2015-02-04T19:23:54-06:00 2014-06-30 680300457 MACIAS GINI & O'CONNELL LLP 2029 CENTURY PARK EAST STE 1500 LOS ANGELES CA 900672935 990 2013-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DRIVE ADM NO 514 LOS ANGELES CA 90032 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR 3233433550 2015-01-30 1 JOEL BAUMBLATT P00021260 3102773373 2015-01-30 2013 2016-02-25 16:41:14Z JANET SCHELLHASE DIAL 5151 STATE UNIVERSITY DRIVE ADM NO 514 LOS ANGELES CA 90032 17096554 0 X CALSTATELA.EDU/PHILANTHROPY/INDEX.PHP X 1984 CA OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITITES AND THE ROLE OF COMMUNITY SERVICE OF CSULA BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 19 11 0 11 0 0 3213768 4249121 0 0 1352132 2004995 0 0 4565900 6254116 1900523 1441963 0 0 0 0 0 0 66101 558926 654008 2459449 2095971 2106451 4158145 27051401 32874249 396961 537266 26654440 32336983 OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CSULA BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 0 0 242727 242727 GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS 1051173 1051173 SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES 148063 148063 GRANTS TO CAL STATE LA UNIVERSITY AUXILIARY SERVICES, INC. TO PROMOTE SCIENTIFIC, LITERARY, EDUCATIONAL PROGRAMS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES 1441963 1 1 0 0 0 0 0 0 0 1 1 0 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 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 19 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X THOMAS LEUNG 3233433571 5151 STATE UNIVERSITY DRIVE ADM 514 LOS ANGELES CA 90032 JOHN PAUL ISAACSON PRESIDENT 1.00 X X 0 0 0 MORRIS B JONES VICE PRESIDENT 1.00 X X 0 0 0 JEANETTE L GORDON SECRETARY 1.00 X X 0 0 0 MAE SANTOS TREASURER 1.00 X X 0 147194 38861 YOSHIKO FONG TRUSTEE 1.00 X 0 0 0 MICHAEL J HAGERTHY TRUSTEE 1.00 X 0 0 0 WILLIAM LEWIS TRUSTEE 1.00 X 0 0 0 JORGE RAMIREZ TRUSTEE 1.00 X 0 0 0 FRANK M SAITO TRUSTEE 1.00 X 0 0 0 TONY K WONG TRUSTEE 1.00 X 0 0 0 MONGWEI WEE TRUSTEE 1.00 X 0 0 0 MARK KLEINSMITH ASI STUDENT REPRESENTATIVE 1.00 X 0 0 0 LEILA RICCI FACULTY REPRESENTATIVE 1.00 X 0 72101 23845 MOLLY TALCOTT FACULTY REPRESENTATIVE 1.00 X 0 62319 21376 KEVIN BAASKE ACADEMIC SENATE REPRESENTATIVE 1.00 X 0 99109 21332 MARLENE CARNEY ALUMNI ASSOCIATION REPRESENTATIVE 1.00 X 0 0 0 WILLIAM A COVINO EX-OFFICIO 1.00 X 0 92559 19573 LISA M CHAVEZ EX-OFFICIO 1.00 X 0 218053 68235 JANET DIAL EXECUTIVE DIRECTOR 4.00 X X 0 0 0 KYLE BUTTON FORMER EXEC. DIRECTOR 4.00 X 0 199003 55884 0 890338 249106 0 1 1 0 0 4249121 34895 4249121 513691 513691 12333742 10842438 1491304 1491304 1491304 6254116 0 0 2004995 1441963 1441963 856 856 20729 20729 136903 136903 238624 213801 24823 11778 11778 4021 4021 GENERAL & ADMIN. FEES 156503 156503 MISCELANEOUS EXPENSES 37774 24731 13043 STUDENT ASSISTANT 28235 28235 PRESIDENT COMMUNITY REL 15000 15000 3585 3585 2095971 1441963 587907 66101 360138 1697219 2385473 1299383 969400 630672 24051 30913 225 225 77900 77900 0 0 23312114 29215837 27051401 32874249 67471 157526 329490 379740 396961 537266 X 1765690 1790011 6428871 10194026 18459879 20352946 26654440 32336983 27051401 32874249 X 4158145 1524398 9270 -9270 X X 0 1 X 1 0 X 1392399 1499712 932308 3213768 4249121 11287308 1392399 1499712 932308 3213768 4249121 11287308 3877447 7409861 547221 794311 607505 682850 513691 3145578 14432886 0.51340 0.38280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22210057 1866181 3460518 928460 136903 26471393 18974177 2187171 1807876 759169 22210057 19866889 610740 -685000 818452 18974177 16217383 634959 3346381 331828 19866895 13962841 667380 1771568 184406 16217383 0.03610 0.76890 0.19500 1 0 77900 77900 0 0 DEPOSITS HELD FOR OTHERS 379740 379740 X 7787784 1524398 9270 1533668 6254116 0 6254116 2105241 9270 9270 2095971 0 2095971 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS IMPLEMENTED ASC TOPIC 740-10-25, INCOME TAXES OVERALL RECOGNITION, FOR UNCERTAINTY IN TAX POSITIONS AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE RETURNS FOR 2013, 2012, 2011 AND 2010 ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS (FEDERAL)AND FOUR YEARS (STATE) AFTER THEY WERE FILED. 1 CSULA 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 242727 BOOK COLLEGE GRANTS CSULA 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 1051173 BOOK SCHOLARSHIPS UAS 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954016653 501(C)(3) 148063 BOOK COLLEGE GRANTS 3 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. X 1 1 0 0 0 0 0 0 0 0 0 MAE SANTOS TREASURER 0 147194 0 0 0 0 0 30669 0 8192 0 186055 0 0 LISA M CHAVEZ EX-OFFICIO 0 218053 0 0 0 0 0 46011 0 22224 0 286288 0 0 KYLE BUTTON FORMER EXEC. DIRECTOR 0 199003 0 0 0 0 0 39901 0 15983 0 254887 0 0 PART I, LINE 1A EXECUTIVE DIRECTOR IS TAXED FOR ADDITIONAL COMPENSATION FOR MEMBERSHIP IN A BUSINESS CLUB AND THE EXECUTIVE DIRECTOR PAYS ALL NON-BUSINESS RELATED CHARGES AT THE CLUB. 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 34895 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN PRIOR TO ISSUANCE. BEFORE IT IS FILED, A COPY IS FORWARDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. 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 XI, LINE 9: DONATED SERVICES AND USE OF FACILITIES EXPENSES NOT ON RETURN -9,270. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 PUBLIC UNIVERSITY CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CALIFORNIA STATE UNIVERSITY LOS ANGELES P 270662 BOOK