CAMPANILE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAMPANILE FOUNDATION (EIN 33-0868418)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201511329349300841
- Schema version
- 2013v4.0
- 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 | 2015-05-12T13:48:22-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FLOWER STREET 41ST FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330868418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMPANILE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 6195940295 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821968 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH J SLAUGHTER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6195940295 | PhoneNum |
| Signature | 2015-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2133304800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY RUTH CARLETON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,801,568 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWSCENTER.SDSU.EDU/TCF/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT, AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $43,029,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,151,124 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,432,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,531,993 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $48,109 | CYOtherRevenueAmt |
| PY Total Revenue | $44,461,138 | PYTotalRevenueAmt |
| CY Total Revenue | $42,731,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,654,391 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,506,054 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $25,200 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,544,254 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,113,112 | PYOtherExpensesAmt |
| CY Other Expenses | $8,203,308 | CYOtherExpensesAmt |
| PY Total Expenses | $27,792,703 | PYTotalExpensesAmt |
| CY Total Expenses | $28,709,362 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,668,435 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,021,864 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $229,295,852 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,945,046 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,295,607 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,386,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $210,000,245 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $247,558,745 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT, AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,269,728 | ExpenseAmt |
| Grant | $9,269,728 | GrantAmt |
| Desc | THE CAMPANILE FOUNDATION PROVIDES FUNDS TO SAN DIEGO STATE UNIVERSITY IN SUPPORT OF THE UNIVERSITY ACADEMIC AND ATHLETIC ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,837,678 | ExpenseAmt |
| Grant | $7,837,678 | GrantAmt |
| Desc | THE CAMPANILE FOUNDATION RAISES FUNDS TO SUPPORT STUDENT SCHOLARSHIP PROGRAMS ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. FUNDS ARE PROVIDED TO THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIPS (OFAS). OFAS WORKS IN COORDINATION WITH THE CAMPANILE FOUNDATION TO ENSURE THAT ALL APPLICABLE LAWS, POLICIES, AND DONOR RESTRICTIONS ARE MET. ADDITIONAL DETAIL IS PROVIDED ON SCHEDULE I. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,789,996 | ExpenseAmt |
| Grant | $800,768 | GrantAmt |
| Desc | THE CAMPANILE FOUNDATION ADMINISTERS PROGRAMS THAT SUPPORT THE UNIVERSITY'S INDIVIDUAL COLLEGES. DURING THE YEAR REPORTED IN THIS TAX RETURN, THE CAMPANILE FOUNDATION PROVIDED $1,789,996 AS PART OF PROGRAM SERVICES TO SUPPORT THE COLLEGE OF BUSINESS ADMINISTRATION AT THE UNIVERSITY. BEYOND SUPPORTING THE BROAD EDUCATIONAL MISSION OF THE COLLEGE, THE FOUNDATION RAISES FUNDS TO SUPPORT VARIOUS SPECIFIC DIRECTED PROGRAMS WITHIN THE COLLEGE OF BUSINESS ADMINISTRATION. DURING THE PAST YEAR, PHILANTHROPY HAS MADE POSSIBLE A RENOVATION OF THE COLLEGE'S NEW PAGE PAVILION. THIS RE-IMAGINED SPACE WILL NOW PROVIDE EXCEPTIONAL LEARNING AND MEETING SPACE FOR OUR STUDENTS, STAFF & FACULTY, AS WELL AS OUR COMMUNITY BOARD MEMBERS AND FRIENDS. THE COLLEGE HAS ALSO RECEIVED OUTSTANDING SUPPORT FOR STUDENT SCHOLARSHIPS AND INTERNSHIPS, AIMED TO EDUCATE FUTURE LEADERS WHO ARE EQUIPPED WITH THEORETICAL KNOWLEDGE AND REAL WORLD EXPERIENCE. PROGRAM SERVICE ACCOMPLISHMENT SCHOLARSHIPS TO STUDENTS OF THE COLLEGE OF BUSINESS ADMINISTRATION ARE RECORDED AS PART OF OUR SCHOLARSHIP PROGRAM SERVICES ABOVE | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,770,526 | ExpenseAmt |
