CALIFORNIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY FOUNDATION (EIN 95-6123757)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-26
- IRS object ID
- 201200869349300950
- Schema version
- 2010v3.4
- 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 | 2012-03-26T21:16:38-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2012-03-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN D YACKER | Name |
| Phone | 5624351191 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 4446096 | 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 | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 17 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2076778 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1918234 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46281 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2003821 | InvestmentIncomePriorYear |
| Investment Income Current Year | 724908 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37834 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4126880 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2680976 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 937621 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2108846 | 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 | 2638 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 800500 | OtherExpensePriorYear |
| Other Expenses Current Year | 385944 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1768121 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2524790 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2358759 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 156186 | RevenuesLessExpensesCY |
| Total Assets BOY | 19610100 | TotalAssetsBOY |
| Total Assets EOY | 21997172 | TotalAssetsEOY |
| Total Liabilities BOY | 4388982 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5105770 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15221118 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16891402 | 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 | 2123846 | Expense |
| Grants | 2108846 | 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 AND $125,000 FROM THE SLOAN FOUNDATION FOR EXPANSION OF THE PROFESSIONAL SCIENCE MASTERS' PROGRAM. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 265020 | 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 | 2388866 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 10 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | 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 | SYLVIA OLIVAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5629514607 | 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 (20 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 JR | ||||||
| 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 | |
| KENNETH J LEACH | ||||||
| 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 | |
| GADDI H VASQUEZ | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| JOHN C MOLINA JD | ||||||
| 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 | |
| AG KAWAMURA | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| RODNEY K SPACKMAN | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| CHARLES BREED | ||||||
| EX OFFICIO | 1.00 | X | 30000 | 396740 | 84978 | |
| GARRETT P ASHLEY | ||||||
| PRESIDENT | 2.00 | X | 0 | 286694 | 57942 | |
| LORI REDFEARN | ||||||
| VICE PRESIDENT | 8.00 | X | 0 | 159987 | 41781 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 30000 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 843421 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 184701 | 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 | 1918234 | AllOtherContributions |
| Noncash Contributions | 78358 | NoncashContributions |
| Total Contributions | 1918234 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 458174 | TotalRevenueColumn |
| Exclusion | $458,174 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2031854 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1765120 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 266734 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 266734 | TotalRevenueColumn |
| Exclusion | $266,734 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 37834 | TotalRevenueColumn |
| Exclusion | $37,834 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37834 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2680976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $762,742 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1663196 | Total |
| Program Services | 1663196 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 365903 | Total |
| Program Services | 365903 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79747 | Total |
| Program Services | 79747 | 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 | 4788 | Total |
| Management And General | 4719 | ManagementAndGeneral |
| Fundraising | 69 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29000 | Total |
