CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION (EIN 95-6196006)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-15
- IRS object ID
- 201521359349306577
- Schema version
- 2013v4.0
- 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 D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T15:21:03-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956196006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 8186774657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF STREET | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA UNTERMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8186773025 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD L RUVELSON | PreparerPersonNm |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DIANNE HARRISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,026,717 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUN.EDU/UA/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT AND ENHANCE THE VISION, MISSION AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 48 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,693,009 | PYContributionsGrantsAmt |
| CY Contributions Grants | $17,469,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $464,675 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $700,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,843,062 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,534,606 | CYInvestmentIncomeAmt |
| PY Other Revenue | $212,855 | PYOtherRevenueAmt |
| CY Other Revenue | $282,608 | CYOtherRevenueAmt |
| PY Total Revenue | $14,213,601 | PYTotalRevenueAmt |
| CY Total Revenue | $22,986,947 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,655,718 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,242,444 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,495 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $52,446 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,070,065 | PYOtherExpensesAmt |
| CY Other Expenses | $1,446,044 | CYOtherExpensesAmt |
| PY Total Expenses | $7,760,278 | PYTotalExpensesAmt |
| CY Total Expenses | $7,688,488 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,453,323 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,298,459 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $110,805,673 | TotalAssetsBOYAmt |
| Total Assets EOY | $137,373,631 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $561,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,193 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,243,740 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $137,331,438 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT AND ENHANCE THE VISION, MISSION AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE BY RAISING, INVESTING AND MANAGING PRIVATE PHILANTHROPIC GIFTS TO BENEFIT THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,429,082 | ExpenseAmt |
| Grant | $6,242,444 | GrantAmt |
| Revenue | $700,151 | RevenueAmt |
| Desc | CALIFORNIA STATE UNIVERSITY, NORTHRIDGE FOUNDATION (THE FOUNDATION) SERVES AS AN AUXILIARY ORGANIZATION TO CALIFORNIA STATE UNIVERSITY, NORTHRIDGE WITH A GOAL OF FURTHERING THE PURPOSES AND OBJECTIVES OF THE UNIVERSITY. THE FOUNDATION'S MAIN FUNCTION IS TO ADMINISTER THE RECEIVING AND DISBURSING OF GIFTS, GRANTS, CONTRACTS, BEQUESTS, AND TRUSTS FROM VARIOUS DONORS TO DIFFERENT DEPARTMENTS OF THE UNIVERSITY. THE FOUNDATION ALSO ASSISTS THE UNIVERSITY IN VARIOUS ACTIVITIES, INCLUDING ACCUMULATION AND MANAGING OF LIFE INCOME, ANNUITY AND STUDENT SCHOLARSHIP FUNDS AND ADMINISTERING FUNDS FOR VARIOUS EDUCATIONAL RELATED FUNCTIONS, SPECIAL PROGRAMS AND OTHER ACTIVITIES. | Desc |
| Total Program Service Expenses | $6,429,082 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 |
| IRP Document | 188 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 48 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | 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 | 0 | 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 | IRA UNTERMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8186774657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 913308275 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| IVAN L AXELROD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VINCENT P BARABBA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA BAUER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARVEY A BOOKSTEIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN W BRADLEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CINDY L CHERNOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARLA M CLEMOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RALPH A COURTNEY III | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER ERICKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID W FLEMING HOND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE G FREHLICH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $101,898 | $40,001 | 40.00 | |
| CHARLES B GILBERT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN R GOLISCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN A GREEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C GRIFFETH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH HARRIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY HELLENBRAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $226,255 | $55,628 | 40.00 | |
| DAVID S HONDA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK LAINER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALBERT M LAPIDES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANE LEAVENWORTH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARY LEFTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE S LEIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA LEVY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MALONE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP J MUNDY JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT M MYMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICK PARENT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANFORD PARIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN PERKINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOY PICUS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J RAWITCH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $8,550 | $0 | 10.00 | |