| Grant | $2,597,880 | GrantAmt |
| Desc | THE REMAINING $6,770,526 OF PROGRAM EXPENSES REFLECT SUPPORT OF ALL OTHER PROGRAMS THROUGHOUT THE UNIVERSITY INCLUDING, BUT NOT LIMITED TO, HEALTH AND HUMAN SERVICES; ARTS AND LETTERS; ENGINEERING; EDUCATION; SCIENCES; PROFESSIONAL STUDIES AND FINE ARTS; AS WELL AS STUDENT SERVICES SUCH AS LIBRARY SERVICES; STUDENT CLUBS, ORGANIZATIONS & ACTIVITIES; CAREER SERVICES; ACADEMIC SERVICES; AND UNDERGRADUATE STUDIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,770,526 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,597,880 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $25,667,928 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | 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 | Yes (1) | 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 |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH SLAUGHTER CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6195948941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92182 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| ALAN GOLD | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW ESPARZA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER SICKELS | |||||||
| CHAIRMAN OF THE BOARD | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTY HILTON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DAN GROSS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DOROTHY CODLING | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD BLESSING | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOT HIRSHMAN | |||||||
| PRESIDENT OF SDSU | 4.00 | Yes (X) | $0 | $357,641 | $97,662 | 36.00 | Yes (X) |
| GREG FOWLER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JACK MCGRORY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SINEGAL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOSHUA MORSE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIE DILLON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KARIN WINNER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KEN MCCAIN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH WALSH | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $128,735 | $49,693 | 39.50 | |
| MARK MCMILLIN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARSHALL FAULK | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY CURRAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MARY RUTH CARLETON | |||||||
| CEO | 12.00 | Yes (X) | $0 | $258,406 | $71,256 | 28.00 | Yes (X) |
| MICHAEL PACK | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI CLAY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA ROSCOE | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD KERR | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| RODNEY LANTHOME | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN DAVIS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN SALKA | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| TERRY ATKINSON | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM GEPPERT | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DIANE DENKLER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| BILL EARLY | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| EVELYN LAMDEN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| KRIS MICHELL | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JERRY SANDERS | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE FERCHLAND-PARELLA | |||||||
| CORPORATE SECRETARY | 10.00 | $0 | $180,990 | $60,657 | 30.00 | Yes (X) | |
| SARAH SLAUGHTER | |||||||
| CFO | 40.00 | $0 | $152,994 | $40,413 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,078,766 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $319,681 | 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 |
| Membership Dues | $277,453 | MembershipDuesAmt |
| Fundraising | $24,581 | FundraisingAmt |
| All Other Contributions | $40,849,090 | AllOtherContributionsAmt |
| Noncash Contributions | $4,372,912 | NoncashContributionsAmt |
| Total Contributions | $41,151,124 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,531,993 | TotalRevenueColumnAmt |
| Exclusion | $1,531,993 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $118,451 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,581 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $70,342 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,109 | TotalRevenueColumnAmt |
| Exclusion | $48,109 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,731,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,580,102 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,506,054 | TotalAmt |
