SAN FRANCISCO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAN FRANCISCO STATE UNIVERSITY FOUNDATION (EIN 26-1169717)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349309843
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:23:01-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2050 MAIN ST STE 1300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261169717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO STATE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANF | BusinessNameControlTxt |
| Phone | 4153382506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 154D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF JACKANICZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4153382506 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF JACKANICZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 154D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,946,941 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://SFSUFDN.SFSU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PRIVATE FINANCIAL SUPPORT TO ASSIST THE UNIVERSITY IN MEETING ITS EDUCATIONAL MISSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | -$231,821 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,442,323 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,976,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,824,647 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,956,171 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,737,161 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,531,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $274 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,004,405 | PYTotalRevenueAmt |
| CY Total Revenue | $19,464,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,694,102 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,931,227 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $583,813 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $837,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,852,929 | PYOtherExpensesAmt |
| CY Other Expenses | $4,324,502 | CYOtherExpensesAmt |
| PY Total Expenses | $14,130,844 | PYTotalExpensesAmt |
| CY Total Expenses | $12,092,873 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,126,439 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,371,528 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,850,476 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,254,530 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $112,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $689,360 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $165,738,271 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,565,170 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION IS FORMED FOR THE FOLLOWING SPECIFIC PURPOSES: (A) TO DEVELOP AND INCREASE THE FACILITIES OF SAN FRANCISCO STATE UNIVERSITY ("SFSU") FOR BROADER EDUCATIONAL OPPORTUNITIES AND SERVICE TO STUDENTS, ALUMNI, AND THE CITIZENS OF THE STATE OF CALIFORNIA BY ENCOURAGING GIFTS TO SFSU OF MONEY, PROPERTY, WORKS OF ART, HISTORICAL PAPERS AND DOCUMENTS, MUSEUM SPECIMENS OF EDUCATIONAL, ARTISTIC OR HISTORICAL VALUE AND ANY OTHER ASSETS OF VALUE OF ANY DESCRIPTION; (B) TO PROVIDE FUNDING FOR SCIENTIFIC, ECONOMIC, AND OTHER TYPES OF RESEARCH AT SF STATE; (C) TO PROVIDE FUNDING FOR THE ESTABLISHMENT OF SCHOLARSHIPS AND OTHER STUDENT ASSISTANCE PROGRAMS TO SFSU FROM SOURCES OTHER THAN THOSE FROM WHICH THE STATE OF CALIFORNIA ORDINARILY MAKES APPROPRIATIONS TO SFSU; AND (D) TO PROVIDE ADVISORY COUNCIL AND ASSISTANCE TO THE PRESIDENT OF SFSU. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,397,740 | ExpenseAmt |
| Grant | $6,931,227 | GrantAmt |
| Revenue | $1,956,171 | RevenueAmt |
| Desc | THE FOUNDATION'S MAIN PROGRAM IS MANAGING ENDOWMENTS FOR SFSU. THE FOUNDATION MANAGES OVER $170,000,000 IN ENDOWMENTS. A FEW OF THE ENDOWMENTS:G&J MARCUS AWARDS FUND FOR EXCELLENCE IN FACULTY AND STUDENT RESEARCH, THIS ENDOWMENT PROVIDED $288,000 FINANCIAL SUPPORT FOR TO STUDENTS AND FACULTY RESEARCH AND CREATIVE PROJECTS. MARCUS ENDOWED CHAIR IN CINEMA#2, THIS ENDOWMENT PROVIDES SUPPORT FOR A SECOND ENDOWED CHAIR IN CINEMA AND PROVIDES RESOURCES FOR SCHOLARLY ENDEAVORS. SUPPORT OF $181,000 WAS PROVIDED IN FY 23-24.NEDA NOBARI ENDOWED CHAIR PROVIDED $153,000 IN FUNDING TO PROVIDE SALARY SUPPORT FOR CHAIR.THE FOUNDATION WAS ABLE TO MEET DONOR INTENT BY PROVIDING $1.6 MILLION IN SCHOLARSHIPS AND COLLEGE DEPARTMENT SUPPORT IN FY 2023-2024. | Desc |
| Total Program Service Expenses | $10,397,740 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF JACKANICZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153382506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 154D | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| NEDA NOBARI | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY BRANDON | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY HUSS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF JACKANICZ | |||||||
| PRESIDENT | 21.00 | Yes (X) | Yes (X) | $0 | $289,345 | $75,573 | 39.00 |
| AMY SUEYOSHI | |||||||
| EX-OFFICIO (VOTING) | 1.00 | Yes (X) | $0 | $322,166 | $113,943 | 39.00 | |
| JEFF WILSON | |||||||
| EX-OFFICIO (VOTING) | 1.00 | Yes (X) | $0 | $287,987 | $114,107 | 39.00 | |
| IESE ESERA | |||||||
| STUDENT DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERSA RAO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMY CHAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG COSKO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHELDON GEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $163,848 | $68,723 | 39.00 | |
| TERI L JACKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARSHA ROSENBAUM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA SIGUENZA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CORAETTA SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA WHITE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEONA BRIDGES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA CORVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON ENDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA PLOUSHA MOORE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSS STANLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCE ANICETTI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA BENGIER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GUMAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GULSHAN KUMAR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED LEVIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DELROY LINDO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY MARCUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DON NASSER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN NEUMANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KARIM SALGADO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAMILA SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS WACHIRA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM WUNDERMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN MAHONEY | |||||||
| EX-OFFICIO (VOTING) | 3.00 | Yes (X) | $0 | $518,883 | $133,817 | ||
| DAVID SERRAMO SEWEL | |||||||
| DIRECTOR THRU 01/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOTTIE SIMMONS | |||||||
| DIRECTOR THRU 02/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR SAFFORD | |||||||
| DIRECTOR THRU 01/2024 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VENESIA THOMPSON-RAMSAY | |||||||
| SECRETARY (NON-VOTING) | 19.00 | Yes (X) | $0 | $170,672 | $97,363 | 21.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,752,901 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $603,526 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE UNIVERSITY CORPORATION SF STATE | |||||
| 1600 HOLLOWAY AVE ADM 361 | SAN FRANCISCO | CA | 94132 | ACCOUNTING SERVICES | $330,827 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 412015 | BOSTON | MA | 02241 | INVESTMENT CONSULTANT | $171,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $25,309 | RelatedOrganizationsAmt |
| All Other Contributions | $9,951,646 | AllOtherContributionsAmt |
| Noncash Contributions | $127,114 | NoncashContributionsAmt |
| Total Contributions | $9,976,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $1,956,171 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,956,171 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,956,171 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,761,709 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$231,821 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,993,530 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $126,252,106 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,482,540 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,769,566 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,769,566 | TotalRevenueColumnAmt |
| Exclusion | $5,769,566 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,464,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,956,171 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$231,821 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,763,096 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,931,227 | TotalAmt |
| Program Services | $6,931,227 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560,886 | TotalAmt |
| Management And General | $560,886 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,258 | TotalAmt |
| Management And General | $276,258 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,116 | TotalAmt |
| Management And General | $38,116 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,684 | TotalAmt |
| Management And General | $367,684 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,510,342 | TotalAmt |
| Program Services | $1,510,342 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,516 | TotalAmt |
| Management And General | $90,516 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,295 | TotalAmt |
| Management And General | $11,295 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,650 | TotalAmt |
| Management And General | $32,650 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,416 | TotalAmt |
| Management And General | $11,416 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,418 | TotalAmt |
| Management And General | $114,418 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,580 | TotalAmt |
| Management And General | $6,580 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMIN FEE | $1,956,171 | $1,956,171 | |
| HOSPITALITY | $170,345 | $170,345 | |
| OTHER EXPENSE | $14,969 | $14,969 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,092,873 | TotalAmt |
| Program Services | $10,397,740 | ProgramServicesAmt |
| Management And General | $1,695,133 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,633 | BOYAmt |
| EOY | $580,554 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,542,893 | BOYAmt |
| EOY | $2,675,915 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $748,553 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,200,014 | BOYAmt |
| EOY | $323,801 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,580 | BOYAmt |
| EOY | $72,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,317,501 | BOYAmt |
| EOY | $29,677,307 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,566,855 | BOYAmt |
| EOY | $146,175,703 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,850,476 | BOYAmt |
| EOY | $180,254,530 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,205 | BOYAmt |
| EOY | $689,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,205 | BOYAmt |
| EOY | $689,360 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,264,932 | BOYAmt |
| EOY | $9,057,269 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,473,339 | BOYAmt |
| EOY | $170,507,901 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,738,271 | BOYAmt |
| EOY | $179,565,170 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,850,476 | BOYAmt |
| EOY | $180,254,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,371,528 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,455,371 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,066,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,642,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,023,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,442,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,976,955 | CurrentTaxYearAmt |
| Total | $32,152,724 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,066,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,642,626 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,023,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,442,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,976,955 | CurrentTaxYearAmt |
| Total | $32,152,724 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,161,421 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,991,303 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,464,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,022,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $802,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $811,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,709 | CurrentTaxYearAmt |
| Total | $5,862,794 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $90,180 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,224 | CurrentTaxYearMinus1YearAmt |
| Total | $165,404 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $234 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274 | CurrentTaxYearMinus1YearAmt |
| Total | $830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,181,752 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $11,984,509 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2020 AMOUNT: $ 322. 2021 AMOUNT: $ 234. 2022 AMOUNT: $ 274. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,397,741 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $10,397,741 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $669,887 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $167,472 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $737,167 | CurrentYearMinus3Amt |
| Current Year Minus2 | $623,181 | CurrentYearMinus2Amt |
| Current Year Minus1 | $789,104 | CurrentYearMinus1Amt |
| Current Year | $669,887 | CurrentYearAmt |
| Total | $2,819,339 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,229,009 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $184,292 | CurrentYearMinus3Amt |
| Current Year Minus2 | $155,795 | CurrentYearMinus2Amt |
| Current Year Minus1 | $197,276 | CurrentYearMinus1Amt |
| Current Year | $167,472 | CurrentYearAmt |
| Total | $704,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,057,253 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $157,473,339 | BeginningYearBalanceAmt |
| Contributions | $8,884,543 | ContributionsAmt |
| Investment Earnings Or Losses | $12,061,635 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,008,410 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,903,206 | AdministrativeExpensesAmt |
| End Year Balance | $170,507,901 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $152,821,068 | BeginningYearBalanceAmt |
