2026-04-27T17:06:56-05:00 2025-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2024-07-01 330567945 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION CALS 6572782786 2600 NUTWOOD AVE 850 FULLERTON CA 92831 JASON ONO CFO 6572782786 2026-04-21 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2026-04-21 2024 2025-03-06 01:10:19Z KIMBERLY SHINER 2600 NUTWOOD AVE 850 FULLERTON CA 92831 46666700 0 X HTTP://FOUNDATION.FULLERTON.EDU/ X 1993 CA SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 31 29 0 42 0 0 17750361 18359360 1163450 781270 5619950 6887189 -144811 -118266 24388950 25909553 3219135 3078907 0 0 3171084 3080790 0 0 0 9896055 10677287 16286274 16836984 8102676 9072569 217864260 238476708 711184 1231277 217153076 237245431 X TO ACTIVELY PROMOTE, PURSUE AND STEWARD PRIVATE SUPPORT FOR THE ADVANCEMENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON. 0 0 14610271 3078907 781270 THE CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (CSFPF) IS AN AUXILIARY ORGANIZATION OF CALIFORNIA STATE UNIVERSITY, FULLERTON (THE UNIVERSITY). CSFPF IS ORGANIZED AND OPERATED TO RECEIVE, HOLD, INVEST, AND ADMINISTER PHILANTHROPIC GIFTS AND GRANTS THAT BENEFIT THE UNIVERSITY AND SUPPORT ITS EDUCATIONAL MISSION. ALL PHILANTHROPIC CONTRIBUTIONS SUPPORTING THE UNIVERSITY ARE PROCESSED AND ADMINISTERED BY CSFPF IN ACCORDANCE WITH DONOR INTENT. THESE FUNDS SUPPORT STUDENT SCHOLARSHIPS (INCLUDING SCHOLARSHIPS FOR FIRST-GENERATION STUDENTS), ACADEMIC AND CO-CURRICULAR PROGRAMS, FACULTY SUPPORT, AND CAMPUS FACILITIES. CSFPF WILL CONTINUE TO ADVANCE PHILANTHROPIC SUPPORT FOR UNIVERSITY PRIORITIES, INCLUDING STUDENT ACCESS AND SUCCESS, PROGRAMMATIC INITIATIVES, AND CAPITAL PROJECTS SUCH AS LANDMARK HALL AND THE COLLEGE OF ENGINEERING AND COMPUTER SCIENCE INNOVATION HUB, AS WELL AS OTHER HIGH-PRIORITY INITIATIVES IN THE COMING YEAR. 14610271 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 1 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 X 117 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 29 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JASON ONO 6572782786 2600 NUTWOOD AVE SUITE 850 FULLERTON CA 92831 RONALD S ROCHON DIRECTOR/PRESIDENT OF CSUF 1.00 49.00 X 0 183569 51829 KIMBERLY SHINER EXECUTIVE DIRECTOR 10.00 40.00 X X 0 243140 70493 JON C SMITH CHAIR 4.00 X X 0 0 0 DARREN JONES CHAIR-ELECT & CHAIR, NOM. & GOV. 2.00 X X 0 0 0 PAUL CARTER CHAIR, MARKETING COMMUNICATIONS 2.00 X X 0 0 0 AJA CLARKE MEMBER AT LARGE 2.00 X X 0 0 0 SCOTT COLER CHAIR, FINANCE AND INVESTMENT 2.00 X X 0 0 0 RACHELLE CRACCHIOLO CO-CHAIR, ADVOCACY 2.00 X X 0 0 0 LAURIE HAACK CHAIR, RESOURCE DEVELOPMENT 2.00 X X 0 0 0 PETER W MITCHELL CO-CHAIR, ADVOCACY 2.00 X X 0 0 0 PAUL TREINEN CHAIR, AUDIT 2.00 X X 0 0 0 LAURA ARCHULETA DIRECTOR 1.00 X 0 0 0 MATT CLABAUGH DIRECTOR 1.00 X 0 0 0 KRISTIN CRELLIN DIRECTOR 1.00 X 0 0 0 VICTOR DOMINGUEZ DIRECTOR 