2014-02-14T18:48:44-06:00 2013-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2012-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT GARDNER 9095375918 2014-02-10 1 TERRY SHEA P00165007 9098890871 2012 2015-11-30 17:44:51Z ROBERT GARDNER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 6399344 0 X HTTP://CSUSBFOUNDATION.CSUSB.EDU X 2011 CA TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 80 69 0 0 0 0 3525250 2248584 0 0 -256004 943139 64440 0 3333686 3191723 0 1559731 0 0 0 0 0 0 0 2954407 1522513 2954407 3082244 379279 109479 29546705 31390384 224715 229628 29321990 31160756 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1559731 1559731 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 725. 1354583 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 2914314 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 28 0 1 0 0 0 0 0 0 0 0 0 0 0 X 80 69 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X LISA IANNOLO 9095373922 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DR TOMAS MORALES 1.00 X X 0 107373 21449 JAMES WATSON 1.00 X X 0 0 0 ELLEN WEISSER 1.00 X X 0 0 0 ROBERT GARDNER 1.00 X X 0 197713 59373 RONALD FREMONT 1.00 X X 0 31679 9668 JAMES FERGUSON 1.00 X X 0 0 0 SUSAN ADDINGTON 1.00 X 0 91608 36896 ANDREW BODMAN 1.00 X 0 207926 56952 DOROTHY CHEN-MAYNARD 1.00 X 0 94105 22772 LORRAINE FROST 1.00 X 0 159397 45850 FRANK RINCON 1.00 X 0 152238 43734 LOUIE RODRIGUEZ 1.00 X 0 94671 35681 JAMES WALKER 1.00 X 0 0 0 AMRO ALBANNA 1.00 X 0 0 0 MARIE ALONZO 1.00 X 0 0 0 WILLIAM ANTHONY 1.00 X 0 0 0 DONALD AVERILL 1.00 X 0 0 0 RICHARD BARKER 1.00 X 0 0 0 GLENDA BAYLESS 1.00 X 0 0 0 MICHAEL BRACKEN 1.00 X 0 0 0 JACK BROWN 1.00 X 0 0 0 BOB BURLINGAME 1.00 X 0 0 0 ARTHUR BUTLER 1.00 X 0 0 0 TONI CALLICOTT 1.00 X 0 122542 23682 LOIS CARSON 1.00 X 0 0 0 ALI CAYIR 1.00 X 0 0 0 STEVE CHIANG 1.00 X 0 0 0 GREG CHRISTIAN 1.00 X 0 0 0 HENRY COIL 1.00 X 0 0 0 BENJAMIN COOK 1.00 X 0 0 0 NICHOLAS COUSSOULIS 1.00 X 0 0 0 JIM CUEVAS 1.00 X 0 0 0 JAMIL DADA 1.00 X 0 0 0 CARL DAMERON 1.00 X 0 0 0 SUNDIP DOSHI 1.00 X 0 0 0 WILLIAM EASLEY 1.00 X 0 0 0 MARK EDWARDS 1.00 X 0 0 0 JAMES EGAN 1.00 X 0 0 0 GERALD FAWCETT 1.00 X 0 0 0 HOWARD FRIEDMAN 1.00 X 0 0 0 MICHAEL GALLO 1.00 X 0 0 0 APPANNAGARI GNANADEV 1.00 X 0 0 0 PAUL GRANILLO 1.00 X 0 0 0 FRED HAMILTON 1.00 X 0 0 0 JIM IMBIORSKI 1.00 X 0 0 0 COLE JACKSON 1.00 X 0 0 0 MARK KAENEL 1.00 X 0 0 0 ROBERT KAIN 1.00 X 0 0 0 AARON KNOX 1.00 X 0 0 0 WILFRID LEMANN 1.00 X 0 0 0 DOBBIN LO 1.00 X 0 0 0 PAUL MATA 1.00 X 0 0 0 BARBARA MCGEE 1.00 X 0 0 0 CHARLES MCNEELY 1.00 X 0 0 0 MICHAEL MILLER 1.00 X 0 0 0 LOUIS MONVILLE III 1.00 X 0 0 0 YOLANDA MOSES 1.00 X 0 0 0 MICHAEL NAPOLI JR 1.00 X 0 0 0 JOHN NOLAN 1.00 X 0 0 0 RICHARD OLIPHANT 1.00 X 0 0 0 PATRICK O'REILLY 1.00 X 0 0 0 NEALE PERKINS 1.00 X 0 0 0 MADELAINE PFAU 1.00 X 0 0 0 STEVE PONTELL 1.00 X 0 0 0 THE HONORABLE RAY R QUINTO 1.00 X 0 0 0 JAMES RAMOS JR 1.00 X 0 0 0 ALI RAZI 1.00 X 0 0 0 GEORGE REYES 1.00 X 0 0 0 DONOVAN RINKER-MORRIS 1.00 X 0 0 0 ALI SAHABI 1.00 X 0 0 0 PHILLIP SAVAGE IV 1.00 X 0 0 0 LARRY SHARP 1.00 X 0 0 0 PAUL SHIMOFF 1.00 X 0 0 0 JEFFREY SHOCKEY 1.00 X 0 0 0 ERNEST SIVA 1.00 X 0 0 0 JEAN STEPHENS 1.00 X 0 0 0 WILLIAM STEVENSON 1.00 X 0 0 0 EDWARD TEYBER 1.00 X 0 98494 38404 BRUCE VARNER 1.00 X 0 0 0 DR W BENSON HARER 1.00 X 0 0 0 0 1357746 394461 0 0 1 0 0 343969 1904615 2248584 765636 765636 3385124 3207621 177503 177503 177503 3191723 0 0 943139 1559731 1559731 6481 6481 117995 117995 75522 75522 36878 36878 828740 794355 34385 62172 62172 28262 25826 2436 14339 14339 14117 1003 13114 MISCELLANEOUS 338007 338007 3082244 2914314 167930 0 1476616 1638131 4500574 4497593 953640 683440 251835 65333 65743 23912 56170 41831 19170823 21312719 3137047 3151337 29546705 31390384 224715 229628 224715 229628 X 350739 35376 11789223 13169584 17182028 17955796 29321990 31160756 29546705 31390384 X 109479 1331369 397918 X X 0 1 X 1 0 X 3525250 2248584 5773834 3525250 2248584 5773834 346944 5426890 606828 765636 1372464 64440 64440 7210738 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3151337 X X X X 0 19170823 2581473 686153 852789 198645 21312719 20535257 -685376 595857 83201 19170823 0.84250 0.15750 0 0 65743 23912 41831 41831 ART COLLECTION 3151337 3151337 X 5530487 1331369 1007395 2338764 3191723 0 3191723 3691721 609477 609477 3082244 0 3082244 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFERS FROM RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 1,007,395. PART XII, LINE 2D - OTHER ADJUSTMENTS: TRANSFERS TO RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 609,477. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1559731 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 ROBERT GARDNER 0 197317 0 0 0 396 0 37333 0 22040 0 257086 0 0 ANDREW BODMAN 0 207530 0 0 0 396 0 40205 0 16747 0 264878 0 0 LORRAINE FROST 0 159129 0 0 0 268 0 30634 0 15216 0 205247 0 0 FRANK RINCON 0 151476 0 0 0 762 0 29079 0 14655 0 195972 0 0 X 3 0 6 0 1 0 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: NET ASSETS TRANSFERRED FROM RELATED PARTIES TO REIMBURSE FOR INCURRED COSTS 397,918. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 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