| Contributions | $2,574,955 | ContributionsAmt |
| Investment Earnings Or Losses | $12,790,185 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,936,443 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,776,426 | AdministrativeExpensesAmt |
| End Year Balance | $157,473,339 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,158,346 | BeginningYearBalanceAmt |
| Contributions | $11,256,614 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,348,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,037,066 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,255,528 | OtherExpendituresAmt |
| Administrative Expenses | $1,953,233 | AdministrativeExpensesAmt |
| End Year Balance | $152,821,068 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $138,362,903 | BeginningYearBalanceAmt |
| Contributions | $4,579,344 | ContributionsAmt |
| Investment Earnings Or Losses | $34,602,190 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,714,291 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,264,424 | OtherExpendituresAmt |
| Administrative Expenses | $3,407,376 | AdministrativeExpensesAmt |
| End Year Balance | $168,158,346 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $135,857,809 | BeginningYearBalanceAmt |
| Contributions | $7,066,602 | ContributionsAmt |
| Investment Earnings Or Losses | $3,223,389 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,453,931 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,330,966 | AdministrativeExpensesAmt |
| End Year Balance | $138,362,903 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LOCAL AGENCY INVEST. FUND | $15,080,268 | F |
| MUNICIPAL SECURITIES | $1,318,729 | F |
| CORPORATE DEBT SECURITIES | $2,867,813 | F |
| ALTERNATIVE INVESTMENTS | $126,908,893 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $146,175,703 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RELATED PARTY PAYABLE | $277,325 |
| OTHER LIABILITIES | $412,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $689,360 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,409,430 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,455,371 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,455,371 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,954,059 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,510,342 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,510,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,464,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,582,531 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,582,531 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,510,342 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,510,342 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,092,873 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | DURING FISCAL YEAR 2023-2024, SAN FRANCISCO STATE UNIVERSITY FOUNDATION PROVIDED THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE (AN AUXILIARY ORGANIZATION OF SFSU) WITH APPROXIMATELY $6.9 MILLION IN FUNDING. THE FUNDS WERE USED FOR THE FOLLOWING PRIMARY PURPOSES: (A) APPROXIMATELY 30% OF THE FUNDING WENT TO DIRECT STUDENT SUPPORT IN THE FORM OF SCHOLARSHIPS AND STIPENDS; (B) 70% WENT TO REIMBURSING SFSU FOR FACULTY TIME. MOST OF THIS WAS FOR DIRECT INSTRUCTION OF STUDENTS. THE FUNDS ALSO COVERED RESEARCH AND TRAVEL, SUPPORTING ENDOWED CHAIRS, TECHNOLOGY, VISITING PROFESSORS AND LECTURES, SPECIAL PROJECTS, FURNITURE AND EQUIPMENT AND GENERAL ACADEMIC NEEDS. |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT FOUNDATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. CONTINUANCE OF SUCH EXEMPTION IS SUBJECT TO COMPLIANCE WITH LAWS AND REGULATIONS OF THE TAXING AUTHORITIES. CERTAIN ACTIVITIES CONSIDERED UNRELATED TO THE TAX-EXEMPT PURPOSES OF THE FOUNDATION MIGHT GENERATE INCOME, WHICH IS TAXABLE. THE FOUNDATION PAID $1,818 AND $5,093 FOR UNRELATED BUSINESS INCOME IN FISCAL YEAR 2024 AND 2023, RESPECTIVELY, DUE TO FOUNDATION'S ALTERNATIVE INVESTMENTS. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $35,403,983 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $3,071,240 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $3,664,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $42,140,156 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $42,140,156 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE INVESTMENTS FOR EACH REGION ARE RECORDED USING THE ACCRUAL METHOD OF ACCOUNTING. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY CORPORATION SF STATE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 361 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 941384645 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $6,931,227 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOLARSHIPS, RESEARCH, TRAVEL, AND SALARY SUPPORT. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MADE EITHER DIRECTLY OR TO SAN FRANCISCO STATE UNIVERSITY (WHICH THE SAN FRANCISCO STATE UNIVERSITY FOUNDATION IS AN AUXILIARY ORGANIZATION OF) OR THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE (ANOTHER AUXILIARY ORGANIZATION OF SFSU). SFSU CONTROLS BOTH SAN FRANCISCO STATE UNIVERSITY FOUNDATION AND THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE VIA THE POWER TO APPROVE MEMBERS OF EACH OF THE ORGANIZATION'S BOARD. GRANT FUNDS ARE USED SOLELY TO ADVANCE THE MISSION OF SFSU AND ARE MONITORED TO ENSURE THEY ARE USED FOR PROPER PURPOSES VIA COMMON CONTROL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN MAHONEY | ||||||||||||||
