2017-11-13T22:57:26-06:00 2017-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2016-07-01 452163910 CSULB 49ER FOUNDATION CSUL 5629855778 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 MARY STEPHENS CFO 5629855778 2017-11-10 1 DONITA M JOSEPH P00286656 5624351191 2017-11-10 65.255.208.162 2017-11-10 15:15:32 PS P 751C6FB6282EAB93EAA6FE3AD67DF3F4CD0BD52A B7A4284442F57AE8126672F0B4075962432DFF91 2016 2017-02-10 21:41:12Z ANDREA TAYLOR 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 24166003 0 X WWW.CSULB.EDU/SITES/49ERFOUNDATION/ X 2010 CA THE CSULB 49ER FOUNDATION IS AN INTEGRAL PARTNER WITH CALIFORNIA STATE UNIVERSITY, LONG BEACH IN THE UNIVERSITY'S DECLARE CAMPAIGN. THE CAMPAIGN SEEKS PHILANTHROPIC SUPPORT OF THE UNIVERSITY'S PRIORITIES: UNEQUALED ACCESS, TRANSFORMATION AND GREATER COMMUNITY. THE FOUNDATION SERVES AS THE PHILANTHROPIC ORGANIZATION FOR THE UNIVERSITY, RECEIVING, INVESTING, MANAGING AND DISBURSING CHARITABLE GIFTS IN SUPPORT OF STUDENTS, FACULTY AND PROGRAMS AS DESIGNATED BY OUR DONORS. 23 19 0 25 0 0 10260333 18087147 503613 419603 2847209 2746572 11368 2366 13622523 21255688 3775487 5385461 0 0 0 0 0 0 437126 5816814 7887068 9592301 13272529 4030222 7983159 80028628 94509108 440828 467006 79587800 94042102 X THE CSULB 49ER FOUNDATION SEEKS, SECURES AND MANAGES PRIVATE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, LONG BEACH. AS THE PHILANTHROPIC FOUNDATION FOR THE UNIVERSITY, ALL DONATIONS IN SUPPORT OF OUR STUDENTS, FACULTY, PROGRAMS AND COLLEGES ARE PROCESSED THROUGH THE FOUNDATION AND MADE AVAILABLE FOR THE PURPOSES OUR DONORS SPECIFY. THE CSULB 49ER FOUNDATION CONCLUDED THE DECLARE CAMPAIGN, THE UNIVERSITY'S FIRST COMPREHENSIVE FUNDRAISING CAMPAIGN IN DECEMBER 2015 WITH $238 MILLION IN DONOR GIFTS AND COMMITMENTS. FUNDING LARGELY SUPPORTS CSULB STUDENT SCHOLARSHIPS, CLASSROOM EXPERIENCES, FACULTY AND PROGRAMS AS WELL AS FACILITY ENHANCEMENTS. WITH THE CONCLUSION OF THE DECLARE CAMPAIGN, THE FOUNDATION WILL CONTINUE TO SEEK FUNDS TO SUPPORT CSULB STUDENT SCHOLARSHIPS AND PROGRAMMATIC FUNDS, AS WELL AS COMPLETE CAPITAL PROJECTS LIKE THE ALUMNI AND VISITORS CENTER AND OTHER HIGH PRIORITY PROJECTS IN THE YEAR AHEAD. 0 0 5385461 5385461 PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. 6334309 419603 PROVIDE FINANCIAL SUPPORT TO FACULTY AND PROGRAMS AS PER THE DONORS' SPECIFIC INSTRUCTIONS. 