| Program Services | $20,506,054 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,793 | TotalAmt |
| Program Services | $4,066 | ProgramServicesAmt |
| Management And General | $8,727 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,280 | TotalAmt |
| Management And General | $40,280 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,689 | TotalAmt |
| Management And General | $82,689 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,933 | TotalAmt |
| Program Services | $344,860 | ProgramServicesAmt |
| Management And General | $9,735 | ManagementAndGeneralAmt |
| Fundraising | $76,338 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $394,513 | TotalAmt |
| Program Services | $14,250 | ProgramServicesAmt |
| Management And General | $33,146 | ManagementAndGeneralAmt |
| Fundraising | $347,117 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,557,984 | TotalAmt |
| Program Services | $2,828,406 | ProgramServicesAmt |
| Management And General | $84,601 | ManagementAndGeneralAmt |
| Fundraising | $644,977 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,558 | TotalAmt |
| Program Services | $120,541 | ProgramServicesAmt |
| Management And General | $7,217 | ManagementAndGeneralAmt |
| Fundraising | $11,800 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,135 | TotalAmt |
| Program Services | $813,631 | ProgramServicesAmt |
| Management And General | $1,814 | ManagementAndGeneralAmt |
| Fundraising | $108,690 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,752 | TotalAmt |
| Program Services | $342,704 | ProgramServicesAmt |
| Management And General | $6,741 | ManagementAndGeneralAmt |
| Fundraising | $150,307 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| REIMBURSED COMPENSATION | $1,427,255 | $1,222,230 | $205,025 | |
| TRUST DISTRIBUTIONS | $398,460 | $398,460 | ||
| OTHER PROGRAM SUPPORT | $294,956 | $294,956 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,709,362 | TotalAmt |
| Program Services | $25,667,928 | ProgramServicesAmt |
| Management And General | $1,497,180 | ManagementAndGeneralAmt |
| Fundraising | $1,544,254 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $20,452,888 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,304 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,465,027 | BOYAmt |
| EOY | $18,491,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $505,466 | BOYAmt |
| EOY | $537,711 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,505,951 | BOYAmt |
| EOY | $6,253,774 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,109,872 | BOYAmt |
| EOY | $155,625,345 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,989,607 | BOYAmt |
| EOY | $51,618,226 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,494,625 | BOYAmt |
| EOY | $16,965,126 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,295,852 | BOYAmt |
| EOY | $269,945,046 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $395,848 | BOYAmt |
| EOY | $1,069,298 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,463,625 | BOYAmt |
| EOY | $3,786,212 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,436,134 | BOYAmt |
| EOY | $17,530,791 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,295,607 | BOYAmt |
| EOY | $22,386,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,226 | BOYAmt |
| EOY | $3,913,851 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,781,070 | BOYAmt |
| EOY | $133,366,375 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,926,949 | BOYAmt |
| EOY | $110,278,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,000,245 | BOYAmt |
| EOY | $247,558,745 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,295,852 | BOYAmt |
| EOY | $269,945,046 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $14,021,864 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,536,636 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $23,830,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,336,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,875,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,029,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,151,124 | CurrentTaxYearAmt |
| Total | $168,222,390 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,830,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,336,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,875,319 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,029,047 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,151,124 | CurrentTaxYearAmt |
