CAL STATE FULLERTON PHILANTHROPIC FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 33-0567945)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-14
- IRS object ID
- 201211359349306301
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T16:53:20-05:00 | 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 | 330567945 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL STATE FULLERTON PHILANTHROPIC FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALS | NameControl |
| Phone | 6572782118 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE NO 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAMELA C HILLMAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6572782118 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONITA M JOSEPH | 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 | PAMELA HILLMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE NO 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14515297 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.FULLERTON.EDU/FOUNDATION/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1993 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8773284 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6855806 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 285026 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1119776 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 792072 | InvestmentIncomePriorYear |
| Investment Income Current Year | 809038 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 35870 | OtherRevenuePriorYear |
| Other Revenue Current Year | 133261 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9886252 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8917881 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4909599 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 4152067 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 707702 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1592776 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 134918 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1907999 | OtherExpensePriorYear |
| Other Expenses Current Year | 3279136 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7525300 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9023979 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2360952 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -106098 | RevenuesLessExpensesCY |
| Total Assets BOY | 55809203 | TotalAssetsBOY |
| Total Assets EOY | 60991437 | TotalAssetsEOY |
| Total Liabilities BOY | 446639 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1339216 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55362564 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59652221 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8602142 | Expense |
| Grants | 4152067 | Grants |
| Revenue | 1119776 | Revenue |
| Description | ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. | Description |
| Total Program Service Expense | 8602142 | 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 | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | 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 | 89 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA UNTERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6572782118 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NUTWOOD AVE 850 | AddressLine1 |
| City | FULLERTON | City |
| State | CA | State |
| ZIP Code | 92831 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| RICHARD ACKERMAN | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| WYLIE AITKEN | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| KATHERINE ALLRED | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT ALVARADO | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| BALA BALKRISHNA | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| JO BANDY | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| DAN BLACK | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID BOWMAN | ||||||
| GOVERNOR (FACULTY REP) | 1.00 | X | 0 | 81560 | 31625 | |
| MARILYN BREWER | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| GREG BUNCH | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| ANNETTE FELICIANI | ||||||
| CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| PAUL FOLINO | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| MILTON GORDON | ||||||
| UNIVERSITY PRESIDENT | 5.00 | X | 0 | 294615 | 65129 | X |
| ED HAYS | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| JERRY JOHNSTON | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| JOSE LARA | ||||||
| SECRETARY | 3.00 | X | 0 | 0 | 0 | X |
| JOSEPH LOPEZ | ||||||
| GOVERNOR (STUDENT REP) | 1.00 | X | 0 | 0 | 10989 | |
| DEBRA LUTHER | ||||||
| TREASURER | 3.00 | X | 0 | 0 | 0 | X |
| MARGARET MCCARTHY | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| STEVEN G MIHAYLO | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN MILLER | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| JULIE MILLER-PHIPPS | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| GEOFFREY PAYNE | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| KERRI RUPPERT-SCHILLER | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| DOUG SIMAO | ||||||
| VICE CHAIR | 3.00 | X | 0 | 0 | 0 | X |
| JEFFREY VAN HARTE | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| VICTORIA VASQUES | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| VERNE WAGNER | ||||||
| GOVERNOR (ALUMNI REP) | 1.00 | X | 0 | 0 | 0 | |
| JOAN WALTMAN | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| MITCH ZEHNER | ||||||
| GOVERNOR | 1.00 | X | 0 | 0 | 0 | |
| PAMELA HILLMAN | ||||||
