THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY (EIN 83-0403915)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-04-20
- IRS object ID
- 201541109349300714
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-20T12:27:52-05:00 | 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 | 105 8TH AVENUE SE SUITE 300 | AddressLine1 |
| City | OLYMPIA | City |
| State | WA | State |
| ZIP Code | 985011386 | 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 | 830403915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOWE | BusinessNameControlTxt |
| Phone | 4089241765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE ROHN | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 4089241765 | PhoneNum |
| Signature | 2015-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIA GOH CPA | PreparerPersonNm |
| PTIN | P00187374 | PTIN |
| Phone | 3607547244 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LESLIE ROHN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $99,184,594 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJSU.EDU/TOWERFOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | ASSISTANCE TO ACADEMIC PROGRAMS & FACILITIES, STUDENT SCHOLARSHIPS, FACULTY, & ATHLETICS PROGRAMS | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 528 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $38,660,320 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,521,255 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,282,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,950,213 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,991,460 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,740,051 | CYInvestmentIncomeAmt |
| PY Other Revenue | $286,878 | PYOtherRevenueAmt |
| CY Other Revenue | $296,693 | CYOtherRevenueAmt |
| PY Total Revenue | $46,220,685 | PYTotalRevenueAmt |
| CY Total Revenue | $30,508,212 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,587,542 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,544,390 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,594,591 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,319,532 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,388,544 | PYOtherExpensesAmt |
| CY Other Expenses | $10,501,757 | CYOtherExpensesAmt |
| PY Total Expenses | $14,570,677 | PYTotalExpensesAmt |
| CY Total Expenses | $17,365,679 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $31,650,008 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,142,533 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $149,150,044 | TotalAssetsBOYAmt |
| Total Assets EOY | $169,115,111 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,543,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,427,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $147,606,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $166,687,276 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE TOWER FOUNDATION'S MISSION IS TO ENCOURAGE PHILANTHROPY AMONG SJSU ALUMNI AND FRIENDS BY PROVIDING HIGH QUALITY, RELIABLE, AND RESPONSIVE CHARITABLE GIVING SERVICES, DONOR STEWARDSHIP, AND ACCURATE ACCOUNTING FOR ALL GIFTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,588,846 | ExpenseAmt |
| Grant | $2,544,390 | GrantAmt |
| Revenue | $3,186,957 | RevenueAmt |
| Desc | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES OF PROMOTING AND ADVANCING THE OBJECTIVES OF SAN JOSE STATE UNIVERSITY. PRIMARY PURPOSES INCLUDE PROVIDING ASSISTANCE TO ACADEMIC PROGRAMS, LIBRARIES, CLASSROOMS, LABORATORIES, STUDENT SCHOLARSHIPS, FACULTY FELLOWSHIPS AND PROFESSORSHIPS, FACULTY RESEARCH AND COMMUNITY PROJECTS, AND ATHLETICS PROGRAMS. | Desc |
| Total Program Service Expenses | $15,588,846 | 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 | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 132 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 528 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | 0 | 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 | 0 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLIE ROHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4089241765 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| REBECCA DUKES | ||||||||
| CEO | 0.50 | 40.00 | Yes (X) | Yes (X) | $9,147 | $201,901 | $56,722 | |
| CONSTANCE B MOORE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AMIR MASHKOORI | ||||||||
| CHAIRMAN OF THE BOARD | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY JACKSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| AVESTA SABETIAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CARMEN SIGLER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN LEWIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES W DAVIDSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| CYNTHIA LAZARES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DANA C DITMORE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WENG | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DONALD L LUCAS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD OATES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GARY J SBONA | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JAMES JIMENEZ | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNY MING | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN W BAIRD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH P PARISI | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KEITH LEE BARNES | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIM POLESE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LARRY B BOUCHER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE C FRANCIS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PETER V UEBERROTH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP R BOYCE | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT PISANO | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN H CAPLAN | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WANDA GINNER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| WANDA HENDRIX | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ANDY FEINSTEIN | ||||||||
