2013-04-26T17:07:22-05:00 2012-06-30 420714325 MCGLADREY LLP 515 S FLOWER STREET 41ST FLOOR LOS ANGELES CA 90071 990 2011-07-01 330868418 THE CAMPANILE FOUNDATION CAMP 6195940295 5500 CAMPANILE DRIVE SAN DIEGO CA 921821968 SARAH J SLAUGHTER 6195940295 2013-04-24 1 ROSEMARIE BROWN P01278077 2133304800 2011 2016-03-07 17:11:31Z MARY RUTH CARLETON 5500 CAMPANILE DRIVE SAN DIEGO CA 921821968 28835075 0 X WWW.NEWSCENTER.SDSU.EDU/TCF/ X 1999 CA TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. 35 32 0 32 0 0 33336218 26875319 0 0 2587679 1948456 0 -13378 35923897 28810397 15752552 17445884 0 0 0 0 24000 24000 2382916 6396210 7668303 22172762 25138187 13751135 3672210 199373460 198827650 18893905 17940302 180479555 180887348 X TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT, AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. 0 0 5900654 5900654 5898083 THE CAMPANILE FOUNDATION RAISES FUNDS TO SUPPORT STUDENT SCHOLARSHIP PROGRAMS ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. FUNDS ARE PROVIDED TO THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIPS (OFAS). OFAS WORKS IN COORDINATION WITH THE CAMPANILE FOUNDATION TO ENSURE THAT ALL APPLICABLE LAWS, POLICIES AND DONOR RESTRICTIONS ARE MET. ADDITIONAL DETAIL IS PROVIDED ON SCHEDULE I. 7544977 7544977 8094784 THE CAMPANILE FOUNDATION PROVIDES FUNDS TO SAN DIEGO STATE UNIVERSITY IN SUPPORT OF THE UNIVERSITY ACADEMIC AND ATHLETIC ACTIVITIES. 1557578 707972 1722782 THE CAMPANILE FOUNDATION RAISES FUNDS FOR PROGRAMS THAT SUPPORT THE UNIVERSITY'S INDIVIDUAL COLLEGES.DURING THE YEAR REPORTED IN THIS TAX RETURN, THE CAMPANILE FOUNDATION PROVIDED $1,557,578 AS PART OF PROGRAM SERVICES TO SUPPORT THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS AT THE UNIVERSITY. BEYOND SUPPORTING THE BROAD EDUCATIONAL MISSION OF THE COLLEGE, THE FOUNDATION RAISES FUNDS TO SUPPORT VARIOUS SPECIFIC DIRECTED PROGRAMS WITHIN THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS. THE PROGRAM THAT RECEIVED THE LARGEST SUPPORT DURING THIS FISCAL YEAR IS THE SCHOOL OF THEATRE, TELEVISION AND FILM. THE NATIONALLY-RECOGNIZED SCHOOL OF THEATRE, TELEVISION AND FILM IS ONE OF THE FEW IN THE NATION TO COMBINE THEATRE, TELEVISION, FILM AND NEWS MEDIA. THE SCHOOL IS HOME TO ONE OF ONLY TWO REMAINING MASTER OF FINE ARTS (MFA) MUSICAL THEATRE PROGRAMS IN THE NATION. THE MFA MUSICAL THEATRE PROGRAM RECEIVES STRONG PRIVATE FUNDING SUPPORT WHICH PLAYS A VITAL ROLE IN ENSURING THE FUTURE OF THIS IMPORTANT AMERICAN ART FORM. THE PROGRAM EMPHASIZES EXCELLENCE IN THE ARTS AND TECHNOLOGY, GROUNDED IN BOTH CONCEPTUAL AND HISTORICAL FOUNDATIONS. THE SCHOOL IS COMMITTED TO PREPARING THE NEXT GENERATION OF ENTERTAINMENT ARTS PROFESSIONALS BY ENCOURAGING STUDENTS TO DEVELOP CREATIVE POTENTIAL AS ARTISTS, SCHOLARS, LEADERS AND GLOBAL CITIZENS THROUGH SCHOLARLY STUDY, ARTISTIC EXPERIMENTATION AND PRACTICAL EXPERIENCE. PROGRAM SERVICE ACCOMPLISHMENT SCHOLARSHIPS TO STUDENTS OF THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS ARE RECORDED AS PART OF OUR SCHOLARSHIP PROGRAM SERVICES ABOVE. 