2011-05-16T13:09:50-05:00 2010-06-30 WINDES & MCCLAUGHRY ACCT CORP PO BOX 87 LONG BEACH CA 908010087 990 2009-07-01 330567945 Cal State Fullerton Philanthropic Foundation CALS 6572782118 2600 Nutwood Ave No 850 Fullerton CA 92831 Pamela C Hillman 6572782118 2011-05-12 1 Brian D Yacker 5624351191 2009 2016-02-24 21:20:13Z PAMELA HILLMAN 2600 Nutwood Ave No 850 Fullerton CA 92831 18285239 0 X HTTP://www.fullerton.edu/foundation/ X 1993 CA SUPPORT THE PEOPLE AND PROGRAMS OF CSUF 29 26 0 50 0 0 13324466 8773284 719177 285026 562557 792072 35870 14606200 9886252 5521545 4909599 0 707702 0 99722 3075884 1907999 8597429 7525300 6008771 2360952 52418952 55809203 893047 446639 51525905 55362564 To actively promote, pursue and steward private support for the advancement of California State University, Fullerton. 0 0 7174104 4909599 285026 ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. 7174104 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 66 0 1 0 0 0 0 0 0 1 1 0 0 0 29 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X Ira Unterman 6572782118 2600 NUTWOOD AVE 850 FULLERTON CA 92831 X Annette Feliciani 1.00 X X 0 0 0 Doug Simao 1.00 X X 0 0 0 Jose Lara 1.00 X X 0 0 0 Debra Luther 1.00 X X 0 0 0 Richard Ackerman 1.00 X 0 0 0 Wylie Aitken 1.00 X 0 0 0 Katherine Allred 1.00 X 0 0 0 Robert Alvarado 1.00 X 0 0 0 Bala Balkrishna 1.00 X 0 0 0 Jo Bandy 1.00 X 0 0 0 Dan Black 1.00 X 0 0 0 Thomas Boyd 1.00 X 0 125530 24438 Marilyn Brewer 1.00 X 0 0 0 Gregory D Bunch 1.00 X 0 0 0 Paul F Folino 1.00 X 0 0 0 Patrick Gough 1.00 X 0 0 0 Ed Hays 1.00 X 0 0 0 Jerry Johnston 1.00 X 0 0 0 Margaret McCarthy 1.00 X 0 0 0 Steven G Mihaylo 1.00 X 0 0 0 John Miller 1.00 X 0 0 0 Julie Miller-Phipps 1.00 X 0 0 0 Greg Nelson 1.00 X 0 0 0 Frank Quevedo 1.00 X 0 0 0 Kerri Ruppert 1.00 X 0 0 0 Juliana Santos 1.00 X 0 0 18700 Christopher Schmidt 1.00 X 0 0 0 Joan Waltman 1.00 X 0 0 0 Mitch Zehner 1.00 X 0 0 0 Milton Gordon 1.00 X X 0 230757 58230 Pamela Hillman 20.00 X X 0 187780 46293 Ira N Unterman 20.00 X 0 0 0 0 544067 147661 0 0 1 0 0 35578 388357 8349349 445257 8773284 Campus Programs 900099 223303 223303 EDUCATION ENRICHMENT 611710 61723 61723 285026 708731 708731 7950092 7866751 83341 83341 83341 532236 388357 532236 0 Other Income 900099 35870 35870 35870 9886252 285026 0 827942 4894699 4894699 14900 14900 660165 582081 78084 47537 25899 21638 441 441 104620 104620 59453 59453 209224 207984 1240 154011 139569 14442 97877 88833 9044 126038 125909 129 29997 29997 Program Costs 875390 875390 Equip Rental/Maint. 164356 164356 Miscellaneous 35671 2228 33443 Bank Fees 28187 28187 Communications 22734 22259 475 7525300 7174104 251474 99722 211389 195431 2226656 9771721 17780623 17031103 1979 3716 31641514 28559445 341207 215584 247787 52418952 55809203 893047 446639 893047 446639 X -1948362 -275804 18651093 18809594 34823174 36828774 51525905 55362564 52418952 55809203 X 0 1 1 X 0 X 11719435 7076885 22443565 13324466 8773284 63337635 11719435 7076885 22443565 13324466 8773284 63337635 6605278 56732357 607701 1103159 980435 563148 708731 3963174 180325 180325 35870 35870 67517004 1959928 0.84030 0.84290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 33252755 2088141 1631023 210894 36761025 31680976 5261122 -3410350 278993 33252755 0.03330 0.96670 0 0 0 9886252 7525300 2360952 1476742 -1035 1475707 3836659 11303541 1476742 1476742 9826799 59453 59453 9886252 7465847 0 7465847 59453 59453 7525300 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. FRONT AND CENTER 629502 214044 415458 102434 88774 204128 20122 HISPANIC GOLF TOUR 98913 77654 21259 17472 3787 5 192178 96659 95519 41288 32443 21788 920593 388357 532236 161194 121217 204128 45697 532236 0 1 California State University Fullerton 800 N State College Blvd Fullerton CA 92831 330632102 501(c)(3) 3569221 funding for scholarships, programs, buildings, and other school related activities. CSUF Auxiliary Services Corporation 2600 E Nutwood Suite 250 Fullerton CA 92831 952081258 501(c)(3) 658938 Funds for scholarships CSUF Alumni Association 800 N State College Blvd Fullerton CA 92831 330038884 501(c)(3) 10000 Funds for scholarships CSUF Associated Students 800 N State College Blvd Fullerton CA 92831 956006691 501(c)(3) 622276 Funds for student programs, scholarships, other school related events. 3 0 Scholarships to CSUF students who were selected based on certain criteria. 9 14900 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Certain scholarships may be paid directly to individuals by CSUFPF as approved by University Student Financial Services, as when an award is processed for prior semester to a student who has graduated and is no longer enrolled in the University. These grants are paid for educational expenses that the student will or has incurred. Direct scholarship payments may also be made to a third party for the benefit of a California State University Fullerton student, such as payments to bookstores for book scholarships or directly to CSUF for offset a student's tuition or fees. Monies for support of California State University Fullerton students and programs are transferred (granted) to the University as needed and requested by campus authorized account signatories. The use of these funds are either for scholarship or university programs. There is common control and oversight regarding the use of the funds, as the president of the University sits on the Foundation's board of directors. 0 0 0 0 0 0 0 0 0 Milton Gordon 0 230757 0 0 0 0 0 47297 0 10933 0 288987 0 0 Pamela Hillman 0 187780 0 0 0 0 0 31241 0 15052 0 234073 0 0 Supplemental Information Part III The salaries paid to any Governor or officer of the organization are paid by California State University, Fullerton. Any compensated Governor only receives compensation for their service to the University, not to the Foundation. The Foundation does not utilize any procedures to determine compensation for 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. X 1 30000 Appraised value X 75398 fmv X 13 288860 High/Low FMV X Edu. materials 2 15294 FMV X Instruments 1 8000 Appraised value X Auction Items 174 27705 FMV 0 1 0 Form 990, Part VI, Section B, line 11 The 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 12c Annual compliance with the conflict of interest policy is documented through completion of a Conflict of Interest disclosure form which is signed by all members of the board of governors. No member of the Board of Governors shall be financially interested in any contract or other transaction entered into by the Board of Governors that is not in accordance with the conflict of interest provisions set forth in Education Code Sections 89906 89909. Form 990, Part VI, Section C, line 19 The tax-exempt application, determination letter, Articles of Incorporation, By-Laws, and Form 990 are available for public inspection upon request at the foundation's main office. Form 990, Part VI, Line 15a and 15b Compensation Procedures no reasonable compensation determination process is in place as the Philanthropic Foundation does not compensate any insiders. Form 990, Part I, Line 16B Fundraising Expenses The Philanthropic Foundation does not conduct fundraising special events, annual fund solicitations, or employ professional fundraisers. Thus, there are minimal fundraising expenditures incurred by the organization. The majority of the fundraising efforts are undertaken by California State University, Fullerton and clubs and organization affiliated with the University. The Foundation is set up to administer and monitor the usage of the contributions and grants received, but takes on minimal fundraising efforts. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 SCHOOL CA 501(c)(3) Line 5 N/A CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330038884 FURTHER THE INTEREST OF CSUF CA 501(c)(3) Line 9 N/A FULLERTON ARBORETUM 1900 ASSOCIATED RD FULLERTON CA 92831 330082239 botanical gardens CA 501(c)(3) Line 7 N/A CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 2600 E Nutwood Ste 250 FULLERTON CA 92831 952081258 Support CSUF CA 501(c)(3) Line 11b, II N/A 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 CAL STATE UNIVERSITY FULLERTON B 3569221 Cal STATE UNIVERSITY FULLERTON O 850405 CAL STATE UNIVERSITY FULLERTON P 54505 CAL STATE UNIVERSITY FULLERTON Q 181130