CAL STATE FULLERTON PHILANTHROPIC FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 33-0567945)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201401339349304305
- Schema version
- 2012v2.1
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T14:14:31-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953001179 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908010087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330567945 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALS | NameControl |
| Phone | 6572782786 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE NO 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREG SAKS | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6572782786 | Phone |
| Date Signed | 2014-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONITA M JOSEPH | Name |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GREG SAKS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE NO 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 44912651 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.FULLERTON.EDU/FOUNDATION/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6505956 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 7258534 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1788263 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 883079 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 684139 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3248766 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 29705 | OtherRevenuePriorYear |
| Other Revenue Current Year | 200017 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9008063 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11590396 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3000954 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2265823 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1864757 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1575672 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 484685 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3227043 | OtherExpensePriorYear |
| Other Expenses Current Year | 2666812 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8092754 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6508307 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 915309 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5082089 | RevenuesLessExpensesCY |
| Total Assets BOY | 61078982 | TotalAssetsBOY |
| Total Assets EOY | 65527789 | TotalAssetsEOY |
| Total Liabilities BOY | 983661 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 735344 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 60095321 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64792445 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5867508 | Expense |
| Grants | 2265823 | Grants |
| Revenue | 883079 | Revenue |
| Description | ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. | Description |
| Total Program Service Expense | 5867508 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 148 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANH CHEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6572782118 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| DOUGLAS H SIMAO | |||||||
| CHAIR | 4.00 | X | X | 0 | 0 | 0 | |
| JULIE K MILLER-PHIPPS | |||||||
| CHAIR-ELECT | 2.00 | X | X | 0 | 0 | 0 | |
| JEFFREY S VAN HARTE | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| ANNETTE E FELICIANI | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| MARILYN C BREWER | |||||||
| MEMBER AT LARGE | 2.00 | X | X | 0 | 0 | 0 | |
| DICK ACKERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WYLIE A AITKEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT M ALVARADO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JO E BANDY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID D BOWMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 91481 | 37965 | 49.00 | |
| GREGORY BUNCH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL CARTER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID DORAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL F FOLINO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MILDRED GARCIA | |||||||
| DIRECTOR | 1.00 | X | 0 | 160605 | 52040 | 49.00 | |
| GERALD E JOHNSTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSE LARA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DWAYNE MASON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 15247 | 19.00 | |
| STEVEN G MIHAYLO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEOFFREY S PAYNE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KERRI RUPPERT SCHILLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ERNIE SCHROEDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VICTORIA L VASQUES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREG SAKS | |||||||
| EXECUTIVE DIRECTOR | 10.00 | X | X | 0 | 0 | 0 | 40.00 |
| IRA UNTERMAN | |||||||
| CHIEF FINANCIAL OFFICER | 15.00 | X | 0 | 129996 | 46033 | 35.00 | |
| TARA GALLIVAN-GARCIA | |||||||
| INTERIM CFO | 10.00 | X | 0 | 86424 | 37093 | 40.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 468506 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 188378 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 51423 | FederatedCampaigns |
| Fundraising Events | 402372 | FundraisingEvents |
| All Other Contributions | 6804739 | AllOtherContributions |
| Noncash Contributions | 9502 | NoncashContributions |
| Total Contributions | 7258534 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAMPUS PROGRAMS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 883079 | TotalRevenueColumn |
| Related Or Exempt Function Income | 883079 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 883079 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1184837 | TotalRevenueColumn |