7243206 3292281 11170970 THE REMAINING $7,243,206 OF PROGRAM EXPENSES REFLECT SUPPORT OF ALL OTHER PROGRAMS THROUGHOUT THE UNIVERSITY INCLUDING, BUT NOT LIMITED TO, HEALTH AND HUMAN SERVICES; ARTS AND LETTERS; ENGINEERING; EDUCATION; SCIENCES; BUSINESS ADMINISTRATION; AS WELL AS STUDENT SERVICES SUCH AS LIBRARY SERVICES; STUDENT CLUBS, ORGANIZATIONS & ACTIVITIES; CAREER SERVICES; ACADEMIC SERVICES; AND UNDERGRADUATE STUDIES. 7243206 3292281 11170970 22246415 1 1 0 0 0 1 0 0 0 1 0 1 0 1 1 1 1 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 35 32 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X X SARAH SLAUGHTER CFO 6195948941 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 X ALAN GOLD 0.50 X 0 0 0 ALEXIS FOWLER 0.50 X 0 0 0 ANDREW ESPARZA 0.50 X 0 0 0 BETSY MANCHESTER 0.50 X 0 0 0 CASEY BROWN 0.50 X 0 0 0 CHRISTOPHER SICKELS 0.50 X 0 0 0 CHRISTY HILTON 0.50 X 0 0 0 DAN GROSS 0.50 X 0 0 0 DOROTHY CODLING 0.50 X 0 0 0 EDWARD BLESSING 0.50 X 0 0 0 ELLIOT HIRSHMAN 1.00 X X 0 220657 59647 GREG FOWLER 0.50 X 0 0 0 GREG LUCIER 0.50 X 0 0 0 JACK MCGRORY 0.50 X 0 0 0 JIM SINEGAL 0.50 X 0 0 0 JULIE DILLON 0.50 X 0 0 0 KARIN WINNER 0.50 X 0 0 0 KEN MCCAIN 0.50 X 0 0 0 MARK MCMILLIN 0.50 X 0 0 0 MARSHALL FAULK 0.50 X 0 0 0 MARY CURRAN 0.50 X 0 0 0 MARY RUTH CARLETON 12.00 X X 0 225000 73019 NIKKI CLAY 0.50 X 0 0 0 PATRICIA ROSCOE 0.50 X 0 0 0 ROBERT O'KEEFE 0.50 X 0 0 0 RODNEY LANTHOME 0.50 X 0 0 0 SAL JANMOHAMED 0.50 X 0 0 0 SHERRILL AMADOR 0.50 X 0 0 0 STEVEN DAVIS 0.50 X 0 0 0 SUSAN SALKA 0.50 X 0 0 0 TERRY ATKINSON 0.50 X 0 0 0 VINCENT MUDD 0.50 X 0 0 0 WILLIAM GEPPERT 0.50 X 0 0 0 WILLIAM TONG 0.50 X 0 109284 34991 BARBARA DAVIES 0.50 X 0 34837 14761 ERIC DOEPEL 0.50 X 0 134318 35959 SARAH SLAUGHTER 40.00 X 0 145000 42382 STEPHEN WEBER 0.00 X 0 282172 50675 0 1151268 311434 0 1 1 0 RUFFALOCODY LLC 65 KIRKWOOD NORTH ROAD SW CEDAR RAPIDS IA 524063018 TELEMARKETING 297150 1 371336 35624 26468359 1636909 26875319 1948456 1948456 11300 35624 24678 -13378 -13378 28810397 0 0 1935078 17445884 17445884 12272 4102 8170 31370 31370 24000 24000 68907 68907 810311 250826 12228 547257 548479 70851 78421 399207 2911766 2415006 46630 450130 276608 209525 5203 61880 731062 618971 104 111987 416691 316141 100550 ALLOCATION OF REIMBURSE 942617 257823 684794 TRUST DISTRIBUTIONS 778543 778543 MISC. EXPENSES 114244 111133 3111 TEMPORARY SUPPORT 25433 25433 25138187 22246415 508856 2382916 589304 339330 12825592 12567545 553778 521091 8505951 8505951 107297133 102713460 32626792 40278730 36974910 33901543 199373460 198827650 211440 399449 3945612 3512586 14736853 14028267 18893905 17940302 X 470555 703098 89883888 88906974 90125112 91277276 180479555 180887348 199373460 198827650 X 3672210 -3264417 X X 0 1 1 X 0 X 34369431 25114594 23830682 33336218 26875319 143526244 34369431 25114594 23830682 33336218 26875319 143526244 7758278 135767966 2760835 2330543 3022450 2587679 1948941 12650448 156176692 0.86930 0.86230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13 58869 1416423 1 1 141295927 9917607 -1315961 1502860 6442616 1265580 140686517 115710960 8703149 22425966 1473495 3341671 728982 141295927 102654245 6487185 14013060 1523904 5189782 729844 115710960 120635167 13297100 -16235405 1264225 13039442 738950 102654245 0.20320 0.79680 0 0 0 SSGA - COMINGLED INDEX FUND 19695988 F MONDRIAN 10757771 F RREEF - REAL ESTATE INVESTMENT TRUST 9824971 F 40278730 DUE FROM AFFILIATE - SDSURF - SEE SCH D, PART XIV 30122444 BENEFICIAL INTEREST IN TRUST 3779099 33901543 ACCRUED LIABILITIES 86485 DUE TO SDSURF 13941782 14028267 28810397 25138187 3672210 -3264417 -3264417 407793 25570658 -3264417 24678 -3239739 28810397 0 28810397 25162865 24678 24678 25138187 0 25138187 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE CAMPANILE FOUNDATION'S ENDOWMENT FUNDS ARE DEDICATED FOR THE BENEFIT OF SAN DIEGO STATE UNIVERSITY. ENDOWMENTS GENERALLY SUPPORT PROGRAM EXCELLENCE, STUDENT SCHOLARSHIPS ADMINISTERED BY THE UNIVERSITY, AND FACULTY EXCELLENCE. THE VAST MAJORITY OF THE CAMPANILE FOUNDATION'S ENDOWMENTS ARE DONOR RESTRICTED TO A SPECIFIC USE AT SAN DIEGO STATE UNIVERSITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CAMPANILE FOUNDATION HAS ADOPTED CERTAIN PROVISIONS OF ASC 740 (FIN 48), ACCOUNTING FOR INCOME TAXES. THE ORGANIZATION HAS REVIEWED ITS TAX POSITION FOR ALL OPEN TAX YEARS AND CONCLUDED THAT THE ADOPTION OF THE PROVISIONS OF ASC 740 (FIN 48) DID NOT HAVE AN IMPACT ON THE FINANCIAL STATEMENT POSITION. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED ON FORM 990, PART VIII. 24,678. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED ON FORM 990, PART VIII. 24,678. SUPPLEMENTAL DISCLOSURE TO PART IX, LINE 1A: DUE FROM AFFILIATE - REFLECTS AMOUNTS HELD ON BEHALF OF THE CAMPANILE FOUNDATION BY THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION. AMOUNTS ARE HELD IN A POOLED CASH PORTFOLIO CONTAINING PRIMARILY SHORT DURATION U.S. GOVERNMENT SECURITIES, U.S. GOVERNMENT AGENCY SECURITIES AND INVESTMENT GRADE CORPORATE SECURITIES. THE FOCUS OF THE POOLED PORTFOLIO INVESTMENT POLICY IS PRINCIPAL PROTECTION. SUPPLEMENTAL DISCLOSURE TO PART IX, LINE 1B: THE FOUNDATION ACTS AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS. DISCOUNTED VALUE OF THE BENEFICIAL INTEREST OF THESE TRUSTS IS REPORTED AS AN ASSET ON THE FACE OF THE FOUNDATION'S FINANCIAL STATEMENTS. SUPPLEMENTAL DISCLOSURE TO PART X, LINE 1(3): SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION'S ENDOWMENT FUNDS PARTICIPATE IN THE CAMPANILE FOUNDATION'S LONG-TERM INVESTMENT POOL. AMOUNTS ARE RECORDED AS A DUE TO SDSURF ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS. X X X X X 1 MARTS & LUNDY INC 1200 WALL STREET WEST LYNDHURST NJ 07071 PROVIDES FUNDRAISING CONSULTING SERVICES 0 0 24000 0 24000 CA AL AK AR CT DE GA ID IN IA KS KY MT NE NV NC SD TN TX VT VA WY AZTEC GOLF TOURNAMENT 46924 35624 11300 1450 11238 11990 46924 