CALIFORNIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY FOUNDATION (EIN 95-6123757)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-09
- IRS object ID
- 201310999349300841
- Schema version
- 2011v1.5
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-09T22:48:35-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953001179 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES & MCCLAUGHRY ACCT CORP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908010087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956123757 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 5629514810 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE 6TH FLOOR | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORI A REDFEARN | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 5629514810 | Phone |
| Date Signed | 2013-03-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONITA M JOSEPH | Name |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORI A REDFEARN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE 6TH FLOOR | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8485734 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.CALSTATE.EDU/FOUNDATION/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SERVE THE NATIONAL, STATE, AND REGIONAL INTERESTS OF THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 16 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1918234 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3109190 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 724908 | InvestmentIncomePriorYear |
| Investment Income Current Year | 596844 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37834 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43707 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2680976 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3749741 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2108846 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1991579 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 30000 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 30000 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2469 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 385944 | OtherExpensePriorYear |
| Other Expenses Current Year | 361276 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2524790 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2382855 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 156186 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1366886 | RevenuesLessExpensesCY |
| Total Assets BOY | 21997172 | TotalAssetsBOY |
| Total Assets EOY | 22540249 | TotalAssetsEOY |
| Total Liabilities BOY | 5105770 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4936410 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16891402 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17603839 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ESTABLISHED 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 Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1992641 | Expense |
| Grants | 1991579 | Grants |
| Description | THE CSU FOUNDATION DISTRIBUTED SCHOLARSHIPS AND GRANTS TO BENEFIT STUDENTS THROUGHOUT THE CSU SYSTEM. INCLUDED IN THESE EFFORTS WERE THE PROVISION OF FUNDING FROM AT&T OF $320,000 FOR THE COLLEGE CORPS PROGRAM FOR STUDENTS FROM UNDERSERVED COMMUNITIES, $300,000 FROM BOTH THE STEPHEN BECHTEL FUND AND THE JAMES IRVINE FOUNDATION FOR THE CLINICAL TEACHER PREPARATION PROJECT, AND $300,000 FROM THE JAMES IRVINE FOUNDATION FOR THE GIVE STUDENTS A COMPASS II PROJECT. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 219695 | Expense |
| Description | THE 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 2212336 | 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 | 0 | 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 | 1 | 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 | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 8 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| 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 | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | 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 | 0 | 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 | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | 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 | ALICE KIM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5629514627 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE 5TH FLOOR | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| RONALD R BARHORST | ||||||
| CHAIRMAN | 0.10 | X | X | 0 | 0 | 0 |
| RALPH R PESQUEIRA | ||||||
| VICE CHAIR | 0.10 | X | X | 0 | 0 | 0 |
| MICHAEL LIZARRAGA | ||||||
| VICE CHAIR | 0.10 | X | X | 0 | 0 | 0 |
| JOHN H AUGUSTINE | ||||||
| TREASURER | 0.10 | X | X | 0 | 0 | 0 |
| LIDIA S MARTINEZ | ||||||
| SECRETARY | 0.10 | X | X | 0 | 0 | 0 |