| Total | $168,222,390 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,916,231 | SubstantialContributorsTotAmt |
| Public Support Total170 | $162,306,159 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,022,450 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,587,679 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,948,456 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,531,993 | CurrentTaxYearAmt |
| Total | $10,522,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $178,745,059 | TotalSupportAmt |
| Public Support CY170 | 0.90800 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 13 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $58,481 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $1,590,387 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,049,722 | BeginningYearBalanceAmt |
| Contributions | $13,288,619 | ContributionsAmt |
| Investment Earnings Or Losses | $24,523,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,056,941 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,149,604 | OtherExpendituresAmt |
| Administrative Expenses | $1,845,621 | AdministrativeExpensesAmt |
| End Year Balance | $193,809,911 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,686,517 | BeginningYearBalanceAmt |
| Contributions | $17,969,566 | ContributionsAmt |
| Investment Earnings Or Losses | $13,876,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,820,477 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,214,655 | OtherExpendituresAmt |
| Administrative Expenses | $1,447,784 | AdministrativeExpensesAmt |
| End Year Balance | $164,049,722 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,295,927 | BeginningYearBalanceAmt |
| Contributions | $9,917,607 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,315,961 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,502,860 | GrantsOrScholarshipsAmt |
| Other Expenditures | $6,442,616 | OtherExpendituresAmt |
| Administrative Expenses | $1,265,580 | AdministrativeExpensesAmt |
| End Year Balance | $140,686,517 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $115,710,960 | BeginningYearBalanceAmt |
| Contributions | $8,703,149 | ContributionsAmt |
| Investment Earnings Or Losses | $22,425,966 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,473,495 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,341,671 | OtherExpendituresAmt |
| Administrative Expenses | $728,982 | AdministrativeExpensesAmt |
| End Year Balance | $141,295,927 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $102,654,245 | BeginningYearBalanceAmt |
| Contributions | $6,487,185 | ContributionsAmt |
| Investment Earnings Or Losses | $14,013,060 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,523,904 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,189,782 | OtherExpendituresAmt |
| Administrative Expenses | $729,844 | AdministrativeExpensesAmt |
| End Year Balance | $115,710,960 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.22920 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77080 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UBS TRUMBULL | $11,619,283 | F |
| SSGA - COMINGLED INDEX FUND | $25,800,385 | F |
| MONDRIAN | $14,198,558 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $51,618,226 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATE - SDSURF - SEE SCH D, PART XIII | $13,087,179 |
| BENEFICIAL INTEREST IN TRUST | $3,877,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $16,965,126 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO SDSURF | Desc |
| Amt | $17,530,791 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,530,791 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $66,338,204 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $23,536,636 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $23,536,636 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,801,568 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$70,342 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$70,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,731,226 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,779,704 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $70,342 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,342 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,709,362 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,709,362 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE CAMPANILE FOUNDATION ACCEPTS VARIOUS HISTORICAL COLLECTIONS AND TREASURES AS DONATIONS IN-KIND ON BEHALF OF SAN DIEGO STATE UNIVERSITY (SDSU). ONCE ACCEPTED BY THE FOUNDATION, DONATIONS OF HISTORICAL TREASURES AND WORKS OF ART ARE TRANSFERRED TO THE CUSTODY OF SDSU PURSUANT TO DONOR STIPULATIONS AND/OR DUE TO THE VALUE OF THE ITEM IN FURTHERING THE UNIVERSITY'S EDUCATIONAL MISSION. |
