2014-05-09T21:44:09-05:00 2013-06-30 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BOULEVARD-SUITE 1660 LOS ANGELES CA 900102481 990 2012-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 PATRICK CONYERS 6263963625 2014-05-09 JOHN BOVARD MIRON P01358141 2136393550 2012 2015-11-30 17:44:51Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 9684905 0 X HTTP://WWW.PASEDFOUNDATION.ORG/ X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 29 29 151 120 0 0 4471922 5646959 468510 587422 351980 985619 0 0 5292412 7220000 3201572 3256984 0 0 1567811 1642399 0 18600 295431 174807 99447 4944190 5017430 348222 2202570 6038219 7295583 1388526 1362678 4649693 5932905 X THE PASADENA EDUCATIONAL FOUNDATION'S MISSION IS TO SUPPORT, ENHANCE, AND SUPPLEMENT THE PROGRAMS, INITIATIVES, AND PRIORITIES OF THE PASADENA UNIFIED SCHOOL DISTRICT. 0 0 3879959 3182483 108972 PASADENA EDUCATIONAL FOUNDATION (PEF) IS A NON-PROFIT COMMUNITY-BASED ORGANIZATION WHICH JOINS THE PUBLIC AND PRIVATE SECTORS IN A PARTNERSHIP TO (1) DEVELOP SUPPLEMENTARY FINANCIAL SUPPORT FOR PASADENA UNIFIED SCHOOL DISTRICT (PUSD) PROGRAMS, (2) ENCOURAGE DEDICATED TEACHERS BY FUNDING CREATIVE PROJECTS AND (3) PROMOTE COMMUNITY-WIDE CONFIDENCE IN THE PUSD AND ITS SCHOOLS. SEE SCHEDULE I FOR A LISTING OF THIS FISCAL YEAR'S PROGRAM SERVICE GRANTS AND OTHER ASSISTANCE.IN ADDITION TO CONTRIBUTIONS DIRECTLY RECEIVED BY THE PEF FROM PRIVATE AND PUBLIC SECTORS, THE PEF, IN COORDINATION WITH THE PUSD, SOLICITS CONTRIBUTIONS THAT GO DIRECTLY FROM THE DONOR TO THE PUSD. SUCH CONTRIBUTIONS, AMOUNTING TO APPROXIMATELY $5,235,975 FOR THE CURRENT FISCAL YEAR, ARE NOT RECORDED IN THE PEF'S FINANCIAL STATEMENTS. 691394 74501 478450 PEF HAS PROVIDED A SUMMER ENRICHMENT PROGRAM FOR LOCAL STUDENTS EACH SUMMER SINCE 2003. RECENTLY, THE PROGRAM WAS HELD ON THE HAMILTON, NORMA COOMBS, FRANKLIN AND MARSHALL CAMPUSES DURING THE SUMMER OF 2012. IT SERVED OVER 1,100 ELEMENTARY, JUNIOR HIGH AND HIGH SCHOOL STUDENTS. OVER 70 DIFFERENT ENRICHMENT CLASSES INCLUDING DRAMA, ART, MATH, CREATIVE WRITING, CHESS, GOLF, ROBOTICS, SPANISH IMMERSION, MANDARIN IMMERSION AND MANY MORE WERE OFFERED ON THE CAMPUSES. TUITION IS REASONABLE AND SCHOLARSHIPS ARE AWARDED ON AN AS NEEDED BASIS. 4571353 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 151 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X PATRICK J CONYERS 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91101 ALMA M STOKES 2.00 X 0 0 0 ANETT HILL 2.00 X 0 0 0 ANGELITA MONT O'BRIEN 2.00 X 0 0 0 D BARTON DOYLE 2.00 X 0 0 0 DAWN CARSON O'KEEFFE 2.00 X 0 0 0 DENISE NELSON NASH 2.00 X 0 0 0 DIANE RANKIN 2.00 X 0 0 0 GEORGE A BRUMDER 8.00 X X 0 0 0 JENNIFER MCCREIGHT 2.00 X 0 0 0 JOAN E PALMER 8.00 X X 0 0 0 JONATHAN S FUHRMAN 2.00 X X 0 0 0 KATHY J ONOYE 2.00 X 0 0 0 LAURA ZERONIAN 2.00 X 0 0 0 MARGUERITE ANN SNOW 2.00 X 0 0 0 MARIA KHADER-KARP 2.00 X 0 0 0 MAUREEN CARLSON 2.00 X 0 0 0 MERCEDESE HERVEY 2.00 X 0 0 0 PETER DREIER 2.00 X 0 0 0 REY M RODRIGUEZ 2.00 X 0 0 0 SCOTT W VAN DELLEN 2.00 X X 0 0 0 TAMERLIN J GODLEY 2.00 X X 0 0 0 WILLIAM B CREIM 2.00 X X 0 0 0 WILLIAM E THOMSON JR 8.00 X X 0 0 0 WILLIAM J BOGAARD 2.00 X 0 0 0 REBECCA M ARAGON 2.00 X 0 0 0 JACQUELINE JACOBS 2.00 X 0 0 0 MARIBEL MEDINA 2.00 X 0 0 0 JAMES PATTERSON 2.00 X 0 0 0 ERIC WALSH 2.00 X 0 0 0 JON R GUNDRY 2.00 X 0 0 0 SCOTT PHELPS 2.00 X 0 0 0 ELIZABETH POMEROY 2.00 X 0 0 0 PATRICK J CONYERS 40.00 X 110000 0 10304 110000 0 10304 1 0 0 0 0 81794 5000 5560165 2139892 5646959 SUMMER SCHOOL INCOME 611710 478450 478450 SERVICE FEE INCOME 611710 108972 108972 587422 13783 13783 3404160 2432324 971836 971836 971836 32581 81794 32581 0 7220000 587422 0 985619 3100631 3100631 156353 156353 120928 98914 5305 16709 1264034 1006395 60000 197639 26026 21676 1017 3333 77646 64691 3008 9947 153765 122693 7254 23818 12073 12073 18600 18600 5951 5951 5916 3168 2748 22075 7822 14253 45454 37070 8384 7978 7978 5017430 4571353 150646 295431 1122111 1582751 1388886 3722628 646331 120919 38717 54689 24299 23837 9880 9880 0 0 699076 957321 2118799 833438 6038219 7295583 1162375 1119312 226151 243366 1388526 1362678 X 25791 193234 4346026 5460845 277876 278826 4649693 5932905 6038219 7295583 2202570 -919358 0 X 0 1 X 1 0 X X X 0 0 0 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1 1 3100631 1 3100631 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4623902 5147166 28118 4059515 5739671 3904504 4018092 575853 3874547 4623902 4083504 3004552 476880 3660432 3904504 2686391 3986960 10441 2600288 4083504 2956050 3237525 -325307 3181877 2686391 0.05000 0.95000 0 0 9880 9880 0 0 GUIDANCE SOFTWARE COMMON STOCK 833438 F 833438 X 6226141 -919358 -919358 7145499 74501 74501 7220000 4942929 0 4942929 74501 74501 5017430 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2013 AND 2012 OF $5,460,845 AND $4,346,026, RESPECTIVELY, CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED WHICH REQUIRE THE PAYMENT OF SPECIFIED PROGRAM SERVICE EXPENSES IN SATISFACTION OF THE RESTRICTION. PERMANENTLY RESTRICTED NET ASSETS AT JUNE 30, 2013 AND 2012 OF $278,826 AND $277,876, RESPECTIVELY, CONSIST OF DONOR-RESTRICTED AMOUNTS RECEIVED IN WHICH THE PRINCIPAL GIFT IS TO REMAIN IN PERPETUITY. ONLY THE INCOME EARNED CAN BE USED TO SATISFY TEMPORARY RESTRICTIONS, OR FOR OPERATIONS, IF UNRESTRICTED. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE AN ORGANIZATION TO EVALUATE ITS TAX POSITIONS AND PROVIDE FOR A LIABILITY FOR ANY POSITIONS THAT WOULD NOT BE CONSIDERED "MORE LIKELY THAN NOT" TO BE UPHELD UNDER A TAX AUTHORITY EXAMINATION. MANAGEMENT HAS EVALUATED ITS TAX POSITIONS AND HAS CONCLUDED THAT A PROVISION FOR A TAX LIABILITY IS NOT NECESSARY AT JUNE 30, 2013 AND 2012. GENERALLY, THE FOUNDATION'S INFORMATION RETURNS REMAIN OPEN FOR EXAMINATION FOR THREE YEARS (FEDERAL) OR FOUR YEARS (STATE OF CALIFORNIA) FROM THE DATE OF FILING. PART XI, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL SCHOLARSHIPS EXPENSE 74,501. PART XII, LINE 4B - OTHER ADJUSTMENTS: SUMMER SCHOOL SCHOLARSHIPS EXPENSE 74,501. X 1 DAVID SPIRO 3349 FAIR OAKS AVENUE ALTADENA CA 91001 GRANT WRITING 0 0 18600 0 18600 SPRING EVENT 114375 81794 32581 22457 10124 114375 81794 32581 22457 10124 32581 0 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91101 956002372 3100631 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. COLLEGE SCHOLARSHIPS 66 81852 SUMMER SCHOOL SCHOLARSHIPS 485 74501 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT FUNDS ARE DISTRIBUTED TO THE APPROPRIATE PROGRAM UPON RECEIPT OF THE FUNDS FROM THE GRANTOR. REGULAR REPORTS ARE PROVIDED TO THE GRANTOR, AND THE BOOKKEEPING IS CHECKED REGULARLY TO ASCERTAIN THAT PAYMENTS HAVE BEEN MET. GRANTS AND ASSISTANCE TO PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS AND SCHOLARSHIPS: ACADEMIES 9,059 AIM HIGH SCHOLARSHIPS 49,000 ALTADENA ELEMENTARY 1,404 ART MATERIALS/PROGRAMS 7,223 BLAIR ATHLETICS 3,694 BLAIR CLASS OF '70 SCHOLARSHIP 500 BLAIR HIGH SCHOOL 25,022 BLAIR PERFORMING ARTS 10,879 BURBANK K-1 PROGRAM 4,558 BURBANK SCHOOL 399 CEIS 687,325 CIS 10,091 CLEVELAND ELEMENTARY 5,563 COMPUTER PROGRAMMING PROJECT 1,890 DON BENITO 96,902 EARLY COLLEGE HS FED GRANT 15,000 ELEMETARY SCIENCE 9,926 ELIOT MIDDLE SCHOOL 2,995 FAMILIES IN TRANSITION 4,563 FIELD ELEMENTARY SCHOOL 97,850 FOCUS POINT ACADEMY 150 FRANKLIN ELEMENTARY 4,792 HAMILTON ELEMENTARY 28,266 HEALTH PROGRAMS 265,327 JACKSON 20,513 JEFFERSON ELEMENTARY 11,780 JMHS '65 SCHOLARSHIP AWARDS 5,500 JMHS BRADFORD SCHOLARSHIP 3,342 JOHN MUIR HIGH SCHOOL 25,038 LONGFELLOW ELEMENTARY 1,853 MADISON ELEMENTARY 2,259 MARSHALL FUNDAMENTAL SCHOOL 61,278 MARSHALL HIGH SCHOOL 2,506 MATH FIELD DAY 7,045 MCKINLEY SCHOOL 45,676 MEMORIAL 915 MUIR RANCH 118,939 MULTIPLE PATHWAYS 3 296,452 MUSEUM FOLLOW UP 2,500 MUSIC EDUCATION 500 MUSIC FESTIVAL 6,358 MUSIC REPAIR FUND 4,329 MY MASTERPIECES 68,604 NO BOUNDARY STUDENT ART SHOW 6,653 NORMA COOMBS 23,453 PAASE 10,008 PARTNERS IN EDUCATION 7 PAS PART COLLEGE SUCCESS 12,542 PASADENA HIGH SCHOOL 131,108 PASADENA LEARNS 32,076 PHS SCHOLARSHIP 7,000 PROFESSIONAL STAFF DEVELOPMENT 30,058 PUSD 7-10 SCIENCE PROGRAM 8,988 ROBOTICS - STEM 366,114 ROOSEVELT SCHOOL 43,558 ROSE CITY 9,093 ROYALTIES 1,878 SAN RAFAEL SCHOOL 34,841 SCHOLARSHIPS 16,510 SIERRA MADRE 90,924 SUMMER SCHOOL 34,691 TEACHER GRANTS 43,082 TEACHER GRANTS-FIELD TRIPS 41,004 TECHNOLOGY EDUCATION 39,247 WASHINGTON ACCELERATED 53,277 WASHINGTON ELEMENTARY 1,421 WASHINGTON MIDDLE 4,909 WASHINGTON CHILDREN'S CENTER 270 WEBSTER ELEMENTARY 8 WILLARD ELEMENTARY 70,674 WILSON MIDDLE 41,324 SUMMER SCHOOL SCHOLARSHIPS 74,501 TOTAL GRANTS/ASSISTANCE 3,256,984 X 1 2126100 FAIR MARKET VALUE X EQUIPMENT 1 13792 COST 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 WILL BE PROVIDED AS AN EMAIL ATTACHMENT FOR ALL BOARD MEMBERS TO VIEW. THE EXECUTIVE COMMITTEE WILL REVIEW THE DOCUMENT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY WHICH IS REVIEWED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE MEETS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND USES COMPARABLE LOCAL NONPROFIT SALARIES AND EXPERIENCE, TO DETERMINE SALARY RANGE. THE EXECUTIVE DIRECTOR RECOMMENDS TO THE FINANCE COMMITTEE WHICH RECOMMENDS TO THE EXECUTIVE COMMITTEE COMPENSATION LEVELS FOR ALL EMPLOYEES. THE BOARD OF DIRECTORS APPROVES THE BUDGET WHICH INCLUDES COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS UPLOADED ON PEF WEBSITE AND ON THE WEBSITE OF GUIDESTAR. FORM 990, PART X, LINE 12, OTHER SECURITIES: INCLUDED IN COMMON STOCK ARE SHARES IN A SINGLE STOCK RECEIVED AS GIFTS FROM AN INDIVIDUAL FROM 2007 THROUGH PRESENT. THE FAIR MARKET VALUE OF THIS COMMON STOCK IS $833,438 AT JUNE 30, 2013, AND $2,118,799 AT JUNE 30, 2012. THE FOUNDATION IS LIQUIDATING THE STOCK IN ACCORDANCE WITH THE WISHES OF THE DONOR.