| Management And General | 29000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24174 | Total |
| Management And General | 24174 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3276 | Total |
| Management And General | 3276 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51901 | Total |
| Program Services | 42175 | ProgramServices |
| Management And General | 9715 | ManagementAndGeneral |
| Fundraising | 11 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7562 | Total |
| Program Services | 2816 | ProgramServices |
| Management And General | 4746 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 198471 | Total |
| Program Services | 176575 | ProgramServices |
| Management And General | 21169 | ManagementAndGeneral |
| Fundraising | 727 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1720 | Total |
| Management And General | 1720 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| ACADEMIC PROGRAMS | 30064 | 30064 | ||
| ATT/SCHOOL BUS TOUR | 20978 | 20978 | ||
| DUES | 8819 | 5000 | 3188 | 631 |
| BANK FEES | 1429 | 1429 | ||
| TAXES | 1350 | 150 | 1200 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2412 | Total |
| Program Services | 2412 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2524790 | Total |
| Program Services | 2388866 | ProgramServices |
| Management And General | 133286 | ManagementAndGeneral |
| Fundraising | 2638 | 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 | 2534620 | BOY |
| EOY | 2315089 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1082646 | BOY |
| EOY | 541284 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15641838 | BOY |
| EOY | 18710737 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 239969 | BOY |
| EOY | 312363 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110877 | BOY |
| EOY | 117549 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19610100 | BOY |
| EOY | 21997172 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212169 | BOY |
| EOY | 422037 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4176813 | BOY |
| EOY | 4683733 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4388982 | BOY |
| EOY | 5105770 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3021866 | BOY |
| EOY | 3580105 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4850122 | BOY |
| EOY | 5393662 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7349130 | BOY |
| EOY | 7917635 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15221118 | BOY |
| EOY | 16891402 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19610100 | BOY |
| EOY | 21997172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 156186 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1514098 | 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 | 2705721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2069910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2569394 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2076778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1918235 | CurrentTaxYear |
| Total | 11340038 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2705721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2069910 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2569394 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2076778 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1918235 | CurrentTaxYear |
| Total | 11340038 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3284451 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8055587 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 294737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 446028 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 271887 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 301261 | CurrentTaxYearMinus1Year |
| Current Tax Year | 458174 | CurrentTaxYear |
| Total | 1772087 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 37834 | CurrentTaxYear |
| Total | 37834 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13149959 | TotalSupport |
| Gross Receipts From Admissions Etc | 122288 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.61260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65300 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.00820 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.99180 | PermanentEndowmentEOYBalance |
| 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 (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CHARITABLE GIFT ANNUITY LIABILITY | $4,454,702 |
| OTHER PAYABLES | $117,549 |
| ALUMNI COUNCIL LIABILITY | $111,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4683733 | TotalOfAmounts |
| Total Revenue | 2680976 | TotalRevenue |
| Total Expenses | 2524790 | TotalExpenses |
| Excess Or Deficit For Year | 156186 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1514098 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1514098 | TotalAdjustments |