| PETER A DUBOIS | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| MATTHEW JENKINS | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| AG KAWAMURA | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| MICHAEL A LUCKI | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| GEORGE M MARCUS | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| KENNETH P MCNEELY | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| JOHN C MOLINA | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| DALE RAMEZANI | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| ALI C RAZI | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| RODNEY K SPACKMAN | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| GADDI H VASQUEZ | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| CHARLES BREED | ||||||
| EX OFFICIO | 2.00 | X | 30000 | 421500 | 90058 | |
| GARRETT P ASHLEY | ||||||
| PRESIDENT | 3.00 | X | 0 | 251000 | 57036 | |
| LORI REDFEARN | ||||||
| VICE PRESIDENT | 8.00 | X | 0 | 169992 | 49392 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 30000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 842492 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 196486 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3109190 | AllOtherContributions |
| Noncash Contributions | 31200 | NoncashContributions |
| Total Contributions | 3109190 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 439805 | TotalRevenueColumn |
| Exclusion | $439,805 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4893032 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4735993 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 157039 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 157039 | TotalRevenueColumn |
| Exclusion | $157,039 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 43707 | TotalRevenueColumn |
| Exclusion | $43,707 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43707 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3749741 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $640,551 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1564654 | Total |
| Program Services | 1564654 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312925 | Total |
| Program Services | 312925 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114000 | Total |
| Program Services | 114000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Management And General | 30000 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10364 | Total |
| Management And General | 10364 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30100 | Total |
| Management And General | 30100 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31695 | Total |
| Management And General | 31695 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56 | Total |
| Management And General | 56 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53352 | Total |
| Program Services | 38189 | ProgramServices |
| Management And General | 15163 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15122 | Total |
| Program Services | 8218 | ProgramServices |
| Management And General | 6904 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200718 | Total |
| Program Services | 164093 | ProgramServices |
| Management And General | 36625 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1658 | Total |
| Management And General | 1658 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES | 4815 | 934 | 3250 | 631 |
| BANK FEES | 2019 | 1634 | 385 | |
| LICENSE AND REGISTRATIO | 1623 | 170 | 1453 | |
| MISCELLANEOUS GRANT EXP | 1062 | 1062 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8692 | Total |
| Program Services | 8261 | ProgramServices |
| Management And General | 431 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2382855 | Total |
| Program Services | 2212336 | ProgramServices |
| Management And General | 168050 | ManagementAndGeneral |
| Fundraising | 2469 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
| EOY | 150 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2315089 | BOY |
| EOY | 2242403 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 541284 | BOY |
| EOY | 1299619 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2454 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18710737 | BOY |
| EOY | 18560620 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 312363 | BOY |
| EOY | 326979 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 117549 | BOY |
| EOY | 108024 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21997172 | BOY |
| EOY | 22540249 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422037 | BOY |
| EOY | 26922 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4683733 | BOY |
| EOY | 4909488 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5105770 | BOY |
| EOY | 4936410 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3580105 | BOY |
| EOY | 3640003 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5393662 | BOY |
| EOY | 5989201 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7917635 | BOY |
| EOY | 7974635 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16891402 | BOY |
| EOY | 17603839 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21997172 | BOY |
| EOY | 22540249 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1366886 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -654449 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2069910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2569394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2076778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1918235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3109190 | CurrentTaxYear |
| Total | 11743507 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 240325 | CurrentTaxYear |
| Total | 240325 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2069910 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2569394 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2076778 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1918235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3349515 | CurrentTaxYear |
| Total | 11983832 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2437232 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9546600 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 446028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 271887 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 301261 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 458174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 439805 | CurrentTaxYear |
| Total | 1917155 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 37834 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43707 | CurrentTaxYear |
| Total | 81541 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13982528 | TotalSupport |
| Gross Receipts From Admissions Etc | 104941 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61260 | 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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11180830 | BeginningOfYearBalance |
| Contributions | 135420 | Contributions |
| Investment Earnings Or Losses | -75711 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 290783 | GrantsOrScholarships |
| Administrative Expenses | 16566 | AdministrativeExpenses |
| End Of Year Balance | 10933190 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9145819 | BeginningOfYearBalance |
| Contributions | 610720 | Contributions |
| Investment Earnings Or Losses | 1739889 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 299296 | GrantsOrScholarships |
| Administrative Expenses | 16302 | AdministrativeExpenses |
| End Of Year Balance | 11180830 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8015593 | BeginningOfYearBalance |
| Contributions | 73288 | Contributions |
| Investment Earnings Or Losses | 1189761 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 118590 | GrantsOrScholarships |
| Administrative Expenses | 14233 | AdministrativeExpenses |
| End Of Year Balance | 9145819 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9353406 | BeginningOfYearBalance |
| Contributions | 76588 | Contributions |
| Investment Earnings Or Losses | -1161948 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 238469 | GrantsOrScholarships |
| Other Expenditures | 2097 | OtherExpenditures |
| Administrative Expenses | 11887 | AdministrativeExpenses |
| End Of Year Balance | 8015593 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.26000 | 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 (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY LIABILITY | $4,687,087 |
| OTHER PAYABLES | $108,024 |
| ALUMNI COUNCIL LIABILITY | $113,296 |
| CAL STATE STUDENT ASSOCIATION LIABILITY | $1,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4909488 | TotalOfAmounts |
| Total Revenue | 3749741 | TotalRevenue |
| Total Expenses | 2382855 | TotalExpenses |
| Excess Or Deficit For Year | 1366886 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -654449 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -654449 | TotalAdjustments |
| Excess Or Deficit Per FS | 712437 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3303922 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -654449 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 240325 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -414124 | RevenueNotRptdF990 |
| Revenue Subtotal | 3718046 | RevenueSubtotal |
| Investment Expenses Not Included | 31695 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 31695 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3749741 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2591485 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 240325 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 240325 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2351160 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 31695 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 31695 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2382855 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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: | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS ARE GIVEN TO RECIPIENTS WHO ARE US CITIZENS STUDYING OR TEACHING IN THE REGION. | TypeOfActivitiesConducted |
