THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY (EIN 83-0403915)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201411329349301876
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T11:17:13-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 8TH AVENUE SE SUITE 300 | AddressLine1 |
| City | OLYMPIA | City |
| State | WA | State |
| ZIP Code | 985011386 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830403915 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TOWE | NameControl |
| Phone | 4089241765 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LESLIE ROHN | Name |
| Title | COO | Title |
| Phone | 4089241765 | Phone |
| Date Signed | 2014-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTONIA GOH CPA | Name |
| PTIN | P00187374 | PTIN |
| Phone | 3607547244 | 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 | LESLIE ROHN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 105107941 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SJSU.EDU/TOWERFOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ASSISTANCE TO ACADEMIC PROGRAMS & FACILITIES, STUDENT SCHOLARSHIPS, FACULTY, & ATHLETICS PROGRAMS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 24 | NbrIndependentVotingMembers |
| Total Nbr Employees | 455 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -12485 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 13109385 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 38660320 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1803087 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2282027 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2538113 | InvestmentIncomePriorYear |
| Investment Income Current Year | 4991460 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 322639 | OtherRevenuePriorYear |
| Other Revenue Current Year | 286878 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17773224 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46220685 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2001365 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2587542 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3408904 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3594591 | 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 | 7789483 | OtherExpensePriorYear |
| Other Expenses Current Year | 8388544 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13199752 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14570677 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4573472 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 31650008 | RevenuesLessExpensesCY |
| Total Assets BOY | 114800772 | TotalAssetsBOY |
| Total Assets EOY | 149150044 | TotalAssetsEOY |
| Total Liabilities BOY | 1357840 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1543634 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 113442932 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 147606410 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE TOWER FOUNDATION'S MISSION IS TO ENCOURAGE PHILANTHROPY AMONG SJSU ALUMNI AND FRIENDS BY PROVIDING HIGH QUALITY, RELIABLE, AND RESPONSIVE CHARITABLE GIVING SERVICES, DONOR STEWARDSHIP, AND ACCURATE ACCOUNTING FOR ALL GIFTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 13256173 | Expense |
| Grants | 2587542 | Grants |
| Revenue | 2544400 | Revenue |
| Description | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL PURPOSES OF PROMOTING AND ADVANCING THE OBJECTIVES OF SAN JOSE STATE UNIVERSITY. PRIMARY PURPOSES INCLUDE PROVIDING ASSISTANCE TO ACADEMIC PROGRAMS, LIBRARIES, CLASSROOMS, LABORATORIES, STUDENT SCHOLARSHIPS, FACULTY FELLOWSHIPS AND PROFESSORSHIPS, FACULTY RESEARCH AND COMMUNITY PROJECTS, AND ATHLETICS PROGRAMS. | Description |
| Total Program Service Expense | 13256173 | 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 | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | 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 | 147 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 455 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| 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 | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 24 | 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 | 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 | LESLIE ROHN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4089241765 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 951920183 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SHAWN BIBB | ||||||||
| EX OFFICIO | 0.50 | 40.00 | X | 0 | 230846 | 59937 | ||
| GENE BLEYMAIER | ||||||||
| EX OFFICIO | 0.50 | 40.00 | X | 51000 | 92315 | 27262 | ||
| PHILLIP R BOYCE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| STEPHEN CAPLAN | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CHARLES W DAVIDSON | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DANA DITMORE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| REBECCA DUKES | ||||||||
| CEO (STARTING DECEMBER 2012) | 0.50 | 40.00 | X | 0 | 0 | 0 | X | |
| LESLIE C FRANCIS | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| WANDA GINNER | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| WANDA HENDRIX | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ANTHONY JACKSON | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| JAMES JIMENEZ | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ELLEN JUNN | ||||||||
| EX OFFICIO | 0.50 | 40.00 | X | 0 | 190989 | 49908 | ||
| MICHAEL KAUFMAN | ||||||||
| DIRECTOR | 0.50 | 40.00 | X | 1274 | 99006 | 41507 | ||
| CYNTHIA LAZARES | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CAROLYN LEWIS | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DONALD LUCAS | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| AMIR MASHKOORI | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| JENNY MING | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CONSTANCE MOORE | ||||||||
| CHAIRMAN OF THE BOARD | 0.50 | X | 0 | 0 | 0 | |||
| EDWARD OATES | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| JOSEPH P PARISI | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| ROBERT PISANO | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| KIM POLESE | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| MOHAMMAD QAYOUMI | ||||||||
| EX OFFICIO | 0.50 | 40.00 | X | 25000 | 342453 | 59937 | ||
| GARY SBONA | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| CARMEN SIGLER | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| PETER UEBERROTH | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| DAVID WENG | ||||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | |||
| LESLIE ROHN | ||||||||
| COO | 40.00 | 0 | 100698 | 33126 | X | |||
| NANCY BUSSANI | ||||||||
| CEO (UNTIL SEPTEMBER 2012) | 0.50 | 40.00 | 7675 | 217425 | 57038 | X | ||
| THOMAS BOWEN | ||||||||
| ATHLETICS DIRECTOR | 0.10 | 40.00 | 101114 | 165018 | 45947 | X | ||
| GEORGE MACINTYRE | ||||||||
| FOOTBALL COACH | 0.10 | 40.00 | 197703 | 262517 | 61848 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 383766 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1701267 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 436510 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 24110 | FundraisingEvents |
| Related Organizations | 1664318 | RelatedOrganizations |
| All Other Contributions | 36971892 | AllOtherContributions |
| Noncash Contributions | 14516950 | NoncashContributions |
| Total Contributions | 38660320 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATION FEE | Description |
| Business Code | 611170 | BusinessCode |
| Total Revenue Column | 2282027 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2282027 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2282027 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2473535 | TotalRevenueColumn |
| Exclusion | $2,473,535 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 61344466 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58826541 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2517925 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2517925 | TotalRevenueColumn |
| Exclusion | $2,517,925 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 85220 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 24110 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 60715 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24505 | TotalRevenueColumn |
| Exclusion | $24,505 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER | Description |
| Business Code | 611170 | BusinessCode |
| Total Revenue Column | 262373 | TotalRevenueColumn |
| Related Or Exempt Function Income | 262373 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 262373 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46220685 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2544400 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $5,015,965 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2587542 | Total |
| Program Services | 2587542 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268159 | Total |
| Management And General | 268159 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2430944 | Total |
| Program Services | 2299216 | ProgramServices |
| Management And General | 131728 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10703 | Total |
| Management And General | 10703 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 856599 | Total |
| Program Services | 625184 | ProgramServices |
| Management And General | 231415 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28186 | Total |
| Program Services | 12623 | ProgramServices |
| Management And General | 15563 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4074 | Total |
| Program Services | 4074 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18749 | Total |
| Program Services | 12899 | ProgramServices |
| Management And General | 5850 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 382903 | Total |
| Management And General | 382903 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 352794 | Total |
| Program Services | 352794 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1186290 | Total |
| Program Services | 1180653 | ProgramServices |
| Management And General | 5637 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156018 | Total |
| Program Services | 145619 | ProgramServices |
| Management And General | 10399 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2240794 | Total |
| Program Services | 2066401 | ProgramServices |
| Management And General | 174393 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96285 | Total |
| Program Services | 85341 | ProgramServices |
| Management And General | 10944 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432518 | Total |
| Program Services | 428753 | ProgramServices |
| Management And General | 3765 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764367 | Total |
| Program Services | 764367 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108049 | Total |
| Program Services | 108049 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43408 | Total |
| Program Services | 39543 | ProgramServices |
| Management And General | 3865 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ADMINISTRATION FEE | 2328290 | 2274745 | 53545 |
| STUDENT SUPPORT AND INC | 202292 | 202292 | 0 |
| DUES & SUBSCRIPTIONS | 71713 | 66078 | 5635 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14570677 | Total |
| Program Services | 13256173 | ProgramServices |
| Management And General | 1314504 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20492308 | BOY |
| EOY | 26173217 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18802203 | BOY |
| EOY | 16746314 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 5061071 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2326 | BOY |
| EOY | 144594 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68317750 | BOY |
| EOY | 99350841 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5778333 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 983160 | BOY |
| EOY | 1206833 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 424692 | BOY |
| EOY | 467174 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114800772 | BOY |
| EOY | 149150044 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330850 | BOY |
| EOY | 737856 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182375 | BOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 844615 | BOY |
| EOY | 805778 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1357840 | BOY |
| EOY | 1543634 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4665500 | BOY |
| EOY | 5431085 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45503414 | BOY |
| EOY | 58559898 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63274018 | BOY |
| EOY | 83615427 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113442932 | BOY |
| EOY | 147606410 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114800772 | BOY |
| EOY | 149150044 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 31650008 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 4566328 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2052858 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9072264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9156417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17767014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13109385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38650681 | CurrentTaxYear |
| Total | 87755761 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9072264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9156417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17767014 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13109385 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38650681 | CurrentTaxYear |
| Total | 87755761 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 87755761 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1462644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1650731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1693194 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2202985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2473535 | CurrentTaxYear |
| Total | 9483089 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 97238850 | TotalSupport |
| Gross Receipts From Admissions Etc | 8815566 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.90250 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87980 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 7431009 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 7494722 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73000242 | BeginningOfYearBalance |
| Contributions | 16402733 | Contributions |
| Investment Earnings Or Losses | 9274418 | InvestmentEarningsOrLosses |
| Administrative Expenses | 394755 | AdministrativeExpenses |
| End Of Year Balance | 98282638 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 73099988 | BeginningOfYearBalance |
| Contributions | 1197836 | Contributions |
| Investment Earnings Or Losses | -849965 | InvestmentEarningsOrLosses |
| Administrative Expenses | 447617 | AdministrativeExpenses |
| End Of Year Balance | 73000242 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55209068 | BeginningOfYearBalance |
| Contributions | 5581450 | Contributions |
| Investment Earnings Or Losses | 12623969 | InvestmentEarningsOrLosses |
| Administrative Expenses | 314499 | AdministrativeExpenses |
| End Of Year Balance | 73099988 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 40517097 | BeginningOfYearBalance |
| Contributions | 9902213 | Contributions |
| Investment Earnings Or Losses | 6255049 | InvestmentEarningsOrLosses |
| Other Expenditures | 1213505 | OtherExpenditures |
| Administrative Expenses | 251786 | AdministrativeExpenses |
| End Of Year Balance | 55209068 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 50130045 | BeginningOfYearBalance |
| Contributions | 1601152 | Contributions |
| Investment Earnings Or Losses | -10222446 | InvestmentEarningsOrLosses |
| Other Expenditures | 749681 | OtherExpenditures |
| Administrative Expenses | 241973 | AdministrativeExpenses |
| End Of Year Balance | 40517097 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.07320 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85160 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.07520 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN TRUST LIABILITY - CURRENT | $113,746 |
| FUNDS HELD IN TRUST LIABILITY - NONCURRENT | $692,032 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 805778 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 50779132 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4566328 | NetUnrealizedGainsInvestments |
| Other Revenues | 60715 | OtherRevenues |
| Revenue Not Rptd F990 | 4627043 | RevenueNotRptdF990 |
| Revenue Subtotal | 46152089 | RevenueSubtotal |
| Other Revenues Not Included | 68596 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 68596 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 46220685 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 16615654 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2113573 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2113573 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14502081 | ExpensesSubtotal |
| Other Expenses Not Included | 68596 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 68596 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14570677 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 60,715. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MISC NONCASH GIFTS 68,596. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 60,715. UNCOLLECTIBLE PLEDGES 2,052,858. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MISC NONCASH GIFTS 68,596. |
| PART V, LINE 4: THE FOUNDATION RECEIVES DONATIONS RESTRICTED TO ENDOWMENT BY DONORS. SUCH DONATIONS ARE INVESTED IN ACCORDANCE WITH THE FOUNDATION'S INVESTMENT POLICY. THE ENDOWMENT PORTFOLIO IS COMPRISED OF A BLEND OF INVESTMENTS AND IS PROFESSIONALLY MANAGED. THE FINANCE AND INVESTMENT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE INVESTMENT PORTFOLIO, MONITORING PERFORMANCE OF THE INVESTMENTS AND APPROVING NEW FUND MANAGERS. PART X, LINE 2: ALTHOUGH THERE WAS NO FORMAL FOOTNOTE RELATED TO ASC 740 IN THE FINANCIAL STATEMENT, MANAGEMENT DETERMINED AND ITS AUDITORS CONFIRMED THAT NO ASC 740 LIABILITIES EXISTED AT YEAR END. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CAYMAN ISLANDS | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 997000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 997000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 997000 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | YOSH UCHIDA GOLF CLASSIC | NameOfEvent1 |
| Gross Receipts Event1 | 45705 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 19010 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 26695 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 2250 | CashPrizesEvent1 |
| Rent Facility Costs Event1 | 13612 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 9900 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 926 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MEN'S SOCCER TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 38120 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 3450 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 34670 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 800 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 14400 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8456 | FoodAndBeverageEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 25505 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 1650 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 23855 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 385 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 5775 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 3881 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 330 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 109330 | GrossReceiptsTotal |
| Charitable Contributions Total | 24110 | CharitableContributionsTotal |
| Gross Revenue Total Events | 85220 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 2250 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1185 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 33787 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 22237 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 1256 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 60715 | DirectExpenseSummaryEvents |
| Net Income Summary | 24505 | NetIncomeSummary |
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 | SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 770414438 | EINOfRecipient |
| Amount Of Cash Grant | 2587542 | AmountOfCashGrant |
| Method Of Valuation | CASH VALUE | MethodOfValuation |
| Purpose Of Grant | SCHOLARSHIPS AND REIMBURSED SALARIES AND BENEFITS | PurposeOfGrant |
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: THE TOWER FOUNDATION FUNDS SCHOLARSHIPS THAT ARE AWARDED TO STUDENTS OF SAN JOSE STATE UNIVERSITY (SJSU). THE SCHOLARSHIPS ARE DIRECTED BY SJSU'S FINANCIAL AID AND SCHOLARSHIP OFFICE AND ITS ATHLETICS DEPARTMENT, WHICH EVALUATE APPLICANTS TO ENSURE THEY MEET THE CRITERIA STIPULATED BY THE DONOR. THE AMOUNT OF SCHOLARSHIPS AWARDED BY SJSU'S FINANCIAL AID AND SCHOLARSHIP OFFICE AND FUNDED BY THE TOWER FOUNDATION WAS $1,356,606. THE AMOUNT OF SCHOLARSHIPS AWARDED BY SJSU'S ATHLETICS AND FUNDED BY THE TOWER FOUNDATION WAS $88,826. ADDITIONALLY, THE TOWER FOUNDATION REIMBURSES SJSU FOR CERTAIN SALARIES AND BENEFITS PAID TO UNIVERSITY PERSONNEL. THE AMOUNT OF FUNDS GRANTED TO SJSU FOR THIS PURPOSE DURING THE FISCAL YEAR REPORTED ON THIS RETURN WAS $1,090,105. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN BIBB | ||||||||||||||
| EX OFFICIO | 0 | 230846 | 0 | 0 | 0 | 0 | 0 | 44034 | 0 | 15903 | 0 | 290783 | 0 | 0 |
| GENE BLEYMAIER | ||||||||||||||
| EX OFFICIO | 51000 | 92315 | 0 | 0 | 0 | 0 | 0 | 18973 | 0 | 8289 | 51000 | 119577 | 0 | 0 |