| EX OFFICIO | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| BETH VON TILL | ||||||||
| EX OFFICIO | 0.50 | 40.00 | Yes (X) | $0 | $70,847 | $31,596 | ||
| ELLEN JUNN | ||||||||
| EX OFFICIO | 0.50 | 40.00 | Yes (X) | $0 | $214,456 | $62,414 | ||
| GENE BLEYMAIER | ||||||||
| EX OFFICIO | 0.50 | 40.00 | Yes (X) | $230,827 | $220,308 | $63,696 | ||
| MICHAEL J KAUFMAN | ||||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $100,227 | $44,820 | ||
| MOHAMMAD QAYOUMI | ||||||||
| EX OFFICIO | 0.50 | 40.00 | Yes (X) | $25,000 | $342,556 | $84,597 | ||
| SHAWN BIBB | ||||||||
| EX OFFICIO | 0.50 | 40.00 | Yes (X) | $0 | $230,914 | $64,785 | ||
| GARY KALBACH | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN GIBBS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE ROHN | ||||||||
| SECRETARY & COO | 40.00 | Yes (X) | $0 | $102,373 | $33,023 | |||
| RONALD CARAGHER | ||||||||
| HEAD COACH, FOOTBALL | 0.50 | 40.00 | $283,601 | $246,916 | $73,595 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $548,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,730,498 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $515,248 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
| Fundraising | $33,540 | FundraisingAmt |
| Related Organizations | $18,196 | RelatedOrganizationsAmt |
| All Other Contributions | $15,469,519 | AllOtherContributionsAmt |
| Noncash Contributions | $940,426 | NoncashContributionsAmt |
| Total Contributions | $15,521,255 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEE | Desc |
| Business | 611170 | BusinessCd |
| Total Revenue Column | $2,950,213 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,950,213 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,950,213 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,776,170 | TotalRevenueColumnAmt |
| Exclusion | $2,776,170 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,552,274 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $68,588,393 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,963,881 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,963,881 | TotalRevenueColumnAmt |
| Exclusion | $8,963,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $147,938 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,540 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $87,989 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,949 | TotalRevenueColumnAmt |
| Exclusion | $59,949 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 611170 | BusinessCd |
| Total Revenue Column | $236,744 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $236,744 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $236,744 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,508,212 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,186,957 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,800,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,484,127 | TotalAmt |
| Program Services | $2,484,127 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,263 | TotalAmt |
| Program Services | $60,263 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,614 | TotalAmt |
| Management And General | $215,614 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,973,807 | TotalAmt |
| Program Services | $2,697,605 | ProgramServicesAmt |
| Management And General | $276,202 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,990 | TotalAmt |
| Management And General | $21,990 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,082 | TotalAmt |
| Program Services | $668,322 | ProgramServicesAmt |
| Management And General | $378,760 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,039 | TotalAmt |
| Program Services | $7,752 | ProgramServicesAmt |
| Management And General | $53,287 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,519 | TotalAmt |
| Program Services | $14,555 | ProgramServicesAmt |
| Management And General | $2,964 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,418 | TotalAmt |
| Program Services | $4,894 | ProgramServicesAmt |
| Management And General | $404,524 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,403 | TotalAmt |
| Program Services | $511,403 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311,056 | TotalAmt |
| Program Services | $2,303,077 | ProgramServicesAmt |
| Management And General | $7,979 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,080 | TotalAmt |
| Program Services | $163,997 | ProgramServicesAmt |
| Management And General | $28,083 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,752,560 | TotalAmt |
| Program Services | $1,462,851 | ProgramServicesAmt |
| Management And General | $289,709 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,301 | TotalAmt |
| Program Services | $42,437 | ProgramServicesAmt |
| Management And General | $9,864 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,810 | TotalAmt |
| Program Services | $588,310 | ProgramServicesAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,707 | TotalAmt |
| Program Services | $820,707 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,442 | TotalAmt |
| Program Services | $136,442 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,320 | TotalAmt |
| Program Services | $3,362 | ProgramServicesAmt |
| Management And General | $2,958 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMINISTRATION FEE | $2,788,091 | $2,720,990 | $67,101 |
| DUES & SUBSCRIPTIONS | $634,205 | $623,907 | $10,298 |
| STUDENT SUPPORT & INCEN | $261,449 | $261,449 | |
| LICENSES | $12,390 | $12,390 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6 | TotalAmt |
| Program Services | $6 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,365,679 | TotalAmt |
| Program Services | $15,588,846 | ProgramServicesAmt |
| Management And General | $1,776,833 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,173,217 | BOYAmt |
| EOY | $29,588,379 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,746,314 | BOYAmt |
| EOY | $14,783,490 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,061,071 | BOYAmt |
| EOY | $3,983,903 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,594 | BOYAmt |
| EOY | $211,591 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,350,841 | BOYAmt |
| EOY | $100,770,082 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,707,180 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,206,833 | BOYAmt |
| EOY | $1,362,935 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $467,174 | BOYAmt |
| EOY | $707,551 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,150,044 | BOYAmt |
| EOY | $169,115,111 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,856 | BOYAmt |
| EOY | $1,716,159 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,778 | BOYAmt |
| EOY | $711,676 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,543,634 | BOYAmt |
| EOY | $2,427,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,431,085 | BOYAmt |
| EOY | $6,555,264 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,559,898 | BOYAmt |
| EOY | $70,669,446 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,615,427 | BOYAmt |
| EOY | $89,462,566 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,606,410 | BOYAmt |
| EOY | $166,687,276 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,150,044 | BOYAmt |
| EOY | $169,115,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,142,533 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,935,493 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,840 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,156,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,767,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,109,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,660,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,521,255 | CurrentTaxYearAmt |
| Total | $94,214,391 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,156,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,767,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,109,385 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,660,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,521,255 | CurrentTaxYearAmt |
| Total | $94,214,391 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $94,214,391 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,650,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,693,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,202,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,473,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,776,170 | CurrentTaxYearAmt |
| Total | $10,796,615 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $105,011,006 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $10,874,224 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90250 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $98,282,638 | BeginningYearBalanceAmt |
| Contributions | $2,878,179 | ContributionsAmt |
| Investment Earnings Or Losses | $16,867,445 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $349,157 | AdministrativeExpensesAmt |
| End Year Balance | $117,679,105 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,000,242 | BeginningYearBalanceAmt |
| Contributions | $16,402,733 | ContributionsAmt |
| Investment Earnings Or Losses | $9,274,418 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $394,755 | AdministrativeExpensesAmt |
| End Year Balance | $98,282,638 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,099,988 | BeginningYearBalanceAmt |
| Contributions | $1,197,836 | ContributionsAmt |
| Investment Earnings Or Losses | -$849,965 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $447,617 | AdministrativeExpensesAmt |
| End Year Balance | $73,000,242 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,209,068 | BeginningYearBalanceAmt |
| Contributions | $5,581,450 | ContributionsAmt |
| Investment Earnings Or Losses | $12,623,969 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $314,499 | AdministrativeExpensesAmt |
| End Year Balance | $73,099,988 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,517,097 | BeginningYearBalanceAmt |
| Contributions | $9,902,213 | ContributionsAmt |
| Investment Earnings Or Losses | $6,255,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,213,505 | OtherExpendituresAmt |
| Administrative Expenses | $251,786 | AdministrativeExpensesAmt |
| End Year Balance | $55,209,068 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.17120 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.76020 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06860 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| STOCK - IVA INTERNATIONAL FUND CLASS I | $8,841,586 | F |
| STOCK - DODGE & COX INTERNATIONAL STOCK FUND | $8,865,594 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,707,180 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN TRUST LIABILITY - CURRENT | $97,740 |
| FUNDS HELD IN TRUST LIABILITY - NONCURRENT | $613,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $711,676 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $36,357,743 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,935,493 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $87,983 | OtherRevenueAmt |
| Revenue Not Reported | $6,023,476 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,334,267 | RevenueSubtotalAmt |
| Other Revenues Not Included | $173,945 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $173,945 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,508,212 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,276,877 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $85,143 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,143 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,191,734 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $173,945 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $173,945 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,365,679 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 87,989. ROUNDING DIFFERENCE -6. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MISC NONCASH GIFTS 173,945. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 87,989. UNCOLLECTIBLE PLEDGES -2,840. ROUNDING DIFFERENCE -6. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MISC NONCASH GIFTS 173,945. |
| PART V, LINE 4: | THE FOUNDATION RECEIVES DONATIONS RESTRICTED TO ENDOWMENT BY DONORS. SUCH DONATIONS ARE INVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. THE ENDOWMENT PORTFOLIO IS COMPRISED OF A BLEND OF INVESTMENTS AND IS PROFESSIONALLY MANAGED. THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE INVESTMENT PORTFOLIO, MONITORING PERFORMANCE OF THE INVESTMENTS AND APPROVING NEW FUND MANAGERS. |
| PART X, LINE 2: | ALTHOUGH THERE WAS NO FORMAL FOOTNOTE RELATED TO ASC 740 IN THE FINANCIAL STATEMENT, MANAGEMENT DETERMINED AND ITS AUDITORS CONFIRMED THAT NO ASC 740 LIABILITIES EXISTED AT YEAR END. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAYMAN ISLANDS | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,476,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,476,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,476,000 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENT'S CUP GOLF TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $90,971 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,250 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $75,721 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $425 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $10,970 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,163 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $13,403 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | BASEBALL GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $39,055 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $3,250 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,805 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $4,824 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $12,690 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $7,448 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $381 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $51,452 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $15,040 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $36,412 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $366 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,815 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $5,639 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,865 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $181,478 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,540 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $147,938 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,615 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $23,660 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $31,426 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,639 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,649 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $87,989 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $59,949 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| SAN JOSE STATE UNIVERSITY | ||||||
| ONE WASHINGTON SQUARE | SAN JOSE | CA | 95912 | 770414438 | $2,444,112 | SCHOLARSHIPS AND REIMBURSED SALARIES AND BENEFITS |
| CSU MONTEREY BAY | ||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | $15,816 | SCHOLARSHIPS | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 38 | RecipientCnt |
| Cash Grant | $60,263 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE TOWER FOUNDATION FUNDS SCHOLARSHIPS THAT ARE AWARDED TO STUDENTS OF SAN JOSE STATE UNIVERSITY (SJSU). THE SCHOLARSHIPS ARE DIRECTED BY SJSU'S FINANCIAL AID AND SCHOLARSHIP OFFICE AND ITS ATHLETICS DEPARTMENT, WHICH EVALUATE APPLICANTS TO ENSURE THEY MEET THE CRITERIA STIPULATED BY THE DONOR. THE AMOUNT OF SCHOLARSHIPS AWARDED BY SJSU'S FINANCIAL AID AND SCHOLARSHIP OFFICE AND FUNDED BY THE TOWER FOUNDATION WAS $1,715,469. ADDITIONALLY, THE TOWER FOUNDATION REIMBURSES SJSU FOR CERTAIN SALARIES AND BENEFITS PAID TO UNIVERSITY PERSONNEL. THE AMOUNT OF FUNDS GRANTED TO SJSU FOR THIS PURPOSE DURING THE FISCAL YEAR REPORTED ON THIS RETURN WAS $728,643. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REBECCA DUKES | ||||||||||||||