35624 11300 1450 11238 11990 24678 -13378 1 SAN DIEGO STATE UNIVERSITY 5250 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 170 15217959 BOOK SCHOLARSHIPS AND REIMBURSED SALARIES AND BENEFITS SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION 5250 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 501(C)(3) 2197455 BOOK REIMBURSED SALARIES AND BENEFITS WESTERN AVENUE BAPTIST CHURCH 555 N WESTERN AVE BRAWLEY CA 92227 952143612 501(C)(3) 20000 BOOK GENERAL SUPPORT SHEPHERDS MINISTRIES 1805 15TH AVENUE UNION GROVE WI 531821597 390988997 501(C)(3) 10470 BOOK GENERAL SUPPORT 4 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE CAMPANILE FOUNDATION ACCEPTS CONTRIBUTIONS TO STUDENT SCHOLARSHIP PROGRAMS ON BEHALF OF SAN DIEGO STATE UNIVERSITY. SCHOLARSHIP FUNDS ARE PROVIDED BY THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIP (OFAS). OFAS ADMINISTERS THE UNIVERSITY SCHOLARSHIP PROGRAMS IN ACCORDANCE WITH THE POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND SAN DIEGO STATE UNIVERSITY, APPLICABLE FEDERAL LAW AND REGULATIONS, ALONG WITH THE RESTRICTIONS CONTAINED IN INDIVIDUAL DONOR AGREEMENTS. THE AMOUNT OF SCHOLARSHIPS AWARDED BY THE OFAS AND FUNDED BY THE CAMPANILE FOUNDATION WAS $5,900,654. THE CAMPANILE FOUNDATION RECEIVED FUNDS IN SUPPORT OF ACADEMIC AND ATHLETIC ACTIVITIES ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. THE AMOUNT OF FUNDS GRANTED TO THE UNIVERSITY FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $7,544,977. ADDITIONALLY, THE CAMPANILE FOUNDATION REIMBURSES RELATED ORGANIZATIONS, THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND SAN DIEGO STATE UNIVERSITY, FOR CERTAIN SALARIES AND BENEFITS PAID TO STAFF ON RESPECTIVE ORGANIZATIONS WHEN PHILANTHROPIC DOLLARS ARE RAISED TO SUPPORT SUCH SALARIES AND BENEFITS. THE AMOUNT OF FUNDS GRANTED FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $2,197,455 TO SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND $1,772,328 TO SAN DIEGO STATE UNIVERSITY. THE CAMPANILE FOUNDATION ALSO MADE GRANTS TO TWO UNRELATED CHARITABLE ORGANIZATIONS SHOWN ON SCHEDULE I, PART II. DURING THIS FISCAL YEAR, THE CAMPANILE FOUNDATION RECEIVED THE PROCEEDS OF A TRUST THAT PROVIDED 35% OF THE TRUST SUPPORT TO SDSU WHILE THE OTHER 65% IS A DONOR ADVISED FUND WHERE THE HEIRS HAVE ADVISORY CAPACITY TO GRANT THE EARNINGS FROM THE ENDOWMENT TO CHARITABLE ORGANIZATIONS WITHIN THE UNITED STATES. THE CAMPANILE FOUNDATION MANAGES THE FULL TRUST AMOUNT AS ENDOWMENTS AND THE BOARD DETERMINED DISTRIBUTION AMOUNT IS AVAILABLE FOR GRANTING TO BOTH SDSU PROGRAMS AND THE NON-PROFITS CHOSEN BY THE HEIRS. PRIOR TO DISTRIBUTING THE FUNDS, THE CAMPANILE FOUNDATION ENSURES THE CHOSEN NON-PROFITS ARE IN GOOD STANDING WITH THE IRS AND HAVE CURRENT 501(C)3 LETTERS. 