| ELLEN JUNN | ||||||||||||||
| EX OFFICIO | 0 | 190989 | 0 | 0 | 0 | 0 | 0 | 36278 | 0 | 13630 | 0 | 240897 | 0 | 0 |
| MOHAMMAD QAYOUMI | ||||||||||||||
| EX OFFICIO | 25000 | 342453 | 0 | 0 | 0 | 0 | 0 | 44034 | 0 | 15903 | 25000 | 402390 | 0 | 0 |
| NANCY BUSSANI | ||||||||||||||
| CEO (UNTIL SEPTEMBER 2012) | 7675 | 217425 | 0 | 0 | 0 | 0 | 0 | 37823 | 0 | 19215 | 7675 | 274463 | 0 | 0 |
| THOMAS BOWEN | ||||||||||||||
| ATHLETICS DIRECTOR | 46091 | 165018 | 55023 | 0 | 0 | 0 | 0 | 30684 | 0 | 15263 | 101114 | 210965 | 0 | 0 |
| GEORGE MACINTYRE | ||||||||||||||
| FOOTBALL COACH | 197703 | 262517 | 0 | 0 | 0 | 0 | 0 | 39378 | 0 | 22470 | 197703 | 324365 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | PART I, LINE 3: THE ORGANIZATION'S CEO IS COMPENSATED BY SAN JOSE STATE UNIVERSITY (SJSU), A RELATED ORGANIZATION. SJSU ESTABLISHES THE COMPENSATION OF THE ORGANIZATION'S CEO BASED ON GUIDELINES OF THE UNIVERSITY AND THROUGH THE USE OF A COMPENSATION SURVEY OR STUDY. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 6545589 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK MARKET QUOTES | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 7902765 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MISC OFFICE SUPPLIES, EQUIP | Description |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 68596 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE SAN JOSE STATE UNIVERSITY PRESIDENT WHO IS A BOARD DIRECTOR OF THE FOUNDATION HAS THE SOLE AUTHORITY TO APPOINT THE BOARD MEMBERS FOR THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TOWER FOUNDATION'S AUDIT COMMITTEE REVIEWS THE 990 FORM IN DETAIL WITH TOWER MANAGEMENT. THE 990 IS DISTRIBUTED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE INTERNAL REVENUE SERVICE. MINUTES KEPT FOR THE AUDIT COMMITTEE AND BOARD OF DIRECTORS DOCUMENT THE PROCESS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY AND RELATED DISCLOSURE STATEMENT IS REVIEWED ON AN ANNUAL BASIS AT THE TOWER FOUNDATION AUDIT COMMITTEE MEETING IN NOVEMBER. THE COMMITTEE RECOMMENDS ANY CHANGE TO THE POLICY AND DISCLOSURE FORM. THIS POLICY AND THE DISCLOSURE FORM ARE THEN PRESENTED AT THE DECEMBER MEETING TO TOWER BOARD MEMBERS. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE THE DISCLOSURE FORM AND THE FORMS ARE COLLECTED BY TOWER MANAGEMENT. IF THERE ARE ANY DISCLOSED CONFLICTS, THEY ARE ADDRESSED AT THE SUBSEQUENT AUDIT COMMITTEE MEETING AND PRESENTED TO THE BOARD AS APPROPRIATE. | |
| THE ORGANIZATION'S CEO, OFFICERS AND KEY EMPLOYEES ARE GENERALLY COMPENSATED BY SAN JOSE STATE UNIVERSITY, A RELATED ORGANZIATION OF THE TOWER FOUNDATION. THEREFORE, THE TOWER FOUNDATION HAS NOT ESTABLISHED COMPENSATION POLICIES FOR THESE INDIVIDUALS. HOWEVER, SAN JOSE STATE UNIVERSITY DETERMINES COMPENSATION FOR THE TOWER FOUNDATION'S CEO, OFFICERS AND KEY EMPLOYEES BASED ON REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND COMPARABILITY DATA. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII, SECTION A, LINE 1A, COLUMN D: | CSU POLICY REQUIRES THAT STIPEND PAYMENTS BY AN AUXILIARY TO A CSU EMPLOYEE BE MADE THROUGH THE AUXILIARY'S PAYROLL. ACCORDINGLY, SOME PAYMENTS MADE TO UNIVERSITY EMPLOYEES ON BEHALF OF SJSU ARE REFLECTED AS COMPENSATION FROM THE TOWER FOUNDATION ON FORM 990, PART VII, SECTION A, LINE 1A, COLUMN D. | COMPENSATION FROM THE ORGANIZATION FOR CERTAIN UNIVERSITY EMPLOYEES |
| FORM 990, PART XI, LINE 9: | UNCOLLECTED PLEDGES -2,052,858. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SJSU TOWER REAL ESTATE FUND LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE CLARK HALL | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 999999999 | EIN |
| Primary Activities | REAL ESTATE MANAGEMENT | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Total Income | 4025 | TotalIncome |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOWER FOUNDATION OF SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN JOSE STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WASHINGTON SQUARE | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95192 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770414438 | EIN |
| Primary Activities | STATE UNIVERSITY | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 115 | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILO PROJECT LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1346 THE ALAMEDA STE 7 PMB 269 | AddressLine1 |
| City | SAN JOSE | City |
| State | CA | State |
| ZIP Code | 95126 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263694655 | EIN |
| Primary Activity | HOUSING INVESTMENT | PrimaryActivity |
| Legal Domicile State | HI | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Predominant Income Type | EXCLUDED SECTION 512 | PredominantIncomeType |
| Share Of Total Income | -8098 | ShareOfTotalIncome |
| Share Of EOY Assets | 1205651 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Percentage Ownership | 0.67030 | PercentageOwnership |
| 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 | 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 | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SAN JOSE STATE UNIVERSITY | ||
| B | 2587542 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| P | 1558299 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| Q | 1308863 | FMV |
| SAN JOSE STATE UNIVERSITY | ||
| L | 0 | |
| SAN JOSE STATE UNIVERSITY | ||
| N | 0 | |
| SAN JOSE STATE UNIVERSITY | ||
| R | 31744 | FMV |
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