11719770 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 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 71 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 23 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARY STEPHENS 5629855778 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 ANDREA TAYLOR CEO / DIRECTOR 3.00 40.00 X X 0 200188 76813 MICHAEL LOSQUADRO COO / SECRETARY 25.00 15.00 X X 0 151291 39975 MARY STEPHENS CFO/TREASURER 1.00 40.00 X X 0 221103 66587 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 1.00 40.00 X X 0 341051 98491 DENNIS BERRYMAN DIRECTOR 1.00 X 0 0 0 MARY ALICE BRALY DIRECTOR 1.00 X 0 0 0 GEORGE DEUKMEJIAN DIRECTOR 1.00 X 0 0 0 CYNTHIA GRAFF DIRECTOR 1.00 X 0 0 0 GEORGIA GRIFFITHS DIRECTOR 1.00 X 0 0 0 ROBERTA JENKINS DIRECTOR 1.00 X 0 0 0 TERRY RHODES DIRECTOR 1.00 X 0 0 0 MORT STUHLBARG DIRECTOR (UNTIL APRIL 2017) 1.00 X 0 0 0 BEVERLY O'NEILL BOARD CHAIR / DIRECTOR 1.00 X 0 0 0 PATRICK GOGGIN DIRECTOR 1.00 X 0 0 0 ROBERT MURPHY DIRECTOR 1.00 X 0 0 0 JOHN LEONARD DIRECTOR 1.00 X 0 0 0 LINDA HALEY DIRECTOR 1.00 X 0 0 0 LOUISE UKLEJA DIRECTOR 1.00 X 0 0 0 ANNA NGAI DIRECTOR 1.00 X 0 0 0 JIM GRAY DIRECTOR 1.00 X 0 0 0 MARVIN FLORES DIRECTOR 1.00 X 0 0 0 JAKE WILSON DIRECTOR 1.00 X 0 84132 42775 JIM NORMANDIN DIRECTOR 1.00 X 0 0 0 GARY VAN ARNAM DIRECTOR 1.00 X 0 0 0 0 997765 324641 0 0 1 0 CSULB RESEARCH FOUNDATION 6300 STATE UNIVERSITY DRIVE LONG BEACH CA 90815 PERSONNEL & ACCOUNTING SERVICES 1005626 MORGAN STANLEY 1999 AVENUE OF THE STARS SUITE 240 LOS ANGELES CA 90067 INVESTMENT MANAGEMENT SERVICES 238342 2 18087147 3191661 18087147 NET ADMINISTRATIVE FEES 900099 344576 344576 EVENTS AND SUPPORT 900099 47432 47432 KKJZ SCHOLARSHIP 900099 20000 20000 GIFT PREMIUM 900099 6115 6115 TICKET REVENUE 900099 1480 1480 419603 1363210 1363210 4293677 2910315 1383362 1383362 1383362 PROJECT REVENUES 900099 2366 2366 2366 21255688 419603 0 2748938 X 5385461 5385461 265475 265000 475 310990 310990 1398278 1052182 217365 128731 262033 165960 92121 3952 657192 531744 75989 49459 243028 115557 87464 40007 1046826 1024126 15712 6988 868971 829965 7861 31145 110796 91425 1027 18344 17413 10794 6129 490 CONTRACTUAL/CONSULTING 1698236 1633918 24212 40106 HOSPITALITY & FUNDRAISI 609672 525698 6246 77728 INSTRUCTIONAL MATERIALS 124567 112168 2578 9821 RESEARCH/LABORATORY 23483 23483 250108 217289 2939 29880 13272529 11719770 1115633 437126 500 1800 17535142 20283817 5944757 7566548 51086 21225 54765 1742 56442378 66633976 80028628 94509108 440828 467006 440828 467006 X 6387188 9675466 22737891 27275823 50462721 57090813 79587800 94042102 80028628 94509108 X 7983159 5105400 1365743 X 0 1 X 1 0 X 10144633 7319952 13104577 10260333 18087147 58916642 10144633 7319952 13104577 10260333 18087147 58916642 4609978 54306664 1041666 1247613 2944649 3704667 1363210 10301805 2780 494 1880 11368 2366 18888 69237335 3033871 0.78440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56442379 6817491 6772077 1260344 1298333 859820 66613450 57190877 2649468 -238519 1187600 1211262 760585 56442379 57000071 2731579 492723 1081697 1132563 819236 57190877 50528887 1988615 7245848 998424 1033761 731094 57000071 45673652 5556905 701670 50528887 0.19000 0.76000 0.05000 0 0 0 26050098 5105400 5105400 20944698 310990 310990 21255688 12961539 0 12961539 310990 310990 13272529 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 FUNDRAISING EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CSULB 1250 BELLFLOWER BLVD LONG BEACH CA 90812 931150363 PUBLIC UNIVERSITY 5385461 TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY CSULB. 1 PART I, LINE 2: THE 49ER FOUNDATION DISBURSES SCHOLARSHIPS SUPPORT (DIRECT FINANCIAL ASSISTANCE TO STUDENTS) THROUGH THE OFFICE OF FINANCIAL AID & SCHOLARSHIPS. THE CRITERIA FOR AWARDS IS DETERMINED BASED ON DONOR INTENT, AND IS FOLLOWED BY THE FUND MANAGER (FACULTY MEMBER) WHEN CHOOSING RECIPIENTS. FUNDS SUPPORTING PROGRAMS ARE ALSO DISBURSED BASED ON DONOR INTENT, AND THE APPROVAL FOR SUCH DISBURSEMENTS IS DONE IN ACCORDANCE WITH THE UNIVERSITY'S DELEGATION OF AUTHORITY ON FILE. SCHEDULE I, PART I, LINE 1 CALIFORNIA STATE UNIVERSITY, LONG BEACH AND THE CSULB RESEARCH FOUNDATION MAINTAIN RECORDS SUBSTANTIATING THE USE OF PROGRAM SUPPORT AND SCHOLARSHIP GRANTS. 0 0 0 0 0 0 0 0 0 ANDREA TAYLOR CEO / DIRECTOR 0 199930 0 0 0 258 0 52073 0 24740 0 277001 0 0 MICHAEL LOSQUADRO COO / SECRETARY 0 151153 0 0 0 138 0 39067 0 908 0 191266 0 0 MARY STEPHENS CFO/TREASURER 0 220845 0 0 0 258 0 57091 0 9496 0 287690 0 0 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 0 338003 0 0 0 3048 0 87602 0 10889 0 439542 0 0 X 25 3191661 FMV 1 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 30B: THE ORGANIZATION RECEIVED A FOREIGN BOND TO SUPPORT THE UNIVERSITY ART MUSEUM. THE BOND HAS A MATURITY DATE OF JANUARY 1, 2023. PART I, LINE 32B: WE HAVE A GIFT ACCEPTANCE POLICY THAT IDENTIFIES ALL TYPES OF GIFTS WE WILL ACCEPT, AS WELL AS THE PROCESS AND COMMITTEE THAT WOULD REVIEW NON-STANDARD GIFTS. FORM 990, PART I, LINE 5 AND PART V, LINE 2 CSULB 49ER FOUNDATION DOES NOT FILE ANY FORM W-2 FOR EMPLOYEES DUE TO THE FACT THAT THEY ARE PAID FROM THE PAYROLL OF CSULB AND CSULB RESEARCH FOUNDATION. THE SALARIES AND WAGES AND RELATED EMPLOYEE EXPENSES ARE ALLOCATED BETWEEN THE ENTITIES BASED ON THE EMPLOYEE'S TIME SPENT ON WORK FOR EACH ACTIVITY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 AT A SCHEDULED MEETING. PRIOR TO FILING, THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SHALL INITIALLY AND ANNUALLY THEREAFTER RECEIVE, REVIEW, COMPLETE, SIGN, AND RETURN A RELATED PARTY QUESTIONNAIRE AND CONFLICT OF