CSUSB PHILANTHROPIC FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CSUSB PHILANTHROPIC FOUNDATION (EIN 45-2255077)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-14
- IRS object ID
- 201410459349303201
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-14T18:48:44-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952662063 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS ANDERSON MALODY & SCOTT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 E CARNEGIE DRIVE SUITE 100 | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92408 | 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 | 452255077 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSUSB PHILANTHROPIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CSUS | NameControl |
| Phone | 9095375918 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT GARDNER | Name |
| Title | TREASURER | Title |
| Phone | 9095375918 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SHEA | Name |
| PTIN | P00165007 | PTIN |
| Phone | 9098890871 | 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 | ROBERT GARDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6399344 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://CSUSBFOUNDATION.CSUSB.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2011 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 80 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 69 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3525250 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2248584 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -256004 | InvestmentIncomePriorYear |
| Investment Income Current Year | 943139 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 64440 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3333686 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3191723 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1559731 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2954407 | OtherExpensePriorYear |
| Other Expenses Current Year | 1522513 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2954407 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3082244 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 379279 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 109479 | RevenuesLessExpensesCY |
| Total Assets BOY | 29546705 | TotalAssetsBOY |
| Total Assets EOY | 31390384 | TotalAssetsEOY |
| Total Liabilities BOY | 224715 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 229628 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29321990 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31160756 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1559731 | Expense |
| Grants | 1559731 | Grants |
| Description | SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 725. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1354583 | Expense |
| Description | OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2914314 | 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 | 1 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | 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 | 0 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | 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 |
| Number Forms Transmitted With1096 | 28 | 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 | 0 | QuidProQuoContributions |
| 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 | 80 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 69 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA IANNOLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9095373922 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (80 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR TOMAS MORALES | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 107373 | 21449 |
| JAMES WATSON | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| ELLEN WEISSER | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT GARDNER | ||||||
| TREASURER | 1.00 | X | X | 0 | 197713 | 59373 |
| RONALD FREMONT | ||||||
| EXECUTIVE DIRECTOR | 1.00 | X | X | 0 | 31679 | 9668 |
| JAMES FERGUSON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| SUSAN ADDINGTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 91608 | 36896 | |
| ANDREW BODMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 207926 | 56952 | |
| DOROTHY CHEN-MAYNARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 94105 | 22772 | |
| LORRAINE FROST | ||||||
| DIRECTOR | 1.00 | X | 0 | 159397 | 45850 | |
| FRANK RINCON | ||||||
| DIRECTOR | 1.00 | X | 0 | 152238 | 43734 | |
| LOUIE RODRIGUEZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 94671 | 35681 | |
| JAMES WALKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AMRO ALBANNA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARIE ALONZO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM ANTHONY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONALD AVERILL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD BARKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GLENDA BAYLESS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL BRACKEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JACK BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BOB BURLINGAME | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ARTHUR BUTLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TONI CALLICOTT | ||||||
| DIRECTOR | 1.00 | X | 0 | 122542 | 23682 | |
| LOIS CARSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALI CAYIR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE CHIANG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREG CHRISTIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HENRY COIL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BENJAMIN COOK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NICHOLAS COUSSOULIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM CUEVAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMIL DADA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CARL DAMERON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUNDIP DOSHI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM EASLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK EDWARDS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES EGAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GERALD FAWCETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HOWARD FRIEDMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL GALLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| APPANNAGARI GNANADEV | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL GRANILLO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| FRED HAMILTON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JIM IMBIORSKI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| COLE JACKSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK KAENEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT KAIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AARON KNOX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILFRID LEMANN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DOBBIN LO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL MATA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA MCGEE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHARLES MCNEELY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL MILLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LOUIS MONVILLE III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| YOLANDA MOSES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL NAPOLI JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN NOLAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD OLIPHANT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICK O'REILLY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEALE PERKINS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MADELAINE PFAU | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| STEVE PONTELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THE HONORABLE RAY R QUINTO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES RAMOS JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALI RAZI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE REYES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DONOVAN RINKER-MORRIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALI SAHABI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILLIP SAVAGE IV | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY SHARP | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAUL SHIMOFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY SHOCKEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERNEST SIVA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEAN STEPHENS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM STEVENSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| EDWARD TEYBER | ||||||
| DIRECTOR | 1.00 | X | 0 | 98494 | 38404 | |
| BRUCE VARNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DR W BENSON HARER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1357746 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 394461 | 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 |
| Government Grants | 343969 | GovernmentGrants |
| All Other Contributions | 1904615 | AllOtherContributions |
| Total Contributions | 2248584 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 765636 | TotalRevenueColumn |
| Exclusion | $765,636 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3385124 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3207621 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177503 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177503 | TotalRevenueColumn |
| Exclusion | $177,503 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3191723 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $943,139 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1559731 | Total |
| Program Services | 1559731 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6481 | Total |
| Program Services | 6481 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117995 | Total |
| Management And General | 117995 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75522 | Total |
| Program Services | 75522 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36878 | Total |
| Program Services | 36878 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 828740 | Total |
| Program Services | 794355 | ProgramServices |
| Management And General | 34385 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62172 | Total |
| Program Services | 62172 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28262 | Total |
| Program Services | 25826 | ProgramServices |
| Management And General | 2436 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14339 | Total |
| Program Services | 14339 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14117 | Total |
| Program Services | 1003 | ProgramServices |
| Management And General | 13114 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Total | 338007 | Total |
| Program Services | 338007 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3082244 | Total |
| Program Services | 2914314 | ProgramServices |
| Management And General | 167930 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1476616 | BOY |
| EOY | 1638131 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4500574 | BOY |
| EOY | 4497593 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953640 | BOY |
| EOY | 683440 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251835 | BOY |
| EOY | 65333 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 65743 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 23912 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56170 | BOY |
| EOY | 41831 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19170823 | BOY |
| EOY | 21312719 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3137047 | BOY |
| EOY | 3151337 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29546705 | BOY |
| EOY | 31390384 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224715 | BOY |
| EOY | 229628 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 224715 | BOY |
| EOY | 229628 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350739 | BOY |
| EOY | 35376 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11789223 | BOY |
| EOY | 13169584 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17182028 | BOY |
| EOY | 17955796 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29321990 | BOY |
| EOY | 31160756 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29546705 | BOY |
| EOY | 31390384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 109479 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1331369 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 397918 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| 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 Separate | X | FinancialStatementSeparate |
| 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 Minus1 Year | 3525250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2248584 | CurrentTaxYear |