| EXECUTIVE DIRECTOR | 10.00 | X | 0 | 194729 | 43699 | X |
| IRA N UNTERMAN | ||||||
| CFO | 15.00 | 0 | 89978 | 27762 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 660882 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 179204 | 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 |
| Federated Campaigns | 460357 | FederatedCampaigns |
| Fundraising Events | 592711 | FundraisingEvents |
| All Other Contributions | 5802738 | AllOtherContributions |
| Noncash Contributions | 593429 | NoncashContributions |
| Total Contributions | 6855806 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAMPUS PROGRAMS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1119776 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1119776 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1119776 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 806660 | TotalRevenueColumn |
| Exclusion | $806,660 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4720812 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4718434 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2378 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2378 | TotalRevenueColumn |
| Exclusion | $2,378 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 878982 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 592711 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 878982 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 133261 | TotalRevenueColumn |
| Exclusion | $133,261 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 133261 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8917881 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1119776 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $942,299 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4148287 | Total |
| Program Services | 4148287 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3780 | Total |
| Program Services | 3780 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1431030 | Total |
| Program Services | 1397681 | ProgramServices |
| Fundraising | 33349 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161746 | Total |
| Program Services | 150679 | ProgramServices |
| Fundraising | 11067 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6134 | Total |
| Management And General | 6134 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101094 | Total |
| Management And General | 101094 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73497 | Total |
| Management And General | 73497 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397352 | Total |
| Program Services | 397352 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124794 | Total |
| Program Services | 103736 | ProgramServices |
| Management And General | 21058 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129658 | Total |
| Program Services | 122852 | ProgramServices |
| Management And General | 6806 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184485 | Total |
| Program Services | 176362 | ProgramServices |
| Management And General | 8123 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21677 | Total |
| Management And General | 21677 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| PROGRAM COSTS | 1777124 | 1686622 | 90502 | |
| EQUIP RENTAL/MAINT. | 375978 | 375978 | ||
| BANK FEES | 42435 | 42435 | ||
| COMMUNICATIONS | 23148 | 23148 | ||
| ROOM RENTALS | 12759 | 12759 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9001 | Total |
| Program Services | 2906 | ProgramServices |
| Management And General | 6095 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9023979 | Total |
| Program Services | 8602142 | ProgramServices |
| Management And General | 286919 | ManagementAndGeneral |
| Fundraising | 134918 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195431 | BOY |
| EOY | 215650 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9771721 | BOY |
| EOY | 14180726 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17031103 | BOY |
| EOY | 14937745 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3716 | BOY |
| EOY | 15000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28559445 | BOY |
| EOY | 31408471 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247787 | BOY |
| EOY | 233845 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55809203 | BOY |
| EOY | 60991437 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446639 | BOY |
| EOY | 1339216 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446639 | BOY |
| EOY | 1339216 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -275804 | BOY |
| EOY | 982099 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18809594 | BOY |
| EOY | 19168818 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36828774 | BOY |
| EOY | 39501304 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55362564 | BOY |
| EOY | 59652221 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55809203 | BOY |
| EOY | 60991437 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -106098 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4395755 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 7076885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22443565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13324466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8773284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7448517 | CurrentTaxYear |
| Total | 59066717 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7076885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22443565 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13324466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8773284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7448517 | CurrentTaxYear |