| PART V, LINE 4: | THE CAMPANILE FOUNDATION'S ENDOWMENT FUNDS ARE DEDICATED FOR THE BENEFIT OF SAN DIEGO STATE UNIVERSITY. ENDOWMENTS GENERALLY SUPPORT PROGRAM EXCELLENCE, STUDENT SCHOLARSHIPS ADMINISTERED BY THE UNIVERSITY AND FACULTY EXCELLENCE. THE VAST MAJORITY OF THE CAMPANILE FOUNDATION'S ENDOWMENTS ARE DONOR RESTRICTED TO A SPECIFIC USE AT SAN DIEGO STATE UNIVERSITY. |
| PART X, LINE 2: | THE CAMPANILE FOUNDATION (TCF) IS A QUALIFIED NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. THIS EXEMPTION IS FOR ALL INCOME TAXES EXCEPT THOSE ASSESSED ON UNRELATED BUSINESS TAXABLE INCOME (UBIT), IF ANY. IN ORDER TO MAINTAIN THAT STATUS, TCF IS PRECLUDED FROM MAKING CERTAIN EXPENDITURES, PRINCIPALLY IN SUPPORT OF POLITICAL PARTIES. MANAGEMENT BELIEVES THAT NO SUCH EXPENDITURES HAVE BEEN MADE. TCF IS NOT A PRIVATE FOUNDATION. TCF ADOPTED ACCOUNTING GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH IS PRIMARILY CODIFIED IN THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION 740. TCF FILES A FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) ANNUALLY. WHEN THESE RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE TAX POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. EXAMPLES OF TAX POSITIONS COMMON TO TCF INCLUDE SUCH MATTERS AS THE TAX-EXEMPT STATUS OF THE ENTITY AND VARIOUS POSITIONS RELATIVE TO POTENTIAL SOURCES OF UBIT. UBIT IS REPORTED ON FORM 990-T, AS APPROPRIATE. THE BENEFIT OF TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY TO BE REALIZED ON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION, ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. UPON ADOPTION AND AS OF JUNE 30, 2014, TCF HAS ADDRESSED UNCERTAINTY IN ITS INCOME TAX POSITION UNDER THIS GUIDANCE, AND THERE ARE NO UNRECOGNIZED/DERECOGNIZED TAX BENEFITS THAT REQUIRE AN ACCRUAL. FORMS 990 AND 990-T FILED BY TCF ARE SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF EACH RETURN. MANAGEMENT BELIEVES FORMS 990 AND 990-T HAVE BEEN FILED APPROPRIATELY. FORMS 990 AND 990-T FILED BY TCF ARE NO LONGER SUBJECT TO EXAMINATION FOR THE FISCAL YEARS ENDED JUNE 30, 2010 AND PRIOR. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSES -70,342. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENTS EXPENSES 70,342. |
| SUPPLEMENTAL DISCLOSURE TO PART IX, LINE 1A: | DUE FROM AFFILIATE- REFLECTS AMOUNTS HELD ON BEHALF OF THE CAMPANILE FOUNDATION BY THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION. SUPPLEMENTAL DISCLOSURE TO PART IX, LINE 1B: THE FOUNDATION ACTS AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS. DISCOUNTED VALUE OF THE BENEFICIAL INTEREST OF THESE TRUSTS IS REPORTED AS AN ASSET ON THE FACE OF THE FOUNDATION'S FINANCIAL STATEMENTS. SUPPLEMENTAL DISCLOSURE TO PART X, LINE 1(2): SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION'S ENDOWMENT FUNDS PARTICIPATE IN THE CAMPANILE FOUNDATION'S LONG-TERM INVESTMENT POOL. AMOUNTS ARE RECORDED AS A DUE TO SDSURF ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BASKETBALL BANQUET | NameOfEvent1Amt |
| Gross Receipts Event1 | $49,725 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $12,581 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,144 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $34,171 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $93,307 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $12,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $81,307 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $20,121 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $16,050 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $143,032 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,581 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $118,451 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $20,121 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $50,221 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $70,342 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $48,109 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330373293 | 170 | $18,646,258 | BOOK | SCHOLARSHIPS AND REIMBURSED SALARIES AND BENEFITS |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | 501(C)(3) | $1,786,791 | BOOK | REIMBURSED SALARIES AND BENEFITS |
| CHRIST FOR HUMANITY INC | ||||||||
