2014-05-14T12:43:48-05:00 2013-06-30 420714325 MCGLADREY LLP 515 S FLOWER STREET 41ST FLOOR LOS ANGELES CA 90071 990 2012-07-01 956042721 SAN DIEGO STATE UNIVERSITY FOUNDATION DBA SDSU RESEARCH FOUNDATION SAND 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 BOB E WOLFSON 6195945771 2014-05-13 1 CHRISTOPHER M PEKULA P00734965 2133304800 2012 2016-02-25 16:41:14Z BOB E WOLFSON 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 217288435 0 X HTTP://WWW.FOUNDATION.SDSU.EDU X 1943 CA PROVIDE SUPPORT TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE PROGRAMS OF SDSU. 16 4 4156 350 108979 -163454 81922586 74353144 93930862 90034253 1670885 1848203 -1347248 66616 176177085 166302216 11919183 13934418 0 0 94904485 90796361 388889 267526 4580605 63495679 57709570 170708236 162707875 5468849 3594341 186545481 177940725 110028157 97791019 76517324 80149706 PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. 0 0 86555691 13934418 51844747 SDSU RESEARCH FOUNDATION ("SDSURF") ADMINISTERS FUNDS FOR THE SPONSORED RESEARCH EFFORTS OF SDSU FACULTY WHO ARE RESEARCHING ISSUES IMPORTANT TO OUR REGION, THE NATION, AND THE WORLD. 29435734 33146912 SDSURF ADMINISTERS FUNDS THAT SUPPORT THE WORK OF PROJECTS THAT FOCUS ON CAMPUS AND COMMUNITY IMPROVEMENT. 22026302 4945307 SDSURF ADMINISTERS FUNDS FOR SDSU'S PUBLIC BROADCASTING ARM, KPBS. 138017727 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 1 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 905 0 1 4156 1 1 1 0 0 0 0 1 1 1 1 0 0 1 0 X 16 4 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MELINDA S COIL 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 ELIZABETH A KLONOFF 15.00 35.00 X 65659 142729 39550 KAREN D EMMOREY 15.00 35.00 X X 78363 104975 48209 MARILYN NEWHOFF 1.00 39.00 X 0 184402 43027 MARY ANN LYMAN-HAGER 15.00 35.00 X 54487 114255 41707 ROBERTA GOTTLIEB 15.00 35.00 X 86847 191907 51545 SALLY F ROUSH 5.00 45.00 X X 0 301568 54654 ELLIOT HIRSHMAN 5.00 45.00 X X 50000 359358 89542 RANDOLPH PHILIPP 15.00 35.00 X 20116 114150 44047 STEPHEN WELTER 5.00 45.00 X X 0 217399 62897 NANCY A MARLIN 5.00 45.00 X 0 260038 55517 SANFORD I BERNSTEIN 15.00 35.00 X 44652 113888 45975 CRAIG HAUSER 1.00 0.00 X 0 0 0 KIM E BARRETT 1.00 0.00 X 0 0 0 PAULA S BROCK 1.00 0.00 X 0 0 0 JOSH MORSE 1.00 0.00 X 0 0 0 WALTER A TURNER JR 2.00 0.00 X 0 0 0 BOB E WOLFSON 50.00 0.00 X 0 182271 50089 MELINDA S COIL 50.00 0.00 X 155563 0 36166 MICHELE GOETZ 50.00 0.00 X 155563 0 29851 WILLIAM T HUSHEN 50.00 0.00 X 163110 0 38979 THOMAS KARLO 50.00 0.00 X 0 214509 56330 JOE B SHAPIRO 50.00 0.00 X 0 159972 50412 STEPHEN FISHER 0.50 50.00 X 660180 274623 66325 RODERICK LONG 0.50 50.00 X 640000 213931 55048 EDWARD RILEY 15.00 35.00 X 96544 184324 56553 JAMES STERK 0.50 50.00 X 130000 239839 62854 MELBOURNE HOVELL 15.00 35.00 X 111460 154775 55195 2512544 3728913 1134472 40 0 1 0 COLLEGE CONTACTCOM HAMMER STR 39 MUENSTER GM 48153 STUDENT RECRUITMENT 727981 NORDEA FINANS DANMARK CHRISTIANBRO STANDGADE 3 COPEBHAGEN DA 0900 STUDENT RECRUITMENT 274404 CARL BLOOM ASSOCIATES INC 81 MAIN STREET WHITE PLAINS NY 10601 MAIL SERVICES 255561 IEC ONLINE INTERNATIONAL MARIENSTRA BE 19/20 BERLIN GM 10117 STUDENT RECRUITMENT 194918 MCGLADREY