2025-12-23T13:17:25-06:00 2025-06-30 953001179 WINDES INC 2050 MAIN ST STE 1300 IRVINE CA 92614 990 2024-07-01 452163910 LONG BEACH STATE FOUNDATION LONG 5629855778 1250 BELLFLOWER BLVD BH-370 LONG BEACH CA 90840 SCOTT APEL CFO & TREASURER 5629854135 2025-12-22 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-12-22 2024 2025-03-06 01:10:19Z X SCOTT APEL 1250 BELLFLOWER BLVD BH-370 LONG BEACH CA 90840 131562586 0 X HTTPS://WWW.CSULB.EDU/LONG-BEACH-STATE-FOUNDATION X 2010 CA ACTIVELY PROMOTE PHILANTHROPY & MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF CSULB. (SEE SCH. O)THE FOUNDATION SERVES AS THE PHILANTHROPIC ORGANIZATION FOR THE UNIVERSITY, RECEIVING, INVESTING, MANAGING AND DISBURSING CHARITABLE GIFTS IN SUPPORT OF STUDENTS, FACULTY AND PROGRAMS AS DESIGNATED BY OUR DONORS. 23 18 0 18 0 0 20264232 34229387 788068 1272053 3538800 19882328 179515 -23701 24770615 55360067 4965908 5366225 0 0 3518345 4239653 0 0 1727702 9136345 7523466 17620598 17129344 7150017 38230723 190518025 230154656 3197741 2359885 187320284 227794771 X THE FOUNDATION SEEKS, SECURES AND MANAGES PRIVATE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, LONG BEACH. (SEE SCHEDULE O)AS THE PHILANTHROPIC FOUNDATION FOR THE UNIVERSITY, ALL DONATIONS IN SUPPORT OF OUR STUDENTS, FACULTY, PROGRAMS AND COLLEGES ARE PROCESSED THROUGH THE FOUNDATION AND MADE AVAILABLE FOR THE PURPOSES OUR DONORS SPECIFY. THESE FUNDS ARE USED TO SUPPORT CSULB STUDENT SCHOLARSHIPS, CLASSROOM EXPERIENCES, FACULTY AND PROGRAMS AS WELL AS FACILITY ENHANCEMENTS. THE FOUNDATION WILL CONTINUE TO SEEK FUNDS TO SUPPORT CSULB STUDENT SCHOLARSHIPS AND PROGRAMMATIC FUNDS, AS WELL AS COMPLETE CAPITAL PROJECTS LIKE THE ALUMNI AND VISITORS CENTER AND OTHER HIGH PRIORITY PROJECTS IN THE YEAR AHEAD. 0 0 8115769 1272053 PROVIDE FINANCIAL SUPPORT TO THE FACULTY AND PROGRAMS OF THE UNIVERSITY AS PER DONORS' SPECIFIC INSTRUCTIONS. SPENDING OCCURRED IN THE FOLLOWING AREAS:-SUPPORT FOR ACADEMIC DEPARTMENTS, CHAIRS, AND PROGRAMS -$5,526,682-SUPPORT FOR STUDENT PROGRAMS AND DEPARTMENTAL ACTIVITIES -$2,395,062-SUPPORT FOR COMMUNITY SERVICE ACTIVITIES -$160,106-SUPPORT FOR OTHER INSTITUTIONAL ACTIVITIES - $33,919 5366225 5366225 PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. DURING THE REPORTING PERIOD, A TOTAL OF 1,992 STUDENTS RECEIVED SCHOLARSHIPS. 423688 SUPPORT FOR CAMPUS CAPITAL PROJECTS AND BUILDING MAINTENANCE FOR THE ALUMNI CENTER AS PER DONORS' SPECIFIC INSTRUCTIONS. 13905682 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 18 0 0 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SCOTT APEL 5629855778 1250 BELLFLOWER BLVD BH-370 LONG BEACH CA 90840 X JANE CLOSE CONOLEY UNIV. PRESIDENT (CSULB PRESIDENT) 1.00 40.00 X X 0 485843 134984 SCOTT APEL TREASURER/CFO (CSULB VP ADMIN) 1.00 40.00 X X 0 310854 134482 DAN MONTOYA CEO (CSULB VP UNIV. RELATIONS) 1.00 40.00 X X 0 313934 114930 KEVIN CROWE COO (CSULB AVP DEVELOPMENT) 1.00 40.00 X X 0 226792 101152 CHRISTOPHER REESE SECRETARY (CSULB AVP UNIV) 1.00 40.00 X X 0 216987 107425 ANNETTE KASHIWABARA DEVELOPMENT COMMITTEE CHAIR 1.00 X X 0 0 0 DONNY LOPICCOLO FINANCE & INVESTMENT COMMITTEE CHAIR 