| TODD R REINSTEIN DECEASED | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $9,000 | $0 | ||
| JAMES H RING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB ROUSSELET | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $26,354 | $172 | 10.00 | |
| DALE A SUROWITZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT D TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MILTON VALERA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER WOOLETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| IRVING ZAKHEIM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCINE OSCHIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLIN DONAHUE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $177,918 | $57,456 | 40.00 | |
| EARL S ENZER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP S MAGARAM | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DIANNE F HARRISON | |||||||
| UNIVERSITY PRESIDENT | 10.00 | Yes (X) | $0 | $337,500 | $77,265 | 40.00 | Yes (X) |
| ROBERT D GUNSALUS | |||||||
| FOUNDATION PRESIDENT | 10.00 | Yes (X) | $0 | $89,585 | $27,547 | 40.00 | Yes (X) |
| GEETHA M THOMAS | |||||||
| CHIEF FINANCIAL OFFICER | 10.00 | Yes (X) | $0 | $109,522 | $38,332 | 40.00 | Yes (X) |
| IRA UNTERMAN | |||||||
| CHIEF FINANCIAL OFFICER AS JUNE 2014 | 10.00 | Yes (X) | $0 | $0 | $0 | 40.00 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,086,582 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $296,401 | 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
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 2600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MGT | ServicesDesc |
| Compensation | $469,339 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $15,134 | FederatedCampaignsAmt |
| Membership Dues | $155,941 | MembershipDuesAmt |
| Fundraising | $64,516 | FundraisingAmt |
| All Other Contributions | $17,233,991 | AllOtherContributionsAmt |
| Noncash Contributions | $347,167 | NoncashContributionsAmt |
| Total Contributions | $17,469,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALUMNI PROGRAM INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $700,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $700,151 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $700,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,345,666 | TotalRevenueColumnAmt |
| Exclusion | $2,345,666 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,776 | TotalRevenueColumnAmt |
| Exclusion | $132,776 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,134,321 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,945,381 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,188,940 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,188,940 | TotalRevenueColumnAmt |
| Exclusion | $2,188,940 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $94,389 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,516 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $94,389 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $149,832 | TotalRevenueColumnAmt |
| Exclusion | $149,832 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $149,832 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,986,947 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $700,151 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,817,214 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,101,270 | TotalAmt |
| Program Services | $6,101,270 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,174 | TotalAmt |
| Program Services | $141,174 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,800 | TotalAmt |
| Management And General | $25,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,339 | TotalAmt |
| Management And General | $469,339 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,744 | TotalAmt |
| Program Services | $19,379 | ProgramServicesAmt |
| Management And General | $312,750 | ManagementAndGeneralAmt |
| Fundraising | $615 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,423 | TotalAmt |
| Program Services | $10,423 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,704 | TotalAmt |
| Program Services | $62,166 | ProgramServicesAmt |
| Management And General | $120,425 | ManagementAndGeneralAmt |
| Fundraising | $2,113 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,413 | TotalAmt |
| Program Services | $2,632 | ProgramServicesAmt |
| Management And General | $27,493 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,410 | TotalAmt |
| Program Services | $9,830 | ProgramServicesAmt |
| Management And General | $8,312 | ManagementAndGeneralAmt |
| Fundraising | $3,268 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,475 | TotalAmt |
| Program Services | $8,045 | ProgramServicesAmt |
| Management And General | $14,430 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DONOR CULTIVATION | $211,592 | $31,603 | $155,436 | $24,553 |
| PROGRAM EXPENSES | $128,058 | $39,058 | $68,344 | $20,656 |
| EQUIPMENT RENTAL | $2,990 | $1,117 | $1,524 | $349 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,096 | TotalAmt |
| Program Services | $2,385 | ProgramServicesAmt |
| Management And General | $3,107 | ManagementAndGeneralAmt |
| Fundraising | $604 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,688,488 | TotalAmt |
| Program Services | $6,429,082 | ProgramServicesAmt |
| Management And General | $1,206,960 | ManagementAndGeneralAmt |
| Fundraising | $52,446 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,845,129 | BOYAmt |
| EOY | $770,483 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,241,461 | BOYAmt |
| EOY | $1,910,519 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,581,076 | BOYAmt |