LLP 1455 FRAZEE RD 600 SAN DIEGO CA 92108 ACCOUNTING 190764 13 150428 22445 46659338 27520933 823438 74353144 CONTRACTS GOVERNMENT 541900 37116368 37116368 FEES & TUITION 611600 30977664 30977664 CONTRACTS NON-GOVERNMENT 541900 14728379 14728379 CAMPUS & COMMUNITY 515100 7211842 7114332 97510 90034253 1805881 1805881 249078 249078 9863415 10003387 -139972 -139972 -139972 24582474 16229738 24954224 15815666 -371750 414072 42322 42322 179982 22445 212942 -32960 -32960 PASSTHROUGH ENTITIES 515100 -9530 223 11469 -21222 -9530 166302216 89936966 108979 1903127 6746779 6746779 6974339 6974339 213300 213300 1163050 375324 787726 68683121 56896291 10334075 1452755 5021247 4126622 789949 104676 10464302 8599899 1646258 218145 5464641 4491017 859705 113919 286747 34410 252337 190764 190764 175775 175775 267526 267526 6472756 5228240 705183 539333 5064271 3885284 1178987 3494226 3077887 376229 40110 4582386 4007497 423864 151025 4890308 4890308 487845 352655 89440 45750 SUBCONTRACTS 10942159 10928369 13790 SUPPLIES & EQUIPMENT 6055305 5415780 620424 19101 DUES & FEES 4643267 3733880 323044 586343 BROADCASTING EXPENSE 3048045 3046032 909 1104 7375716 4993814 1341084 1040818 162707875 138017727 20109543 4580605 3931086 4096542 16752975 14836512 17082076 17290887 4313932 5048819 3091813 1637285 114891390 48380286 84992070 66511104 56381529 68519576 186545481 177940725 15815327 13048150 5834595 5417528 42754164 16441445 12064597 19513053 33559474 43370843 110028157 97791019 X 38964566 47176736 32816842 28211667 4735916 4761303 76517324 80149706 186545481 177940725 X 3594341 847608 -809567 X 0 1 X 1 1 1 X X X X 0 0 0 SAN DIEGO STATE UNIV 330373293 6 1 1 1 6746779 1 6746779 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: IN ADDITION TO DIRECT MONETARY SUPPORT, SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION ADMINISTERS FUNDS THAT SUPPORT SPONSORED RESEARCH, CAMPUS AND COMMUNITY IMPROVEMENT, AND PUBLIC BROADCASTING FOR SAN DIEGO STATE UNIVERSITY RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1 13775 1 162000 0 0 175775 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: SDSU RESEARCH FOUNDATION PAID $162,000 TO THE FIRM OF CARPI & CLAY, INC. DURING THE FISCAL YEAR. THE FIRM REPRESENTS SDSU'S INTERESTS IN WASHINGTON, D.C., PRIMARILY IN ACTIVITIES THAT INVOLVE THE COMPETITION FOR FEDERAL RESEARCH FUNDS. $6,125 WAS ALSO PAID TO CALIFORNIA COALITION FOR PUBLIC HIGHER EDUCATION ISSUES COMMITTEE - YES ON PROPOSITION 30 AND $7,650 TO ASSOCIATION OF PUBLIC TELEVISION ACTION, INC. 18170482 681138 1339124 750776 19439968 18820376 252010 -505068 396836 18170482 16178017 414893 2589907 362441 18820376 14628436 680794 1575200 706413 16178017 17802288 315805 -2600433 889224 14628436 0.69000 0.25000 0.06000 0 1 1 475302 20801936 21277238 525852 68558693 30419671 38664874 24529607 17960615 6568992 66511104 AMOUNTS HELD FOR OTHERS 397823 DUE TO SDSU AUXILIARY 40698567 OTHER LIABILITIES 2274453 43370843 X 177407272 847606 668133 9589317 11105056 166302216 0 166302216 172090660 668133 10003387 10671520 161419140 1288735 1288735 162707875 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND TO PROVIDE INTER-GENERATIONAL INCOME TO AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE MISSION OF SAN DIEGO STATE UNIVERSITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: NO FORMAL FOOTNOTE RELATED TO ASC 740 WAS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AS NO ASC 740 LIABILITIES EXISTED AT YEAR END. HOWEVER, MANAGEMENT HAS ADOPTED THE PROVISIONS OF ASC 740 AS REQUIRED BY GAAP AND EXAMINES ITS TAX POSITIONS ANNUALLY. AT THE END OF THE YEAR MANAGEMENT DETERMINED AND ITS AUDITORS CONFIRMED THAT NO ASC 740 LIABILITIES EXISTED AT YEAR END. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET EFFECT OF TRANSFER TO AZTEC SHOPS -414,070. RENTAL EXPENSES NETTED ON TAX RETURN 10,003,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON TAX RETURN 10,003,387. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN EQUITY OF PLANT FUND ASSETS 1,288,735. 1 EAST ASIA & THE PACIFIC 6 PROGRAM SERVICES TRAINING 160727 EUROPE 1 PROGRAM SERVICES TRAINING 13636 EAST ASIA & THE PACIFIC GRANTS 56 MIDDLE EAST & NO AFRICA GRANTS 5475 NORTH AMERICA GRANTS 13957 SOUTH ASIA GRANTS 1204 SOUTH AMERICA GRANTS 1500 EUROPE GRANTS 16745 0 7 0 0 0 7 213300 0 213300 E ASIA & PACIFI TRAINING 101500 CHECK E ASIA & PACIFI TRAINING 52115 CHECK E ASIA & PACIFI TRAINING 7112 CHECK EUROPE TRAINING 13636 CHECK 0 4 TRAVEL ASSISTANCE EAST ASIA & PACIFIC 1 56 CHECK TRAVEL ASSISTANCE EUROPE 3 3337 WIRE TRAVEL ASSISTANCE EUROPE 7 13408 CHECK TRAVEL ASSISTANCE MID EAST & NO AFRICA 4 5475 CHECK TRAVEL ASSISTANCE NORTH AMERICA 18 13957 CHECK TRAVEL ASSISTANCE SOUTH AMERICA 3 1500 CHECK TRAVEL ASSISTANCE SOUTH ASIA 2 1204 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: EXPLANATION FOR GRANTS OUTSIDE US FOREIGN AND DOMESTIC EXPENDITURES ON GRANTS AND CONTRACTS ARE CLOSELY MONITORED BY SDSU RESEARCH FOUNDATION STAFF TO COMPLY WITH SPONSOR REQUIREMENTS. FEDERAL GRANTS REPRESENT A SUBSTANTIAL MAJORITY OF GRANT AND CONTRACT EXPENDITURES AND ACCORDINGLY, ARE SUBJECT TO AUDIT BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE COGNIZANT GOVERNMENT AUDIT AGENCY FOR SDSU REASEARCH FOUNDATION. X X X X X X X 1 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 CAR DONATIONS 1 650759 164815 485944 ARIA COMMUNICATIONS INC 717 W ST GERMAI ST CLOUD MN 56301 TELEFUNDRAISING 0 120018 54137 65881 HARRIS DIRECT 6800 OWENSMOUTH CANOGA PRK CA 91303 TELEFUNDRAISING 0 66062 40360 25702 COMNET MARKTNG 1214 SLOWE AVE MEDFORD OR 97501 TELEFUNDRAISING 0 16934 8214 8720 853773 267526 586247 CA ANIVERS GALA 202427 22445 179982 61556 151386 202427 22445 179982 61556 151386 212942 -32960 1 SAN DIEGO STATE UNIVERSITY 550 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 GOVERNMENT 6746779 SUPPORT UNIVERSITY 1 0 FELLOWSHIPS 1050 6165724 BOOKS & SUPPLIES 450 447106 TRAVEL ASSISTANCE 400 335488 OTHER STUDENT COSTS 50 26021 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DESCRIPTION OF PROCEDURES FOR MONITORING GRANT USAGE: FELLOWSHIPS ARE PRIMARILY GRANTED TO INDIVIDUALS TO HELP THEM IMPROVE THEIR RESEARCH SKILLS. AS SUCH, THE RESPONSIBLE PRINCIPAL INVESTIGATOR CLOSELY MONITORS THE PROGRESS OF THE RECIPIENTS. X 0 0 0 0 0 0 0 0 0 ELIZABETH A KLONOFF 65659 142729 0 0 0 0 6566 25584 0 7400 72225 175713 0 0 KAREN D EMMOREY 78363 104975 0 0 0 0 7836 20323 0 20050 86199 145348 0 0 MARILYN NEWHOFF 0 183640 0 0 0 762 0 35227 0 7800 0 227429 0 0 MARY ANN LYMAN-HAGER 54487 114255 0 0 0 0 5449 21566 0 14692 59936 150513 0 0 ROBERTA GOTTLIEB 86847 191907 0 0 0 0 8685 32545 0 10315 95532 234767 0 0 SALLY F ROUSH 0 245587 0 0 0 55981 0 45999 0 8655 0 356222 0 0 ELLIOT HIRSHMAN 50000 346806 0 0 0 12552 0 67008 0 22534 50000 448900 0 0 RANDOLPH PHILIPP 20116 114150 0 0 0 0 2012 22064 0 19971 22128 156185 0 0 STEPHEN WELTER 0 213751 0 0 0 3648 0 41162 0 21735 0 280296 0 0 NANCY A MARLIN 0 249642 0 0 0 10396 0 47717 0 7800 0 315555 0 0 SANFORD I BERNSTEIN 44652 113888 0 0 0 0 4465 21777 0 19733 49117 155398 0 0 BOB E WOLFSON 0 181509 0 0 0 762 0 34921 0 15168 0 232360 0 0 MELINDA S COIL 155563 0 0 0 0 0 15556 0 20610 0 191729 0 0 0 MICHELE GOETZ 155563 0 0 0 0 0 15556 0 14295 0 185414 0 0 0 WILLIAM T HUSHEN 163110 0 0 0 0 0 16311 0 22668 0 202089 0 0 0 THOMAS KARLO 0 214113 0 0 0 396 0 41162 0 15168 0 270839 0 0 JOE B SHAPIRO 0 159210 0 0 0 762 0 30634 0 19778 0 210384 0 0 STEPHEN FISHER 660180 266206 0 0 0 8417 0 49426 0 16899 660180 340948 0 0 RODERICK LONG 640000 209435 0 0 0 4496 0 40205 0 14843 640000 268979 0 0 EDWARD RILEY 96544 184324 0 0 0 0 9654 30023 0 16876 106198 231223 0 0 JAMES STERK 130000 224202 0 0 0 15637 0 43076 0 19778 130000 302693 0 0 MELBOURNE HOVELL 111460 154775 0 0 0 0 11146 29671 0 14378 122606 198824 0 0 A TRUSTEES CALIF STATE UNIVERSITY 946001347 13077CUP7 2010-04-06 160852254 REFUND 1998 & 1999 BONDS 0 0 1 B TRUSTEES CALIF STATE UNIVERSITY 912155587 13077CYL2 2012-08-22 436220000 REFUND 2002 BONDS 0 0 1 A 955000 5285000 5241802 43198 1 0 1 1 B 10400000 10328047 71953 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 A 0 1 0 1 0 0 0 0 1 B 0 1 0 1 0 0 0 0 1 A 1 B 1 ADDITIONAL INFORMATION X 1300 650759 SELLING PRICE X 16 125916 SELLING PRICE X AUCTION ITEMS 40 46763 SELLING PRICE 1 0 1 1 THIRD PARTY USE: PART I, LINE 32B: HIRE AND USE OF THIRD PARTIES ALSO SEE SCHEDULE G. KPBS CONDUCTS A VEHICLE DONATION PROGRAM WITH THE ASSISTANCE OF CHARITABLE AUTO RESOURCES, INC. FORM 990, PART VI, SECTION A, LINE 7A HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY IS ALSO EX OFFICIO PRESIDENT OF THE RESEARCH FOUNDATION, AND A VOTING MEMBER OF THE BOARD OF DIRECTORS OF SDSU RESEARCH FOUNDATION. FOUR OTHER SDSURF DIRECTORS ARE APPOINTED EX OFFICIO BY VIRTUE OF THEIR POSITIONS IN THE UNIVERSITY, AND ALL ELECTED DIRECTORS ARE NOMINATED BY THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS UNDER TITLE 5 CALIF. CODE OF REGS. SECTION 42402, THE UNIVERSITY PRESIDENT IS REQUIRED TO ASSURE THAT SDSURF OPERATES IN CONFORMITY WITH POLICIES OF THE CALIFORNIA STATE UNIVERSITY AND OF SAN DIEGO STATE UNIVERSITY. THE PRESIDENT MAY DISCONTINUE ANY PROGRAM OR EXPENDITURE THAT HE OR SHE DETERMINES IS INCONSISTENT WITH THESE POLICIES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS A DRAFT OF THE FORM 990 WAS ORIGINALLY PROVIDED TO EACH MEMBER OF THE INVESTMENT COMMITTEE. THE DISCLOSURES, SIGNIFICANT CHANGES AND QUESTIONS WERE DISCUSSED AND ADDRESSED. THE FORM 990 WAS SUBSEQUENTLY PRESENTED TO EACH MEMBER OF THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING. THE DISCLOSURES, SIGNIFICANT CHANGES AND QUESTIONS WERE