| Total | 59066717 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6316563 | AmountsSubstContributorsTotal |
| Public Support Total170 | 52750154 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1103159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 980435 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 563148 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 708731 | CurrentTaxYearMinus1Year |
| Current Tax Year | 806660 | CurrentTaxYear |
| Total | 4162133 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 180325 | CurrentTaxYearMinus4Years |
| Total | 180325 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 35870 | CurrentTaxYearMinus1Year |
| Current Tax Year | 133261 | CurrentTaxYear |
| Total | 169131 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 63578306 | TotalSupport |
| Gross Receipts From Admissions Etc | 2219452 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.82970 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84030 | 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 | 36761025 | BeginningOfYearBalance |
| Contributions | 4189992 | Contributions |
| Investment Earnings Or Losses | 4884815 | InvestmentEarningsOrLosses |
| Administrative Expenses | 1469620 | AdministrativeExpenses |
| End Of Year Balance | 44366212 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33252755 | BeginningOfYearBalance |
| Contributions | 2088141 | Contributions |
| Investment Earnings Or Losses | 1631023 | InvestmentEarningsOrLosses |
| Administrative Expenses | 210894 | AdministrativeExpenses |
| End Of Year Balance | 36761025 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31680976 | BeginningOfYearBalance |
| Contributions | 5261122 | Contributions |
| Investment Earnings Or Losses | -3410350 | InvestmentEarningsOrLosses |
| Administrative Expenses | 278993 | AdministrativeExpenses |
| End Of Year Balance | 33252755 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.11310 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.88690 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 8917881 | TotalRevenue |
| Total Expenses | 9023979 | TotalExpenses |
| Excess Or Deficit For Year | -106098 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4395755 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 4395755 | TotalAdjustments |
| Excess Or Deficit Per FS | 4289657 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13240139 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4395755 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 4395755 | RevenueNotRptdF990 |
| Revenue Subtotal | 8844384 | RevenueSubtotal |
| Investment Expenses Not Included | 73497 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 73497 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8917881 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8950482 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8950482 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 73497 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 73497 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9023979 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT SCHOLARSHIPS AND PROGRAMS THAT PROVIDE EDUCATIONAL ENRICHMENT FOR CALIFORNIA STATE UNIVERSITY, FULLERTON. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY AND NOT A "PRIVATE FOUNDATION." THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS 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 PURPOSES IS THREE YEARS AND FOR STATE PURPOSES IS GENERALLY THREE TO FOUR YEARS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FRONT AND CENTER | NameOfEvent1 |
| Gross Receipts Event1 | 800796 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 177946 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 622850 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 249424 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 118173 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 225000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 30253 | OtherDirectExpensesEvent1 |
| Name Of Event2 | FOLINO INVITATIONAL | NameOfEvent2 |
| Gross Receipts Event2 | 191075 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 104797 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 86278 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 35471 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 11364 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 39443 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 479822 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 309968 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 169854 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 31970 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 91882 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 13021 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 32981 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1471693 | GrossReceiptsTotal |
| Charitable Contributions Total | 592711 | CharitableContributionsTotal |
| Gross Revenue Total Events | 878982 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 316865 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 221419 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 238021 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 102677 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 878982 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON | |||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330632102 | 501(C)(3) | 2659943 | FUNDING FOR SCHOLARSHIPS, PROGRAMS, BUILDINGS, AND OTHER SCHOOL RELATED ACTIVITIES. |
| CSUF AUXILIARY SERVICES CORPORATION | |||||||
