CALIFORNIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA STATE UNIVERSITY FOUNDATION (EIN 95-6123757)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-03
IRS object ID
201440939349300729
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-04-03T17:08:10-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN953001179EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WINDES INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code908010087ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN956123757EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA STATE UNIVERSITY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCALINameControl
Phone5629514810Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1401 GOLDEN SHORE 6TH FLOORAddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLORI A REDFEARNName
TitleVICE PRESIDENTTitle
Phone5629514810Phone
Date Signed2014-03-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDONITA M JOSEPHName
PTINP00286656PTIN
Phone5624351191Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLORI REDFEARNNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1401 GOLDEN SHORE 6TH FLOORAddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode
FieldValueIRS element (for citing)
Gross Receipts11560567GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteHTTP://WWW.CALSTATE.EDU/FOUNDATION/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1962YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSERVE THE NATIONAL, STATE, AND REGIONAL INTERESTS OF THE UNIVERSITY.ActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members17NbrIndependentVotingMembers
Total Nbr Employees1TotalNbrEmployees
Total Nbr Volunteers16TotalNbrVolunteers
Total Gross UBI554TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year3109190ContributionsGrantsPriorYear
Contributions Grants Current Year4889462ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY14325ProgramServiceRevenueCY
Investment Income Prior Year596844InvestmentIncomePriorYear
Investment Income Current Year1364806InvestmentIncomeCurrentYear
Other Revenue Prior Year43707OtherRevenuePriorYear
Other Revenue Current Year39782OtherRevenueCurrentYear
Total Revenue Prior Year3749741TotalRevenuePriorYear
Total Revenue Current Year6308375TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1991579GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY4236710GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year30000SalariesEtcPriorYear
Salaries Etc Current Year31435SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year2739TotalFundrsngExpCurrentYear
Other Expense Prior Year361276OtherExpensePriorYear
Other Expenses Current Year382163OtherExpensesCurrentYear
Total Expenses Prior Year2382855TotalExpensesPriorYear
Total Expenses Current Year4650308TotalExpensesCurrentYear
Revenues Less Expenses Prior Year1366886RevenuesLessExpensesPriorYear
Revenues Less Expenses CY1658067RevenuesLessExpensesCY
Total Assets BOY22540249TotalAssetsBOY
Total Assets EOY24786459TotalAssetsEOY
Total Liabilities BOY4936410TotalLiabilitiesBOY
Total Liabilities EOY5451479TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY17603839NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY19334980NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionESTABLISHED IN 1962, THE FOUNDATION IS THE CENTRAL FOUNDATION FOR THE CSU SYSTEM AND SERVES THE OFFICE OF THE CHANCELLOR. THE FOUNDATION EXISTS TO SUPPORT EXCELLENCE IN TEACHING AND LEARNING, AND TO SERVE THE NATIONAL, STATE AND REGIONAL INTERESTS OF THE UNIVERSITY. THE CALIFORNIA STATE UNIVERSITY FOUNDATION IS COMMITTED TO ENHANCING AND PROMOTING THE CALIFORNIA STATE UNIVERSITY (CSU) AS A LEADER OF VALUE AND QUALITY IN HIGHER EDUCATION.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense4228210Expense
Grants4228210Grants
DescriptionTHE CSU FOUNDATION DISTRIBUTED SCHOLARSHIPS AND GRANTS TO BENEFIT STUDENTS THROUGHOUT THE CSU SYSTEM. INCLUDED IN THESE EFFORTS WERE THE PROVISION OF FUNDING OF $1,385,000 FROM THE STEPHEN BECHTEL FUND, THE JAMES IRVINE FOUNDATION, AND THE DAVID AND LUCILLE PACKARD FOUNDTION FOR THE CLINICAL TEACHER PREPARATION, LINKED LEARNING, AND TEACHER INDUCTION PROJECTS AND $599,000 FROM THE JAMES IRVINE FOUNDATION, THE WILLIAM AND FLORA HEWLET FOUNDATION, THE ROSALIND AND ARTHUR GILBERT FOUNDATION, AND WALTER S. JOHNSON FOUNDATION FOR THE GIVE STUDENTS A COMPASS II AND GENERAL EDUCATION TRANSFER CURRICULUM PROJECTS.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense272268Expense
Revenue14325Revenue
DescriptionTHE CSU FOUNDATION SUPPORTED THE EDUCATIONAL AND GOVERNANCE ACTIVITIES OF THE 23 UNIVERSITY CAMPUSES, THROUGH REGULAR MEETINGS OF ITS TRUSTEES, PRESIDENTS, EMPLOYEES, AND ALUMNI LEADERS AS WELL AS PROVIDING EMPLOYEE RECOGNITION.Description
FieldValueIRS element (for citing)
Total Program Service Expense4500478TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees1NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members17NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledWAStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ALICE KIMBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5629514627TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1401 GOLDEN SHORE 5TH FLOORAddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (21 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelatedOfficerOfficer
RONALD R BARHORST
CHAIRMAN0.10X000
RALPH R PESQUEIRA
VICE CHAIR0.10X000
MICHAEL LIZARRAGA
VICE CHAIR0.10X000
JOHN H AUGUSTINE
TREASURER0.10X000
LIDIA MARTINEZ
SECRETARY0.10X000
SHARI M SLATE
DIRECTOR0.10X000
PETER BRIGHTBILL
DIRECTOR0.10X000
PETER A DUBOIS
DIRECTOR0.10X000
MATTHEW JENKINS
DIRECTOR0.10X000
AG KAWAMURA
DIRECTOR0.10X000
MICHAEL LUCKI
DIRECTOR0.10X000
GEORGE M MARCUS
DIRECTOR0.10X000
KENNETH P MCNEELY
DIRECTOR0.10X000
ALI C RAZI
DIRECTOR0.10X000
MONA C SIMPSON
DIRECTOR0.10X000
RODNEY K SPACKMAN
DIRECTOR0.10X000
GADDI H VASQUEZ
DIRECTOR0.10X000
CHARLES B REED
EX-OFFICIO/CHANCELLOR-UNTIL 12/30/122.00X300004262399553270.00
TIMOTHY P WHITE
EX-OFFICIO/CHANCELLOR-AS OF 12/31/122.00X00070.00
GARRETT P ASHLEY
PRESIDENT3.0002527786586657.00X
LORI A REDFEARN
VICE PRESIDENT8.0001697334717240.00X
FieldValueIRS element (for citing)
Total Reportable Comp From Org30000TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs848750TotalReportableCompFrmRltdOrgs
Total Other Compensation208570TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions4889462AllOtherContributions
Noncash Contributions44800NoncashContributions
Total Contributions4889462TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionMEETING REGISTRATION FEESDescription
Business Code900099BusinessCode
Total Revenue Column14325TotalRevenueColumn
Related Or Exempt Function Income14325RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue14325TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column452798TotalRevenueColumn
Unrelated Business Revenue554UnrelatedBusinessRevenue
Exclusion$452,244ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities6164200Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities5252192Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities912008Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column912008TotalRevenueColumn
Exclusion$912,008ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
ADMINISTRATIVE FEES90009934513$34,513
MISCELLANEOUS9000995269$5,269
FieldValueIRS element (for citing)
Total Other Revenue39782TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6308375TotalRevenueColumn
Related Or Exempt Function Income14325RelatedOrExemptFunctionIncome
Unrelated Business Revenue554UnrelatedBusinessRevenue
Exclusion$1,404,034ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3779216Total
Program Services3779216ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total331494Total
Program Services331494ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total126000Total
Program Services126000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total30000Total
Management And General30000ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total1435Total
Management And General1435ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total10632Total
Management And General9919ManagementAndGeneral
Fundraising713Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total30500Total
Management And General30500ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total2000Total
Program Services2000ProgramServices

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total23809Total
Management And General23809ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total259Total
Management And General259ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total235Total
Program Services182ProgramServices
Management And General53ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total45960Total
Program Services35047ProgramServices
Management And General10913ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total515Total
Program Services515ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total33481Total
Program Services14895ProgramServices
Management And General18586ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total206434Total
Program Services195213ProgramServices
Management And General11126ManagementAndGeneral
Fundraising95Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total1979Total
Management And General1979ManagementAndGeneral

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total26359Total
Program Services15916ProgramServices
Management And General8512ManagementAndGeneral
Fundraising1931Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4650308Total
Program Services4500478ProgramServices
Management And General147091ManagementAndGeneral
Fundraising2739Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY150BOY
EOY150EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2242403BOY
EOY911471EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY1299619BOY
EOY670000EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2454BOY
EOY4000EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY18560620BOY
EOY20023363EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY326979BOY
EOY3063275EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY108024BOY
EOY114200EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY22540249BOY
EOY24786459EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY26922BOY
EOY81706EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY4909488BOY
EOY5369773EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4936410BOY
EOY5451479EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3640003BOY
EOY3887889EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY5989201BOY
EOY7074659EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY7974635BOY
EOY8372432EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY17603839BOY
EOY19334980EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY22540249BOY
EOY24786459EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses1658067ReconcilationRevenueExpenses
Reconciliation Unrealized Invest73074ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2569394CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2076778CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1918235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3109190CurrentTaxYearMinus1Year
Current Tax Year4889462CurrentTaxYear
Total14563059Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year240325CurrentTaxYearMinus1Year
Current Tax Year234868CurrentTaxYear
Total475193Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2569394CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years2076778CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1918235CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3349515CurrentTaxYearMinus1Year
Current Tax Year5124330CurrentTaxYear
Total15038252Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1749639AmountsSubstContributorsTotal
Public Support Total17013288613PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years271887CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years301261CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years458174CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year439805CurrentTaxYearMinus1Year
Current Tax Year452798CurrentTaxYear
Total1923925Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years37834CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year43707CurrentTaxYearMinus1Year
Current Tax Year5269CurrentTaxYear
Total86810Total
FieldValueIRS element (for citing)
Total Support17048987TotalSupport
Gross Receipts From Admissions Etc131358GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.77940PublicSupportPertcentage170
Public Support Pertcent Prior Year0.68280PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0Volunteers
Paid Staff Or Management0PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations1GrantsOtherOrganizations
Grants Other Organizations$2,000GrantsOtherOrganizationsAmount
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB2000TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierEXPLANATION OF LOBBYING ACTIVITIES:Identifier
Return ReferencePART II-B, LINE 1:ReturnReference
ExplanationTHE CSU FOUNDATION MADE A $2,000 CONTRIBUTION TO SUPPORT THE GOVERNOR'S INITIATIVE ON THE NOVEMBER 6, 2012 BALLOT, PROPOSITION 30: THE SCHOOLS AND LOCAL PUBLIC SAFETY PROTECTION ACT OF 2012 TO PROVIDE INCREASED FUNDING TO THE UNIVERSITY OF CALIFORNIA, CALIFORNIA STATE UNIVERSITY, AND CALIFORNIA COMMUNITY COLLEGE SYSTEMS, HELPING PROTECT QUALITY AND STUDENT ACCESS, AND STABILIZING CALIFORNIA PUBLIC HIGHER EDUCATION AS AN ENGINE OF ECONOMIC GROWTH AND OPPORTUNITY.Explanation

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance10933190BeginningOfYearBalance
Contributions2666478Contributions
Investment Earnings Or Losses1111865InvestmentEarningsOrLosses
Grants Or Scholarships332110GrantsOrScholarships
Administrative Expenses18392AdministrativeExpenses
End Of Year Balance14361031EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance11180830BeginningOfYearBalance
Contributions135420Contributions
Investment Earnings Or Losses-75711InvestmentEarningsOrLosses
Grants Or Scholarships290783GrantsOrScholarships
Administrative Expenses16566AdministrativeExpenses
End Of Year Balance10933190EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9145819BeginningOfYearBalance
Contributions610720Contributions
Investment Earnings Or Losses1739889InvestmentEarningsOrLosses
Grants Or Scholarships299296GrantsOrScholarships
Administrative Expenses16302AdministrativeExpenses
End Of Year Balance11180830EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance8015593BeginningOfYearBalance
Contributions73288Contributions
Investment Earnings Or Losses1189761InvestmentEarningsOrLosses
Grants Or Scholarships118590GrantsOrScholarships
Administrative Expenses14233AdministrativeExpenses
End Of Year Balance9145819EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance9353406BeginningOfYearBalance
Contributions76588Contributions
Investment Earnings Or Losses-1161948InvestmentEarningsOrLosses
Grants Or Scholarships238469GrantsOrScholarships
Other Expenditures2097OtherExpenditures
Administrative Expenses11887AdministrativeExpenses
End Of Year Balance8015593EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.15000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.58000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.27000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
VENTURE CAPITAL AND PARTNERSHIPS331350F
ALTERNATIVE INVESTMENTS2731925F
FieldValueIRS element (for citing)
Total Of Book Value Securities3063275TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
CHARITABLE GIFT ANNUITY LIABILITY$5,126,999
OTHER PAYABLES$114,200
ALUMNI COUNCIL LIABILITY$128,362
CAL STATE STUDENT ASSOCIATION LIABILITY$212
FieldValueIRS element (for citing)
Total Of Amounts5369773TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt6592508TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments73074NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities234868DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F990307942RevenueNotRptdF990
Revenue Subtotal6284566RevenueSubtotal
Investment Expenses Not Included23809InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt23809RevenueNotRptdOnFinStmt
Total Revenue Per Form9906308375TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4861367TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities234868DonatedServicesUseOfFacilities
Expenses Not Rptd F990234868ExpensesNotRptdF990
Expenses Subtotal4626499ExpensesSubtotal
Investment Expenses Not Included223809InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt23809ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904650308TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:PART V, LINE 4:EACH OF THE FOUNDATION'S ENDOWMENTS HAS BEEN ESTABLISHED TO SUPPORT A SCHOLARSHIP OR PROGRAM FUND RECORDED IN TEMPORARILY RESTRICTED NET ASSETS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANTS ARE GIVEN TO RECIPIENTS WHO ARE US CITIZENS STUDYING OR TEACHING IN THE REGION.TypeOfActivitiesConducted
Specific Services ProvidedN/ASpecificServicesProvided
Total Expenditures126000TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent126000SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent126000TotalAmountSpent

Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
WANG FAMILY SCHOLARSHIPEAST ASIA AND THE PACIFIC1976000CHECKCASH
WANG FAMILY STIPENDEAST ASIA AND THE PACIFIC1050000CHECKCASH
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:SCHEDULE F, PART I, LINE 2: THE CSU FOUNDATION ISSUES STUDENT AND FACULTY SCHOLARSHIPS AND FELLOWSHIPS TO THE CSU CHANCELLOR'S OFFICE INTERNATIONAL PROGRAMS (IP) DEPARTMENT. IP SENDS THE CHECKS TO THE HOME ADDRESSES IN THE U.S. OF STUDENTS AND FACULTY WHO HAVE BEEN SELECTED. STUDENTS ATTEND CLASSES AND ARE MONITORED JUST AS STUDENTS ARE MONITORED AT CALIFORNIA STATE UNIVERSITIES HERE IN THE UNITED STATES. FACULTY SUBMITS A FINAL REPORT OF THEIR PROJECT ALONG WITH A SUMMARY OF EXPENDITURES.
METHOD USED TO ACCCOUNT FOR EXPENDITURES:SCHEDULE F, PART I, LINE 3: GRANTS ARE AWARDED TO STUDENTS AND FACULTY WHO USE FUNDS FOR EDUCATIONAL AND RESEARCH PURPOSES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (31 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AAHHE AMERICAN ASSOCIATION OF HISPANICS IN HIGHER EDUCATION
1120 S CADY MALLTEMPEAZ852875303300150324501(C)(3)50002013 AAHHE CONFERENCE
AMERICAN ASSOCIATION OF STATE COLLEGES AND UNIVERSITIES
1307 NEW YORK AVEWASHINGTONDC20005520747578501(C)(3)3000MILLENNIUM LEADERSHIP INITIATIVE
API LEGISLATIVE CAUCUS INSTITUTE
PO BOX 189488SACRAMENTOCA95818202609319501(C)(3)2500SPONSOR CAPITOL ACADEMY 120
ASIAN PACIFIC YOUTH LEADERSHIP PROJECT
PO BOX 22423SACRAMENTOCA95822943167910501(C)(3)2500SUPPORT ANNUAL DINNER
CAL POLY CORPORATION
ONE GRAND AVENUESAN LUIS OBISPOCA93407951648180501(C)(3)50000100K IN 10 STAR INITIATIVE
CAL POLY POMONA
3801 W TEMPLE AVEPOMONACA91768954255659PUBLIC UNIVERSITY22300ENERGY EFF & EDUC GRANT
CAL STATE STUDENT ASSOCIATION
401 GOLDEN SHORELONG BEACHCA90802942311940501(C)(3)1000CSSA LEADERSHIP RECEPTION
CHICANO LATINO YOUTH LEADERSHIP PROGRAM
PO BOX 161566SACRAMENTOCA95816943069819501(C)(3)200002012-13 SUPPORT
CONGRESSIONAL HISPANIC CAUCUS INSTITUTE
911 2ND STREETWASHINGTONDC20002521114225501(C)(3)6000SPONSOR ANNUAL AWARDS GALA
CSU DOMINGUEZ HILLS
1000 E VICTORIA STCARSONCA90747931043787501(C)(3)5000ECO LED PROJECT
CSU DOMINGUEZ HILLS FOUNDATION
1000 E VICTORIA STCARSONCA90747952543028501(C)(3)500PRINTING PROGRAM FOR ANNUAL POW WOW
CSU FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA926346868330632102PUBLIC UNIVERSITY15913BOEING CSU/ISI PROJECT & CSU/ISI COLLABORATION
CSU LOS ANGELES
5151 STATE UNIVERSITY DRIVELOS ANGELESCA90032954386558PUBLIC UNIVERSITY27500ENERGY EFF & EDUC GRANT
CSU NORTHRIDGE
18111 NORDHOFFNORTHRIDGECA91330954358677PUBLIC UNIVERSITY5000ECO LED PROJECT
CSU SACRAMENTO
6000 J STREETSACRAMENTOCA958196068680365325PUBLIC UNIVERSITY500AMERICAN INDIAN SUMMER INSTITUTE
CSU SAN DIEGO
5500 CAMPANILE DRIVESAN DIEGOCA92182330373293PUBLIC UNIVERSITY4971BOEING ISI/CSU GRANT
CSULB 49ER FOUNDATION
6300 STATE UNIVERSITY DRIVELONG BEACHCA90840956106694501(C)(3)31703TRANSFORMING STEM TEACHING & LEARNING & NOYCE SCIENCE GRANT
HISPANIC STEM INITIATIVE
617 HOFFMANCORPUS CHRISTITX78404452041408501(C)(3)1000SUPPORT HISPANIC STEM INITIATIVE
HOPE HISPANAS ORGANIZED FOR POLITICAL EQUALITY
634 SOUTH SPRING STREETLOS ANGELESCA90014954718409501(C)(3)11500SUPPORT 2013 YLTLP
INNER CITY STRUGGLE
124 NORTH TOWNSEND AVENUELOS ANGELESCA90063272133211501(C)(3)1500SPONSOR ANNUAL DINNER
LEADERSHIP CALIFORNIA
253 N SAN GABRIEL BLVDPASADENACA91107680149768PUBLIC UNIVERSITY1500DONATION FOR AWARDS EVENT
NAPAHE
2507 UNIVERSITY AVENUEDES MOINESIA50311760379482501(C)(3)5000SPONSOR 2013 CONFERENCE
NATIONAL COUNCIL OF LA RAZA
PO BOX 748421LOS ANGELESCA900748421860212873501(C)(3)5000MEMBERSHIP IN PRESIDENT'S COUNCIL
OMEGA EDUCATIONAL FOUNDATION
PO BOX 91302LOS ANGELESCA90009954549444501(C)(3)2500SPONSOR YOUTH CONFERENCE
TRUSTEES OF THE CSU
401 GOLDEN SHORELONG BEACHCA90802954601267501(C)(3)3517867SEE SCHEDULE I, PART IV
UNITED CAMBODIAN COMMUNITY
2201 ANAHEIM STREETLONG BEACHCA90804953442295501(C)(3)1000SUPPORT HOMEWORK ASSISTANCE PROGRAM
US BANKCONGRESSIONAL BLACK CAUCUS
1720 MASSACHUSETTS AVE NWWASHINGTONDC20036521160561501(C)(3)60002013 ANNUAL CONFERENCE
US BANKILLINOIS INSTITUTE OF TECHNOLOGY
3300 S FEDERAL STREET 210CHICAGOIL60616362170136501(C)(3)100GIFT TO HONOR DR. HARRY GILLESPIE
US BANKSOCIETY OF MEXICAN AMERICAN ENGINEERS
2437 BAY AREA BLVD 100HOUSTONTX77058953135632501(C)(3)1000SYMPOSIUM 2013 SPONSORSHIP
VET FUND FOUNDATION
1415 L STREETSACRAMENTOCA95814205195691501(C)(3)50002013 WOMEN VETERANS CONFERENCE
TELACU EDUCATION FOUNDATION
5400 E OLYMPIC BLVD 300LOS ANGELESCA900225187954384333501(C)(3)5000SPONSORSHIP
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants11TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations5TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuation
SCHOLARSHIPS79290694SCHOLARSHIPS TO INDIVIDUAL CSU STUDENTS
NONCASH GRANTS27PERSONAL ELECTRONIC EQUIPMENT AWARDED TO SCHOLARSHIP RECIPIENTS AND SELECTED FACULTY; AIR TRAVEL PASSES40800FMV

Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.:PART I, LINE 2:SCHEDULE I, PART I, LINE 2: THE CSU FOUNDATION RECEIVES FUNDS FROM FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS TO MAKE GRANTS AND GIVE OTHER ASSISTANCE TO DOMESTIC ENTITIES. IN THESE CASES WE ADHERE TO THE ELIGIBILITY AND STANDARDS STIPULATED BY THE FUNDING SOURCES. WE ALSO PROVIDE SCHOLARSHIPS TO DOMESTIC INDIVIDUALS, AND ARE GUIDED BY THE SCHOLARSHIP FUNDING SOURCES ON THE ELIGIBILITY STANDARDS THEY ESTABLISH. IN COLLABORATION WITH FINANCIAL AID OFFICERS, WE REVIEW THE MATERIALS UPON SUBMISSION, AND ONCE SATISFIED THAT REQUIREMENTS ARE MET, MAKE SELECTIONS. THE FINANCIAL AID OFFICES ARE RESPONSIBLE FOR SEEING THAT STUDENTS MAINTAIN FULL-TIME ENROLLMENT DURING THE SCHOLARSHIP PERIOD THEREAFTER.
SCHEDULE I, PART II, COLUMN (H)GRANT TO TRUSTEES OF THE CSUCSU FOUNDATION REIMBURSES THE CALIFORNIA STATE UNIVERSITY FOR THE FOLLOWING EDUCATIONAL PROGRAMS: 1) PRE COLLEGE ADVISING 674,135 2) CALIFORNIA ALLIANCE FOR CLINICAL PREPARATION 115,000 3) NATIONAL PROFESSIONAL SERVICES PROGRAM 114,109 4) COMPASS PROGRAM FOR STUDENTS 602,598 5) ENERGIZING CAREER OPPORTUNITIES 2,880 6) ACCESSIBLE TECHNOLOGY INITIATIVE 109,145 7) PREPARING SCIENCE TEACHERS 475,000 8) INNOVATIVE TEACHER INDUCTION PROGRAM 460,000 9) FORMER FOSTER CARE YOUTH 140,000 10) REGIONAL NETWORK FOR ENGAGED LEARNING 125,000 11) GENERAL EDUCATION TRANSFER CURRICULUM 250,000 12) LINKED LEARNING EDUCATION 300,000 13) TEACHER EDUCATION -TRANSITIONAL KINDERGARTEN PROGRAM 150,000 3,517,867
SCHEDULE I, PART IIICSU FOUNDATION ADHERES TO THE STANDARDS AND REPORTING REQUIREMENTS STIPULATED BY THE FUNDING SOURCES FOR GRANTS TO DOMESTIC ENTITIES AND FOR SCHOLARSHIPS TO DOMESTIC INDIVIDUALS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
CHARLES B REED
EX-OFFICIO/CHANCELLOR-UNTIL 12/30/123000042623900000806960148363000052177100
GARRETT P ASHLEY
PRESIDENT02527780000045948019918031864400
LORI A REDFEARN
VICE PRESIDENT01697330000032545014627021690500

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
PART I, LINE 1AAT THE CHANCELLOR'S DISCRETION, EXECUTIVE STAFF MAY BE REIMBURSED FOR SPOUSAL TRAVEL EXPENDITURES WHEN THE SPOUSE PERFORMS OFFICIAL CSU DUTIES AND THE SPOUSE IS REGISTERED AS A CSU VOLUNTEER. THIS OCCURS AN INFREQUENT AMOUNT OF TIMES DURING THE YEAR.
PART I, LINE 1BTHE CSU FOUNDATION ABIDES BY RESTRICTIONS OUTLINED IN THE INTEGRATED ADMINISTRATIVE MANUAL - HOSPITALITY POLICY, WHICH REQUIRES THAT THERE BE SUBSTANTIATION BEFORE EXPENSES OF AN INSIDER ARE REIMBURSED.
