2026-05-01T16:52:15-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 JEFF POLTORAK EXECUTIVE DIRECTOR 3233433550 2026-05-01 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-05-01 2024 2025-03-06 01:10:19Z JEFF POLTORAK 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 30521434 0 X WWW.CALSTATELA.EDU X 1984 CA TO PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CSULA. 21 12 0 13 0 0 2290231 1983659 0 0 10457244 3742107 0 0 12747475 5725766 2407548 2510961 0 0 0 270840 0 0 206039 1338506 1144169 3746054 3925970 9001421 1799796 79530108 85505865 298278 502068 79231830 85003797 TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY, AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CSULA BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 0 0 2913818 2308117 TO ENCOURAGE AND PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES (THE"UNIVERSITY") BY PROVIDING FINANCIAL ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, GIFTS, LOANS, AND OTHER MEANS TO THE UNIVERSITY. 202844 202844 SCHOLARSHIPS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES AUXILIARY SERVICES, INC. AS AGENT FOR DISTRIBUTION. 3116662 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 21 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X JUDITH BENJAMIN 3233433571 5151 STATE UNIVERSITY DRIVE SSB LOS ANGELES CA 90032 ROBERT AVALOS END 012025 EXECUTIVE DIRECTOR 5.00 40.00 X X 0 251499 96870 CARLOS BELTRAN TREASURER 5.00 40.00 X X 0 178594 76197 BERTHA HARO SECRETARY 1.00 X X 0 0 0 OMEL A NIEVES PRESIDENT 1.00 X X 0 0 0 WILLIAM LEWIS END 122024 VICE PRESIDENT 1.00 X X 0 0 0 QUEEN E KING END 082024 EX-OFFICIO TRUSTEE 5.00 40.00 X X 0 220211 64135 BERENECEA JOHNSON-EANES EX-OFFICIO TRUSTEE 5.00 40.00 X X 0 509118 132568 MINA PACHECO NAZEMI TRUSTEE 1.00 X 0 0 0 MARTIN NAVA EX-OFFICIO TRUSTEE 1.00 X 0 0 0 ANDRE AVRAMCHUK EX-OFFICIO TRUSTEE 1.00 X 0 0 0 WILLIE ZUNIGA TRUSTEE 1.00 X 0 0 0 SALLY ZESUT TRUSTEE 1.00 X 0 0 0 ROSARIO MARIN TRUSTEE 1.00 X 0 0 0 CHRISTOPHER GARLINGTON END 122024 TRUSTEE 1.00 X 0 0 0 MONGWEI WEE TRUSTEE 1.00 X 0 0 0 CINDY NGUYEN STUDENT TRUSTEE (ASI) 1.00 1.00 X 0 0 0 LARRY ADAMSON TRUSTEE 1.00 X 0 0 0 DWIGHT NAKATA CPA CFP TRUSTEE 1.00 X 0 0 0 DEVIKA HAZRA FACULTY TRUSTEE 1.00 40.00 X 0 168762 50100 CAROLYN DUNN FACULTY TRUSTEE 1.00 40.00 X 0 121262 60877 ALEV LEWIS TRUSTEE 1.00 X 0 0 0 JEFF POLTORAK EFF 012025 EX-OFFICIO TRUSTEE 5.00 40.00 X 0 0 0 YAHIR FLORES EX-OFFICIO TRUSTEE 1.00 X 0 0 0 CLAUDIO LINDOW EFF 082024 EX-OFFICIO TRUSTEE 5.00 40.00 X 0 92665 31512 NILZA SERRANO TRUSTEE 1.00 X 0 0 0 0 1542111 512259 0 0 1 0 0 50550 1933109 35006 1983659 1774317 1774317 26763458 24795668 1967790 1967790 1967790 5725766 0 0 3742107 2447411 2447411 63550 63550 193610 137383 56227 13165 9342 3823 53839 38204 15635 10226 7256 2970 132726 132726 92450 92450 255082 255082 233153 180126 53027 5789 4142 1647 30831 24909 4849 1073 9425 9425 SUPPLIES AND SERVICES 125496 70888 9980 44628 COMMUNITY ENGAGEMENT 90245 0 21476 68769 EQUIPMENT 66521 66521 0 0 MISCELLANEOUS 50630 28023 22607 0 51821 38907 12914 3925970 3116662 603269 206039 621516 735794 7706414 4250468 4877831 4797728 860174 852301 22635 8923 22432523 23068530 43009015 51792121 79530108 85505865 157293 54783 140985 447285 298278 502068 X 2660481 3238146 76571349 81765651 79231830 85003797 79530108 85505865 1799796 3972171 0 X 0 1 X 1 0 X 5173525 3198035 1744434 2290231 1983659 14389884 5173525 3198035 1744434 2290231 1983659 14389884 3877014 10512870 1191969 1100631 1639926 1774317 5706843 20096727 0.52310 0.63510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63928122 4796454 7040867 2690614 39102 73035727 58107987 2938262 5186618 2253260 51485 63928122 55013887 1726464 4377698 2942405 67657 58107987 63636268 1548739 -7374138 2372812 424170 55013887 49109390 3571991 13476911 2327328 194696 63636268 0.03000 0.76000 0.21000 1 0 0 ALTERNATIVE INVESTMENTS 51792121 F 51792121 DUE TO RELATED PARTIES 447285 447285 X 9452710 3972171 9855 3982026 5470684 255082 255082 5725766 3680743 9855 9855 3670888 255082 255082 3925970 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION FOR SCHOLARSHIPS EACH YEAR APPROXIMATELY 3% TO 5% OF ITS ENDOWED INVESTMENTS' FAIR VALUE AS OF