238381 59399615 63352722 2169813 1770761 0 X X 0 1 X 1 0 X 12534761 10923735 3754059 3859723 5578506 36650784 12534761 10923735 3754059 3859723 5578506 36650784 1123628 35527156 976075 856931 1245315 1399635 1461450 5939406 15830 155 15985 42606175 0.83380 0.84800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 15,830. 2017 AMOUNT: $ 155. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45489869 3521430 1249395 1004776 146528 49109390 42503479 2207394 2438277 1618318 40963 45489869 39177438 2405546 2255493 1113558 221440 42503479 31017593 5632065 3761597 1047334 186483 39177438 30813539 1936805 -350305 1217482 164964 31017593 0.01990 0.81340 0.16670 1 0 77901 77901 0 0 ALTERNATIVE INVESTMENTS 3721304 C 3721304 DUE TO AFFILIATES 107816 107816 X 7029220 1770761 12510 1783271 5245949 228041 228041 5473990 3088646 12510 12510 3076136 228041 228041 3304177 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2020. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2017 AND 2016, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF INCOME TAX EXPENSE AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. 1 CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 115 983374 BOOK N/A COLLEGE GRANTS CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 115 1455574 BOOK N/A SCHOLARSHIPS UAS 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954016653 501(C)(3) 54832 BOOK N/A SCHOLARSHIPS 1 2 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BASED ON THE CRITERIA SHEET ESTABLISHED BY EACH DONOR. EACH DONOR SETS DIFFERENT CRITERIA AND THE FOUNDATION REVIEWS THE EXPENSES AGAINST THE CRITERIA SHEET TO DETERMINE IF THE EXPENSES ARE ALLOWABLE. 0 0 0 0 0 0 0 0 0 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR 0 245855 0 0 0 0 0 73752 0 12560 0 332167 0 0 JOYCE WILLIAMS TREASURER 0 202504 0 0 0 0 0 60748 0 11391 0 274643 0 0 LISA M CHAVEZ EX-OFFICIO TRUSTEE 0 255395 0 0 0 0 0 76614 0 26014 0 358023 0 0 RACHEL FRIEDMAN FACULTY TRUSTEE 0 117491 0 0 0 0 0 30744 0 9857 0 158092 0 0 ROBERT NISSEN FACULTY TRUSTEE 0 132272 0 0 0 0 0 39666 0 18129 0 190067 0 0 VEENA PRABHU EX-OFFICIO TRUSTEE 0 127123 0 0 0 0 0 36459 0 10984 0 174566 0 0 WILLIAM A COVINO EX-OFFICIO TRUSTEE 0 270503 0 0 0 72000 0 102745 0 20528 0 465776 0 0 PART I, LINE 3: THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE OFFICERS, DIRECTORS, TRUSTEES AND THE CEO/EXECUTIVE DIRECTOR BY A COMPENSATION COMMITTEE. X 4 1564531 AVERAGE PRICE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THEN FORWARDS FOR FULL BOARD REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALLY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. IF A BOARD MEMBER FINDS THAT HE OR SHE IS FACED WITH A POSSIBLE CONFLICT, THE BOARD MEMBER HAS THE DUTY TO INFORM, IN WRITING, THE PRESIDENT OF THE BOARD WHO THEN INFORMS THE EXECUTIVE COMMITTEE. IF A CONFLICT IS FOUND TO EXIST, THE COMMITTEE WILL PRESENT THE INFORMATION TO THE BOARD MEMBER, WITH A RECOMMENDATION THAT THE BOARD MEMBER RECUSE HIMSELF OR HERSELF FROM ANY FURTHER DISCUSSIONS, DELIBERATIONS, VOTING OR PRESENCE ON THE MATTER TO ALLEVIATE OR AVOID THE CONFLICT OR POTENTIAL CONFLICT, OR TAKE APPROPRIATE ACTION AS REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE ALONG WITH THE CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE OFFICE OF THE CHANCELLOR'S WEBSITE AND THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S PROCESSES FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PREVIOUS YEAR. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 PUBLIC UNIVERSITY CA 115 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0