| Excess Or Deficit Per FS | 1670284 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4404099 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1514098 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 233199 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1747297 | RevenueNotRptdF990 |
| Revenue Subtotal | 2656802 | RevenueSubtotal |
| Investment Expenses Not Included | 24174 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24174 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2680976 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2733815 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 233199 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 233199 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2500616 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 24174 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 24174 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2524790 | 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 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 | 79747 | 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 | 79747 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 79747 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | WANG SCHOLARSHIP | TypeOfAssistance |
| Region | EAST ASIA AND THE PACIFIC | Region |
| Number Of Recipients | 20 | NumberOfRecipients |
| Amount Of Cash Grant | 79747 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Method Of Valuation | CASH | MethodOfValuation |
| 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 WANG 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 (26 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|
| CHICANO LATINO YOUTH LEADERSHIP PROJECT INC | |||||||
| PO BOX 161566 | SACRAMENTO | CA | 95816 | 943069819 | 30000 | SUPPORT DEVELOPMENT ACTIVITIES | |
| SACRAMENTO COUNTY OFFICE OF EDUCATION | |||||||
| PO BOX 269003 | SACRAMENTO | CA | 958269003 | 30000 | PROFESSIONAL DEVELOPMENT FOR TEACHERS | ||
| SACRAMENTO COUNTY OFFICE OF EDUCATION | |||||||
| PO BOX 269003 | SACRAMENTO | CA | 958269003 | 25000 | PROFESSIONAL DEVELOPMENT FOR TEACHERS | ||
| CHILD & FAMILY POLICY INSTITUTE OF CALIFORNIA | |||||||
| 925 L STREET SUITE 350 | SACRAMENTO | CA | 95814 | 830371079 | 17000 | REGISTRATION FOR 110 STUDENTS | |
| CALIFORNIA DEPARTMENT OF VETERANS AFFAIRS | |||||||
| 1227 O STREET ROOM 105 | SACRAMENTO | CA | 95814 | 680182830 | 10000 | VETERANS RESOURCE BOOK | |
| HOPE HISPANICS ORGANIZED FOR POLITICAL EQUALITY | |||||||
| 634 S SPRING STREET STE 920 | LOS ANGELES | CA | 90014 | 954718409 | 10000 | SPONSOR YOUTH LITERACY PROGRAM | |
| AAHHE AMERICAN ASSOCIATION OF HISPANICS IN HIGHER EDUCATION | |||||||
| PO BOX 877905 | TEMPE | AZ | 852877905 | 300150324 | 5000 | SPONSOR NATIONAL CONFERENCE | |
| CSU CHANNEL ISLANDS | |||||||
| ONE UNIVERSITY DRIVE BELL TOWER | CAMARILLO | CA | 93012 | 912153805 | 5000 | SUMMIT FOLLOW-UP | EAST ROOM 2813 |
| CSU CHICO | |||||||
| 400 W FIRST STREET | CHICO | CA | 959290150 | 680219874 | 5000 | SUMMIT FOLLOW-UP | |
| CSU FRESNO | |||||||
| 5241 N MAPLE | FRESNO | CA | 937408014 | 770217681 | 5000 | SUMMIT FOLLOW-UP | |
| CSU FULLERTON | |||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 928349480 | 330632102 | 5000 | SUMMIT FOLLOW-UP | |
| CSU LONG BEACH | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | 931150363 | 5000 | SUMMIT FOLLOW-UP | |
| CSU BAKERSFIELD | |||||||
| 9001 STOCKDALE HIGHWAY | BAKERSFIELD | CA | 93311 | 770314545 | 4000 | SUMMIT FOLLOW-UP | |
| CSU DOMINGUEZ HILLS | |||||||
| 1000 EAST VICTORIA STREET | CARSON | CA | 90747 | 931043787 | 3000 | ASIAN AMERICAN PACIFIC ISLANDER COLLEGE FAIR | |
| ASIAN PACIFIC YOUTH PROJECT | |||||||
| PO BOX 22423 | SACRAMENTO | CA | 958220423 | 943167910 | 2500 | SPONSOR ANNUAL DINNER | |
| INNERCITY STRUGGLE | |||||||
| 2811 WHITTIER BLVD | LOS ANGELES | CA | 90023 | 954302067 | 2500 | SPONSOR ANNUAL DINNER | |
| COMMUNICARD LLC | |||||||
| 3112 WINDSOR RD SUITE A-206 | AUSTIN | TX | 78703 | 010782390 | 2000 | PARTICIPATION FEE FOR THE LA FERIA | |
| HOPE HISPANICS ORGANIZED FOR POLITICAL EQUALITY | |||||||
| 634 S SPRING STREET STE 920 | LOS ANGELES | CA | 90014 | 954718409 | 1500 | SPONSOR YOUTH LITERACY PROGRAM | |
| SACNAS SOCIETY ADVANCING CHICANO AND NATIVE AMERICANS IN SCIENCE | |||||||
| PO BOX 8526 | SANTA CRUZ | CA | 950618526 | 521443811 | 1500 | SPONSOR NATIONAL CONFERENCE | |
| CALIFORNIA LATINO SCHOOL BOARD ASSOCIATION | |||||||
| PO BOX 7624 | MORENO VALLEY | CA | 92553 | 330324766 | 1000 | SPONSOR UNITY CONFERENCE | |
| SOCIETY FOR SCIENCE AND THE PUBLIC | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 200362801 | 530196483 | 1000 | SPONSOR ISEF FAIR | |
| AABHE AMERICAN ASSOCIATION OF BLACKS IN HIGHER EDUCATION | |||||||
| PO BOX 5185 | AURORA | IL | 60507 | 208110778 | 400 | SUPPORT NATIONAL CONFERENCE | |
| BIG BEND HOSPICE FOUNDATION | |||||||
| 1723 MAHAN CENTER BOULEVARD | TALLAHASSEE | FL | 32308 | 593258493 | 250 | MEMORIAL GIFT | |
| HOSPICE PARTNERS OF THE CENTRAL COAST | |||||||
