2012-03-20T12:40:59-05:00 2011-06-30 MCGLADREY & PULLEN LLP 515 S FLOWER STREET 41ST FLOOR LOS ANGELES CA 90071 990 2010-07-01 956042721 SAN DIEGO STATE UNIVERSITY FOUNDATION DBA SDSU RESEARCH FOUNDATION SAND 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 DAN M GILBREATH 6195945771 2012-03-12 1 ROSEMARIE BROWN 2133304800 2010 2016-02-24 21:20:13Z BOB E WOLFSON 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 212251787 0 X HTTP://WWW.FOUNDATION.SDSU.EDU X 1943 CA PROVIDE SUPPORT TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE PROGRAMS OF SDSU. 16 4 4461 350 196812 -43825 79289199 86721016 91370102 97057654 1704558 1803177 -1410440 -1556376 170953419 184025471 7597745 7506313 0 0 93617388 97567906 311058 328755 2794740 67516776 74539988 169042967 179942962 1910452 4082509 181850590 186933922 120220319 116522819 61630271 70411103 PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. 0 0 108753553 7401188 135239456 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. 28781236 27257787 SDSURF ADMINISTERS FUNDS THAT SUPPORT THE WORK OF PROJECTS THAT FOCUS ON CAMPUS AND COMMUNITY IMPROVEMENT. 20531595 21173791 SDSURF ADMINISTERS FUNDS FOR SDSU'S PUBLIC BROADCASTING ARM, KPBS. 158066384 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1156 0 1 4461 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 0 0 0 CA X MELINDA S COIL 6195945771 5250 CAMPANILE DRIVE SAN DIEGO CA 921821947 DEBRA K KELLEY 1.00 X 0 0 0 KAREN D EMMOREY 30.00 X X 80122 101631 51297 BRIAN K FINCH 30.00 X 64187 94763 46663 THOMAS R SCOTT 5.00 X X 0 193729 53503 STEPHEN L WEBER 5.00 X X 0 284358 89358 SALLY F ROUSH 5.00 X X 0 218423 57186 NANCY A MARLIN 5.00 X 0 238170 61518 SANFORD I BERNSTEIN 30.00 X 36620 108189 48696 WALTER A TURNER JR 2.00 X 0 0 0 KIM E BARRETT 1.00 X 0 0 0 MARY ANN LYMAN-HAGER 30.00 X 72963 104863 47283 ROBERTA GOTTLIEB 30.00 X 100034 185740 56017 ELIZABETH A KLONOFF 30.00 X 74716 135120 47048 GRANT A MACK 1.00 X 0 0 0 MARILYN NEWHOFF 1.00 X 0 193136 51781 PAULA S BROCK 1.00 X 0 0 0 MELINDA S COIL 50.00 X 153930 0 33126 DAN M GILBREATH 40.00 X 174045 0 29930 WILLIAM T HUSHEN 40.00 X 159568 0 29332 MICHELE GOETZ 50.00 X 154494 0 29058 THOMAS KARLO 50.00 X 10000 193517 58337 NORMA CLARK 50.00 X 137083 0 18517 JOHN ELDER 36.00 X 160829 177172 69545 STEPHEN FISHER 40.00 X 423829 233769 63652 EDWARD RILEY 36.00 X 136625 193354 68526 MELBOURNE HOVELL 36.00 X 127424 147783 61515 BRADY HOKE 40.00 X 476458 199427 60874 GENE G LAMKE 0.00 X 0 50053 110 GAIL K NAUGHTON 30.00 X 78432 185182 64245 JAMES R KITCHEN 0.00 X 0 189934 58430 DIPAK K GUPTA 10.00 X 6513 101959 32039 2490789 3530272 1269069 43 1 1 0 PONDER IDEALWORKS INC 20291 RAVENWOOD LANE HUNTINGTON BEACH CA 92646 CONSULTING 510975 COLLEGE CONTACTCOM HAMMER STR 39 MUENSTER GM 48153 STUDENT RECRUITMENT 417694 ISS FACILITY SERVICES INC 7250 ENGINEER ROAD SUITE D SAN DIEGO CA 92111 JANITORIAL SERVICES 327497 CHARITABLE AUTO RESOURCES INC 4669 MURPHY CANYON RD STE 100 SAN DIEGO CA 92123 FUNDRAISING 300502 EXTREME LEARNING INC 155 E MAIN AVE 170 MORGAN HILL CA 95037 CONSULTING 224400 14 82558 68410 60204760 26365288 1303835 86721016 CONTRACTS GOVERNMENT 541900 49638068 49638068 FEES & TUITION 611600 26777566 26777566 CONTRACTS NON-GVRNMNT 541900 14891462 14891462 CAMPUS & COMMUNITY 515100 5750558 5568659 181899 97057654 1822125 1822125 284049 284049 9729706 11502958 -1773252 -1773252 -1773252 16456287 16475235 -18948 -18948 -18948 159702 68410 248123 -88421 -88421 PASSTHROUGH ENTITIES 515100 21248 -5083 14913 11418 21248 184025471 96870672 196812 236971 7401188 7401188 105125 105125 1366290 438590 927700 