CAL STATE FULLERTON PHILANTHROPIC FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 33-0567945)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201941339349308164
- Schema version
- 2017v2.3
- 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 | 2019-05-13T21:10:16-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330567945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL STATE FULLERTON PHILANTHROPIC | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALS | BusinessNameControlTxt |
| Phone | 6572782786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVENUE NO 850 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92831 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG SAKS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6572782786 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2019-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.215.11.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 13:43:38 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A5825B943006110A8B70331C3BE80E56AEF4CB9E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D04C9354A80B93E424F24406112F0168D52D17D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREGORY SAKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVENUE NO 850 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92831 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $25,453,838 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.FOUNDATION.FULLERTON.EDU/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $14,051,425 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,593,733 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,097,701 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,548,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,911,910 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,236,207 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$63,718 | PYOtherRevenueAmt |
| CY Other Revenue | -$527,089 | CYOtherRevenueAmt |
| PY Total Revenue | $16,997,318 | PYTotalRevenueAmt |
| CY Total Revenue | $13,850,996 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,467,560 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,107,728 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,733,077 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,945,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $865,125 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,739,304 | PYOtherExpensesAmt |
| CY Other Expenses | $5,567,372 | CYOtherExpensesAmt |
| PY Total Expenses | $8,939,941 | PYTotalExpensesAmt |
| CY Total Expenses | $10,620,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $8,057,377 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,230,290 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,863,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,773,820 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,540,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,863,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $87,323,268 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $88,910,524 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,285,418 | ExpenseAmt |
| Grant | $3,107,728 | GrantAmt |
| Revenue | $1,548,145 | RevenueAmt |
| Desc | ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. | Desc |
| Total Program Service Expenses | $9,285,418 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 188 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | ANH CHEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6572782786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVENUE NO 850 | AddressLine1Txt |
| City | FULLERTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92831 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| JEFFREY S VAN HARTE | |||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KERRI RUPPERT SCHILLER | |||||||
| CHAIR-ELECT, VICE CHAIR, NOMINATING & GOVERNANCE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DICK ACKERMAN | |||||||
| VICE CHAIR, ADVOCACY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GINA FALES | |||||||
| VICE CHAIR, FINANCE & INVESTMEMT COM | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ERNIE SCHROEDER | |||||||
| VICE CHAIR, RESOURCE DEVELOPMENT COM | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID DORAN | |||||||
| VICE CHAIR, AUDIT COMMITTE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MIKE WEISMAN | |||||||
| VICE CHAIR, MARKETING & PR COMMITTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MILDRED GARCIA | |||||||
| PRESIDENT (THRU DECEMBER 2017) | 1.00 | Yes (X) | $0 | $363,244 | $109,923 | 49.00 | |
| FRAMROZE VIRJEE | |||||||
| PRESIDENT (STARTED JANUARY 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | 49.00 | |
| PAUL CARTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M ALVARADO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JO E BANDY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE CERVANTES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN BLACK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL CHENEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK CLARKE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK E COSTA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RACHELLE CRACCHIOLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA DANIEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REGINO DIAZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY GREEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH HENSLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JARED HILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 19.00 | |
| HECTOR J INFANTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER KOTCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY MARTINEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAM NGUYEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| INGRID OTERO-SMART | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAYA PATEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEOFFREY S PAYNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON C SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VICTORIA L VASQUES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUNG VU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE WILLIAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $94,894 | $21,060 | 49.00 | |
| GREGORY SAKS | |||||||
| EXECUTIVE DIRECTOR | 10.00 | Yes (X) | Yes (X) | $0 | $238,950 | $90,494 | 40.00 |
| TARA GALLIVAN-GARCIA | |||||||
| CFO (THRU DECEMBER 2017) | 30.00 | Yes (X) | $0 | $114,211 | $54,671 | 20.00 | |
| DANIELE LECESNE | |||||||
| CFO (STARTED JANUARY 2018) | 30.00 | Yes (X) | $0 | $0 | $0 | 20.00 | |
| STEFANIE LIGHT | |||||||
| SECRETARY | 12.00 | Yes (X) | $0 | $94,400 | $55,907 | 28.00 | |
| FRANCES TEVES | |||||||
| SECRETARY | 12.00 | Yes (X) | $0 | $116,768 | $33,599 | 28.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,022,467 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $365,654 | 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 |
| Federated Campaigns | $135,033 | FederatedCampaignsAmt |
| Fundraising | $1,801,229 | FundraisingAmt |
| All Other Contributions | $8,657,471 | AllOtherContributionsAmt |
| Noncash Contributions | $1,526,662 | NoncashContributionsAmt |