1.00 X 0 0 0 NATALIE FOUSEKIS DIRECTOR 1.00 X 0 128832 61279 TERRY M GILES DIRECTOR 1.00 X 0 0 0 GARY GREEN DIRECTOR 1.00 X 0 0 0 KATHLEEN HODGE DIRECTOR 1.00 X 0 0 0 TINA JAVID DIRECTOR 1.00 X 0 0 0 ROBERT JECHART DIRECTOR 1.00 X 0 0 0 LARRY LABRADO DIRECTOR 1.00 X 0 0 0 JOE MORALES DIRECTOR 1.00 X 0 0 0 JONATHAN MORALES DIRECTOR 1.00 X 0 0 0 SONNY NGUYEN DIRECTOR 1.00 X 0 0 0 SCOTT O'BRIEN DIRECTOR 1.00 X 0 0 0 PAYMAN ROSHAN DIRECTOR 1.00 X 0 0 0 PAMELA SCHWEITZER DIRECTOR 1.00 X 0 0 0 DOUGLAS G STEWART DIRECTOR 1.00 X 0 0 0 KATHLEEN L TAYLOR DIRECTOR 1.00 X 0 0 0 CHRIS VENHOFF DIRECTOR (THRU 6/12/25) 1.00 X 0 0 0 JOSEPH CERVANTES DIRECTOR 1.00 X 0 0 0 STEFANIE LIGHT SECRETARY 12.00 28.00 X 0 154444 75816 JASON ONO CHIEF FINANCIAL OFFICER 30.00 20.00 X 0 198168 75860 0 908153 335277 0 0 1 0 0 20775 750345 17588240 535988 18359360 CAMPUS PROGRAMS 900099 781270 781270 781270 6523443 6523443 20647138 20283392 363746 363746 363746 355454 750345 473755 -118301 -118301 35 35 35 25909553 781270 0 6768923 3030057 3030057 48850 48850 2628090 2274727 353363 452700 353348 99352 104570 2865 101705 225762 225762 164598 161739 2859 682151 628650 53501 311427 265106 46321 102181 91881 10300 PROGRAM COSTS 6749789 5554274 1195515 OTHER DIRECT COSTS 2175479 2048160 127319 PUBLIC RELATIONS 161330 150614 10716 16836984 14610271 2226713 0 44357934 54973555 12639215 13337436 616559 549939 31040 11000 151676003 160427821 8109839 8777871 433670 399086 217864260 238476708 711184 1231277 711184 1231277 X 37635042 41274219 179518034 195971212 217153076 237245431 217864260 238476708 X 9072569 11011294 8492 X 0 1 X 1 0 X 58610484 19183950 19372932 17750361 18359360 133277087 58610484 19183950 19372932 17750361 18359360 133277087 870675 132406412 2167977 3578761 5125388 5649386 6523443 23044955 143146 850 164 35 144195 156466237 4090293 0.84620 0.82360 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 143,146. 2022 AMOUNT: $ 850. 2023 AMOUNT: $ 164. 2024 AMOUNT: $ 35. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 142225508 7817556 14745823 1433100 3214591 1935024 158206172 130879802 1093792 15672234 -1154110 2636506 1629704 142225508 125170390 -9300242 20236532 -1077638 2560644 1588596 130879802 106015058 32295404 -9184286 -941046 1647855 1366885 125170390 83135713 12408028 13477191 861352 1334489 810033 106015058 0.22000 0.54000 0.24000 1 1 1 0 X 35682347 11011294 13507 11024801 24657546 225762 1026245 1252007 25909553 15584977 473755 473755 15111222 225762 1500000 1725762 16836984 PART V, LINE 4: ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY AT FULLERTON IN ITS EDUCATION ENRICHMENT PROGRAMS. PART X, LINE 2: 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. 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 FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 13,507. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -473,755. RESERVE FOR BAD DEBTS 1,500,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 473,755. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESERVE FOR BAD DEBTS 1,500,000. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PORTFOLIO INVESTMENTS 5409626 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PORTFOLIO INVESTMENTS 2322802 0 0 0 0 0 0 7732428 0 7732428 1 0 0 1 0 0 2025 DINNER WITH THE TITANS 173685 105731 67954 10700 49253 983 5145 SOMOS TITANS 132450 118800 13650 4009 19035 19699 22977 20 799664 525814 273850 84016 182365 33129 42444 1105799 750345 355454 98725 250653 53811 70566 473755 -118301 1 CALIFORNIA STATE UNIVERSITY FULLERTON 800 NORTH STATE COLLEGE BOULEVARD FULLERTON CA 92831 330632121 501(C)(3) 2975145 0 SCHOLARSHIPS CSUF AUXILIARY SERVICES CORPORATION 1121 NORTH STATE COLLEGE BOULEVARD FULLERTON CA 92831 952081258 501(C)(3) 39312 0 SCHOLARSHIPS 2 SCHOLARSHIP 57 48850 PART I, LINE 2: CERTAIN SCHOLARSHIPS MAY BE PAID DIRECTLY TO INDIVIDUALS BY CSFPF 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 AID 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 KIMBERLY SHINER EXECUTIVE DIRECTOR 0 235795 0 7345 0 0 0 45794 0 24699 0 313633 0 0 JASON ONO CHIEF FINANCIAL OFFICER 0 198168 0 0 0 0 0 45231 0 30629 0 274028 0 0 RONALD S ROCHON DIRECTOR/PRESIDENT OF CSUF 0 179251 0 4318 0 0 0 39845 0 11984 0 235398 0 0 STEFANIE LIGHT SECRETARY 0 154444 0 0 0 0 0 45733 0 30083 0 230260 0 0 NATALIE FOUSEKIS DIRECTOR 0 128832 0 0 0 0 0 37404 0 23875 0 190111 0 0 PART I, LINE 1A THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, FULLERTON, IS REQUIRED AS PART OF THEIR COMPENSATION PACKAGE APPROVED BY THE CSU BOARD OF TRUSTEES TO OCCUPY THE OFFICIAL UNIVERSITY PRESIDENTIAL RESIDENCE. THE PROVISION OF HOUSING IS A WORKING CONDITION FRINGE BENEFIT, AND AS SUCH, EXCLUDED FROM TAXABLE COMPENSATION AND NOT REPORTED IN SCHEDULE J, PART II, COLUMN D. PART I, LINE 3 THE SALARIES PAID TO ANY DIRECTOR OR OFFICER OF THE ORGANIZATION ARE PAID BY CALIFORNIA STATE UNIVERSITY, FULLERTON. THE FOUNDATION DOES NOT UTILIZE ANY PROCEDURES TO DETERMINE COMPENSATION FOR DIRECTORS 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. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. X 2 5450 FMV X 1 FMV X 27 291006 FMV X 114 11231 COST/COMPARALE SALES X EQUIPMENT 7 154020 APPRAISAL X MERCHANDISE 396 61365 COST/COMPARALE SALES X ADMISSION TICKETS 21 12795 COST/COMPARALE SALES X SOFTWARE 1 120 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART V, LINE 2A & PART IX LINE 7 & 9: CSU PHILANTHROPIC FOUNDATION EMPLOYEES' SALARIES AND WAGES ARE PAID UNDER THE UNIVERSITY'S EIN. THE SALARY EXPENSES IN PART IX REPRESENT REIMBURSEMENTS FOR SERVICES PROVIDED BY UNIVERSITY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 7A UPON CONSULTATION WITH THE PRESIDENT OF CSUF, THE BOARD OF GOVERNORS SHALL BE APPOINTED AS FOLLOWS: THE PRESIDENT OF CSUF SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT FOR CSUF SHALL SERVE AS THE EXECUTIVE DIRECTOR AND SHALL SERVE AS AN EX-OFFICIO GOVERNOR WITH VOTING PRIVILEGES. ADDITIONALLY, THE PRESIDENT OF CSUF SHALL APPOINT ONE FACULTY MEMBER, ONE STUDENT, AND ONE ALUMNI ASSOCIATION REPRESENTATIVE TO BE GOVERNORS WITH VOTING PRIVILEGES, EACH APPOINTED TO A ONE-YEAR TERM. THE FACULTY, STUDENT, AND ALUMNI ASSOCIATION GOVERNORS MAY BE REAPPOINTED FROM YEAR TO YEAR AS DETERMINED BY THE PRESIDENT OF CSUF. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF GOVERNORS SHALL NOT MAKE ANY LOAN OF MONEY OR PROPERTY TO OR GUARANTEE THE OBLIGATION OF ANY GOVERNOR OR OFFICER UNLESS APPROVED BY THE ATTORNEY GENERAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO ITS PRESENTATION TO THE BOARD OF GOVERNORS. REPRESENTATIVES FROM THE PREPARER ARE AVAILABLE DURING THIS PRESENTATION. AT THE COMMITTEE LEVEL, THERE IS AN OPPORTUNITY 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 GOVERNORS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE CSFPF BOARD OF GOVERNORS ARE REQUIRED TO COMPLETE ON AN ANNUAL BASIS A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT OF INTEREST IS DEEMED TO EXIST, IT SHALL BE REPORTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE SHALL DEVISE AND RECOMMEND TO THE BOARD A PROPOSED RESOLUTION OF, OR COURSE OF ACTION WITH RESPECT TO, THE CONFLICT OF INTEREST. THE BOARD SHALL THEN BY MAJORITY VOTE (NOT INCLUDING THE VOTE OF ANY GOVERNOR WITH A CONFLICT OF INTEREST) TAKE ACTION REGARDING THE MATTER. SUCH ACTION MAY INCLUDE, BUT IS NOT LIMITED TO, VALIDATION OF THE TRANSACTION PURSUANT TO EDUCATION CODE 89907, IF AVAILABLE, VALIDATION OF THE TRANSACTION WITH CONDITIONS, CENSURE OR REMOVAL OF THE GOVERNOR, RESCISSION OF THE TRANSACTION, OR ANY OTHER ACTION DEEMED APPROPRIATE BY THE BOARD. MEMBERS OF THE GOVERNING BOARD SHALL RECUSE THEMSELVES FROM THE VOTE ON ANY MATTER THAT INVOLVES AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST INVOLVING THAT GOVERNOR OR THAT THE GOVERNOR RECOGNIZES TO INVOLVE THE POSSIBLE APPEARANCE OF IMPROPRIETY INVOLVING SUCH GOVERNOR OR A MEMBER OF HIS IMMEDIATE FAMILY. FORM 990, PART VI, SECTION C, LINE 19 THE APPLICATION FOR TAX-EXEMPT STATUS, 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 XI, LINE 9: TRANSFER CAMPUS PROGRAMS FOR ALUMNI -5,015. CHANGE IN VALUE OF CHARITABLE TRUST 13,507. FORM 990, PART VI, LINE 15A AND 15B: THERE IS NOT A COMPENSATION DETERMINATION PROCESS IN PLACE AS THE PHILANTHROPIC FOUNDATION DOES NOT COMPENSATE ANY INSIDERS. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 5 N/A 0 CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION 2600 E NUTWOOD AVE SUITE 850 FULLERTON CA 92831 330038884 SUPPORT CSUF CA 501(C)(3) LINE 10 N/A 0 CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 952081258 SUPPORT CSUF CA 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0