CAMPANILE FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CAMPANILE FOUNDATION (EIN 33-0868418)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-30
- IRS object ID
- 201240909349301169
- 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 | 2012-03-30T16:44:28-05:00 | 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 | MCGLADREY & PULLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FLOWER STREET 41ST FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | 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 | 330868418 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAMPANILE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CAMP | NameControl |
| Phone | 6195948941 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821968 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH J SLAUGHTER | Name |
| Title | CFO | Title |
| Phone | 6195948941 | Phone |
| Date Signed | 2012-03-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARIE BROWN | Name |
| Phone | 2133304800 | 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 | MARY RUTH CARLETON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821968 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35923897 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.NEWSCENTER.SDSU.EDU/TCF/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 35 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 32 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 32 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 23830682 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 33336218 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3022450 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2587679 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26853132 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35923897 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 13869067 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 15752552 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 24000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1679437 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5655892 | OtherExpensePriorYear |
| Other Expenses Current Year | 6396210 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19524959 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22172762 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7328173 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13751135 | RevenuesLessExpensesCY |
| Total Assets BOY | 163181237 | TotalAssetsBOY |
| Total Assets EOY | 199373460 | TotalAssetsEOY |
| Total Liabilities BOY | 16291104 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18893905 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 146890133 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 180479555 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE SAN DIEGO STATE UNIVERSITY WITH COMMUNITY EXPERTISE, OVERSIGHT, AND ADVOCACY TO INCREASE PRIVATE GIVING AND TO MANAGE THE PHILANTHROPIC ASSETS OF THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5744447 | Expense |
| Grants | 5744447 | Grants |
| Revenue | 5591761 | Revenue |
| Description | THE CAMPANILE FOUNDATION RAISES FUNDS TO SUPPORT STUDENT SCHOLARSHIP PROGRAMS ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. FUNDS ARE PROVIDED TO THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIPS (OFAS). OFAS WORKS IN COORDINATION WITH THE CAMPANILE FOUNDATION TO ENSURE THAT ALL APPLICABLE LAWS, POLICIES AND DONOR RESTRICTIONS ARE MET. ADDITIONAL DETAIL IS PROVIDED ON SCHEDULE I. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6546046 | Expense |
| Grants | 6546046 | Grants |
| Revenue | 6996212 | Revenue |
| Description | THE CAMPANILE FOUNDATION PROVIDES FUNDS TO SAN DIEGO STATE UNIVERSITY IN SUPPORT OF THE UNIVERSITY ACADEMIC AND ATHLETIC ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1269905 | Expense |
| Grants | 554125 | Grants |
| Revenue | 1305057 | Revenue |
| Description | THE CAMPANILE FOUNDATION RAISES FUNDS FOR PROGRAMS THAT SUPPORT THE UNIVERSITY'S INDIVIDUAL COLLEGES.DURING THE YEAR REPORTED IN THIS TAX RETURN, THE CAMPANILE FOUNDATION PROVIDED $1,269,905 AS PART OF PROGRAM SERVICES TO SUPPORT THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS AT THE UNIVERSITY. BEYOND SUPPORTING THE BROAD EDUCATIONAL MISSION OF THE COLLEGE, THE FOUNDATION RAISES FUNDS TO SUPPORT VARIOUS SPECIFIC DIRECTED PROGRAMS WITHIN THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS. THE PROGRAM THAT RECEIVED THE LARGEST SUPPORT DURING THIS FISCAL YEAR IS THE L. ROBERT PAYNE SCHOOL OF HOSPITALITY & TOURISM MANAGEMENT. CELEBRATING TEN YEARS OF GRADUATES, THE SCHOOL STRIVES TO BE THE MOST PERSONALIZED PROGRAM OF ITS KIND IN DEVELOPING HOSPITALITY LEADERS. ADDITIONAL SCHOOLS WITHIN THE COLLEGE OF PROFESSIONAL STUDIES & FINE ARTS ARE: ART, DESIGN & ART HISTORY, MUSIC & DANCE, THEATER, TELEVISION & FILM, JOURNALISM & MEDIA STUDIES, PUBLIC AFFAIRS AND COMMUNICATION. PROGRAM SERVICE ACCOMPLISHMENT SCHOLARSHIPS TO STUDENTS OF THE COLLEGE OF PROFESSIONAL STUDIES AND FINE ARTS ARE RECORDED AS PART OF OUR SCHOLARSHIP PROGRAM SERVICES ABOVE. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6664202 | Expense |