PART IIIALL COMPENSATED OFFICERS AND DIRECTORS ARE HIRED BY THE CALIFORNIA STATE UNIVERSITY ("THE CSU") AND THE COMPENSATION POLICY OF THE CSU INCLUDES THE FOLLOWING: 1. THE GOAL OF THE CSU CONTINUES TO BE TO ATTRACT, MOTIVATE, AND RETAIN THE MOST HIGHLY QUALIFIED INDIVIDUALS TO SERVE AS FACULTY, STAFF, ADMINISTRATORS, AND EXECUTIVES, WHOSE KNOWLEDGE, EXPERIENCE, AND CONTRIBUTIONS CAN ADVANCE THE UNIVERSITY'S MISSION. 2. IT IS THE CONTINUED INTENT OF THE BOARD OF TRUSTEES TO COMPENSATE ALL CSU EMPLOYEES IN A MANNER THAT IS FAIR, REASONABLE, COMPETITIVE, AND FISCALLY PRUDENT, IN RESPECT TO THE SYSTEM BUDGET AND STATE FUNDING. 3. TO THAT END, THE CSU WILL CONTINUE TO EVALUATE COMPETITIVE AND FAIR COMPENSATION FOR ALL CSU EMPLOYEES BASED ON PERIODIC MARKET COMPARISON SURVEYS. 4. IN ADDITION, THE CSU WILL MAINTAIN AND UPDATE ANNUALLY A TIERED LIST OF CSU COMPARISON INSTITUTIONS FOR PRESIDENTIAL COMPENSATION. THE LIST WILL TAKE INTO ACCOUNT LOCATION, ENROLLMENT, BUDGET, PERCENTAGE OF STUDENTS RECEIVING PELL GRANTS, SIX YEAR GRADUATION RATES, RESEARCH FUNDING, AND SUCH OTHER SUBJECTS AS FROM TIME TO TIME BE DEEMED APPROPRIATE. PRESIDENTIAL COMPENSATION WILL BE GUIDED WITH REFERENCE TO THE MEAN OF THE APPROPRIATE TIER OF COMPARISON INSTITUTIONS, TOGETHER WITH AN INDIVIDUAL CANDIDATE'S REPUTATION FOR NATIONAL POLICY LEADERSHIP AND LENGTH AND DEPTH OF EXECUTIVE EXPERIENCE. 5. NOTWITHSTANDING THE PRESIDENTIAL COMPENSATION CRITERIA ENUMERATED IN ITEM 4 (ABOVE) AND UNTIL THE BOARD OF TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY DETERMINES OTHERWISE, WHEN A PRESIDENTIAL VACANCY OCCURS, THE INITIAL BASE SALARY, PAID WITH PUBLIC FUNDS TO THE SUCCESSOR PRESIDENT, SHALL NOT EXCEED TEN PERCENT OF THE PREVIOUS INCUMBENT'S PAY.SUPPLEMENTAL INFORMATION

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionTECHNOLOGY PACKAGESDescription
Number Of Contributions27NumberOfContributions
Noncash Contribs Rptd F99036800NoncashContribsRptdF990
Method Of Determining RevenuesCASHMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierMETHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS:Identifier
Return ReferencePART I, COLUMN (B):ReturnReference
ExplanationAMOUNT IN COLUMN 3 REPRESENTS NUMBER OF CONTRIBUTIONS.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES). BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE, A FINAL COPY OF THE FORM 990 WILL BE FORWARDED TO THE ENTIRE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS AND KEY CSU STAFF ARE ANNUALLY ASKED TO REVIEW AND AFFIRM THAT THEY HAVE NO CONFLICTS OF INTEREST AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY STATEMENT. UPON THE IDENTIFICATION OF ANY CONFLICT, THE INFORMATION IS THEN FORWARDED TO THE EXECUTIVES OF THE BOARD AND APPROPRIATE ACTION IS TAKEN. THIS ACTION MAY RANGE FROM THE BOARD NOT APPROVING A CONTRACT BASED ON POTENTIAL CONFLICT TO REMOVAL FROM THE BOARD.
