2018-05-11T12:13:46-05:00 2017-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2016-07-01 330073702 GOLDEN WEST COLLEGE FOUNDATION GOLD 7148927711 15744 GOLDEN WEST STREET HUNTINGTON BEACH CA 92647 BRUCE BERMAN FOUNDATION DIRECTOR 7148927711 2018-05-10 1 TINA HENTON CPA P00630282 6268577300 2018-05-10 2016 2022-09-23 18:48:47Z BRUCE BERMAN 15744 GOLDEN WEST STREET HUNTINGTON BEACH CA 92647 2064069 0 X WWW.GOLDENWESTCOLLEGE.EDU/FOUNDATION X 1984 CA THE GOLDEN WEST COLLEGE FOUNDATION WAS ORGANIZED TO SOLICIT AND MANAGE GIFTS TO BENEFIT THE COLLEGE AND ITS STUDENTS. THE FOUNDATION IS DEDICATED TO SUPPORTING THE COLLEGE'S MISSION OF PROVIDING COMPREHENSIVE ACADEMIC OPPORTUNITIES TO THE COMMUNITY FOR LIFELONG ACTIVITIES. 14 13 0 0 0 0 945113 610171 0 0 314138 170150 -2993 55109 1256258 835430 407059 462482 0 0 109544 105547 0 0 6611 339423 253718 856026 821747 400232 13683 8811377 9332203 63968 64894 8747409 9267309 X THE GOLDEN WEST COLLEGE FOUNDATION WAS ORGANIZED TO SOLICIT AND MANAGE GIFTS TO BENEFIT THE COLLEGE AND ITS STUDENTS. THE FOUNDATION IS DEDICATED TO SUPPORTING THE COLLEGE'S MISSION OF PROVIDING COMPREHENSIVE ACADEMIC OPPORTUNITIES TO THE COMMUNITY FOR LIFELONG LEARNING. 0 0 462482 462482 SCHOLARSHIPS TO STUDENTS ATTENDING GOLDEN WEST COLLEGE. 192866 SUPPORT TO VARIOUS PROGRAMS AND PROJECTS NOT FUNDED BY THE COLLEGE. 66983 OTHER PROGRAM SERVICES 66983 722331 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 18 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X X PAUL WISNER 7148958315 15744 GOLDEN WEST ST HUNTINGTON BEACH CA 92647 STEVE OLMSTED CHAIR 1.00 X X 0 0 0 MARK YOKOYAMA PRESIDENT 1.00 X X 0 0 0 CRAIG CAMPBELL TREASURER 1.00 X X 0 0 0 WES BRYAN BD MBR/GWC PRES 1.00 40.00 X 0 237976 51692 MICHAEL GRANT BOARD MEMBER 1.00 X 0 0 0 YVAN CAO BOARD MEMBER 1.00 X 0 0 0 BONNIE CASTREY BOARD MEMBER 1.00 X 0 0 0 JUDY ELMORE BOARD MEMBER 1.00 X 0 0 0 NORAH MORRISON BOARD MEMBER 1.00 X 0 0 0 DAVINA SAMUEL BOARD MEMBER 1.00 X 0 0 0 NEIL SWARTZ BOARD MEMBER 1.00 X 0 0 0 DONALD TESTA BOARD MEMBER 1.00 X 0 0 0 EMILEE YOUNG BOARD MEMBER 1.00 X 0 0 0 PAUL MOTENKO BOARD MEMBER 1.00 X 0 0 0 BRUCE BERMAN FOUNDATION DIRECTOR 40.00 X 0 126324 45344 JANET HOULIHAN GWC VP ADMIN 1.00 40.00 X 0 168217 53110 0 532517 150146 0 0 1 0 0 75000 535171 610171 167213 167213 1197663 1194726 2937 2937 2937 89022 33913 55109 55109 835430 0 0 225259 462482 462482 105547 66983 38564 1160 1160 28428 28428 2551 2551 COLLEGE SUPPORT 192866 192866 HOSPITALITY 8459 1848 6611 BANK CHARGE 2596 2596 17658 17658 821747 722331 92805 6611 1987836 1793645 641332 480431 746 38708 5967325 6778453 214138 240966 8811377 9332203 58978 59748 4990 5146 63968 64894 X 499928 479360 3187262 3332888 5060219 5455061 8747409 9267309 8811377 9332203 X 13683 514644 -35255 26828 X 0 1 X 1 0 X X 1 COAST COMMUNITY COLLEGE DISTRICT 956002272 2 1 192866 0 1 192866 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6141905 394992 615066 223432 56685 6871846 5878171 353580 