| Total | 5773834 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 3525250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2248584 | CurrentTaxYear |
| Total | 5773834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 346944 | AmountsSubstContributorsTotal |
| Public Support Total170 | 5426890 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 606828 | CurrentTaxYearMinus1Year |
| Current Tax Year | 765636 | CurrentTaxYear |
| Total | 1372464 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 64440 | CurrentTaxYearMinus1Year |
| Total | 64440 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 7210738 | TotalSupport |
| First5 Years170 | X | First5Years170 |
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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 3151337 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 19170823 | BeginningOfYearBalance |
| Contributions | 2581473 | Contributions |
| Investment Earnings Or Losses | 686153 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 852789 | GrantsOrScholarships |
| Administrative Expenses | 198645 | AdministrativeExpenses |
| End Of Year Balance | 21312719 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 20535257 | Contributions |
| Investment Earnings Or Losses | -685376 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 595857 | GrantsOrScholarships |
| Administrative Expenses | 83201 | AdministrativeExpenses |
| End Of Year Balance | 19170823 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.84250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15750 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65743 | OtherCostOrOtherBasis |
| Depreciation | 23912 | Depreciation |
| Book Value | 41831 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41831 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ART COLLECTION | Description |
| Book Value | 3151337 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3151337 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5530487 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1331369 | NetUnrealizedGainsInvestments |
| Other Revenues | 1007395 | OtherRevenues |
| Revenue Not Rptd F990 | 2338764 | RevenueNotRptdF990 |
| Revenue Subtotal | 3191723 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3191723 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3691721 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 609477 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 609477 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3082244 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3082244 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE FOUNDATION'S ART COLLECTION AIDS IN THE EDUCATIONAL MISSION OF THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. IT IS USED AS A STUDY AID FOR ART STUDENTS AS WELL AS AN EDUCATIONAL OPPORTUNITY FOR LOCAL ELEMENTARY AND HIGH SCHOOL STUDENTS IN THE COMMUNITY. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE TAX POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FOUNDATION'S QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN TAX POSITIONS ARE REQUIRED. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| TRANSFERS FROM RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 1,007,395. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| TRANSFERS TO RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 609,477. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 330644150 | EINOfRecipient |
| IRC Section | 115(1) | IRCSection |
| Amount Of Cash Grant | 1559731 | AmountOfCashGrant |
| Purpose Of Grant | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
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: CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO ENSURES THAT ALL THE SCHOLARSHIP AND GRANT RECIPIENTS MEET THE ELIGIBILITY REQUIREMENTS. IT IS THE UNIVERSITY'S RESPONSIBILITY TO MAINTAIN RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE AND THE SELECTION CRITERIA USED TO AWARD THEM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT GARDNER | ||||||||||||||
| TREASURER | 0 | 197317 | 0 | 0 | 0 | 396 | 0 | 37333 | 0 | 22040 | 0 | 257086 | 0 | 0 |
| ANDREW BODMAN | ||||||||||||||
| DIRECTOR | 0 | 207530 | 0 | 0 | 0 | 396 | 0 | 40205 | 0 | 16747 | 0 | 264878 | 0 | 0 |
| LORRAINE FROST | ||||||||||||||
| DIRECTOR | 0 | 159129 | 0 | 0 | 0 | 268 | 0 | 30634 | 0 | 15216 | 0 | 205247 | 0 | 0 |
| FRANK RINCON | ||||||||||||||
| DIRECTOR | 0 | 151476 | 0 | 0 | 0 | 762 | 0 | 29079 | 0 | 14655 | 0 | 195972 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: | PART I, COLUMN (B): | THE ORGANIZATION PROCESSED SIX IN-KIND GIFTS WITH A DETERMINED VALUE GREATER THAN $5,000 DURING THE CURRENT YEAR. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE FOUNDATION IS ELECTING, AS ALLOWED UNDER SFAS 116, TO REPORT ON FORM 990, PART X, LINE 15 WORKS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF ITS DEFINED MISSION. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD SHALL RECEIVE ANNUALLY A COPY OF THE APPLICABLE SECTIONS OF THE CALIFORNIA EDUCATION CODE WITH INTERPRETATION OF THE LAW BY THE FOUNDATION'S COUNSEL AND WILL CERTIFY, BY SIGNATURE, HIS OR HER COMPLIANCE. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE AND ALSO UPON REQUEST OF THE PUBLIC AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. | |
| FORM 990, PART XI, LINE 9: | NET ASSETS TRANSFERRED FROM RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 397,918. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 330644150 | PUBLIC UNIVERSITY - STATE OF CALIFORNIA | CA | 115 (1) | STATE INSTITUTION | 0 |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956067343 | EDUCATION, ADMINISTRATION, AND RELATED SERVICES | CA | 501 (C) | LINE 5 | 0 |
| SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 953104280 | ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS | CA | 501 (C) | LINE 5 | 0 |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956126562 | SUPPORTS THE RETENTION AND DEVELOPMENT OF STUDENTS | CA | 501 (C) | LINE 5 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | 2106548 | FMV |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| Q | 619062 | FMV |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| P | 186323 | FMV |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| Q | 516342 | FMV |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | 30 | FMV |
| SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO | ||
| P | 10682 | FMV |
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