| 2600 NUTWOOD SUITE 250 | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | 25150 | FUNDS FOR SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: CERTAIN SCHOLARSHIPS MAY BE PAID DIRECTLY TO INDIVIDUALS BY CSUFPF AS APPROVED BY UNIVERSITY STUDENT FINANCIAL SERVICES, AS WHEN AN AWARD IS PROCESSED FOR PRIOR SEMESTER TO A STUDENT WHO HAS GRADUATED AND IS NO LONGER ENROLLED IN THE UNIVERSITY. THESE GRANTS ARE PAID FOR EDUCATIONAL EXPENSES THAT THE STUDENT WILL OR HAS INCURRED. DIRECT SCHOLARSHIP PAYMENTS MAY ALSO BE MADE TO A THIRD PARTY FOR THE BENEFIT OF A CALIFORNIA STATE UNIVERSITY FULLERTON STUDENT, SUCH AS PAYMENTS TO BOOKSTORES FOR BOOK SCHOLARSHIPS OR DIRECTLY TO CSUF FOR OFFSET A STUDENT'S TUITION OR FEES. MONIES FOR SUPPORT OF CALIFORNIA STATE UNIVERSITY FULLERTON STUDENTS AND PROGRAMS ARE TRANSFERRED (GRANTED) TO THE UNIVERSITY AS NEEDED AND REQUESTED BY CAMPUS AUTHORIZED ACCOUNT SIGNATORIES. THE USE OF THESE FUNDS ARE EITHER FOR SCHOLARSHIP OR UNIVERSITY PROGRAMS. THERE IS COMMON CONTROL AND OVERSIGHT REGARDING THE USE OF THE FUNDS, AS THE PRESIDENT OF THE UNIVERSITY SITS ON THE FOUNDATION'S BOARD OF DIRECTORS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILTON GORDON | |||||||||||||
| 0 | 294615 | 0 | 0 | 0 | 0 | 0 | 52145 | 0 | 12984 | 0 | 359744 | 0 | 0 |
| PAMELA HILLMAN | |||||||||||||
| 0 | 194729 | 0 | 0 | 0 | 0 | 0 | 31102 | 0 | 12597 | 0 | 238428 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE SALARIES PAID TO ANY GOVERNOR OR OFFICER OF THE ORGANIZATION ARE PAID BY CALIFORNIA STATE UNIVERSITY, FULLERTON. ANY COMPENSATED GOVERNOR ONLY RECEIVES COMPENSATION FOR THEIR SERVICE TO THE UNIVERSITY, NOT TO THE FOUNDATION. THE FOUNDATION DOES NOT UTILIZE ANY PROCEDURES TO DETERMINE COMPENSATION FOR GOVERNORS OR THE OFFICERS BECAUSE THEY DO NOT PAY THE COMPENSATION, NOR IS IT PAID ON THE FOUNDATION'S BEHALF. THE COMPENSATION IS DETERMINED AND REVIEWED BY THE CSU BOARD OF TRUSTEES, USING METHODS TO DETERMINE REASONABLE COMPENSATION THAT ARE GOVERNED BY THE REQUIREMENTS OF THE CSU SYSTEM AND THE STATE OF CALIFORNIA. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 625 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISED VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 126197 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 21 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 283845 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | HIGH/LOW FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2905 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2642 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | EDU. MATERIALS | 9 | 21177 | FMV |
| X | AUCTION ITEMS | 300 | 89182 | FMV |
| X | EQUIPMENT | 1 | 66856 | APPRAISAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE EXECUTIVE AND THE AUDIT COMMITTEES. ANY CHANGES TO THE FORM 990 ARE COMMUNICATED TO THE PREPARER OF THE FORM 990 AND REVISIONS ARE MADE AS SOON AS POSSIBLE TO ENSURE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. BEFORE THE RETURN IS FILED, A FINAL COPY OF THE FORM IS FORWARDED TO THE ENTIRE BOARD OF GOVERNORS. | |
| ANNUAL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DOCUMENTED THROUGH COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS SIGNED BY ALL MEMBERS OF THE BOARD OF GOVERNORS. NO MEMBER OF THE BOARD OF GOVERNORS SHALL BE FINANCIALLY INTERESTED IN ANY CONTRACT OR OTHER TRANSACTION ENTERED INTO BY THE BOARD OF GOVERNORS THAT IS NOT IN ACCORDANCE WITH THE CONFLICT OF INTEREST PROVISIONS SET FORTH IN EDUCATION CODE SECTIONS 89906 89909. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE TAX-EXEMPT APPLICATION, DETERMINATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE FOUNDATION'S MAIN OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 4,395,755. | FORM 990, PART XI, LINE 5: |
| COMPENSATION PROCEDURES | NO REASONABLE COMPENSATION DETERMINATION PROCESS IS IN PLACE AS THE PHILANTHROPIC FOUNDATION DOES NOT COMPENSATE ANY INSIDERS. | FORM 990, PART VI, LINE 15A AND 15B |
| FUNDRAISING EXPENSES | THE PHILANTHROPIC FOUNDATION DOES NOT CONDUCT FUNDRAISING SPECIAL EVENTS, ANNUAL FUND SOLICITATIONS, OR EMPLOY PROFESSIONAL FUNDRAISERS. THUS, THERE ARE MINIMAL FUNDRAISING EXPENDITURES INCURRED BY THE ORGANIZATION. THE MAJORITY OF THE FUNDRAISING EFFORTS ARE UNDERTAKEN BY CALIFORNIA STATE UNIVERSITY, FULLERTON AND CLUBS AND ORGANIZATION AFFILIATED WITH THE UNIVERSITY. THE FOUNDATION IS SET UP TO ADMINISTER AND MONITOR THE USAGE OF THE CONTRIBUTIONS AND GRANTS RECEIVED, BUT TAKES ON MINIMAL FUNDRAISING EFFORTS. | FORM 990, PART I, LINE 16B |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY FULLERTON | ||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330632102 | EDUCATIONAL INSTITUTION | CA | 501(C)(3) | LINE 5 | N/A | 0 |
| CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION | ||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 330038884 | FURTHER THE INTEREST OF CSUF | CA | 501(C)(3) | LINE 9 | N/A | 0 |
| FULLERTON ARBORETUM | ||||||||||
| 1900 ASSOCIATED RD | FULLERTON | CA | 92831 | 330082239 | BOTANICAL GARDENS | CA | 501(C)(3) | LINE 7 | N/A | 0 |
| CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP | ||||||||||
| 2600 NUTWOOD STE 250 | FULLERTON | CA | 92831 | 952081258 | SUPPORT CSUF | CA | 501(C)(3) | LINE 11B, II | N/A | 0 |
| 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 | 1 | 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 | 1 | 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CAL STATE UNIVERSITY FULLERTON | ||
| B | 2659943 | CASH |
| CAL STATE UNIVERSITY FULLERTON | ||
| O | 3397603 | CASH |
| CAL STATE UNIVERSITY FULLERTON | ||
| P | 187542 | CASH |
| CAL STATE UNIVERSITY FULLERTON | ||
| Q | 141089 | CASH |
Comments