DECEMBER 31. THE FOUNDATION HAS A POLICY OF APPROPRIATING 5% OF ALL CONTRIBUTIONS RECEIVED FOR THE ENDOWMENT FUND ANNUALLY TO COVER GENERAL OPERATING EXPENSES OF THE FOUNDATION OF WHICH DONORS ARE NOTIFIED OF UPON GIFT ACCEPTANCE. ADDITIONALLY, THE FOUNDATION HAS A POLICY OF APPROPRIATING UP TO 1.5% OF ITS ENDOWMENT FUND'S FAIR VALUE AS OF JUNE 30 OF THE PRIOR YEAR, FOR GENERAL OPERATING EXPENSES OF THE FOUNDATION AS ESTABLISHED IN THE ANNUAL BUDGET FOR THE FOUNDATION IN JULY OF THE SUBSEQUENT YEAR. PART X, LINE 2: THE FOUNDATION FOLLOWS U.S GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENTS OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30,2025 AND 2024 AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. INVESTMENTS 0 0 INVESTMENT AXONIC CREDIT OPPORTUNITIES OVERSEAS FUND, LTD. 464842 0 0 0 0 0 0 464842 0 464842 0 0 0 0 0 0 1 CALIFORNIA STATE UNIVERSITY LOS ANGELES AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954016653 501 C3 202844 0 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 115 2244567 0 SCHOLARSHIPS 2 0 WILDFIRE RECOVERY SUPPORT 35 63550 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BASED ON THE CRITERIA SHEET ESTABLISHED BY EACH DONOR. EACH DONOR SETS DIFFERENT CRITERIA AND THE FOUNDATION REVIEWS THE EXPENSES AGAINST THE CRITERIA SHEET TO DETERMINE IF THE EXPENSES ARE ALLOWABLE. 0 0 0 0 0 0 0 0 0 BERENECEA JOHNSON-EANES EX-OFFICIO TRUSTEE 0 509118 0 0 0 0 0 104352 0 28216 0 641686 0 0 ROBERT AVALOS END 012025 EXECUTIVE DIRECTOR 0 251499 0 0 0 0 0 74431 0 22439 0 348369 0 0 QUEEN E KING END 082024 EX-OFFICIO TRUSTEE 0 220211 0 0 0 0 0 47669 0 16466 0 284346 0 0 CARLOS BELTRAN TREASURER 0 178594 0 0 0 0 0 45568 0 30629 0 254791 0 0 DEVIKA HAZRA FACULTY TRUSTEE 0 168762 0 0 0 0 0 38073 0 12027 0 218862 0 0 CAROLYN DUNN FACULTY TRUSTEE 0 121262 0 0 0 0 0 31143 0 29734 0 182139 0 0 PART I, LINE 3 ALL INDIVIDUALS LISTED ON SCHEDULE J ARE PAID BY A RELATED ORGANIZATION, CALIFORNIA STATE UNIVERSITY, LOS ANGELES WITH APPROPRIATE COMPENSATION PROCEDURES IN PLACE. X 2 35006 STOCK EXCHANGE VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THEN FORWARDS FOR FULL BOARD REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALLY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. IF A BOARD MEMBER FINDS THAT HE OR SHE IS FACED WITH A POSSIBLE CONFLICT, THE BOARD MEMBER HAS THE DUTY TO INFORM, IN WRITING, THE PRESIDENT OF THE BOARD WHO THEN INFORMS THE EXECUTIVE COMMITTEE. IF A CONFLICT IS FOUND TO EXIST, THE COMMITTEE WILL PRESENT THE INFORMATION TO THE BOARD MEMBER, WITH A RECOMMENDATION THAT THE BOARD MEMBER RECUSE HIMSELF OR HERSELF FROM ANY FURTHER DISCUSSIONS, DELIBERATIONS, VOTING OR PRESENCE ON THE MATTER TO ALLEVIATE OR AVOID THE CONFLICT OR POTENTIAL CONFLICT, OR TAKE APPROPRIATE ACTION AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15 THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE EXECUTIVE DIRECTOR, OFFICERS, AND TRUSTEES USING A COMPARABILITY DATA ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE ALONG WITH THE CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE OFFICE OF THE CHANCELLOR'S WEBSITE AND THE FOUNDATION'S WEBSITE. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5154 STATE UNIVERSITY DR U-SU 203 LOS ANGELES CA 90032 954386558 PUBLIC UNIVERSITY CA N/A 0 ASSOCIATED STUDENTS OF CALIFORNIA STATE UNIVERSITY LOS ANGELES INC 5154 STATE UNIVERSITY DR RM 203 LOS ANGELES CA 90032 952044300 UNIVERSITY AUXILIARY CA 501(C)(3) LINE 10 CALIFORNIA STATE UNIVERSITY LOS ANGELES 0 UNIVERSITY-STUDENT UNION AT CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 953122264 EDUCATIONAL PROGRAMMING CA 501(C)(3) LINE 10 CALIFORNIA STATE UNIVERSITY LOS ANGELES 0 CALIFORNIA STATE UNIVERSITY LOS ANGELES AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DR GE 314 LOS ANGELES CA 90032 954016653 SUPPORTING ORG FOR CALIFORNIA STATE UNIVERSITY, LOS ANGELES CA 501(C)(3) LINE 12C, III-FI CALIFORNIA STATE UNIVERSITY LOS ANGELES 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CALIFORNIA STATE UNIVERSITY LOS ANGELES P 657603 FAIR MARKET VALUE CALIFORNIA STATE UNIVERSITY LOS ANGELES M 132726 FAIR MARKET VALUE CALIFORNIA STATE UNIVERSITY LOS ANGELES B 2244567 FAIR MARKET VALUE