| Exclusion | $1,184,837 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35118643 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33054714 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2063929 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2063929 | TotalRevenueColumn |
| Exclusion | $2,063,929 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 397959 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 402372 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 267541 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 130418 | TotalRevenueColumn |
| Exclusion | $130,418 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 69599 | TotalRevenueColumn |
| Exclusion | $69,599 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 69599 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11590396 | TotalRevenueColumn |
| Related Or Exempt Function Income | 883079 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,448,783 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2264623 | Total |
| Program Services | 2264623 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Program Services | 1200 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1309809 | Total |
| Program Services | 1166315 | ProgramServices |
| Fundraising | 143494 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265863 | Total |
| Program Services | 248860 | ProgramServices |
| Fundraising | 17003 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2961 | Total |
| Management And General | 2961 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95769 | Total |
| Program Services | 26769 | ProgramServices |
| Management And General | 69000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31548 | Total |
| Management And General | 31548 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30464 | Total |
| Program Services | 25764 | ProgramServices |
| Management And General | 1200 | ManagementAndGeneral |
| Fundraising | 3500 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165136 | Total |
| Program Services | 146479 | ProgramServices |
| Management And General | 11690 | ManagementAndGeneral |
| Fundraising | 6967 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157065 | Total |
| Program Services | 150250 | ProgramServices |
| Management And General | 3380 | ManagementAndGeneral |
| Fundraising | 3435 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8565 | Total |
| Program Services | 1434 | ProgramServices |
| Management And General | 7131 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROGRAM COSTS | 1265143 | 1053360 | 12310 | 199473 |
| PUBLIC RELATIONS | 403051 | 350871 | 11358 | 40822 |
| MISCELLANEOUS | 389223 | 358385 | 543 | 30295 |
| OTHER | 42205 | 42205 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75682 | Total |
| Program Services | 30993 | ProgramServices |
| Management And General | 4993 | ManagementAndGeneral |
| Fundraising | 39696 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6508307 | Total |
| Program Services | 5867508 | ProgramServices |
| Management And General | 156114 | ManagementAndGeneral |
| Fundraising | 484685 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 560599 | BOY |
| EOY | 852779 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13087090 | BOY |
| EOY | 12739832 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12852548 | BOY |
| EOY | 9286729 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105068 | BOY |
| EOY | 119284 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68000 | BOY |
| EOY | 68000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34128084 | BOY |
| EOY | 42193542 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 277593 | BOY |
| EOY | 267623 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61078982 | BOY |
| EOY | 65527789 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983661 | BOY |
| EOY | 735344 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983661 | BOY |
| EOY | 735344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 896551 | BOY |
| EOY | 1547792 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17769513 | BOY |
| EOY | 18382008 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41429257 | BOY |
| EOY | 44862645 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60095321 | BOY |
| EOY | 64792445 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61078982 | BOY |
| EOY | 65527789 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5082089 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -536321 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 151356 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13324466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8773284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7448517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6505956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7258834 | CurrentTaxYear |
| Total | 43311057 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13324466 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8773284 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7448517 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6505956 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7258834 | CurrentTaxYear |
| Total | 43311057 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6013173 | AmountsSubstContributorsTotal |
| Public Support Total170 | 37297884 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 563148 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 708731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 806660 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 679353 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1184837 | CurrentTaxYear |
| Total | 3942729 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 130418 | CurrentTaxYear |