| 555 N PO DRAWER 580127WESTERN AVE | TULSA | OK | 74128 | 731421083 | 501(C)(3) | $12,005 | BOOK | GENERAL SUPPORT |
| SHEPHERDS MINISTRIES | ||||||||
| 1805 15TH AVENUE | UNION GROVE | WI | 531821597 | 390988997 | 501(C)(3) | $10,000 | BOOK | GENERAL SUPPORT |
| NATIONAL CONFLICT RESOLUTION CENTER | ||||||||
| 625 BROADWAY SUITE 1221 | SAN DIEGO | CA | 92101 | 330433314 | 501(C)(3) | $51,000 | BOOK | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CAMPANILE FOUNDATION ACCEPTS CONTRIBUTIONS TO STUDENT SCHOLARSHIP PROGRAMS ON BEHALF OF SAN DIEGO STATE UNIVERSITY. SCHOLARSHIP FUNDS ARE PROVIDED BY THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIP (OFAS). OFAS ADMINISTERS THE UNIVERSITY SCHOLARSHIP PROGRAMS IN ACCORDANCE WITH THE POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND SAN DIEGO STATE UNIVERSITY, APPLICABLE FEDERAL LAW AND REGULATIONS, ALONG WITH THE RESTRICTIONS CONTAINED IN INDIVIDUAL DONOR AGREEMENTS. THE AMOUNT OF SCHOLARSHIP AWARDED BY THE OFAS AND FUNDED BY THE CAMPANILE FOUNDATION WAS $7,837,678. THE CAMPANILE FOUNDATION RECEIVED FUNDS IN SUPPORT OF ACADEMIC AND ATHLETIC ACTIVITIES ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. THE AMOUNT OF FUNDS GRANTED TO THE UNIVERSITY FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $9,269,728. ADDITIONALLY, THE CAMPANILE FOUNDATION REIMBURSES RELATED ORGANIZATIONS, THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND SAN DIEGO STATE UNIVERSITY, FOR CERTAIN SALARIES AND BENEFITS PAID TO STAFF ON RESPECTIVE ORGANIZATIONS WHEN PHILANTHROPIC DOLLARS ARE RAISED TO SUPPORT SUCH SALARIES AND BENEFITS. THE AMOUNT OF FUNDS GRANTED FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $1,786,791 TO SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND $1,538,853 TO SAN DIEGO STATE UNIVERSITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLIOT HIRSHMAN | ||||||||||||||
| PRESIDENT OF SDSU | $0 | $345,641 | $0 | $0 | $0 | $12,000 | $0 | $72,782 | $0 | $24,880 | $0 | $455,303 | $0 | $0 |
| KENNETH WALSH | ||||||||||||||
| DIRECTOR | $0 | $128,735 | $0 | $0 | $0 | $0 | $0 | $27,260 | $0 | $22,433 | $0 | $178,428 | $0 | $0 |
| MARY RUTH CARLETON | ||||||||||||||
| CEO | $0 | $249,406 | $0 | $0 | $0 | $9,000 | $0 | $52,680 | $0 | $18,576 | $0 | $329,662 | $0 | $0 |
| JOANNE FERCHLAND-PARELLA | ||||||||||||||
| CORPORATE SECRETARY | $0 | $179,490 | $0 | $0 | $0 | $1,500 | $0 | $37,907 | $0 | $22,750 | $0 | $241,647 | $0 | $0 |
| SARAH SLAUGHTER | ||||||||||||||
| CFO | $0 | $152,994 | $0 | $0 | $0 | $0 | $0 | $31,924 | $0 | $8,489 | $0 | $193,407 | $0 | $0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $172,074 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 71 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,701,199 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ARCHIVAL MATE | 10 | $773,924 | COMPARABLE SALES |
| Yes (X) | EQUIPMENT/CON | 25 | $618,333 | COMPARABLE SALES |
| Yes (X) | EVENT MATERIA | 282 | $107,381 | COMPARABLE SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 15 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE CAMPANILE FOUNDATION (THE FOUNDATION) HAS CONTRACTED WITH ITS RELATED ORGANIZATION THE SDSU FOUNDATION DOING BUSINESS AS THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FOR GENERAL ACCOUNTING, BUSINESS AND BANKING SERVICES. AS PART OF THIS AGREEMENT, SDSURF ACTS AS A CUSTODIAN FOR A PORTION OF THE CAMPANILE FOUNDATION'S WORKING CAPITAL. AMOUNTS RELATED TO THIS AGREEMENT ARE RECORDED ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS AS A "DUE FROM AFFILIATE" IN THE AMOUNT OF $13,087,178. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY AND THE VICE PRESIDENT FOR UNIVERSITY RELATIONS AND DEVELOPMENT ARE DESIGNATED BOARD MEMBERS WITH FULL VOTING RIGHTS. THE PRESIDENT OF THE UNIVERSITY MUST APPROVE NOMINEES TO THE BOARD OF DIRECTORS IN WRITING PRIOR TO THE BOARD OF DIRECTORS FINAL APPROVAL AND APPOINTMENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ACCORDANCE WITH THE CALIFORNIA CODE OF REGULATIONS SECTION 42402, THE UNIVERSITY PRESIDENT IS REQUIRED TO ASSURE THAT THE FOUNDATION ACTS IN CONFORMANCE WITH POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND THOSE OF SAN DIEGO STATE UNIVERSITY. IN THIS REGARD, THE PRESIDENT CAN DISCONTINUE ANY PROGRAM OR EXPENDITURES THAT HE OR SHE DETERMINES INCONSISTENT WITH THE AFOREMENTIONED POLICIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | EXPLANATION: A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE CAMPANILE FOUNDATION'S AUDIT COMMITTEE FOR REVIEW PRIOR TO AN AUDIT COMMITTEE