| Total Contributions | $10,593,733 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAMPUS PROGRAMS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,548,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,548,145 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,548,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,605,850 | TotalRevenueColumnAmt |
| Exclusion | $1,605,850 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,368,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,738,307 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $630,357 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $630,357 | TotalRevenueColumnAmt |
| Exclusion | $630,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $331,457 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,801,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $864,535 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$533,078 | TotalRevenueColumnAmt |
| Exclusion | -$533,078 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,989 | TotalRevenueColumnAmt |
| Exclusion | $5,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,989 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,850,996 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,548,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,709,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,069,751 | TotalAmt |
| Program Services | $3,069,751 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,977 | TotalAmt |
| Program Services | $37,977 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,857 | TotalAmt |
| Program Services | $1,566,684 | ProgramServicesAmt |
| Management And General | $92,173 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,749 | TotalAmt |
| Program Services | $236,529 | ProgramServicesAmt |
| Management And General | $50,220 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,836 | TotalAmt |
| Program Services | $2,300 | ProgramServicesAmt |
| Management And General | $83,536 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,496 | TotalAmt |
| Management And General | $179,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,704 | TotalAmt |
| Program Services | $128,264 | ProgramServicesAmt |
| Management And General | $440 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,883 | TotalAmt |
| Program Services | $141,749 | ProgramServicesAmt |
| Management And General | $15,134 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,420 | TotalAmt |
| Program Services | $289,008 | ProgramServicesAmt |
| Management And General | $2,412 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,273 | TotalAmt |
| Program Services | $20,200 | ProgramServicesAmt |
| Management And General | $10,073 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM COSTS | $3,122,280 | $2,339,765 | $652 | $781,863 |
| OTHER DIRECT COSTS | $1,015,529 | $1,008,864 | $6,665 | |
| EQUIP. RENTAL/MAINT. | $225,888 | $141,260 | $1,366 | $83,262 |
| PUBLIC RELATIONS | $200,453 | $173,206 | $27,247 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,610 | TotalAmt |
| Program Services | $129,861 | ProgramServicesAmt |
| Management And General | $749 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,620,706 | TotalAmt |
| Program Services | $9,285,418 | ProgramServicesAmt |
| Management And General | $470,163 | ManagementAndGeneralAmt |
| Fundraising | $865,125 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $797,332 | BOYAmt |
| EOY | $1,046,482 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,743,577 | BOYAmt |
| EOY | $21,700,307 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,867,440 | BOYAmt |
| EOY | $5,033,798 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,801 | BOYAmt |
| EOY | $190,066 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,634 | BOYAmt |
| EOY | $106,860 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,856,284 | BOYAmt |
| EOY | $57,800,007 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,899,698 | BOYAmt |
| EOY | $5,473,173 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $394,664 | BOYAmt |
| EOY | $423,127 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,863,430 | BOYAmt |
| EOY | $91,773,820 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,642 | BOYAmt |
| EOY | $842,127 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,520 | BOYAmt |
| EOY | $2,021,169 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,540,162 | BOYAmt |
| EOY | $2,863,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,238,304 | BOYAmt |
| EOY | $2,461,029 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,674,723 | BOYAmt |
| EOY | $28,513,558 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,410,241 | BOYAmt |
| EOY | $57,935,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,323,268 | BOYAmt |
| EOY | $88,910,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,863,430 | BOYAmt |
| EOY | $91,773,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,230,290 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,576,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,219,678 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 Minus4 Years | $9,122,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,014,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,228,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,051,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,593,733 | CurrentTaxYearAmt |
| Total | $53,010,536 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,122,279 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,014,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,228,917 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,051,425 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,593,733 | CurrentTaxYearAmt |
| Total | $53,010,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,893,743 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,116,793 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,147,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,120,524 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,335,816 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,420,007 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,605,850 | CurrentTaxYearAmt |
| Total | $6,629,627 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,488 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $492,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,989 | CurrentTaxYearAmt |
| Total | $608,621 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $60,248,784 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $5,335,010 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,111,669 | BeginningYearBalanceAmt |
| Contributions | $2,603,622 | ContributionsAmt |
| Investment Earnings Or Losses | $411,423 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $717,214 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,106,158 | OtherExpendituresAmt |
| Administrative Expenses | $601,054 | AdministrativeExpensesAmt |
| End Year Balance | $68,702,288 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,232,567 | BeginningYearBalanceAmt |
| Contributions | $5,793,218 | ContributionsAmt |
| Investment Earnings Or Losses | $5,184,862 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $671,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | $876,144 | OtherExpendituresAmt |
| Administrative Expenses | $551,064 | AdministrativeExpensesAmt |
| End Year Balance | $68,111,669 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,785,950 | BeginningYearBalanceAmt |
| Contributions | $2,592,853 | ContributionsAmt |