INTEREST CERTIFICATION. THE ORGANIZATION ENCOURAGES THE PROMPT DISCLOSURE OF ANY SUCH CONFLICT, REAL OR PERCEIVED, TO THE CEO FOR REVIEW AND DETERMINATION. IN THE CASE OF THE CEO, DISCLOSURE SHALL BE MADE TO THE BOARD CHAIR FOR REVIEW AND DETERMINATION CONSISTENT WITH THIS POLICY STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEE COMPENSATION POLICIES IN PLACE BECAUSE IT DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNINNG DOCUMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PAYMENTS TO CSULB RESEARCH FDN. FOR SALARIES & WAGES: PROGRAM SERVICE EXPENSES 853,621. MANAGEMENT AND GENERAL EXPENSES 144,762. FUNDRAISING EXPENSES 71,883. TOTAL EXPENSES 1,070,266. PAYMENTS TO CSULB RESEARCH FDN. FOR OTHER EMPLOYEE BENEFITS: PROGRAM SERVICE EXPENSES 154,096. MANAGEMENT AND GENERAL EXPENSES 53,133. FUNDRAISING EXPENSES 42,160. TOTAL EXPENSES 249,389. PAYMENTS TO CSULB RESEARCH FDN. FOR PENSION PLAN ACCRUALS: PROGRAM SERVICE EXPENSES 10,578. MANAGEMENT AND GENERAL EXPENSES 7,220. FUNDRAISING EXPENSES 7,289. TOTAL EXPENSES 25,087. PAYMENTS TO CSULB RESEARCH FDN. FOR PAYROLL TAXES: PROGRAM SERVICE EXPENSES 33,887. MANAGEMENT AND GENERAL EXPENSES 12,250. FUNDRAISING EXPENSES 7,399. TOTAL EXPENSES 53,536. FORM 990, PART XI, LINE 9: TRANSFER OF NET POSITION FROM CSULB RESEARCH FOUNDATION, NET 1,365,743. FORM 990, PART XI, LINE 9 THE 49ER FOUNDATION BEGAN OPERATIONS JULY 1, 2012 WITH THE PURPOSE TO PROMOTE PHILANTHROPY AND MANAGE THE RESOURCES PREVIOUSLY DONATED TO THE RESEARCH FOUNDATION BUT DESIGNATED FOR UNIVERSITY-RELATED USES. ASSETS RELATING TO ENDOWMENTS, SCHOLARSHIPS, AND CERTAIN PLEDGES WERE TRANSFERRED FROM THE RESEARCH FOUNDATION TO THE 49ER FOUNDATION AT THE INCEPTION OF OPERATIONS. SOME ASSETS RELATED TO CAMPUS PROGRAM DONATIONS WERE RETAINED IN THE RESEARCH FOUNDATION UNTIL SPECIFIED OBLIGATIONS WERE SATISFIED. ONCE THE SPECIFIED OBLIGATIONS ARE SATISFIED, THE ASSETS ARE TRANSFERRED TO THE 49ER FOUNDATION IN THE YEAR THE OBLIGATION IS SATISFIED. IN ADDITION, THE RESEARCH FOUNDATION ADMINISTERED SEVERAL PHILANTHROPIC EVENTS ON BEHALF OF THE 49ER FOUNDATION DURING THE YEAR. THE PURPOSE OF THOSE EVENTS WERE TO GENERATE DONATIONS DESIGNATED FOR UNIVERSITY-RELATED USES. THE PROCEEDS NET OF ANY ASSOCIATED EXPENSES ARE TRANSFERRED TO THE 49ER FOUNDATION AFTER THE EVENT. DURING THE YEAR ENDED JUNE 30, 2017, THE RESEARCH FOUNDATION TRANSFERRED $1,365,743 OF CASH RELATED TO OBLIGATIONS SATISFIED AND NET PROCEEDS FROM PHILANTHROPIC EVENTS TO THE 49ER FOUNDATION. CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BLVD LONG BEACH CA 90802 931150363 PUBLIC UNIVERSITY CA N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1