| Grants | 2907934 | Grants |
| Revenue | 19443188 | Revenue |
| Description | THE REMAINING $6,664,202 OF PROGRAM EXPENSES REFLECT SUPPORT OF ALL OTHER PROGRAMS THROUGHOUT THE UNIVERSITY INCLUDING, BUT NOT LIMITED TO, HEALTH AND HUMAN SERVICES; ARTS AND LETTERS; ENGINEERING; EDUCATION; SCIENCES; BUSINESS ADMINISTRATION; AS WELL AS STUDENT SERVICES SUCH AS LIBRARY SERVICES; STUDENT CLUBS, ORGANIZATIONS & ACTIVITIES; CAREER SERVICES; ACADEMIC SERVICES; AND UNDERGRADUATE STUDIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6664202 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 2907934 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 19443188 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 20224600 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 1 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 35 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 32 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARAH SLAUGHTER CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6195948941 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92182 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| STEPHEN WEBER | |||||||
| UNIVERSITY PRESIDENT/DIR | 3.00 | X | X | 0 | 284358 | 89358 | |
| CHRISTOPHER SICKELS | |||||||
| CHAIRMAN OF THE BOARD | 0.50 | X | 0 | 0 | 0 | ||
| TERRY ATKINSON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS AULT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CASEY BROWN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MALIN BURNHAM | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARY RUTH CARLETON | |||||||
| CHIEF EXECUTIVE OFFICER | 12.00 | X | X | 0 | 213671 | 72703 | |
| NIKKI CLAY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DOROTHY CODLING | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARY CURRAN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| STEVEN DAVIS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARSHALL FAULK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ALEXIS FOWLER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM GEPPERT | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| ALAN GOLD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| DAN GROSS | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| CHRISTY HILTON | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BRUCE IVES | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SAL JANMOHAMED | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RICH KERR | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RODNEY LANTHOME | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JEFFERY LIPINKSY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GREG LUCIER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| GREG MACK | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| BETSY MANCHESTER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| KEN MCCAIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JACK MCGRORY | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| MARK MCMILLIN | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| VINCENT MUDD | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| RALPH PESQUEIRA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| PATRICIA ROSCOE | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SUSAN SALKA | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| JIM SINEGAL | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM TONG | |||||||
| DIRECTOR | 0.50 | X | 0 | 102530 | 33513 | ||
| WILLIAM TRUMPFHELLER | |||||||
| DIRECTOR | 0.50 | X | 0 | 0 | 0 | ||
| SARAH SLAUGHTER | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | X | 0 | 5492 | 1514 | ||
| LYNSEY BUERER | |||||||
| CORPORATE SECRETARY | 0.50 | X | 0 | 59212 | 27757 | ||
| GREGORY LEVIN | |||||||
| CFO - FORMER | 40.00 | 0 | 119055 | 29787 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 784318 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 254632 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 426552 | MembershipDues |
| All Other Contributions | 32909666 | AllOtherContributions |
| Noncash Contributions | 3937521 | NoncashContributions |