| Total | 130418 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 35870 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 133261 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29705 | CurrentTaxYearMinus1Year |
| Current Tax Year | 69599 | CurrentTaxYear |
| Total | 268435 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 47652639 | TotalSupport |
| Gross Receipts From Admissions Etc | 4204411 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.78270 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84200 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45334084 | BeginningOfYearBalance |
| Contributions | 2949400 | Contributions |
| Investment Earnings Or Losses | 2383740 | InvestmentEarningsOrLosses |
| End Of Year Balance | 50667224 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 44366212 | BeginningOfYearBalance |
| Contributions | 2188932 | Contributions |
| Investment Earnings Or Losses | -259313 | InvestmentEarningsOrLosses |
| Administrative Expenses | 961747 | AdministrativeExpenses |
| End Of Year Balance | 45334084 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36761025 | BeginningOfYearBalance |
| Contributions | 4189992 | Contributions |
| Investment Earnings Or Losses | 4884815 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1469620 | AdministrativeExpenses |
| End Of Year Balance | 44366212 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33252755 | BeginningOfYearBalance |
| Contributions | 2088141 | Contributions |
| Investment Earnings Or Losses | 1631023 | InvestmentEarningsOrLosses |
| Administrative Expenses | 210894 | AdministrativeExpenses |
| End Of Year Balance | 36761025 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31680976 | BeginningOfYearBalance |
| Contributions | 5261122 | Contributions |
| Investment Earnings Or Losses | -3410350 | InvestmentEarningsOrLosses |
| Administrative Expenses | 278993 | AdministrativeExpenses |
| End Of Year Balance | 33252755 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.89000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.11000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11441424 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -536321 | NetUnrealizedGainsInvestments |
| Other Revenues | 418897 | OtherRevenues |
| Revenue Not Rptd F990 | -117424 | RevenueNotRptdF990 |
| Revenue Subtotal | 11558848 | RevenueSubtotal |
| Investment Expenses Not Included | 31548 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31548 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11590396 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6744300 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 267541 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 267541 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6476759 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 31548 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 31548 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6508307 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT SCHOLARSHIPS AND PROGRAMS THAT PROVIDE EDUCATIONAL ENRICHMENT FOR CALIFORNIA STATE UNIVERSITY, FULLERTON. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY AND NOT A "PRIVATE FOUNDATION." THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR STATE PURPOSES IS GENERALLY THREE TO FOUR YEARS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHARITABLE REMAINDER TRUSTS 151,356. SPECIAL EVENT EXPENSES 267,541. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 267,541. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOLINO INVITATIONAL | NameOfEvent1 |
| Gross Receipts Event1 | 326945 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 172175 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 154770 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 95534 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 19875 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MCBE DEAN'S GOLF CLASSIC | NameOfEvent2 |
| Gross Receipts Event2 | 132963 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 45715 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 87248 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 726 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8439 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 17297 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 340422 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 184482 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 155940 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 20696 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 68058 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 36915 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 800330 | GrossReceiptsTotal |
| Charitable Contributions Total | 402372 | CharitableContributionsTotal |
| Gross Revenue Total Events | 397958 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 21422 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 172031 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 74087 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 267540 | DirectExpenseSummaryEvents |
| Net Income Summary | 130418 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON | ||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330632102 | PUBLIC UNIVERSITY | 1998775 | 220925 | FMV | CAMPUS PROGRAM EQUIPMENT | SCHOLARSHIPS / EQUIPMENT |
| CSUF AUXILIARY SERVICES CORPORATION | ||||||||||