1 X 0 0 0 0 0 0 0 0 0 ELLIOT HIRSHMAN 0 220657 0 0 0 0 0 31807 0 27840 0 280304 0 0 MARY RUTH CARLETON 0 225000 0 0 0 0 0 40166 0 32853 0 298019 0 0 ERIC DOEPEL 0 134318 0 0 0 0 0 22333 0 13626 0 170277 0 0 SARAH SLAUGHTER 0 145000 0 0 0 0 0 25885 0 16497 0 187382 0 0 STEPHEN WEBER 0 282172 0 0 0 0 0 26861 0 23814 0 332847 0 0 X 1 140 APPRAISAL X 37261 COMPARABLE SALES X 24080 COMPARABLE SALES X 53 815539 AVG HI/LOW GIFT DATE X COMPARABLE SALES X ARCHIVAL MATERIAL 56 361726 COMPARABLE SALES X EQUIPMENT/CONSTRUCTION 47 366882 COMPARABLE SALES X EVENT MATERIALS 186 31281 COMPARABLE SALES 5 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 THE CAMPANILE FOUNDATION (THE FOUNDATION) HAS CONTRACTED WITH ITS RELATED ORGANIZATION THE SDSU FOUNDATION, DOING BUSINESS AS THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FOR GENERAL ACCOUNTING, BUSINESS AND BANKING SERVICES. AS PART OF THIS AGREEMENT, SDSURF ACTS AS A CUSTODIAN FOR THE CAMPANILE FOUNDATION'S WORKING CAPITAL. AMOUNTS RELATED TO THIS AGREEMENT ARE RECORDED ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS AS A "DUE FROM" IN THE AMOUNT OF $30,122,444. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY AND THE VICE PRESIDENT FOR UNIVERSITY RELATIONS AND DEVELOPMENT ARE DESIGNATED BOARD MEMBERS WITH FULL VOTING RIGHTS. THE PRESIDENT OF THE UNIVERSITY MUST APPROVE NOMINEES TO THE BOARD OF DIRECTORS IN WRITING PRIOR TO THE BOARD OF DIRECTORS' FINAL APPROVAL AND APPOINTMENT. FORM 990, PART VI, SECTION A, LINE 7B IN ACCORDANCE WITH THE CALIFORNIA CODE OF REGULATIONS SECTION 42402, THE UNIVERSITY PRESIDENT IS REQUIRED TO ASSURE THAT THE FOUNDATION ACTS IN CONFORMANCE WITH POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND THOSE OF SAN DIEGO STATE UNIVERSITY. IN THIS REGARD, THE PRESIDENT CAN DISCONTINUE ANY PROGRAM OR EXPENDITURES THAT HE OR SHE DETERMINES INCONSISTENT WITH THE AFOREMENTIONED POLICIES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE FOUNDATION'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. AS PART OF THE REVIEW PROCESS, THE FOUNDATION'S CFO EXPLAINED ANY CHANGES TO THE FORM 990 AND ANSWERED ALL COMMITTEE MEMBERS' QUESTIONS. SUBSEQUENT TO THIS REVIEW, THE FINAL DRAFT WAS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW AND ALL QUESTIONS WERE ANSWERED BY THE FOUNDATION'S CFO. FORM 990, PART VI, SECTION B, LINE 12C THE CAMPANILE FOUNDATION PROVIDES EACH BOARD MEMBER WITH A WRITTEN COPY OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY ANNUALLY. UPON RECEIPT, FOUNDATION DIRECTORS ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS IN WRITING. THE FOUNDATION'S SECRETARY THEN REVIEWS CONFLICT OF INTEREST STATEMENTS AND REPORTS ANY CONFLICT TO THE UNIVERSITY VICE PRESIDENT FOR BUSINESS AND FINANCIAL AFFAIRS, AND WORKS WITH THE BOARD OF DIRECTORS TO ENSURE NO ACTION IS TAKEN BY THE BOARD IN A MANNER INCONSISTENT WITH EXISTING POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE CAMPANILE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER ARE EMPLOYEES OF SAN DIEGO STATE UNIVERSITY (SDSU). THE CAMPANILE FOUNDATION REIMBURSES THE UNIVERSITY FOR A PORTION OF THE CHIEF EXECUTIVE OFFICER'S AND THE FULL COST OF THE CHIEF FINANCIAL OFFICER'S