| Total Contributions | 33336218 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2587679 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2587679 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35923897 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2587679 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15752552 | Total |
| Program Services | 15752552 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15668 | Total |
| Program Services | 2518 | ProgramServices |
| Management And General | 13150 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38710 | Total |
| Management And General | 38710 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24000 | Total |
| Fundraising | 24000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61555 | Total |
| Management And General | 61555 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448089 | Total |
| Program Services | 263242 | ProgramServices |
| Management And General | 8198 | ManagementAndGeneral |
| Fundraising | 176649 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332917 | Total |
| Program Services | 236486 | ProgramServices |
| Management And General | 3196 | ManagementAndGeneral |
| Fundraising | 93235 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2602442 | Total |
| Program Services | 2364061 | ProgramServices |
| Management And General | 19958 | ManagementAndGeneral |
| Fundraising | 218423 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152949 | Total |
| Program Services | 138208 | ProgramServices |
| Management And General | 5784 | ManagementAndGeneral |
| Fundraising | 8957 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 558692 | Total |
| Program Services | 71486 | ProgramServices |
| Management And General | 1122 | ManagementAndGeneral |
| Fundraising | 486084 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455890 | Total |
| Program Services | 410084 | ProgramServices |
| Fundraising | 45806 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| TRUST DISTRIBUTIONS | 844657 | 844657 | ||
| ALLOCATION OF REIMBURSE | 743335 | 117052 | 626283 | |
| MISC. EXPENSES | 81766 | 81766 | ||
| TEMPORARY SUPPORT | 59540 | 59540 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22172762 | Total |
| Program Services | 20224600 | ProgramServices |
| Management And General | 268725 | ManagementAndGeneral |
| Fundraising | 1679437 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 589304 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6589686 | BOY |
| EOY | 12825592 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537914 | BOY |
| EOY | 553778 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8505951 | BOY |
| EOY | 8505951 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 83090066 | BOY |
| EOY | 107297133 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24676541 | BOY |
| EOY | 32626792 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39781079 | BOY |
| EOY | 36974910 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163181237 | BOY |
| EOY | 199373460 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300860 | BOY |
| EOY | 211440 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3777288 | BOY |
| EOY | 3945612 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12212956 | BOY |
| EOY | 14736853 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16291104 | BOY |
| EOY | 18893905 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1111990 | BOY |
| EOY | 470555 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65297846 | BOY |
| EOY | 89883888 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82704277 | BOY |
| EOY | 90125112 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146890133 | BOY |
| EOY | 180479555 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163181237 | BOY |
| EOY | 199373460 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13751135 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 19838287 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 24923640 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34369431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25114594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23830682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33336218 | CurrentTaxYear |
| Total | 141574565 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24923640 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34369431 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25114594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 23830682 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33336218 | CurrentTaxYear |
