CAL STATE FULLERTON PHILANTHROPIC FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 33-0567945)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201131369349303638
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T13:09:50-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1WINDES & MCCLAUGHRY ACCT CORPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 87AddressLine1
CityLONG BEACHCity
StateCAState
ZIP Code908010087ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN330567945EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Cal State Fullerton Philanthropic FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlCALSNameControl
Phone6572782118Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line12600 Nutwood Ave No 850AddressLine1
CityFullertonCity
StateCAState
ZIP Code92831ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NamePamela C HillmanName
TitleEXECUTIVE DIRECTORTitle
Phone6572782118Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBrian D YackerName
Phone5624351191Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonPAMELA HILLMANNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line12600 Nutwood Ave No 850AddressLine1
CityFullertonCity
StateCAState
ZIP Code92831ZIPCode
FieldValueIRS element (for citing)
Gross Receipts18285239GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteHTTP://www.fullerton.edu/foundation/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1993YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSUPPORT THE PEOPLE AND PROGRAMS OF CSUFActivityOrMissionDescription
Nbr Voting Members Governing Body29NbrVotingMembersGoverningBody
Nbr Independent Voting Members26NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers50TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year13324466ContributionsGrantsPriorYear
Contributions Grants Current Year8773284ContributionsGrantsCurrentYear
Program Service Revenue Prior Year719177ProgramServiceRevenuePriorYear
Program Service Revenue CY285026ProgramServiceRevenueCY
Investment Income Prior Year562557InvestmentIncomePriorYear
Investment Income Current Year792072InvestmentIncomeCurrentYear
Other Revenue Current Year35870OtherRevenueCurrentYear
Total Revenue Prior Year14606200TotalRevenuePriorYear
Total Revenue Current Year9886252TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year5521545GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY4909599GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Current Year707702SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year99722TotalFundrsngExpCurrentYear
Other Expense Prior Year3075884OtherExpensePriorYear
Other Expenses Current Year1907999OtherExpensesCurrentYear
Total Expenses Prior Year8597429TotalExpensesPriorYear
Total Expenses Current Year7525300TotalExpensesCurrentYear
Revenues Less Expenses Prior Year6008771RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2360952RevenuesLessExpensesCY
Total Assets BOY52418952TotalAssetsBOY
Total Assets EOY55809203TotalAssetsEOY
Total Liabilities BOY893047TotalLiabilitiesBOY
Total Liabilities EOY446639TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY51525905NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY55362564NetAssetsOrFundBalancesEOY
Mission DescriptionTo actively promote, pursue and steward private support for the advancement of California State University, Fullerton.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense7174104Expense
Grants4909599Grants
Revenue285026Revenue
DescriptionADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS.Description
Total Program Service Expense7174104TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109666NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members29NbrVotingGoverningBodyMembers
Number Independent Voting Members26NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Ira UntermanBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number6572782118TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line12600 NUTWOOD AVE 850AddressLine1
CityFULLERTONCity
StateCAState
ZIP Code92831ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (32 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Annette Feliciani
Chair1.00XX000
Doug Simao
Vice-Chair1.00XX000
Jose Lara
Secretary1.00XX000
Debra Luther
Treasurer1.00XX000
Richard Ackerman
Governor1.00X000
Wylie Aitken
Governor1.00X000
Katherine Allred
Governor1.00X000
Robert Alvarado
Governor1.00X000
Bala Balkrishna
Governor1.00X000
Jo Bandy
Governor1.00X000
Dan Black
Governor1.00X000
Thomas Boyd
Governor / Faculty Representative1.00X012553024438
Marilyn Brewer
Governor1.00X000
Gregory D Bunch
Governor1.00X000
Paul F Folino
Governor1.00X000
Patrick Gough
Governor1.00X000
Ed Hays
Governor1.00X000
Jerry Johnston
Governor1.00X000
Margaret McCarthy
Governor1.00X000
Steven G Mihaylo
Governor1.00X000
John Miller
Governor1.00X000
Julie Miller-Phipps
Governor1.00X000
Greg Nelson
Governor (until 09/09)1.00X000
Frank Quevedo
Governor1.00X000
Kerri Ruppert
Governor (until 09/09)1.00X000
Juliana Santos
Governor / ASI President1.00X0018700
Christopher Schmidt
Governor1.00X000
Joan Waltman
Governor1.00X000
Mitch Zehner
Governor1.00X000
Milton Gordon
GOVERNOR / CSUF President1.00XX023075758230
Pamela Hillman
Governor / Executive Director20.00XX018778046293
Ira N Unterman
CFO (Starting 2/8/10)20.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs544067TotalReportableCompFrmRltdOrgs
Total Other Compensation147661TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns35578FederatedCampaigns
Fundraising Events388357FundraisingEvents
All Other Contributions8349349AllOtherContributions
Noncash Contributions445257NoncashContributions
Total Contributions8773284TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Campus Programs900099223303223303
EDUCATION ENRICHMENT6117106172361723
FieldValueIRS element (for citing)
Total Program Service Revenue285026TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column708731TotalRevenueColumn
Exclusion$708,731ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities7950092Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities7866751Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities83341Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column83341TotalRevenueColumn
Exclusion$83,341ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events532236GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events388357CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses532236FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionOther IncomeDescription
Business Code900099BusinessCode
Total Revenue Column35870TotalRevenueColumn
Exclusion$35,870ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue35870TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column9886252TotalRevenueColumn
Related Or Exempt Function Income285026RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$827,942ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total4894699Total
Program Services4894699ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total14900Total
Program Services14900ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total660165Total
Program Services582081ProgramServices
Fundraising78084Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total47537Total
Program Services25899ProgramServices
Fundraising21638Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total441Total
Management And General441ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total104620Total
Management And General104620ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total59453Total
Management And General59453ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total209224Total
Program Services207984ProgramServices
Management And General1240ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total154011Total
Program Services139569ProgramServices
Management And General14442ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total97877Total
Program Services88833ProgramServices
Management And General9044ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total126038Total
Program Services125909ProgramServices
Management And General129ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total29997Total
Program Services29997ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Program Costs875390875390
Equip Rental/Maint.164356164356
Miscellaneous35671222833443
Bank Fees2818728187
Communications2273422259475