74031375 63624145 9771071 636159 5106261 4349221 713851 43189 11129784 9479713 1555935 94136 5934196 5054408 829596 50192 441500 52980 388520 196110 196110 180000 180000 328755 328755 4809742 3573398 1236344 4119334 3669002 439250 11082 896896 842710 54186 4375201 4375201 368371 298242 70103 26 SUBCONTRACTS 17880729 17880631 98 PROFESSIONAL SERVICES 8474125 7497830 508881 467414 OTHER OPERATING 6805921 6150975 554570 100376 SUPPLIES 6235990 5683310 538173 14507 DUES & FEES 5390170 4726586 164671 498913 14365899 12863129 952779 549991 179942962 158066384 19081838 2794740 2482500 1397101 19872639 16451380 18390327 18647062 3763485 3643376 3507916 4128093 133073110 48261378 83123275 84811732 50710448 57855178 181850590 186933922 16863167 14684719 7201368 9005522 44788137 43803651 12433927 12263732 38933720 36765195 120220319 116522819 X 28082186 34138103 28901108 31589182 4646977 4683818 61630271 70411103 181850590 186933922 X 4082509 4698323 X 0 1 1 X 1 1 X 67277911 68406485 71939174 79289199 86721016 373633785 67277911 68406485 71939174 79289199 86721016 373633785 373633785 9958285 9484185 928801 1565075 1822125 23758471 445268 306034 290112 243163 284049 1568626 398960882 217418205 0.93650 0.91790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 180000 0 0 180000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: 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. 16178017 414893 2589907 362441 18820376 14628436 680794 1575200 706413 16178017 17802288 315805 -2600433 889224 14628436 0.69000 0.23000 0.08000 0 0 475302 22204975 22680277 525852 84223836 30438437 54311251 24086924 17822941 6263983 1556221 1556221 84811732 AMOUNTS HELD FOR OTHERS 567297 DUE TO SDSU AUXILIARY 33283133 OTHER LIABILITIES 2914765 36765195 184025471 179942962 4082509 1933033 2765290 4698323 8780832 198290952 1933033 12332448 14265481 184025471 0 184025471 189510120 12332448 12332448 177177672 2765290 2765290 179942962 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: UNCERTAIN TAX POSITIONS UNDER ASC 740 (FIN 48) SDSU RESEARCH FOUNDATION HAS ADOPTED CERTAIN PROVISIONS OF ASC 740 (FIN 48), ACCOUNTING FOR INCOME TAXES. SDSURF HAS REVIEWED ITS TAX POSITION FOR ALL OPEN TAX YEARS AND CONCLUDED THAT THE ADOPTION OF THE PROVISIONS OF ASC 740 (FIN 48) DID NOT HAVE AN IMPACT ON THE FINANCIAL STATEMENT POSITION. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN EQUITY OF PLANT FUND ASSETS 2,765,290. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON TAX RETURN 11,502,958. IN KIND DONATIONS EXCLUDED ON TAX RETURN 829,490. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED ON TAX RETURN 11,502,958. IN KIND DONATIONS EXCLUDED ON TAX RETURN 829,490. PART XIII, LINE 4B - OTHER ADJUSTMENTS: INCREASE IN EQUITY OF PLANT FUND ASSETS 2,765,290. 1 EAST ASIA & THE PACIFIC 0 0 GRANTS 9780 CENTRAL AMERICA & CARIBBEAN 0 0 GRANTS 3300 EUROPE 0 0 GRANTS 7587 MIDDLE EAST & NO AFRICA 0 0 GRANTS 35983 NORTH AMERICA 0 0 GRANTS 24977 RUSSIA 0 0 GRANTS 933 SOUTH AMERICA 0 0 GRANTS 18165 SUB SAHARAN AFRICA 0 0 GRANTS 4400 EUROPE 0 18 PROGRAM TEACHING 543111 EAST ASIA & THE PACIFIC 0 5 PROGRAM TECHNICAL ASSISTANCE 100950 0 23 23 105125 644061 749186 X MIDDLE EAST TRAVEL ASSISTANCE 24983 WIRE 0 1 BOOKS CENTRAL AMERICA 3 3300 CHECK BOOKS EAST ASIA 5 5395 CHECK BOOKS EUROPE 4 3405 CHECK BOOKS MID EAST & NO AFRICA 10 11000 CHECK BOOKS SOUTH AMERICA 11 12100 CHECK BOOKS SUB-SAHARAN AFRICA 4 4400 CHECK TRAVEL ASSISTANCE EAST ASIA 3 4385 WIRE TRAVEL ASSISTANCE EUROPE 6 4182 CHECK TRAVEL ASSISTANCE NORTH AMERICA 12 24977 CHECK TRAVEL ASSISTANCE RUSSIA 1 933 WIRE TRAVEL ASSISTANCE SOUTH AMERICA 2 2028 