| Total | 141574565 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8046182 | AmountsSubstContributorsTotal |
| Public Support Total170 | 133528383 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2568277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2760835 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2330543 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3022450 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2587679 | CurrentTaxYear |
| Total | 13269784 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 154844349 | TotalSupport |
| Public Support Pertcentage170 | 0.86230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72970 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 12 | NumberDAFsHeld |
| Donor Advised Contributions | 59279 | DonorAdvisedContributions |
| Aggregate DAF Value | 739646 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 115710960 | BeginningOfYearBalance |
| Contributions | 8703149 | Contributions |
| Investment Earnings Or Losses | 22425966 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1473495 | GrantsOrScholarships |
| Other Expenditures | 3341671 | OtherExpenditures |
| Administrative Expenses | 728982 | AdministrativeExpenses |
| End Of Year Balance | 141295927 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 102654245 | BeginningOfYearBalance |
| Contributions | 6487185 | Contributions |
| Investment Earnings Or Losses | 14013060 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1523904 | GrantsOrScholarships |
| Other Expenditures | 5189782 | OtherExpenditures |
| Administrative Expenses | 729844 | AdministrativeExpenses |
| End Of Year Balance | 115710960 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 120635167 | BeginningOfYearBalance |
| Contributions | 13297100 | Contributions |
| Investment Earnings Or Losses | -16235405 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1264225 | GrantsOrScholarships |
| Other Expenditures | 13039442 | OtherExpenditures |
| Administrative Expenses | 738950 | AdministrativeExpenses |
| End Of Year Balance | 102654245 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18710 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SSGA - COMINGLED INDEX FUND | 18983285 | F |
| BLACKROCK | 4837550 | F |
| RREEF - REAL ESTATE INVESTMENT TRUST | 8805957 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 32626792 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM AFFILIATE - SDSURF - SEE SCH D, PART XIV | 33283133 |
| BENEFICIAL INTEREST IN TRUST | 3691777 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 36974910 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED LIABILITIES | $90,537 |
| DUE TO SDSURF | $14,646,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 14736853 | TotalOfAmounts |
| Total Revenue | 35923897 | TotalRevenue |
| Total Expenses | 22172762 | TotalExpenses |
| Excess Or Deficit For Year | 13751135 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 19838287 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 19838287 | TotalAdjustments |
| Excess Or Deficit Per FS | 33589422 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 55762184 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 19838287 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 19838287 | RevenueNotRptdF990 |
| Revenue Subtotal | 35923897 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35923897 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22172762 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22172762 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22172762 | 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 CAMPANILE FOUNDATION'S ENDOWMENT FUNDS ARE DEDICATED FOR THE BENEFIT OF SAN DIEGO STATE UNIVERSITY. ENDOWMENTS GENERALLY SUPPORT PROGRAM EXCELLENCE, STUDENT SCHOLARSHIPS ADMINISTERED BY THE UNIVERSITY, AND FACULTY EXCELLENCE. THE VAST MAJORITY OF THE CAMPANILE FOUNDATION'S ENDOWMENTS ARE DONOR RESTRICTED TO A SPECIFIC USE AT SAN DIEGO STATE UNIVERSITY. |
| PART IX, LINE 1A: DUE FROM AFFILIATE - REFLECTS AMOUNTS HELD ON BEHALF OF THE CAMPANILE FOUNDATION BY THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION. AMOUNTS ARE HELD IN A POOLED CASH PORTFOLIO CONTAINING PRIMARILY SHORT DURATION U.S. GOVERNMENT SECURITIES, U.S. GOVERNMENT AGENCY SECURITIES AND INVESTMENT GRADE CORPORATE SECURITIES. THE FOCUS OF THE POOLED PORTFOLIO INVESTMENT POLICY IS PRINCIPAL PROTECTION. PART IX, LINE 1B: BENEFICIAL INTEREST IN TRUST - THE CAMPANILE FOUNDATION ACTS AS TRUSTEE FOR VARIOUS CHARITABLE REMAINDER TRUSTS. DISCOUNTED VALUE OF THE BENEFICIAL INTEREST OF THESE TRUSTS IS REPORTED AS AN ASSET ON THE FACE OF THE FOUNDATION'S FINANCIAL STATEMENTS. PART X, LINE 1(3): SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION'S ENDOWMENT FUNDS PARTICIPATE IN THE CAMPANILE FOUNDATION'S LONG-TERM INVESTMENT POOL. AMOUNTS ARE RECORDED AS A DUE TO SDSURF ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS. PART X, LINE 2: THE CAMPANILE FOUNDATION HAS ADOPTED CERTAIN PROVISIONS OF ASC 740 (FIN 48), ACCOUNTING FOR INCOME TAXES. THE ORGANIZATION HAS REVIEWED ITS TAX POSITION FOR ALL OPEN TAX YEARS AND CONCLUDED THAT THE ADOPTION OF THE PROVISIONS OF ASC 740 (FIN 48) DID NOT HAVE AN IMPACT ON THE FINANCIAL STATEMENT POSITION. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PROVIDES FUNDRAISING CONSULTING SERVICES | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 24000 | AmountRetainedByContractor |
| Net To Organization | 0 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 24000 | TotalRetainedByContractors |
| Licensed States | CA | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||||
| 330373293 | 170 | 13443986 | BOOK | SCHOLARSHIPS AND REIMBURSED SALARIES AND BENEFITS |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||||
| 956042721 | 501(C)(3) | 2308566 | BOOK | REIMBURSED SALARIES AND BENEFITS |
| 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: THE CAMPANILE FOUNDATION ACCEPTS CONTRIBUTIONS TO STUDENT SCHOLARSHIP PROGRAMS ON BEHALF OF SAN DIEGO STATE UNIVERSITY. SCHOLARSHIP FUNDS ARE PROVIDED BY THE UNIVERSITY'S OFFICE OF FINANCIAL AID AND SCHOLARSHIP (OFAS). OFAS ADMINISTERS THE UNIVERSITY SCHOLARSHIP PROGRAMS IN ACCORDANCE WITH THE POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND SAN DIEGO STATE UNIVERSITY, APPLICABLE FEDERAL LAW AND REGULATIONS, ALONG WITH THE RESTRICTIONS CONTAINED IN INDIVIDUAL DONOR AGREEMENTS. THE AMOUNT OF SCHOLARSHIPS AWARDED BY THE OFAS AND FUNDED BY THE CAMPANILE FOUNDATION WAS $5,744,447. THE CAMPANILE FOUNDATION RECEIVED FUNDS IN SUPPORT OF ACADEMIC AND ATHLETIC ACTIVITIES ADMINISTERED BY SAN DIEGO STATE UNIVERSITY. THE AMOUNT OF FUNDS GRANTED TO THE UNIVERSITY FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $6,546,046. ADDITIONALLY, THE CAMPANILE FOUNDATION REIMBURSES RELATED ORGANIZATIONS, THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND SAN DIEGO STATE UNIVERSITY, FOR CERTAIN SALARIES AND BENEFITS PAID TO STAFF ON RESPECTIVE ORGANIZATIONS WHEN PHILANTHROPIC DOLLARS ARE RAISED TO SUPPORT SUCH SALARIES AND BENEFITS. THE AMOUNT OF FUNDS GRANTED FOR THIS PURPOSE DURING THE YEAR REPORTED ON THIS RETURN WAS $2,308,566 TO SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION AND $1,153,493 TO SAN DIEGO STATE UNIVERSITY. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN WEBER | |||||||||||||
| 0 | 284358 | 0 | 0 | 0 | 0 | 0 | 52604 | 0 | 36754 | 0 | 373716 | 0 | 0 |
| MARY RUTH CARLETON | |||||||||||||
| 0 | 213671 | 0 | 0 | 0 | 0 | 0 | 39527 | 0 | 33176 | 0 | 286374 | 0 | 0 |
| GREGORY LEVIN | |||||||||||||
| 0 | 119055 | 0 | 0 | 0 | 0 | 0 | 16945 | 0 | 12842 | 0 | 148842 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 305750 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 24545 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 4000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 48 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3021156 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HI/LOW GIFT DATE | 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 | AUCTION ITEMS | 292 | 179616 | COMPARABLE SALES |
| X | ARCHIVAL MATERIAL | 56 | 99784 | COMPARABLE SALES |
| X | EQUIPMENT/CONST | 21 | 286302 | COMPARABLE SALES |
| X | EVENT MATERIALS | 22 | 16368 | COMPARABLE SALES |
| 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 (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE CAMPANILE FOUNDATION (THE FOUNDATION) HAS CONTRACTED WITH ITS RELATED ORGANIZATION THE SDSU FOUNDATION, DOING BUSINESS AS THE SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FOR GENERAL ACCOUNTING, BUSINESS AND BANKING SERVICES. AS PART OF THIS AGREEMENT, SDSURF ACTS AS A CUSTODIAN FOR THE CAMPANILE FOUNDATION'S WORKING CAPITAL. AMOUNTS RELATED TO THIS AGREEMENT ARE RECORDED ON THE CAMPANILE FOUNDATION'S FINANCIAL STATEMENTS AS A "DUE FROM" IN THE AMOUNT OF $33,283,133. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY AND THE VICE PRESIDENT FOR UNIVERSITY RELATIONS AND DEVELOPMENT ARE EX OFFICIO BOARD MEMBERS WITH FULL VOTING RIGHTS. THE PRESIDENT OF THE UNIVERSITY MUST APPROVE NOMINEES TO THE BOARD OF DIRECTORS IN WRITING PRIOR TO APPOINTMENT TO THE FOUNDATION'S BOARD. | |