| CEO | $9,147 | $201,901 | $0 | $0 | $0 | $0 | $0 | $40,402 | $0 | $16,320 | $9,147 | $258,623 | $0 | $0 |
| ELLEN JUNN | ||||||||||||||
| EX OFFICIO | $0 | $214,456 | $0 | $0 | $0 | $0 | $0 | $44,709 | $0 | $17,705 | $0 | $276,870 | $0 | $0 |
| GENE BLEYMAIER | ||||||||||||||
| EX OFFICIO | $230,827 | $220,308 | $0 | $0 | $0 | $0 | $0 | $45,767 | $0 | $17,929 | $230,827 | $284,004 | $0 | $0 |
| MOHAMMAD QAYOUMI | ||||||||||||||
| EX OFFICIO | $25,000 | $342,556 | $0 | $0 | $0 | $0 | $0 | $68,248 | $0 | $16,349 | $25,000 | $427,153 | $0 | $0 |
| SHAWN BIBB | ||||||||||||||
| EX OFFICIO | $0 | $230,914 | $0 | $0 | $0 | $0 | $0 | $47,829 | $0 | $16,956 | $0 | $295,699 | $0 | $0 |
| RONALD CARAGHER | ||||||||||||||
| HEAD COACH, FOOTBALL | $283,601 | $246,916 | $0 | $0 | $0 | $0 | $0 | $51,480 | $0 | $22,115 | $283,601 | $320,511 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S CEO IS COMPENSATED BY SAN JOSE STATE UNIVERSITY (SJSU), A RELATED ORGANIZATION. SJSU ESTABLISHES THE COMPENSATION OF THE ORGANIZATION'S CEO BASED ON GUIDELINES OF THE UNIVERSITY AND THROUGH THE USE OF A COMPENSATION SURVEY OR STUDY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,439 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $30 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,673 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 47 | ContributionCnt |
| Noncash Contributions Rpt F990 | $766,480 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,242 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISC & MULTIP | 35 | $114,511 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 12 | $22,794 | FAIR MARKET VALUE |
| Yes (X) | GIFT CERTIFIC | 79 | $13,212 | FAIR MARKET VALUE |
| Yes (X) | INSTRUMENTS | 1 | $7,500 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | 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 7A | THE SAN JOSE STATE UNIVERSITY PRESIDENT WHO IS A BOARD DIRECTOR OF THE FOUNDATION HAS THE SOLE AUTHORITY TO APPOINT THE BOARD MEMBERS FOR THE FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TOWER FOUNDATION'S AUDIT COMMITTEE REVIEWS THE 990 FORM IN DETAIL WITH TOWER MANAGEMENT. THE 990 IS DISTRIBUTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. MINUTES KEPT FOR THE AUDIT COMMITTEE AND BOARD OF DIRECTORS DOCUMENT THE PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND RELATED DISCLOSURE STATEMENT IS REVIEWED ON AN ANNUAL BASIS AT THE TOWER FOUNDATION AUDIT COMMITTEE MEETING IN NOVEMBER. THE COMMITTEE RECOMMENDS ANY CHANGE TO THE POLICY AND DISCLOSURE FORM. THIS POLICY AND THE DISCLOSURE FORM ARE THEN PRESENTED AT THE DECEMBER MEETING TO TOWER BOARD MEMBERS. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE THE DISCLOSURE FORM AND THE FORMS ARE COLLECTED BY TOWER MANAGEMENT. IF THERE ARE ANY DISCLOSED CONFLICTS, THEY ARE ADDRESSED AT THE SUBSEQUENT AUDIT COMMITTEE MEETING AND PRESENTED TO THE BOARD AS APPROPRIATE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES ARE GENERALLY COMPENSATED BY SAN JOSE STATE UNIVERSITY, A RELATED ORGANIZATION OF THE TOWER FOUNDATION. THEREFORE, THE TOWER FOUNDATION HAS NOT ESTABLISHED COMPENSATION POLICIES FOR THESE INDIVIDUALS. HOWEVER, SAN JOSE STATE UNIVERSITY DETERMINES COMPENSATION FOR THE TOWER FOUNDATION'S CEO, OFFICERS AND KEY EMPLOYEES BASED ON REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND COMPARABILITY DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN D: | CSU POLICY REQUIRES THAT STIPEND PAYMENTS BY AN AUXILIARY TO A CSU EMPLOYEE BE MADE THROUGH THE AUXILIARY'S PAYROLL. ACCORDINGLY, SOME PAYMENTS MADE TO UNIVERSITY EMPLOYEES ON BEHALF OF SJSU ARE REFLECTED AS COMPENSATION FROM THE TOWER FOUNDATION ON FORM 990, PART VII, SECTION A, LINE 1A, COLUMN D. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 2,303,077. MANAGEMENT AND GENERAL EXPENSES 7,979. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,311,056. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTED PLEDGES 2,840. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJSU TOWER REAL ESTATE FUND LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE CLARK HALL | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Primary Activities | REAL ESTATE MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770414438 | EIN |
| Primary Activities | STATE UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 115 | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILO PROJECT LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1346 THE ALAMEDA STE 7 PMB 269 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263694655 | EIN |
| Primary Activities | HOUSING INVESTMENT | PrimaryActivitiesTxt |
| Legal Domicile State | HI | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | EXCLUDED SECTION 512 | PredominantIncomeTypeTxt |
| Share Of Total Income | -$8,460 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,344,833 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.69470 | OwnershipPct |
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SAN JOSE STATE UNIVERSITY | ||
| B | $2,444,112 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| P | $635,573 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| Q | $33,082 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| L | $0 | |
| SAN JOSE STATE UNIVERSITY | ||
| N | $0 | |
| SAN JOSE STATE UNIVERSITY | ||
| R | $108,589 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| S | $18,196 | FMV |
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