2012-10-31T18:46:13-05:00 2012-04-30 942222122 MATSON AND ISOM 1726 COURT STREET REDDING CA 96001 990 2011-05-01 680274677 SIMPSON UNIVERSITY FOUNDATION SIMP 5302445600 2211 COLLEGE VIEW DRIVE REDDING CA 96003 BRADLEY E WILLIAMS 5302245600 2012-10-24 1 LAURA REDWINE P00641169 5302412515 2011 2016-02-24 21:20:13Z BRADLEY E WILLIAMS 2211 COLLEGE VIEW DRIVE REDDING CA 96003 767906 0 X N/A X 1992 CA RAISE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF SIMPSON UNIVERSITY. 7 4 0 0 0 0 -289130 338804 0 0 19491 113237 51258 -10713 -218381 441328 111700 149251 0 0 0 429276 0 0 673265 796556 243989 908256 822516 -1126637 -381188 9420869 9695955 5297016 6038925 4123853 3657030 SEE BELOW. 0 0 149251 149251 THE PURPOSE OF THE SIMPSON UNIVERSITY FOUNDATION IS TO RAISE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF SIMPSON UNIVERSITY. 149251 1 1 0 0 0 0 0 0 0 1 0 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA OR WA X SIMPSON UNIVERSITY FOUNDATION 5302445600 2211 COLLEGE VIEW DRIVE REDDING CA 96003 X DR LARRY J MCKINNEY 1.00 X 0 0 0 CARY K TUMARA 1.00 X 0 0 0 GORDON B FLINN 1.00 X 0 0 0 BRADLEY E WILLIAMS 1.00 X 0 0 0 DAVID RICHEY 1.00 X 0 0 0 JULIE IRVING 1.00 X 0 0 0 DOUG SWINBURNE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 24052 -365890 680642 27955 338804 123807 123807 302196 312766 -10570 -10570 -10570 5177 24052 13812 -8635 -8635 CHANGE IN VALUE OF SIA 900099 -2078 -2078 -2078 441328 -10570 0 113094 149251 149251 426084 426084 3192 3192 1451 1451 13166 13166 63965 63965 49998 49998 231 231 655 655 53551 53551 8227 8227 EQUIPMENT REPAIR 21038 21038 CAMPUS MEALS 16725 16725 STUDENT ACTIVITIES 8815 8815 UTILITIES 4498 4498 1669 1669 822516 149251 0 673265 1639819 2165153 937722 853722 19056 19379 3545587 3472148 3278685 3185553 9420869 9695955 3542300 4415003 1754716 1623922 5297016 6038925 X -3440379 -4113643 3004297 3068057 4559935 4702616 4123853 3657030 9420869 9695955 X -381188 -85636 X X 0 1 1 X 0 X 2209081 775237 700588 70808 330169 4085883 2209081 775237 700588 70808 330169 4085883 4085883 83054 95967 72862 78832 113237 443952 21232 -105298 229696 75054 -2078 218606 4748441 0.86050 0.85220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4901986 72584 109773 133601 4950742 4576828 70363 348045 93250 4901986 3782744 59155 734929 4576828 4574807 140672 152488 145775 939448 3782744 0 0 0 MUTUAL FUNDS 3472148 F 3472148 ASSETS UNDER ANNUITY/TRUST AGREEMENT 3185553 3185553 LIABILITY UNDER ANNUITY/TRUST AGREEMENT 1623922 1623922 441328 822516 -381188 -85636 -85636 -466824 206441 -85636 -85636 292077 149251 149251 441328 673265 0 673265 149251 149251 822516 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION PRESENTLY RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAX BENEFITS. THE IMPLEMENTATION OF FIN 48 HAS NO IMPACT ON THE FINANCIAL STATEMENTS, NO LIABILITY HAS BEEN ACCRUED. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 149,251. PART XIII, LINE 4B - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS 149,251. X X X X 0 GOLF TOURNAMENT 16642 11947 4695 4525 3935 SCHOLARSHIP BANQUET 12587 12105 482 482 1308 3562 29229 24052 5177 482 5833 7497 13812 -8635 1 SCHOLARSHIPS < $500 21 8900 SCHOLARSHIPS $501 - $1,000 34 28050 SCHOLARSHIPS $1,001 - $2,500 25 46896 SCHOLARSHIPS $2,501 - $5,000 8 27905 SCHOLARSHIPS $5,001 - $12,250 5 37500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: APPLICANTS ARE REVIEWED BY COMMITTEE. SCHOLARSHIPS ARE BASED ON: 1) CRITERIA STIPULATED BY SPECIFIC DONORS, 2) FINANCIAL NEED, 3) ACADEMIC PERFORMANCE, 4) PARTICIPATION IN THE UNIVERSITY COMMUNITY, 5) OTHER (I.E. FAMILY SITUATION). X LANDSCAPE MATERIALS 2 23250 FMV X GAS GIFT CARDS 1 1000 FMV X GENERAL SUPPLIES 3 905 FMV X DATA ANALYSIS 1 2800 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 FOUNDATION HAS CFO AND CONTROLLER REVIEW RETURN. BOARD IS PROVIDED A COPY BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT IS SIGNED BY EACH MEMBER OF THE GOVERNING BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 BOARD APPROVES SALARY OF CEO ANNUALLY. COMPENSATION IS PAID THROUGH RELATED ORGANIZATION, SIMPSON UNIVERSITY. COMPENSATION SURVEYS ARE USED TO AID IN DECISION. FORM 990, PART VI, SECTION C, LINE 18 FOUNDATION WILL PROVIDE COPY TO ANY INDIVIDUAL WHO REQUESTS INFORMATION. FORM 990, PART VI, SECTION C, LINE 19 FOUNDATION WILL PROVIDE COPY TO ANY INDIVIDUAL WHO REQUESTS INFORMATION. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -85,636. THE BOARD REVIEWS AND APPROVES THE FINANCIAL STATEMENTS BEFORE BEING FINALIZED AND ISSUED. SIMPSON UNIVERSITY 2211 COLLEGE VIEW DRIVE REDDING CA 96003 941339635 LIBERAL ARTS COLLEGE AND GRADUATE SCHOOL CA 501(C)3 PUBLIC SUPPORT 0 0 1 0 0 1 0 0 0 0 0 1 0 1 1 0 1 0 0 SIMPSON UNIVERSITY E 4415003 SIMPSON UNIVERSITY B 365890