1.00 X X 0 0 0 KENNETH W MILLER BOARD CHAIR 1.00 X X 0 0 0 THOMAS PHELPS IV AUDIT COMMITTEE CHAIR 1.00 X X 0 0 0 NEIL HULTGREN ACADEMIC SENATE CHAIR 1.00 X 0 0 0 NIKKI MAJIDI ASI PRESIDENT 1.00 X 0 0 0 ROSALIE BARCINAS DIRECTOR 1.00 X 0 0 0 MARILYN BOHL DIRECTOR 1.00 X 0 0 0 L NELSON FARRIS DIRECTOR 1.00 X 0 0 0 BOB FOSTER DIRECTOR 1.00 X 0 0 0 KATHLEEN HANSEN DIRECTOR 1.00 X 0 0 0 IZUMI HARA DIRECTOR 1.00 X 0 0 0 WILLIAM R HANSEN DIRECTOR 1.00 X 0 0 0 MICHELLE HIGLEY DIRECTOR 1.00 X 0 0 0 SAID HILAL DIRECTOR 1.00 X 0 0 0 DANIEL R RODRIGUEZ DIRECTOR 1.00 X 0 0 0 ROBERT SUMMERS DIRECTOR 1.00 X 0 0 0 DIANA BOURCIER DIRECTOR 1.00 X 0 0 0 0 1554410 592973 0 0 1 0 0 151130 34078257 1079946 34229387 ADMINISTRATIVE FEE REV 561000 1178243 1178243 ATHLETICS REVENUE 611620 93810 93810 1272053 4164820 4164820 29350 0 29350 29350 29350 91772729 76055221 15717508 15717508 15717508 94247 151130 147298 -53051 -53051 55360067 1301403 0 19829277 5366225 5366225 3297826 3127122 170704 941827 832238 109589 42070 42070 10440 10440 528824 528824 226169 226169 93127 93127 785605 750095 35510 308336 277164 31172 164450 164450 724694 724694 51420 37853 13567 FUNDRAISING EXPENSE 1727702 1727702 HOSPITALITY EXPENSE 569955 524067 45888 CAMPUS CAPITAL PROJECTS 423688 423688 OVERHEAD EXPENSE 384076 384076 1482910 1358790 124120 17129344 13905682 1495960 1727702 3031292 2955069 5633121 6236395 114495 516723 34890 76123 150203221 185961333 31501006 34409013 190518025 230154656 123260 14208 15436 421513 3059045 1924164 3197741 2359885 X 20324830 27033267 166995454 200761504 187320284 227794771 190518025 230154656 38230723 2243764 0 X 0 1 X 1 0 X 14889381 28720286 15807557 20264232 34229387 113910843 14889381 28720286 15807557 20264232 34229387 113910843 23711700 90199143 2684889 2941194 3061534 3608393 4194170 16490180 130401023 3873612 0.69170 0.66750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132855011 67759811 21764596 2832200 2410524 508372 216628322 115393604 8128394 14024117 2538590 1614538 537976 132855011 108177617 4174331 8494384 4203791 593720 655217 115393604 109666865 16906805 -14354367 1726429 1733383 581874 108177617 85609002 5703499 22299091 1839898 1678334 426495 109666865 0.27370 0.68960 0.03670 0 0 0 LOCAL AGENCY INVESTMENT FUND 747811 F ALTERNATIVE INVESTMENTS 33661202 F 34409013 DUE TO CSULB/ CSULB RESEARCH FOUNDATION 1924164 1924164 57222305 2243764 147298 2391062 54831243 528824 528824 55360067 16747818 147298 147298 16600520 528824 528824 17129344 PART V, LINE 4: THE INTENDED USES OF ENDOWMENT FUNDS INCLUDE STUDENT SCHOLARSHIPS, STUDENT PROGRAM SERVICES, ACADEMIC PROGRAM SUPPORT, INSTITUTIONAL SUPPORT, AND PUBLIC SERVICE. THE USES FOR STUDENT, INSTITUTIONAL, AND PUBLIC SERVICE SUPPORT INCLUDE EXPENSES SUCH AS STAFF AND FACULTY PAYROLL, COMPUTER SOFTWARE AND HARDWARE, LIBRARY BOOKS, PROGRAM SUPPLIES AND MATERIALS, AND ENHANCEMENTS AND UPKEEP FOR THE BOB MURPHY ACCESS CENTER FOR STUDENTS WITH DISABILITIES AND ISABEL PATTERSON CHILD DEVELOPMENT CENTER. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 147,298. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 147,298. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM SERVICES TRAVEL EXPENSE 1302 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES TRAVEL EXPENSE 7065 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 PROGRAM SERVICES TRAVEL EXPENSE 51478 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAVEL EXPENSE 129927 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TRAVEL EXPENSE 4911 SOUTH AMERICA 0 0 PROGRAM SERVICES TRAVEL EXPENSE 2438 SOUTH ASIA 0 0 PROGRAM SERVICES TRAVEL EXPENSE 8978 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 19926044 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS N/A 1020810 0 0 0 0 0 0 20132143 1020810 21152953 1 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION USED THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES IN PART I, LINE 3, COLUMN (F). PART I, LINE 3 THE FOREIGN INVESTMENTS REPORTED IN PART I, LINE 3 ARE PART OF THE ORGANIZATION'S INVESTMENT PORTFOLIO. THEY ARE NOT PROGRAM-RELATED INVESTMENTS. 5TH ANNUAL CSULB BLACK SCHOLARSHIP 93625 58950 34675 4933 22075 17558 9115 NELL AND JOHN WOODEN ETHICS AWARD 94142 71750 22392 306 7821 27580 4360 16444 4 57610 20430 37180 4743 8084 6040 18239 245377 151130 94247 306 17497 57739 27958 43798 147298 -53051 1 CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BOULEVARD LONG BEACH CA 90840 931150363 STATE UNIVERSITY 5366225 0 N/A N/A TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY CSULB. 1 PART I, LINE 2: FUNDS AWARDED ARE ALLOCATED TO CALIFORNIA STATE UNIVERSITY LONG BEACH, WHICH SUBSEQUENTLY DISTRIBUTES THEM TO THE STUDENTS WHO HAVE BEEN GRANTED THESE AWARDS. SINCE THE FUNDS ARE DIRECTLY AWARDED TO THE UNIVERSITY, ADDITIONAL MONITORING OF THESE FUNDS IS UNNECESSARY. THE UNIVERSITY ENSURES THAT THE FUNDS ARE MANAGED AND DISTRIBUTED IN ACCORDANCE WITH ESTABLISHED GUIDELINES AND PROCEDURES, THEREBY MAINTAINING THE INTEGRITY AND PURPOSE OF THE AWARDS. 0 0 0 0 0 0 0 0 0 JANE CLOSE CONOLEY UNIV. PRESIDENT (CSULB PRESIDENT) 0 480899 0 0 0 4944 0 104411 0 30573 0 620827 0 0 SCOTT APEL TREASURER/CFO (CSULB VP ADMIN) 0 310596 0 0 0 258 0 94310 0 40172 0 445336 0 0 DAN MONTOYA CEO (CSULB VP UNIV. RELATIONS) 0 306644 0 0 0 7290 0 90543 0 24387 0 428864 0 0 KEVIN CROWE COO (CSULB AVP DEVELOPMENT) 0 226654 0 0 0 138 0 67753 0 33399 0 327944 0 0 CHRISTOPHER REESE SECRETARY (CSULB AVP UNIV) 0 216927 0 0 0 60 0 67253 0 40172 0 324412 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USED THE WRITTEN EMPLOYMENT CONTRACT METHOD TO ESTABLISH THE COMPENSATION OF THE CEO. X 27 1079946 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS RECEIVED FOR THE FILING PERIOD. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD SHALL CREATE THE STANDING COMMITTEES PROVIDED IN THIS ARTICLE, AND MAY APPOINT ONE OR MORE OTHER STANDING OR SPECIAL COMMITTEES, EACH CONSISTING OF TWO OR MORE VOTING DIRECTORS, AND DELEGATE TO SUCH COMMITTEES ANY OF THE AUTHORITY OF THE BOARD EXCEPT WITH RESPECT TO: A. THE FILLING OF VACANCIES ON THE BOARD OR ON ANY COMMITTEE; B. THE AMENDMENT OR REPEAL OF BYLAWS OR THE ADOPTION OF ANY NEW BYLAWS; C. THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD WHICH BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; D. THE APPOINTMENT OF OTHER COMMITTEES OF THE BOARD OR THE MEMBERS THEREOF; OR E. THE VALIDATION OF ANY SELF-DEALING TRANSACTION, AS SUCH TRANSACTIONS ARE DEFINED IN SECTION 5233(A) OF THE CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION LAW, CONSISTENT WITH CALIFORNIA EDUCATION CODE SECTIONS 89906, 89907 AND 89908. WHEN IT IS NOT CONVENIENT FOR THE BOARD OF DIRECTORS TO ACT BY SPECIAL MEETING, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE CORPORATION, EXCEPT THE POWER AND AUTHORITY TO ADOPT, AMEND OR REPEAL THESE BYLAWS, OR SUCH OTHER POWERS AS MAY BE PROHIBITED BY LAW, BY THE ARTICLES OF INCORPORATION OR BY THESE BYLAWS. THE EXECUTIVE COMMITTEE SHALL HAVE SUCH ADDITIONAL POWERS AS THE BOARD OF DIRECTORS SHALL FROM TIME TO TIME PRESCRIBE OR DIRECT BY RESOLUTION; PROVIDED, HOWEVER, THE EXECUTIVE COMMITTEE MAY NOT AUTHORIZE A ROUTINE EXPENDITURE OF MORE THAN $75,000 WITHOUT THE PRIOR APPROVAL OF THE BOARD OF DIRECTORS. EMERGENCY EXPENDITURES IN EXCESS OF THIS AMOUNT MAY BE AUTHORIZED BY THE EXECUTIVE COMMITTEE, BUT WITH NOTIFICATION TO THE BOARD AS SOON IS REASONABLE FOLLOWING THE APPROVAL. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION TO CHANGE THE NAME FROM "CSULB 49ER FOUNDATION" TO "LONG BEACH STATE FOUNDATION". FORM 990, PART VI, SECTION A, LINE 7B THE ARTICLES OF INCORPORATION OF THE CORPORATION MAY BE AMENDED ONLY BY RESOLUTION OF THE BOARD OF DIRECTORS ADOPTED BY THE MAJORITY VOTE OF THE VOTING MEMBERS OF THE BOARD OF DIRECTORS WITH THE WRITTEN CONSENT OF THE PRESIDENT OF CSULB. ADDITIONALLY, EX-OFFICIO DIRECTORS HOLDING UNIVERSITY POSITIONS MAY BE REMOVED ONLY BY ACTION OF THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 AT A SCHEDULED MEETING. PRIOR TO FILING, THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SHALL INITIALLY AND ANNUALLY THEREAFTER RECEIVE, REVIEW, COMPLETE, SIGN, AND RETURN A RELATED PARTY QUESTIONNAIRE AND CONFLICT OF INTEREST CERTIFICATION. THE ORGANIZATION ENCOURAGES THE PROMPT DISCLOSURE OF ANY SUCH CONFLICT, REAL OR PERCEIVED, TO THE CEO FOR REVIEW AND DETERMINATION. MONITORING IS PERFORMED REGULARLY BY THE OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. IN THE CASE OF THE CEO, DISCLOSURE SHALL BE MADE TO THE BOARD CHAIR FOR REVIEW AND DETERMINATION CONSISTENT WITH THIS POLICY STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION A, COLUMN E-F: WHILE THE CALIFORNIA STATE UNIVERSITY, LONG BEACH ("UNIVERSITY") AND THE CALIFORNIA STATE UNIVERSITY, LONG BEACH 49ERS FOUNDATION ("FOUNDATION") DO NOT MEET THE DEFINITION OF CONTROLLED ENTITIES AS OUTLINED IN THE IRS INSTRUCTIONS PER SCHEDULE R, AND BY EXTENSION DO NOT MEET THE DEFINITION OF RELATED ENTITIES, THE UNIVERSITY AND FOUNDATION FELT THE PRESENTATION OF COMPENSATION FOR UNIVERSITY BOARD MEMBERS WOULD BE MORE ACCURATELY PRESENTED IN PART VII, SECTION A, COLUMNS E-F, AS COMPARED TO THE IRS INSTRUCTIONS TO LIST UNIVERSITY COMPENSATION FROM AN UNRELATED ORGANIZATION IN PART VII, SECTION A, COLUMNS D. ALL COMPENSATION IS PAID FOR BY THE UNIVERSITY AND THE FOUNDATION DOES NOT PROVIDE COMPENSATION FOR ANY UNIVERSITY MANAGEMENT, FACULTY OR STAFF.