2013-05-14T13:20:59-05:00 2012-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2011-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT GARDNER 9095375918 2013-05-06 1 TERRY SHEA P00165007 9098890871 2011 2016-02-24 21:20:13Z X ROBERT GARDNER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 23790369 0 X HTTP://CSUSBFOUNDATION.CSUSB.EDU X 2011 CA TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 93 82 0 0 0 0 3525250 0 -256004 64440 3333686 0 0 0 0 0 2954407 2954407 379279 29546705 224715 29321990 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1593010 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 776. 1251236 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 2844246 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 16 0 1 0 0 0 0 0 0 0 0 0 0 0 X 93 82 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X LISA IANNOLO 9095373922 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ALBERT KARNIG 1.00 X X 0 354191 67201 NEALE PERKINS 1.00 X X 0 0 0 EDWARD TEYBER 1.00 X X 0 98147 37017 ROBERT GARDNER 1.00 X X 0 198382 54233 LARRY SHARP 1.00 X X 0 191620 61596 SUSAN ADDINGTON 1.00 X 0 92238 35479 ANDREW BODMAN 1.00 X 0 207950 54036 DOROTHY CHEN-MAYNARD 1.00 X 0 93898 22819 LORRAINE FROST 1.00 X 0 157804 42726 AARON JIMENEZ 1.00 X 0 0 0 FRANK RINCON 1.00 X 0 150200 43577 LOUIE RODRIGUEZ 1.00 X 0 89483 33235 AMRO ALBANNA 1.00 X 0 0 0 MARIE ALONZO 1.00 X 0 0 0 WILLIAM ANTHONY 1.00 X 0 0 0 DONALD AVERILL 1.00 X 0 0 0 RICHARD BARKER 1.00 X 0 0 0 GLENDA BAYLESS 1.00 X 0 0 0 VIRGINIA BLUMENTHAL 1.00 X 0 0 0 RUSSELL BOGH 1.00 X 0 0 0 MICHAEL BRACKEN 1.00 X 0 0 0 JACK BROWN 1.00 X 0 0 0 BOB BURLINGAME 1.00 X 0 0 0 ARTHUR BUTLER 1.00 X 0 0 0 TONI CALLICOTT 1.00 X 0 15505 2829 LOIS CARSON 1.00 X 0 0 0 ALI CAYIR 1.00 X 0 0 0 STEVE CHIANG 1.00 X 0 0 0 GREG CHRISTIAN 1.00 X 0 0 0 HENRY COIL 1.00 X 0 0 0 BENJAMIN COOK 1.00 X 0 0 0 NICHOLAS COUSSOULIS 1.00 X 0 0 0 JIM CUEVAS 1.00 X 0 0 0 SUNDIP DOSHI 1.00 X 0 0 0 WILLIAM EASLEY 1.00 X 0 0 0 MARK EDWARDS 1.00 X 0 0 0 JAMES EGAN 1.00 X 0 0 0 JAMES ERICKSON 1.00 X 0 0 0 GERALD FAWCETT 1.00 X 0 0 0 JAMES FERGUSON 1.00 X 0 0 0 HOWARD FRIEDMAN 1.00 X 0 0 0 MICHAEL GALLO 1.00 X 0 0 0 GRACIANO GOMEZ 1.00 X 0 0 0 APPANNAGARI GNANADEV 1.00 X 0 0 0 PAUL GRANILLO 1.00 X 0 0 0 FRED HAMILTON 1.00 X 0 0 0 W BENSON HARER JR 1.00 X 0 0 0 GARNER HOLT 1.00 X 0 0 0 JIM IMBIORSKI 1.00 X 0 0 0 COLE JACKSON 1.00 X 0 0 0 MARK KAENAL 1.00 X 0 0 0 ROBERT KAIN 1.00 X 0 0 0 AARON KNOX 1.00 X 0 0 0 WILFRID LEMANN 1.00 X 0 0 0 DOBBIN LO 1.00 X 0 0 0 PAUL MATA 1.00 X 0 0 0 BARBARA MCGEE 1.00 X 0 0 0 CHARLES MCNEELY 1.00 X 0 0 0 MICHAEL MILLER 1.00 X 0 0 0 LOUIS MONVILLE III 1.00 X 0 0 0 YOLANDA MOSES 1.00 X 0 0 0 MICHAEL NAPOLI JR 1.00 X 0 0 0 JOHN NOLAN 1.00 X 0 0 0 CHARLES OBERSHAW 1.00 X 0 0 0 SHELBY OBERSHAW 1.00 X 0 0 0 RICHARD OLIPHANT 1.00 X 0 0 0 PATRICK O'REILLY 1.00 X 0 0 0 MICHAEL PAGE 1.00 X 0 0 0 MADELAINE PFAU 1.00 X 0 0 0 STEVE PONTELL 1.00 X 0 0 0 THE HONORABLE RAY R QUINTO 1.00 X 0 0 0 JAMES RAMOS JR 1.00 X 0 0 0 ALI RAZI 1.00 X 0 0 0 D BRIAN REIDER 1.00 X 0 0 0 GEORGE REYES 1.00 X 0 0 0 DONOVAN RINKER-MORRIS 1.00 X 0 0 0 CARLOS RODRIGUEZ 1.00 X 0 0 0 DONALD ROGERS 1.00 X 0 0 0 CINDY ROTH 1.00 X 0 0 0 ALI SAHABI 1.00 X 0 0 0 PHILLIP SAVAGE IV 1.00 X 0 0 0 GEORGE SCHNARRE 1.00 X 0 0 0 PAUL SHIMOFF 1.00 X 0 0 0 JEFFREY SHOCKEY 1.00 X 0 0 0 BARBARA SIMMONS 1.00 X 0 0 0 ERNEST SIVA 1.00 X 0 0 0 JEAN STEPHENS 1.00 X 0 0 0 WILLIAM STEVENSON 1.00 X 0 0 0 BRUCE VARNER 1.00 X 0 0 0 JAMES WATSON 1.00 X 0 0 0 ELLEN WEISSER 1.00 X 0 0 0 D LINN WILEY 1.00 X 0 0 0 CARL DAMERON 1.00 X 0 0 0 0 1649418 454748 0 0 1 0 0 397786 3127464 3525250 606828 606828 19593851 20456683 -862832 -862832 -862832 MISCELLANEOUS INCOME 611310 64440 64440 64440 3333686 64440 0 -256004 90809 90809 83201 83201 339692 339692 659051 651356 7695 53446 53446 112965 112965 9573 9573 12660 1003 11657 SCHOLARSHIPS 1593010 1593010 2954407 2844246 110161 0 1476616 4500574 953640 251835 65743 9573 0 56170 19170823 0 3137047 0 29546705 224715 0 224715 X 350739 11789223 17182028 0 29321990 0 29546705 X 379279 28942711 X X 0 1 1 X 1 1 X 3525250 3525250 3525250 3525250 251490 3273760 606828 606828 64440 64440 4196518 0.78010 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, LINE 10 - OTHER INCOME: NATURE AND SOURCE 2011 MISCELLANEOUS 64,440 TOTAL $64,440 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3137047 X X X X 0 0 20535257 -685376 595857 83201 19170823 0.89630 0.10370 0 0 65743 9573 56170 56170 ART COLLECTION 3137047 3137047 3333686 2954407 379279 -422454 29365165 28942711 29321990 32276397 -422454 29365165 28942711 3333686 0 3333686 2954407 0 2954407 0 2954407 PART III, LINE 4: THE FOUNDATION'S ART COLLECTION AIDS IN THE EDUCATIONAL MISSION OF THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. IT IS USED AS A STUDY AID FOR ART STUDENTS AS WELL AS AN EDUCATIONAL OPPORTUNITY FOR LOCAL ELEMENTARY AND HIGH SCHOOL STUDENTS AND THE COMMUNITY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE TAX POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FOUNDATION'S QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN TAX POSITIONS ARE REQUIRED. PART XI, LINE 8 - OTHER ADJUSTMENTS: NET ASSETS TRANSFERRED FROM UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 29,365,165. PART XII, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS TRANSFERRED FROM UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 29,365,165. ON JULY 1, 2011, ALL ENDOWMENT AND GIFT ASSETS WERE TRANSFERRED FROM THE UNIVERSITY ENTERPRISES CORPORATION AT CSUSB (THE TRANSFEROR) TO THE ORGANIZATION, WITH THE EXCEPTION OF CHARITABLE REMAINDER TRUSTS SET UP WITH THE TRANSFEROR ACTING AS TRUSTEE. 0 0 0 0 0 0 0 0 0 ALBERT KARNIG 0 289143 0 0 0 65048 0 52192 0 15009 0 421392 0 0 ROBERT GARDNER 0 197952 0 0 0 430 0 35094 0 19139 0 252615 0 0 LARRY SHARP 0 190858 0 0 0 762 0 36404 0 25192 0 253216 0 0 ANDREW BODMAN 0 207554 0 0 0 396 0 37794 0 16242 0 261986 0 0 LORRAINE FROST 0 157376 0 290 0 138 0 28382 0 14344 0 200530 0 0 FRANK RINCON 0 149438 0 0 0 762 0 27335 0 16242 0 193777 0 0 X 85 0 7 0 1 1 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): THE ORGANIZATION PROCESSED SEVEN IN-KIND GIFTS WITH A DETERMINED VALUE OF $5,001 OR GREATER DURING THE CURRENT YEAR. THIRD PARTY USE: PART I, LINE 32B: DURING THE CURRENT YEAR, THE ORGANIZATION USED THE SERVICES OF A THIRD PARTY, ACTIVE NETWORK, INC., TO COLLECT REGISTRATIONS FOR ATHLETIC EVENTS WHICH HAD A GIFT COMPONENT IN THE REGISTRATION. NON REPORTING OF REVENUE: PART I, LINE 33: THE FOUNDATION IS ELECTING, AS ALLOWED UNDER SFAS 116, TO REPORT ON FORM 990, PART X, LINE 15 WORKS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF ITS DEFINED MISSION. FORM 990, PART VI, SECTION A, LINE 2 CHARLES AND SHELBY OBERSHAW ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF FORM 990 IS PROVIDED TO AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD SHALL RECEIVE ANNUALLY A COPY OF THE APPLICABLE SECTIONS OF THE CALIFORNIA EDUCATION CODE WITH INTERPRETATION OF THE LAW BY THE FOUNDATION'S COUNSEL AND WILL CERTIFY, BY SIGNATURE, HIS OR HER COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE AND ALSO UPON REQUEST OF THE PUBLIC AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -422,454. NET ASSETS TRANSFERRED FROM UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 29,365,165. TOTAL TO FORM 990, PART XI, LINE 5: 28,942,711. FORM 990, PART XI, LINE 2C: THE CSUSB PHILANTHROPIC FOUNDATION AUDIT COMMITTEE WAS ESTABLISHED IN COMPLIANCE WITH THE NONPROFIT INTEGRITY ACT ("ACT"). THE COMMITTEE IS RESPONSIBLE FOR ASSURING COMPLIANCE WITH THE ACT REGARDING MATTERS CONCERNING FINANCIAL STATEMENT AUDITS, INCLUDING BUT NOT LIMITED TO, RECOMMENDING TO THE BOARD OF DIRECTORS THE RETENTION AND TERMINATION OF INDEPENDENT AUDITORS AND REVIEWING AND DETERMINING WHETHER TO ACCEPT THE AUDIT. CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 PUBLIC UNIVERSITY - STATE OF CALIFORNIA CA 115 (1) STATE INSTITUTION 0 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956067343 EDUCATION, ADMINISTRATION, AND RELATED SERVICES CA 501 (C) LINE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO O 669643 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 479217 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB R 29365165 FMV