| 2600 NUTWOOD SUITE 250 | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | 40057 | SCHOLARSHIPS | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CERTAIN SCHOLARSHIPS MAY BE PAID DIRECTLY TO INDIVIDUALS BY CSFPF AS APPROVED BY UNIVERSITY STUDENT FINANCIAL SERVICES, AS WHEN AN AWARD IS PROCESSED FOR PRIOR SEMESTER TO A STUDENT WHO HAS GRADUATED AND IS NO LONGER ENROLLED IN THE UNIVERSITY. THESE GRANTS ARE PAID FOR EDUCATIONAL EXPENSES THAT THE STUDENT WILL OR HAS INCURRED. DIRECT SCHOLARSHIP PAYMENTS MAY ALSO BE MADE TO A THIRD PARTY FOR THE BENEFIT OF A CALIFORNIA STATE UNIVERSITY FULLERTON STUDENT, SUCH AS PAYMENTS TO BOOKSTORES FOR BOOK SCHOLARSHIPS OR DIRECTLY TO CSUF FOR OFFSET A STUDENT'S TUITION OR FEES. MONIES FOR SUPPORT OF CALIFORNIA STATE UNIVERSITY FULLERTON STUDENTS AND PROGRAMS ARE TRANSFERRED (GRANTED) TO THE UNIVERSITY AS NEEDED AND REQUESTED BY CAMPUS AUTHORIZED ACCOUNT SIGNATORIES. THE USE OF THESE FUNDS ARE EITHER FOR SCHOLARSHIP OR UNIVERSITY PROGRAMS. THERE IS COMMON CONTROL AND OVERSIGHT REGARDING THE USE OF THE FUNDS, AS THE PRESIDENT OF THE UNIVERSITY SITS ON THE FOUNDATION'S BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 0 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILDRED GARCIA | ||||||||||||||
| DIRECTOR | 0 | 160605 | 0 | 0 | 0 | 0 | 0 | 36617 | 0 | 15423 | 0 | 212645 | 0 | 0 |
| IRA UNTERMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | 0 | 129996 | 0 | 0 | 0 | 0 | 0 | 25140 | 0 | 20893 | 0 | 176029 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON, IS REQUIRED AS PART OF HER COMPENSATION PACKAGE APPROVED BY THE CSU BOARD OF TRUSTEES TO OCCUPY THE OFFICIAL UNIVERSITY PRESIDENTIAL RESIDENCE. THE PROVISION OF HOUSING IS A WORKING CONDITION FRINGE BENEFIT, AND AS SUCH, EXCLUDED FROM TAXABLE COMPENSATION. | |
| PART III | THE SALARIES PAID TO ANY DIRECTOR OR OFFICER OF THE ORGANIZATION ARE PAID BY CALIFORNIA STATE UNIVERSITY, FULLERTON. ANY COMPENSATED DIRECTOR ONLY RECEIVES COMPENSATION FOR THEIR SERVICE TO THE UNIVERSITY, NOT TO THE FOUNDATION. THE FOUNDATION DOES NOT UTILIZE ANY PROCEDURES TO DETERMINE COMPENSATION FOR DIRECTORS OR THE OFFICERS BECAUSE THEY DO NOT PAY THE COMPENSATION, NOR IS IT PAID ON THE FOUNDATION'S BEHALF. THE COMPENSATION IS DETERMINED AND REVIEWED BY THE CSU BOARD OF TRUSTEES, USING METHODS TO DETERMINE REASONABLE COMPENSATION THAT ARE GOVERNED BY THE REQUIREMENTS OF THE CSU SYSTEM AND THE STATE OF CALIFORNIA. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF EMPLOYEES | FORM 990, PART V, LINE 2A & PART IX LINE 7 & 9 | CSU PHILANTHROPIC FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER THE UNIVERSITY'S EIN. THE SALARY EXPENSES IN PART IX REPRESENT REIMBURSEMENTS FOR SERVICES PROVIDED BY UNIVERSITY EMPLOYEES. |
| FORM 990, PART VI, SECTION A, LINE 7A | SUBJECT TO THE APPROVAL OF THE PRESIDENT OF CSUF, THE BOARD OF GOVERNORS SHALL BE APPOINTED AS FOLLOWS: THE PRESIDENT OF CSUF SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT FOR CSUF WHO SHALL SERVE AS THE EXECUTIVE DIRECTOR SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. ADDITIONALLY THE PRESIDENT OF CSUF SHALL APPOINT ONE FACULTY MEMBER, ONE STUDENT, AND ONE ALUMNI ASSOCIATION REPRESENTATIVE TO BE GOVERNORS WITH VOTING PRIVILEGES, EACH APPOINTED TO A ONE YEAR TERM. THE FACULTY, STUDENT, AND ALUMNI ASSOCIATION GOVERNORS MAY BE REAPPOINTED FROM YEAR TO YEAR AS DETERMINED BY THE PRESIDENT OF CSUF. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF GOVERNORS SHALL NOT MAKE ANY LOAN OF MONEY OR PROPERTY TO OR GUARANTEE THE OBLIGATION OF ANY GOVERNOR OR OFFICER UNLESS APPROVED BY THE ATTORNEY GENERAL. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS PRESENTATION TO THE BOARD OF GOVERNORS. REPRESENTATIVES FROM THE PREPARER ARE AVAILABLE DURING THIS PRESENTATIONS. AT THE COMMITTEE LEVEL, THERE IS AN OPPORTUNITY FOR QUESTIONS,COMMENTS, AND SUGGESTED REVISIONS. ANY CHANGES TO THE FORM 990 ARE COMMUNICATED TO THE PREPARER OF THE FORM 990 AND REVISIONS ARE MADE AS SOON AS POSSIBLE TO ENSURE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. BEFORE THE RETURN IS FILED, A FINAL COPY OF THE FORM IS FORWARDED TO THE ENTIRE BOARD OF GOVERNORS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS OF THE CSFPF BOARD OF GOVERNORS ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT SHALL BE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE SHALL DEVISE AND RECOMMEND TO THE BOARD A PROPOSED RESOLUTION OF, OR COURSE OF ACTION WITH RESPECT TO, THE CONFLICT OF INTEREST. THE BOARD SHALL THEN BY MAJORITY VOTE (NOT INCLUDING THE VOTE OF ANY GOVERNOR WITH A CONFLICT OF INTEREST) TAKE ACTION REGARDING THE MATTER. SUCH ACTION MAY INCLUDE, BUT IS NOT LIMITED TO, VALIDATION OF THE TRANSACTION PURSUANT TO INTERNAL REVENUE CODE 89907, IF AVAILABLE, VALIDATION OF THE TRANSACTION WITH CONDITIONS, CENSURE OR REMOVAL OF THE GOVERNOR, RESCISSION OF THE TRANSACTION, OR ANY OTHER ACTION DEEMED APPROPRIATE BY THE BOARD. MEMBERS OF THE GOVERNING BOARD SHALL RECUSE THEMSELVES FROM THE VOTE ON ANY MATTER THAT INVOLVES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST INVOLVING THAT GOVERNOR OR THAT THE GOVERNOR RECOGNIZES TO INVOLVE THE POSSIBLE APPEARANCE OF IMPROPRIETY INVOLVING SUCH GOVERNOR OR A MEMBER OF HIS IMMEDIATE FAMILY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE APPLICATION FOR TAX-EXEMPT STATUS, DETERMINATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S MAIN OFFICE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHARITABLE REMAINDER TRUSTS 151,356. |
| COMPENSATION PROCEDURES | FORM 990, PART VI, LINE 15A AND 15B | NO REASONABLE COMPENSATION DETERMINATION PROCESS IS IN PLACE AS THE PHILANTHROPIC FOUNDATION DOES NOT COMPENSATE ANY INSIDERS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON | ||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330632102 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 5 | N/A | 0 |
| CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION | ||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330038884 | FURTHER THE INTEREST OF CSUF | CA | 501(C)(3) | LINE 9 | N/A | 0 |
| FULLERTON ARBORETUM | ||||||||||
| 1900 ASSOCIATED RD | FULLERTON | CA | 92831 | 330082239 | BOTANICAL GARDENS | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP | ||||||||||
| 2600 NUTWOOD STE 250 | FULLERTON | CA | 92831 | 952081258 | SUPPORT CSUF | CA | 501(C)(3) | LINE 11B, II | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments