2024-05-06T14:46:53-05:00 2023-06-30 221478099 COHNREZNICK LLP 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2022-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 ROBERT AVALOS EXECUTIVE DIRECTOR 3233433550 2024-05-02 1 ROBERT AVALOS 999009999 1 JOLANTA TUCK CPA P01340068 9164429100 2024-04-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROBERT AVALOS 5151 STATE UNIVERSITY DR SSB 5380 LOS ANGELES CA 90032 28805956 0 X WWW.CALSTATELA.EDU X 1984 CA TO PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CSULA. 19 12 0 22 0 0 3198035 1744434 0 0 2821539 1593865 0 0 6019574 3338299 2194147 2281666 0 0 0 0 0 0 329419 1273913 799473 3468060 3081139 2551514 257160 71178285 74794156 113984 183941 71064301 74610215 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. 0 0 1564624 1564624 0 SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES 604636 604636 0 GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS 112406 112406 0 SCHOLARSHIPS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES AUXILIARY SERVICES, INC. AS AGENT FOR DISTRIBUTION 2281666 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 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 WILLIAM A COVINO EX-OFFICIO TRUSTEE 5.00 40.00 X 0 559244 172006 JOYCE WILLIAMS EX-OFFICIO TRUSTEE (UNTIL 02/23) 5.00 40.00 X 0 274489 52080 ROBERT AVALOS EXECUTIVE DIRECTOR 5.00 40.00 X X 0 213930 65996 JOHN TCHENG TREASURER (UNTIL 05/23) 5.00 40.00 X X 0 158511 65672 CARLOS BELTRAN TREASURER (AS OF 05/23) 5.00 40.00 X X 0 140535 69327 DEVIKA HAZRA FACULTY TRUSTEE (UNTIL 12/22) 5.00 40.00 X 0 152130 45219 ELAINE DRAPER FACULTY TRUSTEE 5.00 40.00 X 0 127906 44881 MANISHA JAVERI FACULTY TRUSTEE 5.00 40.00 X 0 125218 46506 KRISTINE BEZDECNY EX-OFFICIO TRUSTEE 5.00 40.00 X 0 97709 37054 OMEL A NIEVES PRESIDENT 1.00 X X 0 0 0 LARRY ADAMSON VICE PRESIDENT (UNTIL 12/22) 1.00 X X 0 0 0 WILLIAM LEWIS VICE PRESIDENT (AS OF 01/23) 1.00 X X 0 0 0 DANIELLE ARES-DURAN SECRETARY (UNTIL 12/22) 1.00 X X 0 0 0 BERTHA HARO SECRETARY (AS OF 01/23) 1.00 X X 0 0 0 NELSON ALGAZE TRUSTEE 1.00 X 0 0 0 JAIME ARELLANO TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 LORRAINE BRADLEY TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 CHRISTOPHER GARLINGTON TRUSTEE 1.00 X 0 0 0 SERGIO GONZALEZ TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 QUEEN E KING EX-OFFICIO TRUSTEE 5.00 40.00 X 0 0 0 ANDREW KLEIN TRUSTEE 1.00 X 0 0 0 ALEV LEWIS TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 ROSARIO MARIN TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 DWIGHT NAKATA TRUSTEE 1.00 X 0 0 0 BRIAN NGUYEN EX-OFFICIO TRUSTEE 5.00 5.00 X 0 0 0 MINA PACHECO NAZEMI TRUSTEE 1.00 X 0 0 0 BARRY RONDINELLA TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 NILZA SERRANO TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 ROBERT VELASQUEZ TRUSTEE (UNTIL 12/22) 1.00 X 0 0 0 MONGWEI WEE TRUSTEE 1.00 X 0 0 0 SALLY ZESUT TRUSTEE 1.00 X 0 0 0 GUILLERMO ZUNIGA TRUSTEE 1.00 X 0 0 0 0 1849672 598741 0 0 1 0 0 1744434 482903 1744434 1639926 1639926 25421596 25467657 -46061 -46061 -46061 3338299 0 0 1593865 2281666 2281666 2984 2984 104855 104855 240766 240766 35270 35270 17122 17122 12909 12909 2019 2019 7707 7707 SUPPLIES AND OTHER FEES 343343 13924 329419 32498 32498 3081139 2281666 470054 329419 1302899 571555 4869291 6166512 5417073 4658205 1076050 1018317 595 0 51278646 54271338 7233731 8108229 71178285 74794156 21024 156959 92960 26982 113984 183941 X 2669111 4408536 68395190 70201679 71064301 74610215 71178285 74794156 257160 3288754 0 X 0 1 X 1 0 X 3848293 5578506 5173525 3198035 1744434 19542793 3848293 5578506 5173525 3198035 1744434 19542793 3150590 16392203 1399635 1461450 1191969 1100631 1639926 6793611 26336404 0.62240 0.66380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55013887 1726464 4377698 2942405 67657 58107987 63636268 1548739 -7374138 2372812 424170 55013887 49109390 3571991 13476911 2327328 194696 63636268 45489869 3521430 1249395 1004776 146528 49109390 42503479 2207394 2438277 1618318 40963 45489869 0.02000 0.63000 0.35000 1 0 0 OTHER INVESTMENTS 8108229 C 8108229 DUE TO RELATED PARTIES 26982 26982 X 6398032 3288754 11745 3300499 3097533 240766 240766 3338299 2852118 11745 11745 2840373 240766 240766 3081139 PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2023. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO 2020 AND 2019, RESPECTIVELY, ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CALIFORNIA STATE UNIVERSITY LOS ANGELES AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DRIVE GE 314 LOS ANGELES CA 90032 954016653 501(C)(3) 604636 0 GRANTS TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5154 STATE UNIVERSITY DR U-SU 203 LOS ANGELES CA 90032 954386558 115 1677030 0 GRANTS TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS. 2 0 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 WILLIAM A COVINO EX-OFFICIO TRUSTEE 0 482300 0 0 0 76944 0 147584 0 24422 0 731250 0 0 JOYCE WILLIAMS EX-OFFICIO TRUSTEE (UNTIL 02/23) 0 270593 0 3500 0 396 0 39508 0 12572 0 326569 0 0 ROBERT AVALOS EXECUTIVE DIRECTOR 0 210034 0 3500 0 396 0 44664 0 21332 0 279926 0 0 JOHN TCHENG TREASURER (UNTIL 05/23) 0 155011 0 3500 0 0 0 47373 0 18299 0 224183 0 0 CARLOS BELTRAN TREASURER (AS OF 05/23) 0 136981 0 3500 0 54 0 42107 0 27220 0 209862 0 0 DEVIKA HAZRA FACULTY TRUSTEE (UNTIL 12/22) 0 148130 0 4000 0 0 0 34992 0 10227 0 197349 0 0 ELAINE DRAPER FACULTY TRUSTEE 0 123956 0 3950 0 0 0 34405 0 10476 0 172787 0 0 MANISHA JAVERI FACULTY TRUSTEE 0 121718 0 3500 0 0 0 34325 0 12181 0 171724 0 0 PART I, LINE 3 THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE EXECUTIVE DIRECTOR, OFFICERS, AND TRUSTEES USING A COMPARABILITY DATA ANALYSIS. X 5 482903 AVG FMV @ DATE REC'D 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. 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 115 N/A 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 0 1 1 0 0 0 0 0 0 0 1 0 1 1 0 0 0