2013-10-30T19:03:48-05:00 2013-04-30 942222122 MATSON AND ISOM 1726 COURT STREET REDDING CA 96001 990 2012-05-01 680274677 SIMPSON UNIVERSITY FOUNDATION SIMP 5302445600 2211 COLLEGE VIEW DRIVE REDDING CA 96003 BRADLEY E WILLIAMS 5302245600 2013-10-07 1 STEVE PITMAN P00131453 5302412515 2013-10-07 2012 2016-02-25 16:41:14Z BRADLEY E WILLIAMS 2211 COLLEGE VIEW DRIVE REDDING CA 96003 2220538 0 X N/A X 1992 CA RAISE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF SIMPSON UNIVERSITY. 8 5 0 0 0 0 338804 1664488 0 0 113237 461954 -10713 86528 441328 2212970 149251 71430 0 0 429276 276514 0 0 520957 243989 244443 822516 592387 -381188 1620583 9695955 11220075 6038925 5942461 3657030 5277614 SEE BELOW. 0 0 71430 71430 THE PURPOSE OF THE SIMPSON UNIVERSITY FOUNDATION IS TO RAISE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF SIMPSON UNIVERSITY. 71430 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR WA X SIMPSON UNIVERSITY FOUNDATION 5302445600 2211 COLLEGE VIEW DRIVE REDDING CA 96003 X DR ROBIN K DUMMER 1.00 X 0 0 0 NORMAN F REINHARDT 1.00 X 0 0 0 GORDON B FLINN 1.00 X 0 0 0 BRADLEY E WILLIAMS 1.00 X 0 0 0 DAVID RICHEY 1.00 X 0 0 0 RAYMOND L HOMAN 1.00 X 0 0 0 JULIE K IRVING 1.00 X 0 0 0 R DOUGLAS SWINEBURG JR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 13961 -654637 2305164 55880 1664488 461954 461954 0 13961 7568 -7568 -7568 CHANGE IN VALUE OF SIA 900099 94096 94096 94096 2212970 0 0 548482 71430 71430 273842 273842 2672 2672 34085 34085 10078 10078 57617 57617 32647 32647 400 400 44863 44863 CAMPUS MEALS 32595 32595 EQUIPMENT REPAIR 20307 20307 MISCELLANEOUS 7521 7521 STUDENT ACTIVITIES 3798 3798 532 532 592387 71430 0 520957 2165153 2229805 853722 586960 19379 3472148 5139359 3185553 3263951 9695955 11220075 4415003 4309121 1623922 1633340 6038925 5942461 X -4113643 -4007761 3068057 4108277 4702616 5177098 3657030 5277614 9695955 11220075 1620583 0 X X 0 1 X 1 1 1 X 775237 700588 70808 330169 998275 2875077 775237 700588 70808 330169 998275 2875077 2875077 95967 72862 78832 113237 482181 843079 -105298 229696 75054 -2078 94096 291470 4009626 0.71700 0.86050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4950742 4950742 4901986 72584 109773 133601 4950742 4576828 70363 348045 93250 4901986 3782744 59155 734929 4576828 4574807 140672 152488 145775 939448 3782744 0 0 0 MUTUAL FUNDS 5139359 F 5139359 ASSETS UNDER ANNUITY/TRUST AGREEMENT 3263951 3263951 LIABILITY UNDER ANNUITY/TRUST AGREEMENT 1633340 1633340 X 2141540 0 2141540 71430 71430 2212970 520957 0 520957 71430 71430 592387 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION PRESENTLY RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS. THE IMPLEMENTATION OF FIN 48 HAS NO IMPACT ON THE FINANCIAL STATEMENTS, AS THUS NO LIABILITY HAS BEEN ACCRUED. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 71,430. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 71,430. X X X X 0 GOLF TOURNAMENT 4888 2680 4888 2680 7568 -7568 1 SCHOLARSHIPS < $500 14 6000 SCHOLARSHIPS $501 - $1,000 19 15980 SCHOLARSHIPS $1,001 - $2,500 18 32100 SCHOLARSHIPS $2,501 - $5,000 2 6550 SCHOLARSHIPS $5,001 - $13,300 2 10800 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: APPLICANTS ARE REVIEWED BY COMMITTEE. SCHOLARSHIPS ARE AWARDED BASED ON: 1) CRITERIA STIPULATED BY SPECIFIC DONORS, 2) FINANCIAL NEED, 3) ACADEMIC PERFORMANCE, 4) PARTICIPATION IN THE UNIVERSITY COMMUNITY, 5) OTHER (I.E. FAMILY SITUATION). X LANDSCAPE MATERIALS 2 51692 FMV X GENERAL SUPPLIES 3 4188 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION HAS THE CFO AND CONTROLLER REVIEW RETURN. THE BOARD IS PROVIDED WITH A COPY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SIGNED BY EACH MEMBER OF THE GOVERNING BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD APPROVES SALARY OF THE CEO ANNUALLY. COMPENSATION IS PAID THROUGH A RELATED ORGANIZATION, SIMPSON UNIVERSITY. COMPENSATION SURVEYS ARE USED TO AID IN DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE SIMPSON UNIVERISTY FOUNDATION WILL PROVIDE A COPY TO ANY INDIVIDUAL WHO REQUESTS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 THE SIMPSON UNIVERSITY FOUNDATION WILL PROVIDE A COPY TO ANY INDIVIDUAL WHO REQUESTS INFORMATION. THE BOARD REVIEWS AND APPROVES THE FINANCIAL STATEMENTS BEFORE BEING FINALIZED AND ISSUED. SIMPSON UNIVERSITY 2211 COLLEGE VIEW DRIVE REDDING CA 96003 941339635 LIBERAL ARTS COLLEGE AND GRADUATE SCHOOL CA 501(C)3 PUBLIC SUPPORT 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 1 0 1 0 0 SIMPSON UNIVERSITY E 4943528