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7525300Total
Program Services7174104ProgramServices
Management And General251474ManagementAndGeneral
Fundraising99722Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY211389BOY
EOY195431EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2226656BOY
EOY9771721EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY17780623BOY
EOY17031103EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1979BOY
EOY3716EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY31641514BOY
EOY28559445EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY341207BOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY215584BOY
EOY247787EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY52418952BOY
EOY55809203EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY893047BOY
EOY446639EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY893047BOY
EOY446639EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY-1948362BOY
EOY-275804EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY18651093BOY
EOY18809594EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY34823174BOY
EOY36828774EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY51525905BOY
EOY55362564EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY52418952BOY
EOY55809203EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11719435CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7076885CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22443565CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year13324466CurrentTaxYearMinus1Year
Current Tax Year8773284CurrentTaxYear
Total63337635Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years11719435CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7076885CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22443565CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year13324466CurrentTaxYearMinus1Year
Current Tax Year8773284CurrentTaxYear
Total63337635Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total6605278AmountsSubstContributorsTotal
Public Support Total17056732357PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years607701CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1103159CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years980435CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year563148CurrentTaxYearMinus1Year
Current Tax Year708731CurrentTaxYear
Total3963174Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years180325CurrentTaxYearMinus3Years
Total180325Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year35870CurrentTaxYear
Total35870Total
FieldValueIRS element (for citing)
Total Support67517004TotalSupport
Gross Receipts From Admissions Etc1959928GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.84030PublicSupportPertcentage170
Public Support Pertcent Prior Year0.84290PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance33252755BeginningOfYearBalance
Contributions2088141Contributions
Investment Earnings Or Losses1631023InvestmentEarningsOrLosses
Administrative Expenses210894AdministrativeExpenses
End Of Year Balance36761025EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance31680976BeginningOfYearBalance
Contributions5261122Contributions
Investment Earnings Or Losses-3410350InvestmentEarningsOrLosses
Administrative Expenses278993AdministrativeExpenses
End Of Year Balance33252755EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.03330BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.96670PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings
Total Revenue9886252TotalRevenue
Total Expenses7525300TotalExpenses
Excess Or Deficit For Year2360952ExcessOrDeficitForYear
Net Unrealized GL On Investments1476742NetUnrealizedGLOnInvestments
Prior Period Adjustments-1035PriorPeriodAdjustments
Total Adjustments1475707TotalAdjustments
Excess Or Deficit Per FS3836659ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt11303541TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1476742NetUnrealizedGainsInvestments
Revenue Not Rptd F9901476742RevenueNotRptdF990
Revenue Subtotal9826799RevenueSubtotal
Investment Expenses Not Included59453InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt59453RevenueNotRptdOnFinStmt
Total Revenue Per Form9909886252TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7465847TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7465847ExpensesSubtotal
Investment Expenses Not Included259453InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt59453ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907525300TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT SCHOLARSHIPS AND PROGRAMS THAT PROVIDE EDUCATIONAL ENRICHMENT FOR CALIFORNIA STATE UNIVERSITY FULLERTON.
Part X:Description of Uncertain Tax Positions Under FIN 48: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