| 277 SOUTH STREET SUITE R | SAN LUIS OBISPO | CA | 93401 | 770475425 | 250 | MEMORIAL GIFT | |
| SACRAMENTO LOAVE & FISHES-MARYHOUSE | |||||||
| 1321 NORTH C STREET | SACRAMENTO | CA | 95811 | 680189897 | 100 | MEMORIAL GIFT | |
| CALIFORNIA STATE UNIVERSITY | |||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | 954601267 | 1487753 | THE CSU FOUNDATION REIMBURSES THE CALIFORNIA STATE UNIVERSITY FOR THE FOLLOWING EDUCATIONAL PROGRAMS:1) CALIFORNIA EMERGING TECHNOLOGY FUND2) AT&T COLLEGE CORPS3) FORMER FOSTER YOUTH4) URBAN TEACHING FELLOWS5) CSU SUMMIT ON TRANSFORMATIVE CHANGE IN THE PREPARATION OF TEACHERS6) BOEING STRENGTHENING MATHEMATICS INSTRUCTION7) BOEING INFORMAL SCIENCE INSTITUTES8) PROFESSIONAL SCIENCE MASTERS PROGRAM9) TROOPS TO COLLEGE PROGRAM10) BOEING "HOW TO GET TO COLLEGE" PROGRAM11) CALIFORNIA ALLIANCE FOR CLINICAL PREPARATION12) GIVE STUDENTS A COMPASS PROGRAMS | |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 167 | NumberOfRecipients |
| Amount Of Cash Grant | 365903 | AmountOfCashGrant |
| Description Of Non Cash Assistance | SCHOLARSHIPS TO INDIVIDUAL CSU STUDENTS | DescriptionOfNonCashAssistance |
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. 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. |
| OTHER INFORMATION: | PART IV: | CSU FOUNDATION ADHERES TO THE STANDARDS AND REPORTING REQUIREMENTS STIPULATED BY THE FUNDING SOURCES FOR GRANTS TO DOMESTIC ENTITIES AND FOR SCHOLARSHIPS TO DOMESTIC INDVIDUALS. |
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 | 396740 | 0 | 0 | 0 | 0 | 0 | 72394 | 0 | 12584 | 30000 | 481718 | 0 | 0 |
| GARRETT P ASHLEY | |||||||||||||
| 0 | 274694 | 0 | 0 | 0 | 12000 | 0 | 41221 | 0 | 16721 | 0 | 344636 | 0 | 0 |
| LORI REDFEARN | |||||||||||||
| 0 | 159987 | 0 | 0 | 0 | 0 | 0 | 29197 | 0 | 12584 | 0 | 201768 | 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 EXECUTIVE ORDER 761 - HOSPITALITY, PAYMENT OR REIMBURSEMENT OF EXPENSES, WHICH REQUIRES THAT THERE BE SUBSTANTIATION BEFORE EXPENSES OF AN INSIDER ARE REIMBURSED. | |
| PART III | ALL COMPENSATED OFFICERS AND TRUSTEES 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. IT IS THE DIRECTION OF THE BOARD OF TRUSTEES TO ATTAIN PARITY WITH THE AVERAGE OF THE 20 COMPARATOR INSTITUTIONS IDENTIFIED IN THE ANNUAL ANALYSES FOR CSU FACULTY AND FOR CSU EXECUTIVES CONDUCTED ON BEHALF OF THE CALIFORNIA POSTSECONDARY EDUCATION COMMISSION BY 2010-11. TO IMPLEMENT THIS POLICY, THE CHANCELLOR IS DIRECTED TO RECOMMEND APPROPRIATE SALARY ADJUSTMENTS FOR CSU EXECUTIVES PHASED OVER THE NEXT FOUR YEARS, BEGINNING IN 2007-08. INDIVIDUAL EXECUTIVE SALARY PROPOSALS ARE TO BE BASED ON PERFORMANCE, COMPLEXITY OF ASSIGNMENT, YEARS OF EXECUTIVE EXPERIENCE, ADVANCEMENT OF CAMPUS AND INSTITUTIONAL GOALS, LEADERSHIP WITHIN THE CSU SYSTEM AND NATIONAL SETTINGS, AND MARKET COMPETITION. FACULTY SALARY ADJUSTMENTS ARE MADE IN ACCORD WITH COLLECTIVE BARGAINING AGREEMENTS AND INDIVIDUAL CONSIDERATION IS GIVEN TO PROMOTION IN RANK AND MERIT. 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
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 32660 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NASDAQ | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | AIRLINE PASSES | 20 | 8000 | CASH |
| X | FACULTY AWARDS | 4 | 9200 | CASH |
| X | HEARST/TRUSTEE AWARDS | 23 | 27600 | CASH |
| X | CASES OF WATER | 210 | 899 | 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)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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. | |
| 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 12C | |
| ON AN ANNUAL BASIS, THE CALIFORNIA POSTSECONDARY EDUCATION COMMISSION (CPEC) OVERSEES STUDIES OF FACULTY AND EXECUTIVE COMPENSATION. IN ADDITION TO ANNUAL PERFORMANCE EVALUATIONS, THE BOARD OF TRUSTEES USES THIS STUDY 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 DIRECTORS, INDEPENDENT OF THE COMPENSATED ENTITY. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,514,098. | FORM 990, PART XI, LINE 5: |
| NUMBER OF EMPLOYEES | 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. | FORM 990, PART I, LINE 5 |
| FORM 990, PART VII, SECTION A, COLUMN B - ESTIMATED AVERAGE HOURS PER WEEK | NAME AND TITLE HOURS DEVOTED FOR RELATED ORGANIZATION CHARLES B. REED 39.00 EX-OFFICIO GARRETT P. ASHLEY 38.00 PRESIDENT LORI A. REDFEARN 30.00 VICE PRESIDENT | |
| FUNDRAISING EXPENSES | 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. | FORM 990, PART I, LINE 16B |
| FILING OF FORMS 8899 AND 1098-C | 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. | FORM 990, PART V, LINES 7G AND 7H |
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 |
| 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 | 1362820 | CASH |
| CALIFORNIA STATE UNIVERSITY | ||
| M | 7572 | CASH |
| CALIFORNIA STATE UNIVERSITY | ||
| N | 233199 | CASH |
| CALIFORNIA STATE UNIVERSITY | ||
| O | 15544 | CASH |
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