| EX-OFFICIO (VOTING) | $0 | $446,883 | $0 | $0 | $0 | $72,000 | $0 | $105,600 | $0 | $28,217 | $0 | $652,700 | $0 | $0 |
| AMY SUEYOSHI | ||||||||||||||
| EX-OFFICIO (VOTING) | $0 | $322,166 | $0 | $0 | $0 | $0 | $0 | $103,077 | $0 | $10,866 | $0 | $436,109 | $0 | $0 |
| JEFF WILSON | ||||||||||||||
| EX-OFFICIO (VOTING) | $0 | $287,849 | $0 | $0 | $0 | $138 | $0 | $92,448 | $0 | $21,659 | $0 | $402,094 | $0 | $0 |
| JEFF JACKANICZ | ||||||||||||||
| PRESIDENT | $0 | $279,487 | $0 | $0 | $0 | $9,858 | $0 | $46,733 | $0 | $28,840 | $0 | $364,918 | $0 | $0 |
| VENESIA THOMPSON-RAMSAY | ||||||||||||||
| SECRETARY (NON-VOTING) | $0 | $170,534 | $0 | $0 | $0 | $138 | $0 | $58,460 | $0 | $38,903 | $0 | $268,035 | $0 | $0 |
| SHELDON GEN | ||||||||||||||
| DIRECTOR | $0 | $162,798 | $0 | $1,050 | $0 | $0 | $0 | $41,050 | $0 | $27,673 | $0 | $232,571 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT OF SAN FRANCISCO STATE UNIVERSITY FOUNDATION IS COMPENSATED BY SAN FRANCISCO STATE UNIVERSITY ("SFSU"), A RELATED ORGANIZATION. SFSU UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION FOR THE SFSU FOUNDATION PRESIDENT: COMPENSATION SURVEY OR STUDY, CSU CLASSIFICATION SCHEDULE, FROM 990 OF OTHER ORGANIZATIONS, AND CSU BOARD OR COMMITTEE APPROVAL. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $127,114 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SALES PROCEEDS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A AND PART IX, LINES 7 & 9 | THE FOUNDATION DOES NOT HAVE ANY DIRECT EMPLOYEES. THE EMPLOYEES WORKING FOR THE FOUNDATION ARE PAID BY SFSU. THE FOUNDATION REIMBURSES SFSU FOR THE COST OF UNIVERSITY STAFF WORKING FOR THE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT AND VICE PRESIDENT OF SAN FRANCISCO UNIVERSITY EACH HAVE AUTHORITY TO SERVE ON THE BOARD OF DIRECTORS OR APPOINT A DESIGNEE TO DO SO ON THEIR BEHALF. |
| FORM 990, PART VI, SECTION B, LINE 11B | AUDITORS FORWARDS THE COMPLETED FORM 990 TO THE DIRECTOR OF FINANCE AND ADMINISTRATION OF UNIVERSITY CORPORATION FOR REVIEW. UPON REVIEW, THE DIRECTOR OF FINANCE AND ADMINISTRATION OF THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE FORWARDS THE FORM 990 TO THE TREASURER OF THE FOUNDATION FOR REVIEW. THE TREASURER THEN REVIEWS AND FORWARDS THE FORM 990 TO THE EXECUTIVE COMMITTEE OF THE FOUNDATION BOARD FOR ITS REVIEW PRIOR TO FILING. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD ANY QUESTIONS TO THE TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE ANNUAL MEETING OF THE BOARD, DIRECTORS REVIEW THE FOUNDATION'S CONFLICT OF INTEREST (COI) POLICY AND SIGN THE POLICY STATEMENT. ALL MEMBERS OF THE BOARD, INCLUDING UNIVERSITY EMPLOYEES SITTING ON THE BOARD, ARE REQUIRED TO SUBMIT A COMPLETED COI STATEMENT. AN ANNUAL COMPLIANCE REPORT IS PROVIDED TO THE UNIVERSITY'S CFO. ANY POTENTIAL CONFLICTS ARE BROUGHT TO THE ATTENTION OF THE FOUNDATION'S PRESIDENT AND FOUNDATION GENERAL COUNSEL FOR ADVICE. IF A CONFLICT IS DEEMED TO EXIST, THE AUDIT COMMITTEE PLACES THE MATTER ON THE REGULAR BOARD MEETING FOR AN OPEN SESSION DISCUSSION FOR THE DIRECTOR, WHOSE CONDUCT IS AT ISSUE TO EXPLAIN. THE BOARD WILL VOTE ON THE MATTER AND THE BOARD MEMBER HAVING THE CONFLICT MUST RECUSE HIM/HERSELF FROM ANY VOTING OR DECISION-MAKING THAT INVOLVES SAID BOARD MEMBER. POSSIBLE ACTIONS TO RECTIFY THE SITUATION INCLUDE, BUT NOT LIMITED TO, VALIDATION OF THE TRANSACTION, VALIDATION OF THE TRANSACTION WITH CONDITIONS, CENSURE OR REMOVAL OF THE DIRECTOR, OR RESCISSION OF THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION DOES NOT PROVIDE ANY COMPENSATION TO THE INDIVIDUALS LISTED ON PART VII OF THE FORM 990. ALL COMPENSATION PAID TO THESE INDIVIDUALS IS PAID BY A RELATED ORGANIZATION, SAN FRANCISCO STATE UNIVERSITY (SFSU). THE PROCESS USED TO DETERMINE COMPENSATION FOR THESE INDIVIDUALS IS DETERMINED BY SFSU. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF THE TIME SET FORTH IN I.R.C. SECTION 6104(D). THE FOUNDATION'S FORM 990 IS ALSO AVAILABLE ON GUIDESTAR.ORG, A THIRD-PARTY WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO STATE UNIVERSITY | |||||||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | 931137247 | EDUCATION | CA | 115 | LINE 2 | N/A | 0 | |
| UNIVERSITY CORPORATION SFSU | |||||||||||
| 1600 HOLLOWAY AVENUE ADM 361 | SAN FRANCISCO | CA | 94132 | 941384645 | SUPPORT SFSU | CA | 501(C)(3) | LINE 5 | 0 | SFSU | |
| ASSOCIATED STUDENTS INC OF SFSU | |||||||||||
| 1650 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | 941170352 | SUPPORT SFSU | CA | 501(C)(3) | 0 | SFSU | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |