2026-05-13T08:55:04-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 953948691 POINT LOMA NAZARENE UNIVERSITY FOUNDATION POIN 6198492200 3900 LOMALAND DRIVE SAN DIEGO CA 92106 JOSEPH D LALUZERNE TREASURER 6198492200 2026-05-13 1 0 ASHLEY PEABODY P01385870 5055022746 2026-05-13 2024 2025-03-06 01:10:19Z GARY SMEE 3900 LOMALAND DRIVE SAN DIEGO CA 92106 25494413 0 X WWW.POINTLOMA.EDU X 1965 CA SUPPORTS POINT LOMA NAZARENE UNIVERSITY. 15 13 0 10 0 0 884240 14479271 0 0 3932402 4299682 -9526 18930 4807116 18797883 956668 1061211 0 0 12444 5187 0 0 0 562782 374446 1531894 1440844 3275222 17357039 108584097 122189445 13846713 3186988 94737384 119002457 THE PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE TO PROMOTE MAJOR GIFT FUNDRAISING FOR POINT LOMA NAZARENE UNIVERSITY THROUGH EXCELLENCE IN STRATEGIC DEVELOPMENT, MAJOR DONOR ENGAGEMENT, AND OVERSIGHT OF FOUNDATION ASSETS. 0 0 1070836 1061211 FUNDS RAISED BY THE PLNU FOUNDATION ARE PRIMARILY USED TO SUPPORT POINT LOMA NAZARENE UNIVERSITY IN THE FORM OF STUDENT FINANCIAL AID. 1070836 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X JIM BERGHERM 6198492200 3900 LOMALAND DRIVE SAN DIEGO CA 92106 GARY SMEE PRESIDENT 1.00 1.00 X X 0 0 0 SCOTT MCGUCKIN VICE PRESIDENT 1.00 X X 0 0 0 JOSEPH LALUZERNE TREASURER 1.00 40.00 X X 0 225198 54410 GILBERT WAI SECRETARY 1.00 X X 0 0 0 KERRY FULCHER EX OFFICIO DIRECTOR 1.00 40.00 X 0 307371 60460 MENDELL THOMPSON DIRECTOR 1.00 1.00 X 0 0 0 MIKE GEBHART DIRECTOR 1.00 X 0 0 0 DOUGLAS PIERCE EX OFFICIO DIRECTOR 1.00 1.00 X 0 0 0 RUDY THOMAS DIRECTOR 1.00 X 0 0 0 ROB HONER DIRECTOR 1.00 X 0 0 0 BEN CHERRY DIRECTOR 1.00 X 0 0 0 MARK COONS DIRECTOR 1.00 X 0 0 0 HEATHER CORDELL EX OFFICIO DIRECTOR 1.00 X 0 0 0 LARRY FRY DIRECTOR 1.00 X 0 0 0 STEVE HEAP DIRECTOR 1.00 X 0 0 0 0 532569 114870 0 0 1 0 MORGAN STANLEY 2514 CALIFORNIA ST OMAHA NE 68154 INVESTMENT ACCOUNT MANAGEMENT 117332 1 10939921 3539350 80233 14479271 2682079 2682079 56880 37950 18930 18930 18930 8276183 6658580 1617603 1617603 1617603 18797883 0 0 4318612 1061211 1061211 5174 5174 13 13 38957 38957 543 543 9625 9625 4494 4494 ANNUITY PAYMENTS 315351 315351 EQUIPMENT 1050 1050 4426 4426 1440844 1070836 370008 0 4470705 4098645 3341 3341 227026 22016369 16690169 22016369 79459710 86110782 3352114 13830927 509413 1000 108584097 122189445 94063 110102 3095 2907 7500 7500 13742055 3066479 13846713 3186988 X 51258180 66469987 43479204 52532470 94737384 119002457 108584097 122189445 X 17357039 6765858 142176 X 0 1 X 1 0 X X X 1 POINT LOMA NAZARENE UNIVERSITY 951644035 2 1 1062211 0 1 1062211 0 861876 5232437 8705879 884240 14479271 30163703 861876 5232437 8705879 884240 14479271 30163703 1687596 28476107 746545 942428 1481912 3518319 2738959 9428163 769 769 39592635 0.71920 0.67700 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 769. SCHEDULE A, PART II: THE ORGANIZATION IS A TYPE 1 SUPPORTING ORGANIZATION AND IS NOT REQUIRED TO COMPLETE THE PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THAT THE FOUNDATION CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170 (B)(1)(A)(VI) AND QUALIFIED TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87146089 15704992 9465972 2299615 110017438 68120443 12216364 8785427 1026383 949762 87146089 67948300 1952921 2727691 919253 3589216 68120443 70249099 4377275 -4755201 1138173 784700 67948300 61666559 2118683 8128852 874730 790265 70249099 0.53000 0.47000 0 0 22015952 22015952 417 417 22016369 FIXED INCOME BONDS 10508529 F ALTERNATIVE INVESTMENTS 3322398 F 13830927 CHARITABLE TRUSTS & ANNUITIES PAYABLE 2022150 DUE TO RELATED ORGANIZATION 1044329 3066479 PART V, LINE 4: PROVIDE SCHOLARSHIP FUNDS AND SUPPORT THE GENERAL OPERATIONS OF THE FOUNDATION AND UNIVERSITY. 1 TUITION ASSISTANCE 449 1061211 PART I, LINE 2: TUITION ASSISTANCE TO INDIVIDUALS IS PAID DIRECTLY TO POINT LOMA NAZARENE UNIVERSITY ON BEHALF OF THE RECIPIENT STUDENT. AMOUNTS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS, AND NO CASH CHANGES HANDS. 0 0 0 0 0 0 0 0 0 KERRY FULCHER EX OFFICIO DIRECTOR 0 300750 0 777 0 5844 0 21022 0 39438 0 367831 0 0 JOSEPH LALUZERNE TREASURER 0 218249 0 714 0 6235 0 18099 0 36311 0 279608 0 0 X 2 80233 HIGH/LOW AVERAGE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BOARD MEMBERS ARE SUBJECT TO ELECTION BY THE POINT LOMA NAZARENE UNIVERSITY BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AMENDMENT OF THE FOUNDATION'S BYLAWS IS SUBJECT TO APPROVAL BY A MAJORITY OF THE BOARD OF TRUSTEES OF POINT LOMA NAZARENE UNIVERSITY (PLNU). IN ADDITION, THE FOUNDATION MAY ONLY BE DISSOLVED UPON THE DIRECTION OF THE BOARD OF TRUSTEES OF PLNU. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER, AND REVIEWED IN DETAIL BY THE FINANCE DEPARTMENT, AND THEN DISTRIBUTED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY BY ALL MEMBERS OF THE BOARD OF DIRECTORS. THE CHAIR OF POINT LOMA NAZARENE UNIVERSITY'S AUDIT COMMITTEE REVIEWS THE STATEMENTS. THE FINANCE TEAM ALSO MONITORS ALL TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION HAS NO EMPLOYEES. COMPENSATION AMOUNTS ON FORM 990 PART VII ARE FROM A RELATED ORGANIZATION. THEREFORE, THESE QUESTIONS RELATED TO APPROVAL OF OFFICER COMPENSATION ARE NOT APPLICABLE TO THE FOUNDATION AND ARE ANSWERED "NO" IN ACCORDANCE WITH THE INSTRUCTIONS FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINES 5-10: EMPLOYEES OF POINT LOMA NAZARENE UNIVERSITY, A RELATED ORGANIZATION, PERFORM SOME ADMINISTRATIVE FUNCTIONS FOR THE FOUNDATION. THE AMOUNTS REPORTED ON FORM 990, PART IX, LINES 5 THROUGH 10 REPRESENT THE PORTION OF THE EMPLOYEES' COMPENSATION RELATED TO THE SERVICES PROVIDED TO THE FOUNDATION. POINT LOMA NAZARENE UNIVERSITY FILES ALL PAYROLL INFORMATION RETURNS AS REQUIRED BY THE IRS AND THE FOUNDATION REIMBURSES THE UNIVERSITY FOR THE EMPLOYEES' TIME SPENT ON FOUNDATION MATTERS. FORM 990, PART XI, LINE 9: TRUST ANNUITY ACTUARIAL GAIN 142,176. POINT LOMA NAZARENE UNIVERSITY 3900 LOMALAND DRIVE SAN DIEGO CA 92106 951644035 NONPROFIT CHRISTIAN UNIVERSITY CA 501(C)(3) 2 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0