| EOY | $11,770,420 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,809 | BOYAmt |
| EOY | $224,629 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,556 | BOYAmt |
| EOY | $37,747 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $828,979 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $828,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,671,893 | BOYAmt |
| EOY | $104,076,554 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,873,409 | BOYAmt |
| EOY | $16,125,970 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,262,340 | BOYAmt |
| EOY | $2,457,309 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,805,673 | BOYAmt |
| EOY | $137,373,631 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,480 | BOYAmt |
| EOY | $31,123 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,292 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,161 | BOYAmt |
| EOY | $11,070 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,933 | BOYAmt |
| EOY | $42,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,528,484 | BOYAmt |
| EOY | $18,790,343 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,923,959 | BOYAmt |
| EOY | $69,838,117 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,791,297 | BOYAmt |
| EOY | $48,702,978 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,243,740 | BOYAmt |
| EOY | $137,331,438 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,805,673 | BOYAmt |
| EOY | $137,373,631 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $15,298,459 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,314,307 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $474,932 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $8,468,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,340,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,639,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,693,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,469,582 | CurrentTaxYearAmt |
| Total | $52,610,428 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,468,010 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,340,733 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,639,094 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,693,009 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,469,582 | CurrentTaxYearAmt |
| Total | $52,610,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,128,191 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,482,237 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,263,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,388,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,786,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,431,302 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,478,442 | CurrentTaxYearAmt |
| Total | $12,348,445 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $331,022 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,529 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $122,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $149,832 | CurrentTaxYearAmt |
| Total | $718,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,677,816 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,690,979 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.71280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $99,745 | RevenuesIncludedAmt |
| Assets Included | $884,300 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,079,491 | BeginningYearBalanceAmt |
| Contributions | $5,709,163 | ContributionsAmt |
| Investment Earnings Or Losses | $8,717,527 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $77,506,181 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $54,596,067 | BeginningYearBalanceAmt |
| Contributions | $5,083,644 | ContributionsAmt |
| Investment Earnings Or Losses | $6,468,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,030,952 | OtherExpendituresAmt |
| End Year Balance | $63,117,024 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $58,684,304 | BeginningYearBalanceAmt |
| Contributions | $3,061,022 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,664,680 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,484,579 | OtherExpendituresAmt |
| End Year Balance | $54,596,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,460,131 | BeginningYearBalanceAmt |
| Contributions | $2,357,692 | ContributionsAmt |
| Investment Earnings Or Losses | $9,935,284 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $68,803 | OtherExpendituresAmt |
| End Year Balance | $58,684,304 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,031,584 | BeginningYearBalanceAmt |
| Contributions | $4,207,680 | ContributionsAmt |
| Investment Earnings Or Losses | $4,552,254 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $331,387 | OtherExpendituresAmt |
| End Year Balance | $46,460,131 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.62000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.38000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $828,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $828,979 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $16,125,970 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,125,970 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS PAYABLE TO THE UNIVERSITY | $1,562 |
| AMOUNTS PAYABLE TO OTHER UNIVERSITY AUXILIARY ORGANIZATION | $9,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,070 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $34,065,291 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,314,307 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $233,376 | OtherRevenueAmt |