| Specific Services Provided | N/A | SpecificServicesProvided |
| Total Expenditures | 114000 | 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 | 114000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 114000 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (2 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|
| WANG FAMILY SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 21 | 84000 | CHECK | CASH |
| WANG FAMILY STIPEND | EAST ASIA AND THE PACIFIC | 6 | 30000 | CHECK | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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 SUBMIT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (22 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CSU LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | 931150363 | 501(C)(3) | 3000 | ASIAN AMERICAN OUTREACH |
| CHICANO LATINO YOUTH LEADERSHIP PROGRAM | |||||||
| PO BOX 161566 | SACRAMENTO | CA | 95816 | 943069819 | 501(C)(3) | 20000 | LATINO OUTREACH |
| MAES MEXICAN AMERICAN ENGINEERS & SCIENTISTS | |||||||
| 2437 BAY AREA BLVD | HOUSTON | TX | 77058 | 953135632 | 501(C)(3) | 3000 | HOST 2011 SYMPOSIUM |
| OMEGA PSI PHI EDUCATIONAL FOUNDATION | |||||||
| PO BOX 91302 | LOS ANGELES | CA | 90009 | 954549444 | 501(C)(3) | 500 | YOUTH LEADERSHIP CONFERENCE |
| NAPAHE NATIONAL ASSOCIATION OF PRESIDENTIAL ASSISTANTS IN HIGHER EDUCATION | |||||||
| 2507 UNIVERSITY AVE | DES MOINES | IA | 50311 | 760379482 | 501(C)(3) | 5000 | SPONSOR 2012 CONFERENCE |
| CSU LOS ANGELES | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | 954386558 | 501(C)(3) | 3000 | ASIAN AMERICAN OUTREACH |
| ASIAN PACIFIC YOUTH LEADERSHIP PROJECT | |||||||
| PO BOX 22423 | SACRAMENTO | CA | 95822 | 943167910 | 501(C)(3) | 2500 | ASIAN AMERICAN OUTREACH |
| CSU CHANNEL ISLANDS | |||||||
| ONE UNIVERSITY DRIVE | CAMARILLO | CA | 93012 | 912153805 | 501(C)(3) | 2500 | COMMUNITY SERVICE LEARNING |
| CSU DOMINGUEZ HILLS | |||||||
| 1000 EAST VICTORIA | CARSON | CA | 90747 | 931043787 | 501(C)(3) | 2500 | COMMUNITY SERVICE LEARNING |
| CSU FRESNO | |||||||
| 2576 EAST SAN RAMON AVE | FRESNO | CA | 93740 | 770217681 | 501(C)(3) | 4700 | COMMUNITY SERVICE LEARNING |
| CALIFORNIA DEPARTMENT OF VETERANS AFFAIRS | |||||||
| 1227 O STREET RM 105 | SACRAMENTO | CA | 95814 | 680182830 | 501(C)(3) | 5000 | VETERANS RESOURCE BOOK |
| CSU FULLERTON | |||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92634 | 330632102 | 501(C)(3) | 16570 | INFORMAL SCIENCE INSTITUTES |
| HOPE HISPANICS ORGANIZED FOR POLITICAL EQUALITY | |||||||
| 634 SOUTH SPRING STREET | LOS ANGELES | CA | 90014 | 954718409 | 501(C)(3) | 11500 | HISPANIC OUTREACH |
| AAHHE AMERICAN ASSOCIATION OF HISPANICS IN HIGHER EDUCATION | |||||||
| 1120 S CADY MALL SUITE B-159 | TEMPE | AZ | 85827 | 300150324 | 501(C)(3) | 2500 | HISPANIC OUTREACH |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | 330786070 | 501(C)(3) | 2500 | LATINO OUTREACH |
| LEADERSHIP OF CALIFORNIA | |||||||
| 253 N SAN GABRIEL BLVD SUITE 101 | PASADENA | CA | 91107 | 680149768 | 501(C)(3) | 3000 | SPONSOR LEGACY OF LEADERSHIP AWARDS |
| CAL POLY POMONA | |||||||
| 3801 W TEMPLE AVENUE | POMONA | CA | 91768 | 954255659 | 501(C)(3) | 4417 | STRENGTHENING MATH INSTRUCTION |
| CSU LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | 931150363 | 501(C)(3) | 4969 | STRENGTHENING MATH INSTRUCTION |
| CSU SAN BERNARDINO | |||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNADINO | CA | 92407 | 330644150 | 501(C)(3) | 4417 | STRENGTHENING MATH INSTRUCTION |
| CSU MONTEREY BAY | |||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | 911785970 | 501(C)(3) | 4417 | STRENGTHENING MATH INSTRUCTION |
| EXCELENCIA IN EDUCATION | |||||||
| 1717 N STREET NW 2ND FLOOR | WASHINGTON | DC | 20036 | 200927912 | 501(C)(3) | 5000 | 2012 SPONSORSHIP |
| CALIFORNIA STATE UNIVERSITY | |||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | 954601267 | 501(C)(3) | 1426854 | CSU FOUNDATION REIMBURSES THE CALIFORNIA STATE UNIVERSITY FOR THE FOLLOWING EDUCATIONAL PROGRAMS: 1) FORMER FOSTER YOUTH HIGHER EDUCATION PROGRAM 33,381 2) ACCESSIBLE TECHNOLOGY INITIATIVE 5,137 3) PRE COLLEGE ADVISING 76,562 4) P-12 TEACHER CREDENTIAL 8005) TEACHER PREPARATION SUMMIT MEETING 5,251 6) NATIONAL PROFESSIONAL SCIENCE PROGRAM 21,152 7) GRADUATION INITIATIVE: COMPASS PROJECT FOR STUDENTS 279,571 8) LINKED LEARNING 300,0009) CLINICAL TEACHER PREPARATION 525,00010) REGIONAL NETWORK PARTNERSHIPS 65,00011) AAC&U QUALITY COLLABORATIVE 15,00012) HOW TO GET TO COLLEGE 100,000 1,426,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 21 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|
