2013-05-14T21:02:59-05:00 2012-06-30 420714325 MCGLADREY LLP 515 S FLOWER STREET 41ST FLOOR LOS ANGELES CA 90071 990 2011-07-01 956042721 SAN DIEGO STATE UNIVERSITY FOUNDATION DBA SDSU RESEARCH FOUNDATION SAND 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 BOB E WOLFSON 6195945771 2013-05-13 1 CHRISTOPHER M PEKULA P00734965 2133304800 2011 2016-02-24 21:20:13Z BOB E WOLFSON 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 203421333 0 X HTTP://WWW.FOUNDATION.SDSU.EDU X 1943 CA PROVIDE SUPPORT TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE PROGRAMS OF SDSU. 16 4 4574 350 241470 -116771 86721016 81922586 97057654 93930862 1803177 1670885 -1556376 -1347248 184025471 176177085 7506313 11919183 0 0 97567906 94904485 328755 388889 2937420 74539988 63495679 179942962 170708236 4082509 5468849 186933922 186545481 116522819 110028157 70411103 76517324 PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. 0 0 98571427 11919183 52718190 SDSU RESEARCH FOUNDATION ("SDSURF") ADMINISTERS FUNDS FOR THE SPONSORED RESEARCH EFFORTS OF SDSU FACULTY WHO ARE RESEARCHING ISSUES IMPORTANT TO OUR REGION, THE NATION, AND THE WORLD. 28038404 35497452 SDSURF ADMINISTERS FUNDS THAT SUPPORT THE WORK OF PROJECTS THAT FOCUS ON CAMPUS AND COMMUNITY IMPROVEMENT. 21284543 5713296 SDSURF ADMINISTERS FUNDS FOR SDSU'S PUBLIC BROADCASTING ARM, KPBS. 147894374 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 1 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1039 0 1 4574 1 1 1 0 0 0 0 1 1 0 0 0 1 0 X 16 4 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X MELINDA S COIL 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 X BRIAN K FINCH 15.00 X 62300 97416 48058 DEBRA K KELLEY 1.00 X 0 0 0 ELIZABETH A KLONOFF 15.00 X 65855 143046 46391 GAIL K NAUGHTON 15.00 X 59500 137756 36407 KAREN D EMMOREY 15.00 X X 78575 106152 53258 KIM E BARRETT 1.00 X 0 0 0 MARILYN NEWHOFF 1.00 X 0 184000 50289 MARY ANN LYMAN-HAGER 15.00 X 47118 109968 46329 NANCY A MARLIN 5.00 X 0 250002 62355 PAULA S BROCK 1.00 X 0 0 0 ROBERTA GOTTLIEB 15.00 X 93137 193224 60877 SALLY F ROUSH 5.00 X X 0 230004 58273 SANFORD I BERNSTEIN 15.00 X 24741 113748 49429 STEPHEN L WEBER 0.00 X X 0 282172 50675 WALTER A TURNER JR 2.00 X 0 0 0 STEPHEN WELTER 5.00 X X 0 36687 12882 ROBERT O'KEEFE 1.00 X 0 0 0 ELLIOT HIRSHMAN 5.00 X X 22917 220657 59647 DAN M GILBREATH 40.00 X 103844 0 17591 MELINDA S COIL 50.00 X 152430 0 34638 BOB E WOLFSON 50.00 X 0 84051 28125 MICHELE GOETZ 50.00 X 154494 0 29182 THOMAS KARLO 0.00 X 0 215004 61997 WILLIAM T HUSHEN 50.00 X 158636 0 33135 JOE B SHAPIRO 0.00 X 0 160008 55991 EDWARD RILEY 15.00 X 128056 199992 69612 JOHN ELDER 15.00 X 144211 189776 73006 STEVE FISHER 0.50 X 541747 247308 73433 RODERICK LONG 0.50 X 564609 209861 60825 JAMES STERK 0.50 X 120000 225000 78060 THOMAS R SCOTT 0.00 X 0 219273 47427 2522170 3855105 1297892 44 1 1 0 COLLEGE CONTACTCOM HAMMER STR 39 MUENSTER GM 48153 STUDENT RECRUITMENT 528253 ISS FACILITY SERVICES INC 7250 ENGINEER ROAD SUITE D SAN DIEGO CA 92111 JANITORIAL SERVICES 348001 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON RD STE 100 SAN DIEGO CA 92123 FUNDRAISING 333882 MCGLADREY LLP 1455 FRAZEE RD 600 SAN DIEGO CA 92108 ACCOUNTING 200523 CAVU CONSULTING 363 FIFTH AVENUE SUITE 205 SAN DIEGO CA 92101 CONSULTING 180675 12 98139 71507 53701983 28050957 2975041 81922586 CONTRACTS GOVERNMENT 541900 42558652 42558652 FEES & TUITION 611600 29020433 29020433 CONTRACTS NON-GVRNMNT 541900 15650530 15650530 CAMPUS & COMMUNITY 515100 6701247 6478943 222304 93930862 2200830 2200830 129201 129201 9943197 11425536 -1482339 -1482339 -1482339 15100194 15630139 -529945 -529945 -529945 120038 71507 188573 -68535 -68535 PASSTHROUGH ENTITIES 515100 74425 -1924 19166 57183 74425 176177085 93706634 241470 306395 4392325 4392325 7453833 7453833 73025 73025 1185425 453627 731798 72085621 61186446 10161648 737527 5683890 4791789 834767 57334 10118887 8530703 1486114 102070 5830662 4915525 856322 58815 414033 49684 364349 200523 200523 180000 180000 388889 388889 4692241 3555397 1136844 3910815 3440273 454342 16200 1521208 1467234 53974 4840242 4840242 413669 261969 99693 52007 SUBCONTRACTS 14539267 14539267 PROFESSIONAL SERVICES 6978608 5717362 733766 527480 DUES & FEES 6149579 5585074 206727 357778 SUPPLIES 5668700 4971256 677873 19571 13986794 11669343 1697702 619749 170708236 147894374 19876442 2937420 1397101 3931086 16451380 16752975 18647062 17082076 3643376 4313932 4128093 3091813 136648246 51656176 84811732 84992070 57855178 56381529 186933922 186545481 14684719 15815327 9005522 5834595 43803651 42754164 12263732 12064597 36765195 33559474 116522819 110028157 X 34138103 38964566 31589182 32816842 4683818 4735916 70411103 76517324 186933922 186545481 X 5468849 637372 X X 0 1 1 X 1 1 X X X X 0 0 0 SAN DIEGO STATE UNIV 330373293 6 1 1 1 4392325 1 4392325 SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: IN ADDITION TO DIRECT MONETARY SUPPORT, SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION ADMINISTERS FUNDS THAT SUPPORT SPONSORED RESEARCH, CAMPUS AND COMMUNITY IMPROVEMENT, AND PUBLIC BROADCASTING FOR SAN DIEGO STATE UNIVERSITY. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 180000 0 0 180000 0 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: SDSU RESEARCH FOUNDATION PAID $180,000 TO THE FIRM OF CARPI & CLAY, INC. DURING THE FISCAL YEAR. THE FIRM REPRESENTS SDSU'S INTERESTS IN WASHINGTON, D.C., PRIMARILY IN ACTIVITIES THAT INVOLVE THE COMPETITION FOR FEDERAL RESEARCH FUNDS. 18820376 252010 -505068 396836 18170482 16178017 414893 2589907 362441 18820376 14628436 680794 1575200 706413 16178017 17802288 315805 -2600433 889224 14628436 0.69000 0.23000 0.08000 0 1 1 475302 22204975 22680277 525852 87868352 33414046 54980158 25075625 18242130 6833495 498140 498140 84992070 AMOUNTS HELD FOR OTHERS 503593 DUE TO SDSU AUXILIARY 30122582 OTHER LIABILITIES 2933299 33559474 176177085 170708236 5468849 -916873 1554245 637372 6106221 187567188 -916873 881440 11425536 11390103 176177085 0 176177085 181460967 881440 11425536 12306976 169153991 1554245 1554245 170708236 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USES OF ENDOWMENT FUND TO PROVIDE INTER-GENERATIONAL INCOME TO AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE MISSION OF SAN DIEGO STATE UNIVERSITY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: NO FORMAL FOOTNOTE RELATED TO ASC 740 WAS INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AS NO ASC 740 LIABILITIES EXISTED AT YEAR END. HOWEVER, MANAGEMENT HAS ADOPTED THE PROVISIONS OF ASC 740 AS REQUIRED BY GAAP AND EXAMINES ITS TAX POSITIONS ANNUALLY. AT THE END OF THE YEAR MANAGEMENT DETERMINED AND ITS AUDITORS CONFIRMED THAT NO ASC 740 LIABILITIES EXISTED AT YEAR END. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN EQUITY OF PLANT FUND ASSETS 1,554,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON TAX RETURN 11,425,536. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON TAX RETURN 11,425,536. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN EQUITY OF PLANT FUND ASSETS 1,554,245. 1 EAST ASIA & THE PACIFIC 0 0 GRANTS 19150 CENTRAL AMERICA & CARIBBEAN 0 0 GRANTS 6600 EUROPE 0 0 GRANTS 10538 MIDDLE EAST & NO AFRICA 0 0 GRANTS 2200 NORTH AMERICA 0 0 GRANTS 20468 RUSSIA 0 0 GRANTS 3300 SOUTH AMERICA 0 0 GRANTS 8570 SUB SAHARAN AFRICA 0 0 GRANTS 2200 EUROPE 0 8 PROGRAM TEACHING 171556 EAST ASIA & THE PACIFIC 0 3 PROGRAM TECHNICAL ASSISTANCE 100855 0 0 0 11 0 11 73026 272411 345437 BOOKS SUB-SAHARAN AFRICA 2 1800 CHECK BOOKS MID EAST & NO AFRICA 2 1800 CHECK BOOKS RUSSIA 3 2700 CHECK BOOKS CENTRAL AMERICA 6 5400 CHECK BOOKS SOUTH AMERICA 6 5400 CHECK TRAVEL ASSISTANCE NORTH AMERICA 7 19480 CHECK BOOKS EAST ASIA 24 10800 CHECK TRAVEL ASSISTANCE SUB-SAHARAN AFRICA 2 400 CHECK TRAVEL ASSISTANCE RUSSIA 3 600 CHECK BOOKS EUROPE 4 2700 CHECK TRAVEL ASSISTANCE SOUTH AMERICA 6 1200 CHECK TRAVEL ASSISTANCE EUROPE 6 7838 CHECK TRAVEL ASSISTANCE EAST ASIA 16 8350 CHECK TRAVEL ASSISTANCE NORTH AMERICA 1 987 WIRE TRAVEL ASSISTANCE SOUTH AMERICA 2 1970 WIRE TRAVEL ASSISTANCE CENTRAL AMERICA 6 1200 CHECK TRAVEL ASSISTANCE MID EAST & NO AFRICA 2 400 CHECK 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: EXPLANATION FOR GRANTS OUTSIDE US FOREIGN AND DOMESTIC EXPENDITURES ON GRANTS AND CONTRACTS ARE CLOSELY MONITORED BY SDSU RESEARCH FOUNDATION STAFF TO COMPLY WITH SPONSOR REQUIREMENTS. FEDERAL GRANTS REPRESENT A SUBSTANTIAL MAJORITY OF GRANT AND CONTRACT EXPENDITURES AND ACCORDINGLY, ARE SUBJECT TO AUDIT BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES, THE COGNIZANT GOVERNMENT AUDIT AGENCY FOR SDSU REASEARCH FOUNDATION. X X X X X X X 1 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON ROAD 100 SAN DIEGO CA 92123 CAR DONATIONS 1 1254505 333882 920623 ARIA COMMUNICATIONS INC 717 W ST GERMAI ST CLOUD MN 56301 TELEFUNDRAISING 0 131928 55007 76921 1386433 388889 997544 CA ANIVERS GALA 144828 34500 110328 26396 89064 GOLF TOURNAMENT 46717 37007 9710 35633 37480 191545 71507 120038 62029 126544 188573 -68535 1 SAN DIEGO STATE UNIVERSITY 550 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 GOVERNMENT 4392325 0 SUPPORT UNIVERSITY 1 0 FELLOWSHIPS 1150 6624041 BOOKS & SUPPLIES 400 391572 TRAVEL ASSISTANCE 450 378587 OTHER STUDENT COSTS 100 59633 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DESCRIPTION OF PROCEDURES FOR MONITORING GRANT USAGE: FELLOWSHIPS ARE PRIMARILY GRANTED TO INDIVIDUALS TO HELP THEM IMPROVE THEIR RESEARCH SKILLS. AS SUCH, THE RESPONSIBLE PRINCIPAL INVESTIGATOR CLOSELY MONITORS THE PROGRESS OF THE RECIPIENTS. X 0 0 0 0 0 0 0 0 0 BRIAN K FINCH 62300 97416 0 0 0 0 6230 17390 0 24438 68530 139244 0 0 ELIZABETH A KLONOFF 65855 143046 0 0 0 0 6585 24093 0 15713 72440 182852 0 0 GAIL K NAUGHTON 59500 137756 0 0 0 0 5950 15925 0 14532 65450 168213 0 0 KAREN D EMMOREY 78575 106152 0 0 0 0 7858 18950 0 26450 86433 151552 0 0 MARILYN NEWHOFF 0 184000 0 0 0 0 0 32847 0 17442 0 234289 0 0 MARY ANN LYMAN-HAGER 47118 109968 0 0 0 0 4712 19631 0 21986 51830 151585 0 0 NANCY A MARLIN 0 250002 0 0 0 0 0 44581 0 17774 0 312357 0 0 ROBERTA GOTTLIEB 93137 193224 0 0 0 0 9314 33465 0 18098 102451 244787 0 0 SALLY F ROUSH 0 230004 0 0 0 0 0 41059 0 17214 0 288277 0 0 SANFORD I BERNSTEIN 24741 113748 0 0 0 0 2474 20306 0 26649 27215 160703 0 0 STEPHEN L WEBER 0 282172 0 0 0 0 0 26861 0 23814 0 332847 0 0 ELLIOT HIRSHMAN 22917 220657 0 0 0 0 0 31807 0 27840 22917 280304 0 0 MELINDA S COIL 152430 0 0 0 0 0 15556 0 19082 0 187068 0 0 0 MICHELE GOETZ 154494 0 0 0 0 0 15556 0 13626 0 183676 0 0 0 THOMAS KARLO 0 215004 0 0 0 0 0 38381 0 23616 0 277001 0 0 WILLIAM T HUSHEN 158636 0 0 0 0 0 16311 0 16824 0 191771 0 0 0 JOE B SHAPIRO 0 160008 0 0 0 0 0 28564 0 27427 0 215999 0 0 EDWARD RILEY 128056 199992 0 0 0 0 12806 33555 0 23251 140862 256798 0 0 JOHN ELDER 144211 189776 0 0 0 0 14421 30932 0 27653 158632 248361 0 0 STEVE FISHER 541747 247308 0 0 0 0 0 42658 0 30775 541747 320741 0 0 RODERICK LONG 564609 209861 0 0 0 0 0 37464 0 23361 564609 270686 0 0 JAMES STERK 120000 225000 0 0 0 0 0 41497 0 36563 120000 303060 0 0 THOMAS R SCOTT 0 219273 0 0 0 0 0 30205 0 17222 0 266700 0 0 TRUSTEES CALIF STATE UNIVERSITY 946001347 13077CUP7 2010-04-06 160852254 REFUND 1998 & 1999 BONDS 0 0 1 11020000 12048084 11958009 90075 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 X X 1200 1254505 SELLING PRICE X 23 1686333 SELLING PRICE X AUCTION ITEMS 45 34203 SELLING PRICE 0 0 1 1 THIRD PARTY USE: PART I, LINE 32B: HIRE AND USE OF THIRD PARTIES ALSO SEE SCHEDULE G. KPBS CONDUCTS A VEHICLE DONATION PROGRAM WITH THE ASSISTANCE OF CHARITABLE AUTO RESOURCES, INC. FORM 990, PART VI, SECTION A, LINE 7A HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY IS ALSO EX OFFICIO PRESIDENT OF THE RESEARCH FOUNDATION, AND A VOTING MEMBER OF THE BOARD OF DIRECTORS OF SDSU RESEARCH FOUNDATION. FOUR OTHER SDSURF DIRECTORS ARE APPOINTED EX OFFICIO BY VIRTUE OF THEIR POSITIONS IN THE UNIVERSITY, AND ALL ELECTED DIRECTORS ARE NOMINATED BY THE PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS UNDER TITLE 5 CALIF. CODE OF REGS. SECTION 42402, THE CAMPUS PRESIDENT IS REQUIRED TO ASSURE THAT SDSURF OPERATES IN CONFORMITY WITH POLICIES OF THE CALIFORNIA STATE UNIVERSITY AND OF SAN DIEGO STATE UNIVERSITY. THE PRESIDENT MAY DISCONTINUE ANY PROGRAM OR EXPENDITURE THAT HE OR SHE DETERMINES IS INCONSISTENT WITH THESE POLICIES. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS A DRAFT OF THE FORM 990 WAS ORIGINALLY PROVIDED TO EACH MEMBER OF THE INVESTMENT COMMITTEE. THE DISCLOSURES, SIGNIFICANT CHANGES AND QUESTIONS WERE DISCUSSED AND ADDRESSED. THE FORM 990 WAS SUBSEQUENTLY PRESENTED TO EACH MEMBER OF THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING. THE DISCLOSURES, SIGNIFICANT CHANGES AND QUESTIONS WERE AGAIN DISCUSSED AND ADDRESSED. FORM 990, PART VI, SECTION B, LINE 12C EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS SDSU RESEARCH FOUNDATION REQUIRES EACH INTERESTED PARTY TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. SDSU RESEARCH FOUNDATION ALSO MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH ITS PURCHASING AND SPONSORED RESEARCH DEVELOPMENT DEPARTMENTS. SDSU RESEARCH FOUNDATION STAFF REVIEWS CONTRACTS AND REQUISITIONS FOR POTENTIAL CONFLICTS. MANY OF ITS INTERNAL PROCESSING DOCUMENTS INCLUDE AFFIRMATIONS REGARDING LACK OF CONFLICTS. THE BOARD OF DIRECTORS IS AUTHORIZED TO TAKE WHATEVER ACTION IT DEEMS NECESSARY TO RESOLVE POTENTIAL OR ACTUAL CONFLICTS INCLUDING: (1) PROHIBITING THE INTERESTED PARTY FROM DISCUSSIONS OR DECISIONS REGARDING THE CONFLICT OF INTEREST; (2) MODIFYING OR REDEFINING THE DUTIES AND RESPONSIBILITIES OF THE INTERESTED PARTY; OR (3) REQUIRING THE RESIGNATION OF THE INTERESTED PARTY. FORM 990, PART VI, SECTION B, LINE 15A PURSUANT TO TITLE 5 CAL. CODE OF REGS. SECTION 42405, SDSU RESEARCH FOUNDATION MAINTAINS SALARY SCHEDULES COMPARABLE TO SAN DIEGO STATE UNIVERSITY (A CALIFORNIA PUBLIC INSTITUTION). THE SALARIES OF THE EXECUTIVE DIRECTOR AND THE CFO ARE ALSO SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 OTHER ORGANIZATIONAL DOCUMENTS PUBLICLY AVAILABLE SDSU RESEARCH FOUNDATION PROVIDES PAPER OR ELECTRONIC COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AUDITED FINANCIAL STATEMENTS, AND A-133 COMPLIANCE REPORTS TO THE PUBLIC ON REQUEST. THE ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, RESEARCH REPORTS, AUDITED FINANCIAL STATEMENTS, AND A-133 COMPLIANCE REPORTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS - FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B: THE FOLLOWING LIST PROVIDES THE AVERAGE HOURS PER WEEK DEVOTED TO THE RESEARCH FOUNDATION'S RELATED ORGANIZATIONS BY OFFICERS, DIRECTORS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES OF THE RESEARCH FOUNDATION: BRIAN FINCH - 25 HOURS ELIZABETH KLONOFF - 35 HOURS KAREN EMMOREY - 35 HOURS MARILYN NEWHOFF - 39 HOURS MARY ANN LYMAN-HAGER - 35 HOURS NANCY MARLIN - 45 HOURS ROBERTA GOTTLIEB - 35 HOURS SALLY ROUSH - 45 HOURS SANFORD BERNSTEIN - 35 HOURS STEPHEN WELTER - 45 HOURS ELLIOT HIRSHMAN - 45 HOURS BOB WOLFSON - 0 HOURS THOMAS KARLO - 50 HOURS EDWARD RILEY - 35 HOURS JOHN ELDER - 35 HOURS STEVE FISHER - 50 HOURS RODERICK LONG - 50 HOURS JAMES STERK - 50 HOURS GAIL F. NAUGHTON - 35 HOURS JOE B. SHAPIRO - 50 HOURS CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -916,873. INCREASE IN EQUITY OF PLANT FUND ASSETS 1,554,245. TOTAL TO FORM 990, PART XI, LINE 5: 637,372. FORM 990, PART XII, LINE 2C DURING THE TAX YEAR, THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OF THE AUDIT OF ITS FINANCIAL STATEMENTS, OR THE SELECTION PROCESS OF AN INDEPENDENT AUDITOR. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 PUBLIC HIGHER EDUCATION CA GOVERNMENT N/A 0 THE CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 PHILANTHROPIC ORGANIZATION FOR SDSU CA 501(C)3 LINE 5 N/A 0 AZTEC SHOPS LTD 5500 CAMPANILE DRIVE SAN DIEGO CA 921820001 950516240 CAMPUS BOOKSTORE, FOOD SERVICE AND PROPERTY CA 501(C)3 LINE 11C, III-FI N/A 0 ASSOCIATED STUDENTS OF SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 921827804 956042622 ADMINISTERING FUNDS IN SUPPORT OF STUDENT ACTIVITIES CA 501(C)3 LINE 5 N/A 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 1 0 TRANSACTIONS WITH RELATED ORGANIZATIONS SCHEDULE R, PART V, LINE 1 SOME OF THE ENDOWMENTS OF SDSU RESEARCH FOUNDATION ("SDSURF") ARE INVESTED IN THE ENDOWMENT POOL OF THE CAMPANILE FOUNDATION (ANOTHER SDSU AUXILIARY ORGANIZATION). (1B) & (1G) - IN ACCORDANCE WITH ITS EXEMPT FUNCTION, SDSURF REGULARLY TRANSFERS MONIES TO SDSU. (1C) & (1E) - THE CAMPANILE FOUNDATION ADVANCED FUNDS TO SDSURF. (1I) - SDSURF LEASES FACILITIES TO AZTEC SHOPS AND SDSU. (1J) - SDSURF LEASES FACILITIES FROM SDSU. (1K) & (1L) - SDSURF PERFORMS SERVICES FOR THE CAMPANILE FOUNDATION, AZTEC SHOPS, LTD., AND ASSOCIATED STUDENTS OF SDSU. SDSU AND AZTEC SHOPS, LTD. PERFORM SERVICES FOR SDSURF. (1M) & (1N) - ALL FIVE ORGANIZATIONS SHARE FACILITIES AND EMPLOYEES. (1O) & (1P) - ALL FIVE ORGANIZATIONS REIMBURSE EACH OTHER FOR EXPENSES.