| FORM 990, PART VI, SECTION A, LINE 7B | IN ACCORDANCE WITH THE CALIFORNIA CODE OF REGULATIONS SECTION 42402, THE UNIVERSITY PRESIDENT IS REQUIRED TO ASSURE THAT THE FOUNDATION ACTS IN CONFORMANCE WITH POLICIES OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND THOSE OF SAN DIEGO STATE UNIVERSITY. IN THIS REGARD, THE PRESIDENT CAN DISCONTINUE ANY PROGRAM OR EXPENDITURES THAT HE OR SHE DETERMINES INCONSISTENT WITH THE AFOREMENTIONED POLICIES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT COPY OF THE FORM 990 WAS PROVIDED TO THE FOUNDATION'S AUDIT COMMITTEE FOR REVIEW PRIOR TO FILING. AS PART OF THE REVIEW PROCESS, THE FOUNDATION'S CFO EXPLAINED ANY CHANGES TO THE FORM 990 AND ANSWERED ALL COMMITTEE MEMBERS' QUESTIONS. SUBSEQUENT TO THIS REVIEW, THE FINAL DRAFT WAS PROVIDED TO THE FULL BOARD OF TRUSTEES FOR THEIR REVIEW AND ALL QUESTIONS WERE ANSWERED BY THE FOUNDATION'S CFO. | |
| THE CAMPANILE FOUNDATION PROVIDES EACH BOARD MEMBER WITH A WRITTEN COPY OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY ANNUALLY. UPON RECEIPT, FOUNDATION DIRECTORS ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS IN WRITING. THE FOUNDATION'S SECRETARY THEN REVIEWS CONFLICT OF INTEREST STATEMENTS AND REPORTS ANY CONFLICT TO THE UNIVERSITY VICE PRESIDENT FOR BUSINESS AND FINANCIAL AFFAIRS, AND WORKS WITH THE BOARD OF DIRECTORS TO ENSURE NO ACTION IS TAKEN BY THE BOARD IN A MANNER INCONSISTENT WITH EXISTING POLICY. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE CAMPANILE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER ARE EMPLOYEES OF SAN DIEGO STATE UNIVERSITY (SDSU). SDSU FULLY FUNDS THE SALARY OF THE FOUNDATION'S CHIEF EXECUTIVE OFFICER AND THE CAMPANILE FOUNDATION REIMBURSES THE UNIVERSITY FOR THE COST OF THE CHIEF FINANCIAL OFFICER'S SALARY AND BENEFITS. THE COMPENSATION FOR BOTH THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER ARE SET IN A MANNER CONSISTENT WITH SDSU AND CALIFORNIA STATE UNIVERSITY SYSTEM POLICY. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THE CAMPANILE FOUNDATION'S 990 TAX RETURN IS AVAILABLE ON THE WEBSITE HTTP://NEWSCENTER.SDSU.EDU/TCF . IN ADDITION, AS A MATTER OF POLICY, THE FOUNDATION PROVIDES PAPER OR ELECTRONIC COPIES OF ALL DOCUMENTS, INCLUDING THE 990, UPON REQUEST. FORM 990, PART VIII, LINE 1B: THE CAMPANILE FOUNDATION ADMINISTERS THE FUNDS HELD FOR THE SAN DIEGO STATE UNIVERSITY ALUMNI ASSOCIATION. AS PART OF THIS, THE CAMPANILE FOUNDATION IS THE RECIPIENT OF MEMBERSHIP AND CONTRIBUTIONS REVENUE ON BEHALF OF THE ALUMNI ASSOCIATION. FORM 990, PART IX, LINES 5, 6, AND 24B: THE CAMPANILE FOUNDATION (THE FOUNDATION) DOES NOT CURRENTLY HAVE ANY EMPLOYEES. HOWEVER, THE FOUNDATION, THROUGH A CONTRACTUAL RELATIONSHIP WITH ITS RELATED ORGANIZATIONS, SAN DIEGO STATE UNIVERSITY (SDSU) AND SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION (SDSURF), FUNDS POSITIONS ON THE PAYROLL OF SDSU AND SDSURF. THESE EXPENSES ARE PAID FOR BY SDSU AND SDSURF, AND AS SUCH, ARE REFLECTED AS GRANT EXPENSE TO THAT RELATED PARTY (SEE SCHEDULE I) OR MISCELLANEOUS EXPENSE AS REIMBURSED COMPENSATION. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 19,838,287. | FORM 990, PART XI, LINE 5: |
| THIS PROCESS HAS NOT CHANGED FROM LAST YEAR. | FORM 990, PART XII, LINE 2C: | |
| THE CAMPANILE FOUNDATION ACCEPTS VARIOUS HISTORICAL COLLECTIONS AND TREASURES AS DONATIONS IN-KIND ON BEHALF OF SAN DIEGO STATE UNIVERSITY (SDSU). ONCE ACCEPTED BY THE FOUNDATION, DONATIONS OF HISTORICAL TREASURES AND WORKS OF ART ARE TRANSFERRED TO THE CUSTODY OF SDSU PURSUANT TO DONOR STIPULATIONS AND/OR DUE TO THE VALUE OF THE ITEM IN FURTHERING THE UNIVERSITY'S EDUCATIONAL MISSION. | SCHEDULE M, PART I - NON-CASH CONTRIBUTIONS: | |
| THE PRIMARY FUNCTION OF THE FOUNDATION IS TO SUPPORT SAN DIEGO STATE UNIVERSITY. ACCORDINGLY, SEVERAL TRANSFERS HAVE BEEN MADE TO SAN DIEGO STATE UNIVERSITY AND ARE REPORTED AS GRANTS TO A GOVERNMENT AGENCY ON FORM 990, PART IX. | SCHEDULE R, PART V: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330373293 | PUBLIC HIGHER EDUCATION | CA | GOVERNMENT | N/A | 0 | |
| SAN DIEGO STATE UNIVERSITY FOUNDATION | ||||||||||
| 5250 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042721 | ADMINISTER FUNDS IN SUPPORT OF SERVICE PROGRAMS AT SDSU. | CA | 501(C)(3) | N/A | 0 | LINE 5 |
| 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 | 1 | 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 | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||
| B | 13443986 | CASH VALUE |
| SAN DIEGO STATE UNIVERSITY - LOAN FOR UPGRADE TO SOFTWARE SYSTEM | ||
| E | 75000 | CASH VALUE |
| SAN DIEGO STATE UNIVERSITY - PAYMENT FOR CONSTRUCTION IN ALUMNI CENTER | ||
| B | 87500 | CASH VALUE |
| SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION | ||
| B | 2308566 | CASH VALUE |
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