2016-11-14T16:57:56-06:00 2016-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2015-07-01 452163910 CSULB 49ER FOUNDATION CSUL 5629855778 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 MARY STEPHENS CFO 5629855778 2016-11-14 1 DONITA M JOSEPH P00286656 5624351191 2016-11-09 2015 2017-02-10 21:41:12Z ANDREA TAYLOR 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 16869947 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. 22 18 0 19 0 0 13104577 10260333 375783 503613 3501952 2847209 1880 11368 16984192 13622523 3347308 3775487 0 0 0 0 0 0 668033 5597595 5816814 8944903 9592301 8039289 4030222 79509101 80028628 850084 440828 78659017 79587800 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 3775487 3775487 PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. 4082493 503613 PROVIDE FINANCIAL SUPPORT TO FACULTY AND PROGRAMS AS PER THE DONORS' SPECIFIC INSTRUCTIONS. 7857980 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 64 0 1 0 0 0 0 0 0 0 0 0 0 0 X 22 18 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 UNVIERSITY DRIVE SUITE LONG BEACH CA 90815 ANDREA TAYLOR CEO / DIRECTOR 3.00 40.00 X X 0 199498 71708 MICHAEL LOSQUADRO COO / SECRETARY 25.00 15.00 X X 0 151647 37905 MARY STEPHENS CFO/TREASURER 1.00 40.00 X X 0 219505 62661 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 1.00 40.00 X X 0 338429 92683 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 JOHN MOLINA DIRECTOR (UNTIL JAN 2016) 1.00 X 0 0 0 TERRY RHODES DIRECTOR 1.00 X 0 0 0 MORT STUHLBARG DIRECTOR 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 WENDY LEWIS DIRECTOR (UNTIL FEB. 2016) 1.00 X 0 0 0 ANNA NGAI DIRECTOR 1.00 X 0 0 0 TIM CARON DIRECTOR (UNTIL MAY 2016) 1.00 X 0 105128 45213 JIM GRAY DIRECTOR 1.00 X 0 0 0 MARVIN FLORES DIRECTOR 1.00 X 0 0 0 JAKE WILSON DIRECTOR (AS OF JUNE 2016) 1.00 X 0 0 0 0 1014207 310170 0 0 1 0 CSULB RESEARCH FOUNDATION 6300 STATE UNIVERSITY DRIVE LONG BEACH CA 90815 PERSONNEL & ACCOUNTING SERVICES 1375710 WELLS FARGO ADVISORS 6700 E PACIFIC COAST HWY STE 170 LONG BEACH CA 908034217 INVESTMENT MANAGEMENT SERVICES 149206 2 10260333 1051534 10260333 EVENTS AND SUPPORT 900099 231901 231901 TRANSFERS 900099 174414 174414 NET ADMINISTRATIVE FEES 900099 77298 77298 KKJZ SCHOLARSHIP 900099 20000 20000 503613 3704667 3704667 2389966 3247424 -857458 -857458 -857458 PROJECT REVENUES 900099 5714 5714 MISCELLANEOUS 900099 5654 5654 11368 13622523 503613 0 2858577 X 3775487 3775487 265484 265000 484 235895 235895 1341629 964927 248567 128135 41862 7482 8344 26036 542711 304636 84425 153650 252304 59560 70110 122634 1065424 1041412 21314 2698 231414 199398 3810 28206 72616 64392 725 7499 6458 2934 3156 368 CONTRACTUAL/CONSULTING 931970 826232 84847 20891 HOSPITALITY & FUNDRAISI 522455 401556 23324 97575 INSTRUCTIONAL MATERIALS 116320 88203 4475 23642 BANK FEES 36678 27007 5933 3738 153594 94754 6363 52477 9592301 7857980 1066288 668033 500 15445324 17535142 6754742 5944757 49350 51086 68808 54765 57190877 56442378 79509101 80028628 850084 440828 850084 440828 X 6854191 6387188 24139346 22737891 47665480 50462721 78659017 79587800 79509101 80028628 4030222 -3101439 0 X 0 1 X 1 0 X 10144633 7319952 13104577 10260333 40829495 10144633 7319952 13104577 10260333 40829495 2015023 38814472 1041666 1247613 2944649 3704667 8938595 2780 494 1880 11368 16522 49784612 2614268 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 0.20000 0.74000 0.06000 0 0 0 10285189 -3101439 -3101439 13386628 235895 235895 13622523 9356406 0 9356406 235895 235895 9592301 NORTH AMERICA 0 0 FUNDRAISING EAST ASIA AND THE PACIFIC 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 3775487 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 199498 0 0 0 0 0 49320 0 22388 0 271206 0 0 MICHAEL LOSQUADRO COO / SECRETARY 0 151647 0 0 0 0 0 37001 0 904 0 189552 0 0 MARY STEPHENS CFO/TREASURER 0 219505 0 0 0 0 0 54072 0 8589 0 282166 0 0 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 0 338429 0 0 0 0 0 82881 0 9802 0 431112 0 0 TIM CARON DIRECTOR (UNTIL MAY 2016) 0 105128 0 0 0 0 0 23167 0 22046 0 150341 0 0 X 24 1051534 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. 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 11 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 757,960. MANAGEMENT AND GENERAL EXPENSES 144,466. FUNDRAISING EXPENSES 86,574. TOTAL EXPENSES 989,000. PAYMENTS TO CSULB RESEARCH FDN. FOR OTHER EMPLOYEE BENEFITS: PROGRAM SERVICE EXPENSES 180,124. MANAGEMENT AND GENERAL EXPENSES 90,545. FUNDRAISING EXPENSES 34,300. TOTAL EXPENSES 304,969. PAYMENTS TO CSULB RESEARCH FDN. FOR PENSION PLAN ACCRUALS: PROGRAM SERVICE EXPENSES 5,377. MANAGEMENT AND GENERAL EXPENSES 5,988. FUNDRAISING EXPENSES 3,595. TOTAL EXPENSES 14,960. PAYMENTS TO CSULB RESEARCH FDN. FOR PAYROLL TAXES: PROGRAM SERVICE EXPENSES 21,466. MANAGEMENT AND GENERAL EXPENSES 7,568. FUNDRAISING EXPENSES 3,666. TOTAL EXPENSES 32,700. 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