| Investment Earnings Or Losses | $447,989 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $450,862 | GrantsOrScholarshipsAmt |
| Other Expenditures | $630,669 | OtherExpendituresAmt |
| Administrative Expenses | $512,694 | AdministrativeExpensesAmt |
| End Year Balance | $59,232,567 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,993,555 | BeginningYearBalanceAmt |
| Contributions | $1,847,723 | ContributionsAmt |
| Investment Earnings Or Losses | $57,742 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $712,048 | GrantsOrScholarshipsAmt |
| Other Expenditures | $929,706 | OtherExpendituresAmt |
| Administrative Expenses | $471,316 | AdministrativeExpensesAmt |
| End Year Balance | $57,785,950 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,667,224 | BeginningYearBalanceAmt |
| Contributions | $3,328,811 | ContributionsAmt |
| Investment Earnings Or Losses | $5,578,248 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $503,136 | GrantsOrScholarshipsAmt |
| Other Expenditures | $664,748 | OtherExpendituresAmt |
| Administrative Expenses | $412,844 | AdministrativeExpensesAmt |
| End Year Balance | $57,993,555 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.95000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | 0 | RelatedOrgListSchRInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | $1,895,623 | F |
| COMMONFUND REALTY FUND | $526,674 | F |
| PRIVATE EQUITY/ ALTERNATIVE INVESTMENTS | $3,050,876 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,473,173 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,902,115 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,576,644 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,346,029 | OtherRevenueAmt |
| Revenue Not Reported | -$1,769,385 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,671,500 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $179,496 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $179,496 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,850,996 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,441,210 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,441,210 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $179,496 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $179,496 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,620,706 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | FUNDS WERE HELD ON BEHALF OF THE FULLERTON ARBORETUM (THE ABORETUM), AN AUXILIARY ON THE CAMPUS OF THE UNIVERSITY. |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT SCHOLARSHIPS AND PROGRAMS THAT PROVIDE EDUCATIONAL ENRICHMENT FOR CALIFORNIA STATE UNIVERSITY, FULLERTON. |
| 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 TAXEXEMPT, 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 CHARITABLE REMAINDER TRUSTS 78,971. PROVISION ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -3,425,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CONCERT UNDER THE STARS | Event1Nm |
| Gross Receipts Event1 | $750,698 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $644,976 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $105,722 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $90,939 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $218,764 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $84,666 | OtherDirectExpensesEvent1Amt |
| Event2 | FOLINO INVITATIONAL | Event2Nm |
| Gross Receipts Event2 | $145,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $138,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,000 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $15,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $29,797 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,980 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 25 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,236,488 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $1,017,753 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $218,735 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $68,262 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $208,990 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $6,175 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $139,962 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,132,686 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,801,229 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $331,457 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $83,262 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $329,726 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $224,939 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $226,608 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $864,535 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$533,078 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON | |||||||
| 800 NORTH STATE COLLEGE BOULEVARD | FULLERTON | CA | 92831 | 330632101 | 501(C)(3) | $3,018,817 | SCHOLARSHIPS |
| CSUF AUXILIARY SERVICES CORPORATION | |||||||
| 1121 NORTH STATE COLLEGE BOULVEARD | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | $50,934 | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 60 | RecipientCnt |
| Cash Grant | $37,977 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILDRED GARCIA | ||||||||||||||
| PRESIDENT (THRU DECEMBER 2017) | $0 | $351,244 | $0 | $0 | $0 | $12,000 | $0 | $97,188 | $0 | $12,735 | $0 | $473,167 | $0 | $0 |
| GREGORY SAKS | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $229,350 | $0 | $0 | $0 | $9,600 | $0 | $64,001 | $0 | $26,493 | $0 | $329,444 | $0 | $0 |
| TARA GALLIVAN-GARCIA | ||||||||||||||
| CFO (THRU DECEMBER 2017) | $0 | $114,211 | $0 | $0 | $0 | $0 | $0 | $31,454 | $0 | $23,217 | $0 | $168,882 | $0 | $0 |
| STEFANIE LIGHT | ||||||||||||||
| SECRETARY | $0 | $94,400 | $0 | $0 | $0 | $0 | $0 | $27,463 | $0 | $28,444 | $0 | $150,307 | $0 | $0 |
| FRANCES TEVES | ||||||||||||||
| SECRETARY | $0 | $114,122 | $0 | $0 | $0 | $2,646 | $0 | $31,276 | $0 | $2,323 | $0 | $150,367 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $135,155 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $38,997 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $227,377 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 70 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,324 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 34 | $777,775 | FMV |
| Yes (X) | MERCHANDISE | 97 | $310,312 | FMV |
| Yes (X) | ADMISSION TICKETS | 19 | $10,692 | FMV |
| Yes (X) | MISCELLANEOUS | 1 | $29 | FMV |
| 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 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 WHO SHALL SERVE AS THE EXECUTIVE DIRECTOR 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: | CHANGE IN VALUE OF CHARITABLE REMAINDER TRUSTS 78,971. CUSTODIAL ACCOUNT FOR THE ARBORETUM 126,351. PROVISION ON UNCOLLECTIBLE CONTRIBUTIONS RECEIVABLE -3,425,000. |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| FULLERTON ARBORETUM | ||||||||||
| 1900 ASSOCIATED RD | FULLERTON | CA | 92831 | 330082239 | BOTANICAL GARDENS | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP | ||||||||||
| 2600 E NUTWOOD AVE SUITE 275 | FULLERTON | CA | 92831 | 952081258 | SUPPORT CSUF | CA | 501(C)(3) | LINE 12B, II | N/A | 0 |
| 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 | Yes (1) | 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 | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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