FieldValueIRS element (for citing)
Name Of Event1FRONT AND CENTERNameOfEvent1
Gross Receipts Event1629502GrossReceiptsEvent1
Charitable Contributions Event1214044CharitableContributionsEvent1
Gross Revenue Event1415458GrossRevenueEvent1
Rent Facility Costs Event1102434RentFacilityCostsEvent1
Food And Beverage Event188774FoodAndBeverageEvent1
Entertainment Event1204128EntertainmentEvent1
Other Direct Expenses Event120122OtherDirectExpensesEvent1
Name Of Event2HISPANIC GOLF TOURNameOfEvent2
Gross Receipts Event298913GrossReceiptsEvent2
Charitable Contributions Event277654CharitableContributionsEvent2
Gross Revenue Event221259GrossRevenueEvent2
Rent Facility Costs Event217472RentFacilityCostsEvent2
Other Direct Expenses Event23787OtherDirectExpensesEvent2
Total Number Of Other Events5TotalNumberOfOtherEvents
Gross Receipts Other Events192178GrossReceiptsOtherEvents
Charitable Contrib Other Events96659CharitableContribOtherEvents
Gross Revenue Other Events95519GrossRevenueOtherEvents
Rent Facility Costs Other Events41288RentFacilityCostsOtherEvents
Food And Beverage Other Events32443FoodAndBeverageOtherEvents
Other Direct Expenses Other Events21788OtherDirectExpensesOtherEvents
Gross Receipts Total920593GrossReceiptsTotal
Charitable Contributions Total388357CharitableContributionsTotal
Gross Revenue Total Events532236GrossRevenueTotalEvents
Rent Facility Costs Total Events161194RentFacilityCostsTotalEvents
Food And Beverage Total Events121217FoodAndBeverageTotalEvents
Entertainment Total Events204128EntertainmentTotalEvents
Other Direct Expenses Total Events45697OtherDirectExpensesTotalEvents
Direct Expense Summary Events532236DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
California State University Fullerton
800 N State College BlvdFullertonCA92831330632102501(c)(3)3569221funding for scholarships, programs, buildings, and other school related activities.
CSUF Auxiliary Services Corporation
2600 E Nutwood Suite 250FullertonCA92831952081258501(c)(3)658938Funds for scholarships
CSUF Alumni Association
800 N State College BlvdFullertonCA92831330038884501(c)(3)10000Funds for scholarships
CSUF Associated Students
800 N State College BlvdFullertonCA92831956006691501(c)(3)622276Funds for student programs, scholarships, other school related events.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants3TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantScholarships to CSUF students who were selected based on certain criteria.TypeOfGrant
Number Of Recipients9NumberOfRecipients
Amount Of Cash Grant14900AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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

FieldValueIRS element (for citing)
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Milton Gordon
02307570000047297010933028898700
Pamela Hillman
01877800000031241015052023407300

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSupplemental InformationIdentifier
Return ReferencePart IIIReturnReference
ExplanationThe 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 Governor's 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.Explanation

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99030000NoncashContribsRptdF990
Method Of Determining RevenuesAppraised valueMethodOfDeterminingRevenues

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F99075398NoncashContribsRptdF990
Method Of Determining RevenuesfmvMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions13NumberOfContributions
Noncash Contribs Rptd F990288860NoncashContribsRptdF990
Method Of Determining RevenuesHigh/Low FMVMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XEdu. materials215294FMV
XInstruments18000Appraised value
XAuction Items17427705FMV
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section B, line 11The Form 990 is reviewed by the audit committee and presented to the board during a board meeting for questions, comments, and suggested revisions. 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 Directors.
Form 990, Part VI, Section B, line 12cAnnual 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 C, line 19The 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, Line 15a and 15bno reasonable compensation determination process is in place as the Philanthropic Foundation does not compensate any insiders.Compensation Procedures
Form 990, Part I, Line 16BThe 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.Fundraising Expenses

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusDirect Controlling Entity NADirectControllingEntityNA
CALIFORNIA STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831330632102SCHOOLCA501(c)(3)Line 5N/A
CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION
800 N STATE COLLEGE BLVDFULLERTONCA92831330038884FURTHER THE INTEREST OF CSUFCA501(c)(3)Line 9N/A
FULLERTON ARBORETUM
1900 ASSOCIATED RDFULLERTONCA92831330082239botanical gardensCA501(c)(3)Line 7N/A
CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP
2600 E Nutwood Ste 250FULLERTONCA92831952081258Support CSUFCA501(c)(3)Line 11b, IIN/A
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
CAL STATE UNIVERSITY FULLERTON
B3569221
Cal STATE UNIVERSITY FULLERTON
O850405
CAL STATE UNIVERSITY FULLERTON
P54505
CAL STATE UNIVERSITY FULLERTON
Q181130

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