2025-05-08T12:52:15-05:00 2024-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2023-07-01 204927897 CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION CALI 8057565864 4800 MORABITO PLACE 120 SAN LUIS OBISPO CA 93401 MARC BENADIBA TREASURER 8057565864 2025-05-08 1 0 X MICAL W BOVEE CPA P01023187 8055441441 2023 2025-03-06 01:10:19Z X MARC BENADIBA 4800 MORABITO PLACE 120 SAN LUIS OBISPO CA 93401 87826637 0 X WWW.FOUNDATION.CALPOLY.EDU X 2006 CA THE FOUNDATION'S PURPOSE IS TO OPERATE AS AN AUXILIARY ORGANIZATION OF THE CALIFORNIA STATE UNIVERSITY BY SUPPORTING THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO. 28 23 0 21 2678 0 38754846 45098821 0 0 8221708 29620888 5514 3514 46982068 74723223 25228907 32927752 0 0 0 0 0 0 3998525 21142163 18386798 46371070 51314550 610998 23408673 403663890 437035056 13909463 16365001 389754427 420670055 TO PROVIDE AND AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY, PRIMARILY IN THE ACQUISITION, INVESTMENT AND ADMINISTRATION OF GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY. 0 0 45225414 32927752 EXPENSES IN SUPPORT OF THE EDUCATIONAL MISSION OF THE UNIVERSITY; INCLUDING INSTRUCTION, RESEARCH, MAINTENANCE, SCHOLARSHIPS AND OTHER ACADEMIC AND INSTITUTIONAL SUPPORT. 573707 MANAGEMENT AND INVESTMENT OF CAMPUS PROGRAM FUNDS AND ENDOWMENT FUNDS, THE EARNINGS ON WHICH ARE RESTRICTED FOR THE BENEFIT OF THE UNIVERSITY. 45799121 1 1 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 23 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA CO FL MA NV NY OH OR UT WA NH MN KY NJ MD MI OK X X MARC BENADIBA 8057565864 4800 MORABITO PLACE SUITE 120 SAN LUIS OBISPO CA 93401 ZACHARY SMITH CEO 10.00 40.00 X X 0 311065 66295 JEFFREY D ARMSTRONG UNIVERSITY PRESIDENT 5.00 40.00 X X 0 522416 125443 WILLIAM H SWANSON CHAIRMAN 3.00 X X 0 0 0 CHARLES L HARRINGTON VICE CHAIRMAN 3.00 X X 0 0 0 JOHN RONCA SECRETARY 3.00 X X 0 0 0 MARC BENADIBA TREASURER 8.00 40.00 X X 0 185190 86840 MICHAEL ABBOTT DIRECTOR 2.00 X 0 0 0 LISA ANDERSON DIRECTOR 2.00 X 0 0 0 MICHAEL J APPLEGATE DIRECTOR 2.00 X 0 0 0 PHILIP S BAILEY JR DIRECTOR 2.00 40.00 X 0 66078 0 STEPHEN J BARNARD PART YEAR DIRECTOR 2.00 X 0 0 0 PAUL R BONDERSON JR DIRECTOR 2.00 X 0 0 0 RICHARD BRADSHAW DIRECTOR 2.00 X 0 0 0 LLOYD DEAN DIRECTOR 2.00 X 0 0 0 HILARY DECESARE DIRECTOR 2.00 X 0 0 0 CHERI DEJONG DIRECTOR 2.00 X 0 0 0 SCOTT GAUDINEER DIRECTOR 2.00 X 0 0 0 BASIA GILLESPIE PART YEAR DIRECTOR 2.00 X 0 0 0 CYNTHIA JACKSON-ELMOORE DIRECTOR 2.00 40.00 X 0 335160 66425 RICHARD C JACOBSEN DIRECTOR 2.00 X 0 0 0 JENNIFER JIPSON DIRECTOR 2.00 X 0 0 0 TAMMY KIELY DIRECTOR 2.00 X 0 0 0 ABEGAIL LARA DIRECTOR 2.00 X 0 0 0 JERRY LOHR DIRECTOR 2.00 X 0 0 0 JIM MARDEROSIAN DIRECTOR 2.00 X 0 0 0 RYAN MARTINEZ DIRECTOR 2.00 X 0 0 0 LAURA M PICKERING DIRECTOR 2.00 X 0 0 0 JOHN F SALMONSON PART YEAR DIRECTOR 2.00 X 0 0 0 KENRIC B STONE DIRECTOR 2.00 X 0 0 0 CHRIS TRAPANI DIRECTOR 2.00 X 0 0 0 STAN VAN VLECK DIRECTOR 2.00 X 0 0 0 CYNTHIA VIZCAINO VILLA PART YEAR DIRECTOR 2.00 40.00 X 0 328908 56714 0 1748817 401717 0 0 1 0 KASPICK & COMPANY 203 REDWOOD SHORES PARKWAY SUITE 3 REDWOOD SHORES CA 94065 INVESTMENT ADVISOR 559679 1 1072866 44025955 3004830 45098821 12065043 2678 12062365 3514 3514 29586009 1073250 12323100 780314 17262909 292936 17555845 17555845 74723223 0 2678 29621724 32903752 32903752 24000 24000 16334 16334 8382 8382 48702 48702 573707 573707 6346 6346 146729 146729 136421 38363 98058 8825 8825 70523 70523 14518 14518 ACADEMIC SUPPORT 12646846 12204535 442311 PUBLIC & INSTITUTIONAL 4709465 84745 870982 3753738 51314550 45799121 1516904 3998525 93370961 96279504 28831923 31608857 81400 253699 323000 323000 14897 15622 280311336 307924781 638582 490540 91791 139053 403663890 437035056 242531 3179353 82984 0 13583948 13185648 13909463 16365001 X 0 0 0 0 389754427 420670055 389754427 420670055 403663890 437035056 23408673 7506955 0 X X 0 1 X 1 0 X 33847480 29332151 51071900 38754846 45098821 198105198 33847480 29332151 51071900 38754846 45098821 198105198 20235030 177870168 11300946 6364632 6590423 8800236 12065879 45122116 13551 4852 2678 21081 243248395 0.73120 0.74960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 0 0 0 0 PART II-B, LINE 1: VOLUNTEERS, INCLUDING DIRECTORS, PERIODICALLY MAKE CONTACT WITH LEGISLATORS TO ENCOURAGE FUNDING AND SUPPORT FOR CALIFORNIA STATE UNIVERSITY CAMPUSES. 262847836 11659935 31851989 -4966551 -9888996 -559679 290944533 240664580 13324246 22436785 -4032968 -9056480 -488327 262847836 284357551 7519886 -37245427 -4937031 -8503744 -526655 240664580 223790671 7315696 66889832 -2619075 -10499364 -520209 284357551 225512271 7450208 2859816 -4045821 -7531353 -454450 223790671 0.10662 0.88971 0.00368 0 0 0 SPLIT INTEREST TRUST LIABILITIES 7439908 SPLIT INTEREST TRUST - DEFERRED INFLOWS 5745740 13185648 81670499 7506955 7506955 74163544 559679 559679 74723223 50754871 0 50754871 559679 559679 51314550 0 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVE SAN LUIS OBISPO CA 93407 770209717 115 4942551 0 SCHOLARSHIPS FOR STUDENTS AS DETERMINED BY THE UNIVERSITY CALIFORNIA POLYTECHNIC STATE UNIVERSITY 1 GRAND AVE SAN LUIS OBISPO CA 93407 770209717 115 25643909 0 SUPPORT OF THE UNIVERSITY CAL POLY CORPORATION 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 951648180 501(C)(3) 2288150 0 CONTRIBUTIONS TO CAL POLY CORPORATION IN SUPPORT OF THE UNIVERSITY ASSOCIATED STUDENTS INC 1 GRAND AVE BLDG 65 212 SAN LUIS OBISPO CA 93407 952308831 501(C)(3) 29142 0 CONTRIBUTIONS TO ASSOCIATED STUDENTS, INC. IN SUPPORT OF THE UNIVERSITY 3 0 INDIVIDUAL SCHOLARSHIPS 2 24000 PART I, LINE 2: PAYMENTS ASSOCIATED WITH GRANTS AND SCHOLARSHIPS ARE MADE DIRECTLY TO THE UNIVERSITY, OR AT THE DIRECTION OF THE UNIVERSITY. 0 0 0 0 0 0 0 0 0 ZACHARY SMITH CEO 0 305465 0 0 0 5600 0 46733 0 19562 0 377360 0 0 JEFFREY D ARMSTRONG UNIVERSITY PRESIDENT 0 509336 0 0 0 13080 0 105600 0 19843 0 647859 0 0 MARC BENADIBA TREASURER 0 184470 0 0 0 720 0 59030 0 27810 0 272030 0 0 CYNTHIA JACKSON-ELMOORE DIRECTOR 0 327960 0 0 0 7200 0 46733 0 19692 0 401585 0 0 CYNTHIA VIZCAINO VILLA PART YEAR DIRECTOR 0 327828 0 0 0 1080 0 46733 0 9981 0 385622 0 0 X 65 2368830 FAIR MARKET VALUE X 1 636000 APPRAISAL 0 1 1 PART I, LINE 32B: THE FOUNDATION USES CPSU ADVANCEMENT SERVICES FOR THE SOLICITATION AND PROCESSING OF NONCASH CONTRIBUTIONS, IN ADDITION TO VARIOUS BROKERS FOR THE SALE OF SECURITIES, REAL PROPERTY AND OTHER NONCASH GIFTS. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS DELEGATED CALIFORNIA POLYTECHNIC STATE UNIVERSITY AUTHORITY TO ACT AS ITS AGENT IN A FULL RANGE OF ACCOUNTING, ADMINISTRATIVE, PROCESSING, CASH MANAGEMENT, REPORTING AND SERVICE FUNCTIONS UNDER AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY PRESIDENT MAY APPOINT VOTING AND NON-VOTING EX OFFICIO DIRECTORS BY VIRTUE OF OFFICE HELD WITH THE UNIVERSITY AND MUST APPROVE ALL DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS, INCLUDING CHANGES TO THE GOVERNING BODY AND ORGANIZATIONAL DOCUMENTS, ARE SUBJECT TO REVIEW AND APPROVAL OF THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE WILL REVIEW AND APPROVE FORM 990. THE FINAL VERSION IS SUBSEQUENTLY DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES. THE UNIVERSITY, A RELATED PARTY, INDEPENDENTLY DETERMINES COMPENSATION FOR OFFICERS AND DIRECTORS FOR WORK PERFORMED AS AN EMPLOYEE OF, AND ON BEHALF OF, THE UNIVERSITY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE AVAILABLE FOR PUBLIC INSPECTION IN THE OFFICE OF THE CHIEF EXECUTIVE OFFICER. FORM 990, PART XII, LINE 2C THE OVERSIGHT PROCESS OF THE AUDIT HAS NOT CHANGED. CAL POLY FOUNDATION LLC 1 GRAND AVE SAN LUIS OBISPO CA 93407 REAL ESTATE AUXILIARY CA CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO 1 GRAND AVE SAN LUIS OBISPO CA 93407 770209717 CPSU-FOUNDATION IS AN AUXILIARY ORG UNDER SECT 170(B)(1)(A)(IV) CA 115 LINE 6 0 CAL POLY CORPORATION 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 951648180 SERVICES AND FACILITIES INTEGRAL TO EDUCATIONAL MISSION OF CAL POLY CA 501(C)(3) LINE 5 0 CENTRAL COAST PERFORMING ARTS CENTER COMMISSION C/O CAL POLY CORP BLDG 15 SAN LUIS OBISPO CA 93407 770408837 CENTRAL COAST PERFORMING ARTS CENTER (CAL POLY CAMPUS) USE/ACCESS CA 501(C)(3) LINE 7 0 ASSOCIATED STUDENTS INC CPSU SAN LUIS OBISPO 1 GRAND AVE BLDG 65 212 SAN LUIS OBISPO CA 93407 952308831 EXTRA-CURRICULAR ACTIVITIES FOR CAL POLY STUDENTS, FACULTY & STAFF CA 501(C)(3) LINE 5 0 CPSU ALUMNI ASSOCIATION SAN LUIS OBISPO 1 GRAND AVE ALUMNI HOUSE SAN LUIS OBISPO CA 93407 237040360 PROMOTE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY CA 501(C)(3) LINE 5 0 SPLIT INTEREST TRUSTS (12) CHARITABLE REMAINDER TRUSTS CA T 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO B 21520083 CASH CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO M 4908142 CASH CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO P 12225494 CASH