MEETING BEING HELD. AT THE AUDIT COMMITTEE MEETING THE CAMPANILE FOUNDATION'S CFO EXPLAINED ANY CHANGES TO THE FORM 990 AND ANSWERED ANY QUESTIONS. THE AUDIT COMMITTEE THEN APPROVED THE FORM 990 AS PRESENTED. THE CAMPANILE FOUNDATION BY-LAWS GIVE THE AUDIT COMMITTEE POWER TO APPROVE THE FORM 990. SUBSEQUENT TO THIS REVIEW AND APPROVAL THE FORM 990 WAS PUBLISHED TO THE CAMPANILE FOUNDATION WEBSITE AND AN EMAIL WAS SENT OUT TO THE FULL BOARD OF DIRECTORS WITH A LINK ALLOWING THEM TO VIEW THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CAMPANILE FOUNDATION PROVIDES EACH BOARD MEMBER WITH A WRITTEN COPY OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY ANNUALLY. UPON RECEIPT, FOUNDATION DIRECTORS ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS IN WRITING. THE FOUNDATION'S SECRETARY THEN REVIEWS CONFLICT OF INTEREST STATEMENTS AND REPORTS ANY CONFLICT TO THE UNIVERSITY VICE PRESIDENT FOR BUSINESS AND FINANCIAL AFFAIRS, AND WORKS WITH THE BOARD OF DIRECTORS TO ENSURE NO ACTION IS TAKEN BY THE BOARD IN A MANNER INCONSISTENT WITH EXISTING POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CAMPANILE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER ARE EMPLOYEES OF SAN DIEGO STATE UNIVERSITY (SDSU). THE CAMPANILE FOUNDATION REIMBURSES THE UNIVERSITY FOR A PORTION OF THE CHIEF EXECUTIVE OFFICER'S AND THE FULL COST OF THE CHIEF FINANCIAL OFFICER'S SALARY AND BENEFITS. THE COMPENSATION FOR BOTH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER ARE SET IN A MANNER CONSISTENT WITH SDSU AND CALIFORNIA STATE UNIVERSITY SYSTEM POLICY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CAMPANILE FOUNDATION'S 990 TAX RETURN IS AVAILABLE ON THE WEBSITE: HTTP://NEWSCENTER.SDSU.EDU/TCF/BOARDGOVERNANCE.ASPX. THE TAX RETURN CAN ALSO BE FOUND ON THE GUIDESTAR WEBSITE WWW.GUIDESTAR.ORG . IN ADDITION, AS A MATTER OF POLICY, THE FOUNDATION PROVIDES PAPER OR ELECTRONIC COPIES OF ALL DOCUMENTS INCLUDING THE 990 UPON REQUEST. FORM 990, PART VIII, LINE 1B: THE CAMPANILE FOUNDATION ADMINISTERS THE FUNDS HELD FOR THE SAN DIEGO STATE UNIVERSITY ALUMNI ASSOCIATION. AS PART OF THIS, THE CAMPANILE FOUNDATION IS THE RECIPIENT OF MEMBERSHIP AND CONTRIBUTIONS REVENUE ON BEHALF OF THE ALUMNI ASSOCIATION. FORM 990, PART IX, LINES 5 AND 6 AND 24B: THE CAMPANILE FOUNDATION (THE FOUNDATION) DOES NOT CURRENTLY HAVE ANY EMPLOYEES. HOWEVER, THE FOUNDATION, THROUGH A CONTRACTUAL RELATIONSHIP WITH ITS RELATED ORGANIZATIONS, SAN DIEGO STATE UNIVERSITY (SDSU) AND SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FUNDS POSITIONS ON THE PAYROLL OF SDSU AND SDSURF. THESE EXPENSES ARE PAID FOR BY SDSU AND SDSURF, AND AS SUCH, ARE REFLECTED AS GRANT EXPENSE TO THAT RELATED PARTY (SEE SCHEDULE I) OR MISCELLANEOUS EXPENSE AS REIMBURSED COMPENSATION. |
| FORM 990, PART X, LINE 1: | THE CAMPANILE FOUNDATION TRANSFERRED $30,000,000 PREVIOUSLY HELD BY THE RELATED ORGANIZATION SDSU RESEARCH FOUNDATION OVER TO A NEW CAMPANILE FOUNDATION INVESTMENT ACCOUNT WITH WELLS FARGO SHORTLY BEFORE YEAR-END. THE PURPOSE OF THIS TRANSFER WAS SO THAT THE CAMPANILE FOUNDATION BOARD, ALONG WITH THE FINANCE AND INVESTMENT COMMITTEE, COULD DIRECTLY CONTROL THE INVESTMENT OF THESE PROGRAM FUNDS. THE FINAL BALANCE SHEET IMPACT OF THIS TRANSFER WILL BE AN INCREASE TO INVESTMENT ASSETS AND A DECREASE IN THE DUE FROM AFFILIATE ASSET. AT YEAR-END $20,452,888 WAS STILL IN A CASH POSITION WAITING TO BE INVESTED PER A STRUCTURED INVESTMENT STRATEGY DECIDED BY THE FINANCE AND INVESTMENT COMMITTEE, THIS RESULTED IN A LARGE TEMPORARY CASH BALANCE THAT WILL NOT APPEAR ON NEXT YEAR'S RETURN. |
| SCHEDULE B, PART I: | THE CAMPANILE FOUNDATION ACCEPTED CONTRIBUTIONS FROM CERTAIN INTERNATIONAL ORGANIZATIONS THAT ELECTED TO SUPPORT INTERNATIONAL STUDIES PROGRAMS AND ALSO TO BENEFIT CERTAIN SCHOLARSHIP PROGRAMS ON CAMPUS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330373293 | PUBLIC HIGHER EDUCATION | CA | 115 | N/A | 0 | |
| SAN DIEGO STATE UNIVERSITY FOUNDATION | ||||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | ADMINISTER FUNDS IN SUPPORT OF RESEARCH PROGRAMS AT SDSU. | CA | 501(C)(3) | N/A | 0 | LINE 5 |
| 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 | 0 | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THE PRIMARY FUNCTION OF THE FOUNDATION IS TO SUPPORT SAN DIEGO STATE UNIVERSITY; ACCORDINGLY SEVERAL TRANSFERS HAVE BEEN MADE TO SAN DIEGO STATE UNIVERSITY. THESE AMOUNTS ARE REPORTED AS GRANTS TO A GOVERNMENT AGENCY ON FORM 990 PART IX. | ExplanationTxt |
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