2026-02-05T11:21:11-06:00 2025-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2024-07-01 800494808 FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY FOUN 8315823395 100 CAMPUS CENTER SEASIDE CA 93955 SHERRY BAGGETT CONTROLLER 8315823395 2026-01-31 1 1 MICAL W BOVEE CPA P01023187 8055441441 2024 2025-03-06 01:10:19Z MICHAEL LAPLANTE 100 CAMPUS CENTER SEASIDE CA 93955 50647902 0 X WWW.CSUMB.EDU/FOUNDATION X 2009 CA TO FURTHER THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY, INCLUDING FUNDRAISING, DEVELOPMENT, ENDOWMENT MANAGEMENT, FINANCIAL ASSISTANCE, PUBLIC RELATIONS AND OTHER SUPPORT. 16 12 0 12 145515 139296 5666747 10686516 0 0 2205399 2745665 0 2000 7872146 13434181 1875499 1512449 0 0 0 0 0 0 0 540164 600680 2415663 2113129 5456483 11321052 46212984 59839207 62384 184086 46150600 59655121 TO FURTHER THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY, INCLUDING FUNDRAISING, DEVELOPMENT, ENDOWMENT MANAGEMENT, FINANCIAL ASSISTANCE, PUBLIC RELATIONS AND OTHER SUPPORT. 0 0 1727796 1512449 2000 MANAGEMENT OF ENDOWMENTS, INCLUDING RELATED SCHOLARSHIP AWARDS, AND SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY THROUGH DEVELOPMENT, PUBLIC RELATIONS AND OTHER FINANCIAL ASSISTANCE. 1727796 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 12 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 CA AK AZ CO CT DC DE FL GA HI ID IL IN KS KY MA MD MI MN MO NC NE NJ NM NV NY OH OR PA RI SC TN TX UT VA VT WA WI X X SHERRY BAGGETT 8315823395 8 UPPER RAGSDALE DRIVE MONTEREY CA 93940 X MICHAEL LAPLANTE CEO (EX OFFICIO) - BEG. 6/1/25 1.00 40.00 X X 0 0 0 GORDON MCDOUGALL CEO (PART YEAR) - 1/1 TO 5/31/25 1.00 40.00 X X 0 0 0 GREG GONZALEZ CHAIR 1.00 X X 0 0 0 CYDNEY CRAMPTON SECRETARY 1.00 X X 0 0 0 MARTHA LYNN PHD SECRETARY (PART YEAR) 1.00 X X 0 0 0 ROBERT BEHL DIRECTOR 1.00 X 0 0 0 STEPHANIE CORGEL DIRECTOR 1.00 X 0 0 0 ALAN L FISHER DIRECTOR (EX OFFICIO, PART YEAR) 1.00 40.00 X 0 249788 48368 ARLENE HAFFA DIRECTOR 1.00 40.00 X 0 151281 37441 STEVE KELLER DIRECTOR 1.00 X 0 0 0 SUSAN LANSBURY DIRECTOR 1.00 X 0 0 0 CAROLINE MACDONALD DIRECTOR 1.00 X 0 0 0 JONATHAN MERRILL DIRECTOR 1.00 X 0 0 0 RACHEL MOLATORE DIRECTOR 1.00 X 0 0 0 SANDOR NAGY DIRECTOR 1.00 X 0 0 0 ANDREW NINO STUDENT DIRECTOR 1.00 5.00 X 0 3480 0 IAN N OGLESBY DIRECTOR 1.00 X 0 0 0 VANYA QUINONES DIRECTOR (EX OFFICIO) 1.00 40.00 X 0 370000 61163 DEBBIE SOBER DIRECTOR 1.00 X 0 0 0 0 774549 146972 0 0 1 0 0 360000 10326516 10686516 1586641 145515 1441126 38372745 37213721 1159024 1159024 1159024 OTHER OPERATING REVENUES 900099 2000 2000 2000 13434181 2000 145515 2600150 1512449 1512449 17191 17191 19281 19281 146030 146030 10100 10100 7678 7678 22332 22332 2989 2989 CONTRACT SERVICES 144785 144785 INDIRECT EXPENSES 110256 110256 CONSULTING FEES 69317 69317 TAXES AND ASSESSMENTS 50721 50721 2113129 1727796 385333 0 2832100 4170718 360430 307072 186592 114469 42833862 55246948 46212984 59839207 20986 41712 41398 142374 62384 184086 X 0 0 0 0 46150600 59655121 46150600 59655121 46212984 59839207 11321052 2183469 0 X X 0 1 X 1 0 X 1122895 1959300 1675342 5666747 1486516 11910800 1122895 1959300 1675342 5666747 1486516 11910800 3897316 8013484 1139757 1289400 1274859 1372152 1441126 6517294 75698 118623 100829 160607 145515 601272 19029366 0.42110 0.65820 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST FROM TRUST DATE: 01/16/25 AMOUNT: 9200000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43462117 9773871 4417554 1242076 56411466 35477555 4584215 4655940 1255593 43462117 32208910 1011396 3254023 996774 35477555 35272665 1521989 -3372201 1213543 32208910 27497544 895094 7814190 934163 35272665 0.16760 0.78070 0.05170 0 0 0 DUE TO CORPORATION 1065 DUE TO UNIVERSITY 137808 OTHER LIABILITIES 3501 142374 X 15970676 2183469 353026 2536495 13434181 0 13434181 2466155 353026 353026 2113129 0 2113129 PART X, LINE 2: THE FOUNDATION OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY IS NOT SUBJECT TO FIN 48 DISCLOSURE REQUIREMENTS UNDER GASB. PART XI, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT MANAGEMENT FEE 353,026. PART XII, LINE 2D - OTHER ADJUSTMENTS: ENDOWMENT MANAGEMENT FEE 353,026. 1 UNIVERSITY CORPORATION AT MONTEREY BAY 100 CAMPUS CTR BLDG 201 SEASIDE CA 93955 770387459 501(C)(3) 240149 0 SCHOLARSHIPS CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CTR SEASIDE CA 93955 911785970 115 1247513 0 SCHOLARSHIPS 2 0 PART I, LINE 2: ALL GRANT FUNDS AND SCHOLARSHIPS PAID BY THE FOUNDATION ARE MADE THROUGH, OR ON BEHALF OF, CALIFORNIA STATE UNIVERSITY, MONTEREY BAY. THE EVALUATIONS, QUALIFICATIONS AND MONITORING PROCESSES ARE DETERMINED BY THE UNIVERSITY. 0 0 0 0 0 0 0 0 0 ALAN L FISHER DIRECTOR (EX OFFICIO, PART YEAR) 0 249788 0 0 0 0 0 48131 0 237 0 298156 0 0 ARLENE HAFFA DIRECTOR 0 151281 0 0 0 0 0 37285 0 156 0 188722 0 0 VANYA QUINONES DIRECTOR (EX OFFICIO) 0 358000 0 0 0 12000 0 48463 0 12700 0 431163 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HAS DELEGATED THE UNIVERSITY CORPORATION AT MONTEREY BAY 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 EX OFFICIO DIRECTORS OF THE FOUNDATION ARE APPOINTED BY VIRTUE OF THE OFFICES THEY HOLD WITH THE UNIVERSITY. THE FOUNDATION'S NOMINATING COMMITTEE IS RESPONSIBLE FOR IDENTIFICATION AND RECRUITMENT OF ALL NEW 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, AS AUTHORIZED BY THE BOARD, WILL REVIEW AND APPROVE THE 990 BEFORE IT IS FILED. 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 C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA THE FOUNDATION WEBSITE. FORM 990, PART VII, SECTION A BOARD DIRECTORS RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR JOB DUTIES UNRELATED TO BOARD RESPONSIBILITIES. FORM 990, PART XII, LINE 2C (NO CHANGE): THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 13 THE FOUNDATION DOES NOT HAVE EMPLOYEES; HOWEVER, PERSONS EMPLOYED BY UNIVERSITY CORPORATION AT MONTEREY BAY AND CALFORNIA STATE UNIVERSITY, MONTEREY BAY PERFORM WORK ON BEHALF OF THE FOUNDATION AND FOLLOW THEIR RESPECTIVE WHISTLEBLOWER POLICIES. CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CTR SEASIDE CA 93955 911785970 EDUCATION - FOUNDATION IS AN AUXILIARY OF THE UNIVERSITY CA 115 0 OTTER STUDENT UNION AT CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER BLDG 12 SEASIDE CA 93955 820714842 MANAGE AND OPERATE UNIVERSITY CAMPUS STUDENT UNION CA 501(C)(3) LINE 12A, I 0 UNIVERSITY CORPORATION AT MONTEREY BAY 8 UPPER RAGSDALE DRIVE MONTEREY CA 93940 770387459 SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AS AN AUXILIARY CA 501(C)(3) LINE 5 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY B 1185838 CALIFORNIA STATE UNIVERSITY MONTEREY BAY P 42141