| SCHOLARSHIPS | 108 | 276925 | SCHOLARSHIPS TO INDIVIDUAL CSU STUDENTS |
| STIPENDS | 19 | 4800 | STIPENDS TO STUDENTS AND FACULTY |
| GRANT | 1 | 1062 | GRANT TO MEGAN JOHNSON FOR SCIENCE PROFESSIONAL WORKSHOP |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 III | CSU 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (3 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES BREED | |||||||||||||
| 30000 | 421500 | 0 | 0 | 0 | 0 | 0 | 75858 | 0 | 14200 | 30000 | 511558 | 0 | 0 |
| GARRETT P ASHLEY | |||||||||||||
| 0 | 240000 | 0 | 0 | 0 | 11000 | 0 | 43193 | 0 | 13843 | 0 | 308036 | 0 | 0 |
| LORI REDFEARN | |||||||||||||
| 0 | 169992 | 0 | 0 | 0 | 0 | 0 | 30594 | 0 | 18798 | 0 | 219384 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | AT 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 1B | THE 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 III | ALL COMPENSATED OFFICERS AND DIRECTORS ARE HIRED BY THE CALIFORNIA STATE UNIVERSITY ("THE CSU") AND THE COMPENSATION POLICY OF THE CSU INCLUDES THE FOLLOWING: 1. IT IS THE GOAL OF THE CSU TO ATTRACT, MOTIVATE, AND RETAIN HIGHLY QUALIFIED INDIVIDUALS AS FACULTY, STAFF, ADMINISTRATORS, AND EXECUTIVES WHOSE KNOWLEDGE, EXPERIENCE, AND CONTRIBUTIONS ADVANCE THE UNIVERSITY'S MISSION. 2. IT IS THE INTENT OF THE BOARD OF TRUSTEES TO COMPENSATE CSU EMPLOYEES IN A MANNER THAT IS FAIR, REASONABLE, COMPETITIVE, AND FISCALLY PRUDENT. 3. TO THAT END, THE CSU EVALUATES COMPETITIVE AND FAIR COMPENSATION FOR ALL CSU EMPLOYEES BASED ON PERIODIC MARKET COMPARISON SURVEYS CONDUCTED BY THE CSU OR AN EXECUTIVE COMPENSATION CONSULTING FIRM. IN ADDITION, THE CSU WILL MAINTAIN AND UPDATE ANNUALLY A TIERED LIST OF CSU COMPARISON INSTITUTIONS FOR CSU EXECUTIVES. 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 ARE DEEMED TO BE APPROPRIATE. EXECUTIVE COMPENSATION IS 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. 4. IN ORDER TO PROVIDE COMPETITIVE AND FAIR COMPENSATION FOR ALL CSU EMPLOYEE CLASSIFICATIONS, THE CHANCELLOR IS ALSO DIRECTED TO CONDUCT PERIODIC MARKET COMPARISON SURVEYS FOR EMPLOYEES NOT ADDRESSED IN THE ANNUAL CPEC ANALYSES. ANNUAL FUNDING FOR COMPENSATION WILL BE CONSISTENT WITH ALL OTHER USES OF RESOURCES WITHIN THE ANNUAL BUDGET. | SUPPLEMENTAL INFORMATION |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AIRLINE PASSES | 9 | 3600 | CASH |
| X | TECHNOLOGY PACKAGES | 23 | 27600 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE 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 12C | BOARD 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. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE 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 ANNUALLY BY THE ENTITY'S BOARD OF GOVERNORS, INDEPENDENT OF THE COMPENSATED ENTITY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -654,449. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART I, LINE 5 | THE CSU FOUNDATION IS ADMINISTERED BY UNIVERSITY EMPLOYEES WHO BIFURCATE THEIR TIME BETWEEN CALIFORNIA STATE UNIVERSITY AND CSU FOUNDATION RESPONSIBILITIES. TIME SPENT BY CALIFORNIA STATE UNIVERSITY EMPLOYEES WORKING ON FOUNDATION BUSINESS IS COMPENSATED TO THE UNIVERSITY THROUGH EQUITABLE FINANCIAL SUPPORT OF THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE UNIVERSITY. NO FORM W-2S ARE FILED BY THE FOUNDATION. | NUMBER OF EMPLOYEES |
| NAME AND TITLE HOURS DEVOTED FOR RELATED ORGANIZATION CHARLES B. REED 70.00 EX-OFFICIO GARRETT P. ASHLEY 57.00 PRESIDENT LORI A. REDFEARN 32.00 VICE PRESIDENT | FORM 990, PART VII, SECTION A, COLUMN B - ESTIMATED AVERAGE HOURS PER WEEK | |
| FORM 990, PART I, LINE 16B | THE 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. THE VALUE OF FACILITY SPACE PROVIDED TO THE CSU FOUNDATION BY THE CALIFORNIA STATE UNIVERSITY IS $7,572 WHICH IS COMPENSATED THROUGH EQUITABLE FINANCIAL SUPPORT OF THE EDUCATIONAL AND CHARITABLE PURPOSES OF THE UNIVERSITY. | FUNDRAISING EXPENSES |
| FORM 990, PART V, LINES 7G AND 7H | THE FILING ENTITY DID NOT FILE THE FORMS 8899 AND 1098-C AS THEY DID NOT HAVE A FILING REQUIREMENT; THE ENTITY DID NOT RECEIVE ANY CONTRIBUTIONS OF INTELLECTUAL PROPERTY OR VEHICLES IN THE CURRENT YEAR. | FILING OF FORMS 8899 AND 1098-C |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE 6TH FLOOR | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954601267 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 2 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 |
| 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 | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY | ||
| B | 1426854 | CASH |
| CALIFORNIA STATE UNIVERSITY | ||
| M | 7572 | IN-KIND |
| CALIFORNIA STATE UNIVERSITY | ||
| N | 240000 | REIMBURSEMENT OF PAID EMPLOYEES |
| CALIFORNIA STATE UNIVERSITY | ||
| O | 23859 | REIMBURSEMENT OF EXPENSES |
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