| Revenue Not Reported | $11,547,683 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,517,608 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $469,339 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $469,339 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,986,947 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,977,593 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$241,556 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$241,556 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,219,149 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $469,339 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $469,339 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,688,488 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION DISPLAYS ITS ARTWORK AT CALIFORNIA STATE UNIVERSITY, NORTHRIDGE ("CSUN") IN ORDER TO ENHANCE THE MISSION OF THE UNIVERSITY TO BRING CULTURAL DIVERSITY TO ITS CAMPUS. |
| PART V, LINE 4: | ENDOWMENTS ARE USED FOR SCHOLARSHIPS, ACADEMIC AND UNIVERSITY SUPPORT AS SPECIFIED BY THE DONORS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE 36,112. SPECIAL EVENT EXPENSES 94,389. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 102,875. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES 94,389. BAD DEBT EXPENSE -335,945. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $6,248,000 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $6,248,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,248,000 | 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 | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CMT GOLF TOURNAMENT | NameOfEvent1Amt |
| Gross Receipts Event1 | $158,905 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $64,516 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $94,389 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,018 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $12,755 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $57,616 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $158,905 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,516 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $94,389 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $24,018 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,755 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $57,616 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $94,389 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
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 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 954358677 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $5,856,030 | CashGrantAmt |
| Non Cash Assistance | $245,240 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | VARIOUS WORKS OF ART, BOOKS, EQUIPMENT | NonCashAssistanceDesc |
| Purpose Of Grant | TO SUPPORT AND ENHANCE THE VISION, MISSION, AND VALUES OF CAL STATE UNIVERSITY, NORTHRIDGE. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | AWARDS | GrantTypeTxt |
| Recipient | 134 | RecipientCnt |
| Cash Grant | $141,174 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE FUNDS AWARDED ON A COMPETITIVE BASIS AND, IN MOST CASES, DO NOT NEED TO BE REPAID. AWARDS CAN BE BASED UPON ACADEMIC ACHIEVEMENT, TALENT, NEED, OR OTHER DONOR INTERESTS (SUCH AS COMMUNITY OF RESIDENCE, MAJOR GOAL, ETC). THE FINANCIAL AID DEPARTMENT OF THE UNIVERSITY MAINTAINS RECORDS ON ELIGIBILITY OF SCHOLARSHIPS. SCHOLARSHIPS PAID TO STUDENTS DIRECTLY BY FOUNDATION ARE COORDINATED WITH THE UNIVERSITY AND REPORTED TO THE FINACIAL AID DEPARTMENT. | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HARRY HELLENBRAND | ||||||||||||||
| DIRECTOR | $0 | $226,255 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $55,628 | $0 | $281,883 | $0 | $0 |
| COLIN DONAHUE | ||||||||||||||
| DIRECTOR | $0 | $177,918 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $57,456 | $0 | $235,374 | $0 | $0 |
| DIANNE F HARRISON | ||||||||||||||
| UNIVERSITY PRESIDENT | $0 | $324,500 | $0 | $0 | $0 | $13,000 | $0 | $0 | $0 | $77,265 | $0 | $414,765 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ALL OF THE OFFICERS ARE COMPENSATED BY THE RELATED ORGANIZATION, CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. COMPENSATION OF OFFICERS IS DETERMINED BY THE CALIFORNIA STATE UNIVERSITY, NORTHRIDGE HUMAN RESOURCE DEPARTMENT, WHICH IS BASED ON THE COMPENSATION PROCESS/METHODOLOGY OF THE ENTIRE CALIFORNIA STATE UNIVERSITY SYSTEM. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,745 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $8,222 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $101,927 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | INSTRUMENTS | 1 | $62,745 | FAIR MARKET VALUE |
| Yes (X) | EQUIPMENT | 2 | $53,833 | FAIR MARKET VALUE |
| Yes (X) | MISCELLANEOUS | 32 | $20,695 | FAIR MARKET VALUE |
| 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 | NON CASH DONATIONS ARE LISTED BY TOTAL NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS TO SIGN. THE BOARD SECRETARY REVIEWS THE STATEMENTS FOR ANY POSSIBLE CONFLICT OF INTEREST. THE BOARD AND COMMITTEES ARE ROUTINELY INFORMED OF THE CONFLICT OF INTEREST POLICIES AND ASKED TO RECUSE FROM VOTING IF THERE IS A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OF THE OFFICERS ARE COMPENSATED BY THE RELATED ORGANIZATION, CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. COMPENSATION OF OFFICERS IS DETERMINED BY THE CALIFORNIA STATE UNIVERSITY, NORTHRIDGE HUMAN RESOURCE DEPARTMENT, WHICH IS BASED ON THE COMPENSATION PROCESS/METHODOLOGY OF THE ENTIRE CALIFORNIA STATE UNIVERSITY SYSTEM. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE 36,112. CHANGE IN VALUE OF BENEFICIAL INTEREST 102,875. BAD DEBT EXPENSE 335,945. |
| FORM 990, PART XII, LINE 2C | NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. |
| FORM 990, PART V, LINE 2A | CSUN FOUNDATION DID NOT FILE ANY FORM W-2'S BECAUSE ALL EMPLOYEES ARE COMPENSATED BY THE RELATED ENTITY, CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954358677 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(A) | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||
| B | $6,101,270 | FMV |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||
| P | $1,702,444 | FMV |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||
| Q | $57,566 | FMV |