SALARY AND BENEFITS. THE COMPENSATION FOR BOTH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER ARE SET IN A MANNER CONSISTENT WITH SDSU AND CALIFORNIA STATE UNIVERSITY SYSTEM POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE CAMPANILE FOUNDATION'S 990 TAX RETURN IS AVAILABLE ON THE WEBSITE HTTP://NEWSCENTER.SDSU.EDU/TCF . THE TAX RETURN CAN ALSO BE FOUND ON THE GUIDESTAR WEBSITE -- WWW.GUIDESTAR.ORG. IN ADDITION, AS A MATTER OF POLICY, THE FOUNDATION PROVIDES PAPER OR ELECTRONIC COPIES OF ALL DOCUMENTS INCLUDING THE 990 UPON REQUEST. FORM 990, PART VIII, LINE 1B: THE CAMPANILE FOUNDATION ADMINISTERS THE FUNDS HELD FOR THE SAN DIEGO STATE UNIVERSITY ALUMNI ASSOCIATION. AS PART OF THIS, THE CAMPANILE FOUNDATION IS THE RECIPIENT OF MEMBERSHIP AND CONTRIBUTIONS REVENUE ON BEHALF OF THE ALUMNI ASSOCIATION. FORM 990, PART IX, LINES 5, 6, AND 24B: THE CAMPANILE FOUNDATION (THE FOUNDATION) DOES NOT CURRENTLY HAVE ANY EMPLOYEES. HOWEVER, THE FOUNDATION, THROUGH A CONTRACTUAL RELATIONSHIP WITH ITS RELATED ORGANIZATIONS, SAN DIEGO STATE UNIVERSITY (SDSU) AND SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FUNDS POSITIONS ON THE PAYROLL OF SDSU AND SDSURF. THESE EXPENSES ARE PAID FOR BY SDSU AND SDSURF, AND AS SUCH, ARE REFLECTED AS GRANT EXPENSE TO THAT RELATED PARTY (SEE SCHEDULE I) OR MISCELLANEOUS EXPENSE AS REIMBURSED COMPENSATION. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: THE FOLLOWING LIST PROVIDES THE AVERAGE HOURS PER WEEK DEVOTED TO THE CAMPANILE FOUNDATION'S RELATED ORGANIZATIONS BY OFFICERS AND DIRECTORS OF THE CAMPANILE FOUNDATION DURING THEIR TERMS IN OFFICE: ELLIOTT HIRSHMAN - 36 HOURS STEPHEN WEBER - 37 HOURS MARY RUTH CARLETON - 28 HOURS WILLIAM TONG - 39.5 HOURS SARAH SLAUGHTER - 0 HOURS BARBARA DAVIES - 30 HOURS LYNSEY BUERER - 30 HOURS ERIC DOEPEL - 30 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -3,264,417. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR. SCHEDULE M, PART I - NON-CASH CONTRIBUTIONS: THE CAMPANILE FOUNDATION ACCEPTS VARIOUS HISTORICAL COLLECTIONS AND TREASURES AS DONATIONS IN-KIND ON BEHALF OF SAN DIEGO STATE UNIVERSITY (SDSU). ONCE ACCEPTED BY THE FOUNDATION, DONATIONS OF HISTORICAL TREASURES AND WORKS OF ART ARE TRANSFERRED TO THE CUSTODY OF SDSU PURSUANT TO DONOR STIPULATIONS AND/OR DUE TO THE VALUE OF THE ITEM IN FURTHERING THE UNIVERSITY'S EDUCATIONAL MISSION. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 PUBLIC HIGHER EDUCATION CA 115 N/A 0 SAN DIEGO STATE UNIVERSITY FOUNDATION 5250 CAMPANILE DRIVE SAN DIEGO CA 92182 956042721 ADMINISTER FUNDS IN SUPPORT OF SERVICE PROGRAMS AT SDSU. CA 501(C)(3) LINE 5 N/A 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 1 0 1 1 DESCRIPTION OF RELATED PARTY TRANSACTIONS SCHEDULE R, PART V THE PRIMARY FUNCTION OF THE FOUNDATION IS TO SUPPORT SAN DIEGO STATE UNIVERSITY, ACCORDINGLY SEVERAL TRANSFERS HAVE BEEN MADE TO SAN DIEGO STATE UNIVERSITY. THESE AMOUNTS ARE REPORTED AS GRANTS TO A GOVERNMENT AGENCY ON FORM 990 PART IX.