AGAIN DISCUSSED AND ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS SDSU RESEARCH FOUNDATION REQUIRES EACH INTERESTED PARTY TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. SDSU RESEARCH FOUNDATION ALSO MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ITS PURCHASING AND SPONSORED RESEARCH DEVELOPMENT DEPARTMENTS. SDSU RESEARCH FOUNDATION STAFF REVIEWS CONTRACTS AND REQUISITIONS FOR POTENTIAL CONFLICTS. MANY OF ITS INTERNAL PROCESSING DOCUMENTS INCLUDE AFFIRMATIONS REGARDING LACK OF CONFLICTS. THE BOARD OF DIRECTORS IS AUTHORIZED TO TAKE WHATEVER ACTION IT DEEMS NECESSARY TO RESOLVE POTENTIAL OR ACTUAL CONFLICTS INCLUDING: (1) PROHIBITING THE INTERESTED PARTY FROM DISCUSSIONS OR DECISIONS REGARDING THE CONFLICT OF INTEREST; (2) MODIFYING OR REDEFINING THE DUTIES AND RESPONSIBILITIES OF THE INTERESTED PARTY; OR (3) REQUIRING THE RESIGNATION OF THE INTERESTED PARTY. FORM 990, PART VI, SECTION B, LINE 15A PURSUANT TO TITLE 5 CAL. CODE OF REGS. SECTION 42405, SDSU RESEARCH FOUNDATION MAINTAINS SALARY SCHEDULES COMPARABLE TO SAN DIEGO STATE UNIVERSITY (A CALIFORNIA PUBLIC INSTITUTION). THE SALARIES OF THE EXECUTIVE DIRECTOR AND THE CFO ARE ALSO SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATIONAL DOCUMENTS PUBLICLY AVAILABLE SDSU RESEARCH FOUNDATION PROVIDES PAPER OR ELECTRONIC COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND A-133 COMPLIANCE REPORTS TO THE PUBLIC ON REQUEST. THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, RESEARCH REPORTS, AUDITED FINANCIAL STATEMENTS, AND A-133 COMPLIANCE REPORTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: IMPLEMENT GASB 65 - BOND ISSUANCE COSTS -2,098,302. INCREASE IN EQUITY OF PLANT FUND ASSETS 1,288,735. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 PUBLIC HIGHER EDUCATION CA GOVERNMENT N/A 0 THE CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 PHILANTHROPIC ORGANIZATION FOR SDSU CA 501(C)3 LINE 5 N/A 0 AZTEC SHOPS LTD 5500 CAMPANILE DRIVE SAN DIEGO CA 921820001 950516240 CAMPUS BOOKSTORE, FOOD SERVICE AND PROPERTY CA 501(C)3 LINE 11C, III-FI N/A 0 ASSOCIATED STUDENTS OF SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 921827804 956042622 ADMINISTERING FUNDS IN SUPPORT OF STUDENT ACTIVITIES CA 501(C)3 LINE 5 N/A 0 1 1 1 1 1 0 1 0 0 1 1 1 1 1 1 1 1 1 0 TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 1 SOME OF THE ENDOWMENTS OF SDSU RESEARCH FOUNDATION ("SDSURF") ARE INVESTED IN THE ENDOWMENT POOL OF THE CAMPANILE FOUNDATION (ANOTHER SDSU AUXILIARY ORGANIZATION). (1A) - SDSURF RECEIVED ROYALTIES FROM AZTEC SHOPS. (1B) - IN ACCORDANCE WITH ITS EXEMPT FUNCTION, SDSURF REGULARLY TRANSFERS MONIES TO SDSU. (1C) & (1E) - THE CAMPANILE FOUNDATION ADVANCED FUNDS TO SDSURF. (1D), (1G) & (1R) - SDSURF TRANSFERRED ASSETS AND LOANED FUNDS TO AZTEC SHOPS. (1J) - SDSURF LEASES FACILITIES TO AZTEC SHOPS AND SDSU. (1K) - SDSURF LEASES FACILITIES FROM SDSU. (1L) & (1M) - SDSURF PERFORMS SERVICES FOR THE CAMPANILE FOUNDATION, AZTEC SHOPS, LTD., AND ASSOCIATED STUDENTS OF SDSU. SDSU AND AZTEC SHOPS, LTD. PERFORM SERVICES FOR SDSURF. (1N) & (1O) - ALL FIVE ORGANIZATIONS SHARE FACILITIES AND EMPLOYEES. (1P) & (1Q) - ALL FIVE ORGANIZATIONS REIMBURSE EACH OTHER FOR EXPENSES.