156885 246731 6141905 5656999 319303 134428 232599 5878131 5146228 50306 634944 -592072 6423550 5061559 124597 4429 44357 5146228 0.00100 0.99900 0 0 0 DUE TO COAST COMMUNITY COLLEGE DIST 5146 5146 X 1800734 514644 331265 154650 1000559 800175 35255 35255 835430 1280834 331265 127822 459087 821747 0 821747 PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE US FEFERAL JURISDICTION, AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO US FEDERAL AND STATE EXAMINATIONS FOR GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE, FCCC INVESTMENT 26,828. ADMINISTRATION FEE 72,299. IN-KIND DONATIONS 21,610. SPECIAL EVENTS EXPENSE 33,913. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADMINISTRATION FEE 72,299. IN-KIND DONATIONS 21,610. SPECIAL EVENTS 33,913. GALA 54842 54842 19182 PATRON'S 34180 34180 1854 687 1832 725 9633 89022 89022 1854 687 1832 725 28815 33913 55109 1 SCHOLARSHIPS 295 462482 PART I, LINE 2: A DONOR BASE SOFTWARE MAINTAINS ALL SCHOLARSHIP RECORDS. ALL ENDOWED SCHOLARSHIPS ARE FUNDED BY THE AMOUNT OF ANNUAL INTEREST. THE PERCENTAGE OF INTEREST FUNDED IS A DECISION MADE EACH YEAR BY THE FOUNDATION & FISCAL SERVICES DIRECTORS. PER FOUNDATION BOARD POLICY, NON-ENDOWED SCHOLARSHIP DONATIONS ARE SOLICITED ANNUALLY AND ALL THE SCHOLARSHIP DOLLARS RECEIVED ARE FUNDED. EACH SCHOLARSHIP HAS A CRITERIA ESTABLISHED BY THE DONOR. TRANSCRIPTS & SCHOLARSHIP CRITERIA ASSIST IN DETERMINING STUDENT ELIGIBILITY. IF THE SCHOLARSHIP CRITERIA INCLUDE FINANCIAL NEED, SUCH INFORMATION IS OBTAINED THROUGH THE CAMPUS FINANCIAL AID DEPARTMENT. 0 0 0 0 0 0 0 0 0 WES BRYAN BD MBR/GWC PRES 0 237976 0 0 0 0 0 0 0 51692 0 289668 0 0 BRUCE BERMAN FOUNDATION DIRECTOR 0 126324 0 0 0 0 0 0 0 45344 0 171668 0 0 JANET HOULIHAN GWC VP ADMIN 0 168217 0 0 0 0 0 0 0 53110 0 221327 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 AND ITS RELATED SCHEDULES ARE SUBMITTED TO THE EXECUTIVE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GOLDEN WEST COLLEGE FOUNDATION (GWCF) REQUIRES ALL EMPLOYEES TO DISCLOSE,AT LEAST ANNUALLY, ALL SOURCES OF INCOME FROM COMPENSATION OR FROM OWNERSHIP OF EVERY OUTSIDE ENTITY THAT (A) SOLD, SUPPLIED, OR PROVIDED SERVICES (B) OPERATED A COMPETING ENTERPRISE OR (C) PROVIDED GOODS OR SERVICES TO GWCF IN THE LAST SIX MONTHS. GWCF ALSO REQUIRES ALL DIRECTORS TO ANNUALLY SIGN A STATEMENT AFFIRMING (A) RECEIPT OF GWCF CONFLICT OF INTEREST POLICY (B) UNDERSTANDING OF THE POLICY AND (C) AGREEMENT WITH THE POLICY. GWCF CONFLICT OF INTEREST POLICY DESCRIBES HOW GWCF WILL RESOLVE POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOLDEN WEST COLLEGE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE, FCCC INVESTMENT 26,828. COAST COMMUNITY COLLEGE DISTRICT 1370 ADAMS AVENUE COSTA MESA CA 92626 956002272 MULTI COLLEGE DISTRICT PROVIDING PUBLIC EDUCATION CA LINE 2 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COAST COMMUNITY COLLEGE DISTRICT O 313265 ACTUAL VALUE COAST COMMUNITY COLLEGE DISTRICT P 105574 ACTUAL VALUE