FORM 990, PART VI, SECTION B, LINE 15THE CSU OR AN EXECUTIVE COMPENSATION CONSULTING FIRM CONDUCTS PERIODIC MARKET SURVEYS AND PRODUCES A COMPREHENSIVE ANALYSIS OF CSU EXECUTIVE COMPENSATION. IN ADDITION TO ANNUAL PERFORMANCE EVALUATIONS, THE BOARD OF TRUSTEES USES THIS ANALYSIS IN THE FORMAL EVALUATION PROCESS, WHICH OCCURS EVERY THREE YEARS. THIS CLOSED DOOR SESSION ASSESSES THE OFFICERS AND EMPLOYEES ABILITIES TO PERFORM THEIR DUTIES WITHIN THE CSU SYSTEM. IN ADDITION, COMPENSATION PAID BY THE FOUNDATION TO THE CHANCELLOR IS REVIEWED AND APPROVED BY THE ENTITY'S BOARD OF GOVERNORS, INDEPENDENT OF THE COMPENSATED ENTITY. COMPENSATION POLICY: 1. THE GOAL OF THE CSU CONTINUES TO BE TO ATTRACT, MOTIVATE, AND RETAIN THE MOST HIGHLY QUALIFIED INDIVIDUALS TO SERVE AS FACULTY, STAFF, ADMINISTRATORS, AND EXECUTIVES, WHOSE KNOWLEDGE, EXPERIENCE, AND CONTRIBUTIONS CAN ADVANCE THE UNIVERSITY'S MISSION. 2. IT IS THE CONTINUED INTENT OF THE BOARD OF TRUSTEES TO COMPENSATE ALL CSU EMPLOYEES IN A MANNER THAT IS FAIR, REASONABLE, COMPETITIVE, AND FISCALLY PRUDENT, IN RESPECT TO THE SYSTEM BUDGET AND STATE FUNDING. 3. TO THAT END, THE CSU WILL CONTINUE TO EVALUATE COMPETITIVE AND FAIR COMPENSATION FOR ALL CSU EMPLOYEES BASED ON PERIODIC MARKET COMPARISON SURVEYS. 4. IN ADDITION, THE CSU WILL MAINTAIN AND UPDATE ANNUALLY A TIERED LIST OF CSU COMPARISON INSTITUTIONS FOR PRESIDENTIAL COMPENSATION. THE LIST WILL TAKE INTO ACCOUNT LOCATION, ENROLLMENT, BUDGET, PERCENTAGE OF STUDENTS RECEIVING PELL GRANTS, SIX YEAR GRADUATION RATES, RESEARCH FUNDING, AND SUCH OTHER SUBJECTS AS FROM TIME TO TIME BE DEEMED APPROPRIATE. PRESIDENTIAL COMPENSATION WILL BE GUIDED WITH REFERENCE TO THE MEAN OF THE APPROPRIATE TIER OF COMPARISON INSTITUTIONS, TOGETHER WITH AN INDIVIDUAL CANDIDATE'S REPUTATION FOR NATIONAL POLICY LEADERSHIP AND LENGTH AND DEPTH OF EXECUTIVE EXPERIENCE. 5. NOTWITHSTANDING THE PRESIDENTIAL COMPENSATION CRITERIA ENUMERATED IN ITEM 4 (ABOVE) AND UNTIL THE BOARD OF TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY DETERMINES OTHERWISE, WHEN A PRESIDENTIAL VACANCY OCCURS, THE INITIAL BASE SALARY, PAID WITH PUBLIC FUNDS TO THE SUCCESSOR PRESIDENT, SHALL NOT EXCEED TEN PERCENT OF THE PREVIOUS INCUMBENT'S PAY.
FORM 990, PART VI, SECTION C, LINE 19THE FORM 990, THE ARTICLES OF INCORPORATION, THE BYLAWS, THE IRS DETERMINATION LETTER, THE AUDITED STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE POSTED ON THE FOLLOWING WEBSITE: HTTP://WWW.CALSTATE.EDU/FOUNDATION/
FORM 990, PART I, LINE 16BTHE CSU FOUNDATION DOES NOT CONDUCT FUNDRAISING SPECIAL EVENTS, ANNUAL FUND SOLICITATIONS, OR EMPLOY PROFESSIONAL FUNDRAISERS. THUS, THERE ARE MINIMAL FUNDRAISING EXPENDITURES INCURRED BY THE ORGANIZATION. CHARITABLE SUPPORT RECEIVED RESULTS FROM EFFORTS BY THE CALIFORNIA STATE UNIVERSITY.FUNDRAISING EXPENSES

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA STATE UNIVERSITYBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1401 GOLDEN SHORE 6TH FLOORAddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code90802ZIPCode
FieldValueIRS element (for citing)
EIN954601267EIN
Primary ActivitiesEDUCATIONPrimaryActivities
Legal Domicile StateCALegalDomicileState
Public Charity StatusLINE 2PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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