2013-04-25T17:47:16-05:00 2012-06-30 954656881 QUIGLEY & MIRON CPA'S 3550 WILSHIRE BOULEVARD-SUITE 1660 LOS ANGELES CA 900102481 990 2011-07-01 237149451 PASADENA EDUCATIONAL FOUNDATION PASA 6263963625 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91109 PATRICK CONYERS 6263963625 2013-04-25 JOHN BOVARD MIRON P01358141 2136393550 2011 2016-02-25 16:41:14Z PATRICK CONYERS 351 SOUTH HUDSON AVENUE NO 153 PASADENA CA 91109 5862748 0 X HTTP://WWW.PASEDFOUNDATION.ORG/ X 1971 CA FUNDRAISING FOR PASADENA AREA PUBLIC SCHOOLS, INCLUDING ALTADENA, PASADENA AND SIERRA MADRE. 29 26 145 120 0 0 3411801 4471922 305237 468510 -214694 351980 0 0 3502344 5292412 3246473 3201572 0 0 1082896 1567811 0 0 269978 206287 174807 4535656 4944190 -1033312 348222 4481664 6038219 514990 1388526 3966674 4649693 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 3701162 119424 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 $6,239,000 FOR THE CURRENT FISCAL YEAR, ARE NOT RECORDED IN THE PEF'S FINANCIAL STATEMENTS. 811165 468510 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. 4512327 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 50 0 145 1 0 0 0 0 0 1 1 0 0 0 0 X 29 26 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 91109 WILLIAM J BOGAARD 2.00 X 0 0 0 GEORGE A BRUMDER 8.00 X X 0 0 0 MAUREEN CARLSON 2.00 X X 0 0 0 WILLIAM B CREIM 2.00 X X 0 0 0 D BARTON DOYLE 2.00 X 0 0 0 PETER DREIER 2.00 X 0 0 0 JONATHAN S FUHRMAN 2.00 X X 0 0 0 TAMERLIN J GODLEY 2.00 X X 0 0 0 JON R GUNDRY 2.00 X 0 0 0 MERCEDESE HERVEY 2.00 X 0 0 0 ANETT HILL 2.00 X 0 0 0 ED HONOWITZ 2.00 X 0 0 0 MARINA KHADER-KARP 2.00 X 0 0 0 ERIN M KUHLMAN 2.00 X 0 0 0 JENNIFER MCCREIGHT 2.00 X 0 0 0 DENISE NELSON NASH 2.00 X 0 0 0 ANGELITA MONT O'BRIEN 2.00 X 0 0 0 DAWN CARSON O'KEEFFE 2.00 X 0 0 0 KATHY J ONOYE 2.00 X 0 0 0 JOAN E PALMER 8.00 X X 0 0 0 MARK PERSICO 2.00 X 0 0 0 ELIZABETH POMEROY 2.00 X 0 0 0 DIANE RANKIN 2.00 X 0 0 0 REY M RODRIGUEZ 2.00 X X 0 0 0 MARGUERITE ANN SNOW 2.00 X 0 0 0 ALMA M STOKES 2.00 X 0 0 0 WILLIAM E THOMSON JR 2.00 X 0 0 0 SCOTT W VAN DELLEN 2.00 X 0 0 0 LAURA ZERONIAN 2.00 X 0 0 0 PATRICK J CONYERS 40.00 X 100400 0 7302 100400 0 7302 1 0 0 0 0 115667 5500 4350755 923948 4471922 SUMMER SCHOOL INCOME 611710 468510 468510 468510 17154 17154 872820 537994 334826 334826 334826 32342 115667 32342 0 5292412 468510 0 351980 3082148 3082148 119424 119424 109804 89815 4817 15172 1265864 1063775 48690 153399 31338 25633 1375 4330 31831 26037 1396 4398 128974 105495 5657 17822 11500 11500 11439 11439 24300 11504 12796 44633 44633 69760 52332 17428 13175 13175 4944190 4512327 161885 269978 690651 1122111 1293801 1388886 412461 646331 38717 24299 9880 9880 0 0 663375 699076 1421376 2118799 4481664 6038219 249519 1162375 265471 226151 514990 1388526 X 62170 25791 3626778 4346026 277726 277876 3966674 4649693 4481664 6038219 X 348222 334797 X 0 1 1 X 0 X X X 0 0 0 PASADENA UNIFIED SCHOOL DISTRICT 956002372 6 1 1 1 3201572 1 3201572 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3904504 4018092 575853 3874547 4623902 4083504 3004552 476880 3660432 3904504 2686391 3986960 10441 2600288 4083504 2956050 3237525 -325307 3181877 2686391 0.06000 0.94000 0 0 9880 9880 0 0 GUIDANCE SOFTWARE COMMON STOCK 2118799 F 2118799 5292412 4944190 348222 334797 334797 683019 5627209 334797 334797 5292412 0 5292412 4944190 0 4944190 0 4944190 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2012 AND 2011 OF $4,346,026 AND $3,626,778, 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, 2012 AND 2011 OF $277,876 AND $277,726, 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. SPRING EVENT 148009 115667 32342 32342 148009 115667 32342 32342 32342 0 1 PASADENA UNIFIED SCHOOL DISTRICT 351 SOUTH HUDSON AVENUE ROOM 214 PASADENA CA 91109 956002372 3082148 SUPPORT PASADENA UNIFIED SCHOOL DISTRICT PROGRAMS. SEE SCH. I, PART IV FOR PROGRAM LISTING. SCHOLARSHIPS 87 119424 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 5,000 ACADEMY-FINANCE 6,205 AIM HIGH SCHOLARSHIPS 78,500 ALTADENA ELEMENTARY 1,934 ART MATERIALS/PROGRAMS 72,060 BLAIR CLASS OF '70 SCHOLARSHIP 500 BLAIR HIGH SCHOOL 18,221 BLAIR PERFORMING ARTS 5,786 BURBANK K-1 PROGRAM 539 BURBANK SCHOOL 305 CLEVELAND ELEMENTARY 21,412 CIS 5,768 COLLEGE PREP 3,128 COMPUTER PROGRAMMING PROJECT 137,207 DON BENITO 23,564 EARLY COLLEGE HS FED GRANT 228 ELEMENTARY SCIENCE 326 ELIOT MIDDLE SCHOOL 2,977 FAMILIES IN TRANSITION 1,693 FIELD ELEMENTARY SCHOOL 20,583 GATE PROGRAM (1,871) HAMILTON ELEMENTARY 128,561 HEALTH PROGRAMS 278,692 JACKSON 14,931 JMHS '65 SCHOLARSHIP AWARDS 4,000 JMHS BRADFORD SCHOLARSHIP 3,341 JOHN MUIR HIGH SCHOOL 46,709 LITERACY-HIGH SCHOOL 477 LOMA ALTA SCHOOL 2,643 LONGFELLOW ELEMENTARY 2,318 MAINTENANCE 9,411 MARSHALL FUNDAMENTAL SCHOOL 3,196 MARSHALL HIGH SCHOOL 4,061 MATH 1,000 MATH FIELD DAY 4,551 MCKINLEY SCHOOL 86,132 MEMORIAL 1,395 MIDDLE SCHOOL REFORM 225,000 MIDDLE/HIGH SCIENCES 7,945 MULTIPLE PATHWAYS 2 97,494 MULTIPLE PATHWAYS 3 289,423 MUSIC EDUCATION 2,565 MUSIC EQUIPMENT 5,508 MUSIC FESTIVAL 2,465 MUSIC REPAIR FUND 8,860 MY MASTERPIECES 58,432 NO BOUNDARY STUDENT ART SHOW 8,263 NORMA COOMBS 45,000 PAASE 6,625 PALS 277 PARENTS EDUCATION 1,011 PAS PART COLLEGE SUCCESS 49,090 PASADENA HIGH SCHOOL 29,438 PASADENA LEARNS 4,878 PHS INSTRUMENTAL MUSIC 3,000 PHS SCHOLARSHIP 8,500 PHYSICAL EDUCATION 1,105 PROFESSIONAL STAFF DEVELOPMENT 106,209 COORDINATED EARLY INTERVENTION SERVICES 623,011 ROBOTICS 55,973 ROOSEVELT SCHOOL 5,234 ROSE CITY 9,791 SAN RAFAEL SCHOOL 24,786 SCHOLARSHIPS 12,583 SIERRA MADRE 125,352 SIERRA MADRE: AUCTION 504 SUMMER SCHOOL 46,218 TEACHER GRANTS 28,875 TEACHER GRANTS-FIELD TRIPS 34,199 TECHNOLOGY EDUCATION 22,722 WASHINGTON ACCELERATED 4,202 WASHINGTON ELEMENTARY 6,010 WASHINGTON MIDDLE 11,395 WEBSTER ELEMENTARY 9,806 WILLARD ELEMENTARY 66,921 WILSON MIDDLE 157,419 TOTAL GRANTS/ASSISTANCE 3,201,572 X 1 901500 FAIR MARKET VALUE X EQUIPMENT 1 22329 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, 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 334,797.