WIRE TRAVEL ASSISTANCE SOUTH AMERICA 3 4037 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 1148571 300502 848069 ARIA COMMUNICATIONS INC 717 W ST GERMAI ST CLOUD MN 56301 TELEFUNDRAISING 0 65921 28253 37668 1214492 328755 885737 CA ANIVERS GALA 201747 42545 159202 26461 151660 GOLF TOURNAMENT 26365 25865 500 37413 32589 228112 68410 159702 63874 184249 248123 -88421 1 BOOKS & SUPPLIES 450 419400 FELLOWSHIPS 1150 6504292 OTHER STUDENTS COSTS 150 103008 TRAVEL ASSISTANCE 450 374488 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 KAREN D EMMOREY 80122 101631 0 0 0 0 8012 18788 0 24497 88134 144916 0 0 BRIAN K FINCH 64187 94763 0 0 0 0 6419 17495 0 22749 70606 135007 0 0 THOMAS R SCOTT 0 193729 0 0 0 0 0 35838 0 17665 0 247232 0 0 STEPHEN L WEBER 0 284358 0 0 0 0 0 52604 0 36754 0 373716 0 0 SALLY F ROUSH 0 218423 0 0 0 0 0 40406 0 16780 0 275609 0 0 NANCY A MARLIN 0 238170 0 0 0 0 0 43822 0 17696 0 299688 0 0 SANFORD I BERNSTEIN 36620 108189 0 0 0 0 3662 20011 0 25023 40282 153223 0 0 MARY ANN LYMAN-HAGER 72963 104863 0 0 0 0 7296 19392 0 20595 80259 144850 0 0 ROBERTA GOTTLIEB 100034 185740 0 0 0 0 10003 32500 0 13514 110037 231754 0 0 ELIZABETH A KLONOFF 74716 135120 0 0 0 0 7472 24452 0 15124 82188 174696 0 0 MARILYN NEWHOFF 0 193136 0 0 0 0 0 35437 0 16344 0 244917 0 0 MELINDA S COIL 153930 0 0 0 0 0 15556 0 17570 0 187056 0 0 0 DAN M GILBREATH 174045 0 0 0 0 0 17000 0 12930 0 203975 0 0 0 WILLIAM T HUSHEN 159568 0 0 0 0 0 16311 0 13021 0 188900 0 0 0 MICHELE GOETZ 154494 0 0 0 0 0 15556 0 13502 0 183552 0 0 0 THOMAS KARLO 10000 193517 0 0 0 0 0 35968 0 22369 10000 251854 0 0 JOHN ELDER 160829 177172 0 0 0 0 16083 30952 0 22510 176912 230634 0 0 STEPHEN FISHER 423829 233769 0 0 0 0 0 38482 0 25170 423829 297421 0 0 EDWARD RILEY 136625 193354 0 0 0 0 13662 32800 0 22064 150287 248218 0 0 MELBOURNE HOVELL 127424 147783 0 0 0 0 12742 27329 0 21444 140166 196556 0 0 BRADY HOKE 476458 199427 0 0 0 0 0 36893 0 23981 476458 260301 0 0 GENE G LAMKE 0 50053 0 0 0 0 0 0 0 110 0 50163 0 0 GAIL K NAUGHTON 78432 185182 0 0 0 0 7843 34257 0 22145 86275 241584 0 0 JAMES R KITCHEN 0 189934 0 0 0 0 0 35136 0 23294 0 248364 0 0 DIPAK K GUPTA 6513 101959 0 0 0 0 0 13447 0 18592 6513 133998 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 0 0.00000 0.00000 0.00000 1 0 0 0 0 0 0 X 1300 1148571 SELLING PRICE X 13 26058 SELLING PRICE X AUCTION ITEMS 72 129206 SELLING PRICE 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 THE PRESIDENT 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 15 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,933,033. INCREASE IN EQUITY OF PLANT FUND ASSETS 2,765,290. TOTAL TO FORM 990, PART XI, LINE 5: 4,698,323. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 UNIVERSITY 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 92182 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 92182 956042622 ADMINISTERING FUNDS IN SUPPORT OF STUDENT ACTIVITIES CA 501(C)3 LINE 5 N/A 0 GRIDIRON PARTNERSHIP LP 2550 5TH AVENUE STE 1100 SAN DIEGO CA 92103 330834273 INVESTMENTS CA SDSU FOUNDATION EXCLUDED 16741 0 0 1 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 1 0 GRIDIRON PARTNERSHIP LP A 16741 FORM K-1 SCHEDULE R, PART V, LINE 1 - TRANSACTIONS WITH RELATED ORGANIZATIONS SOME OF THE ENDOWMENTS OF SDSU RESEARCH FOUNDATION ("SDSURF") ARE INVESTED IN THE ENDOWMENT POOL OF THE CAMPANILE FOUNDATION (ANOTHER SDSU AUXILIARY ORGANIZATION). (1B) & (1Q)-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. SCHEDULE R, PART V, LINE 2 - TRANSACTIONS WITH CONTROLLED ENTITY NO SERVICES OR ASSETS WERE RECEIVED. THE AMOUNT OF INTEREST AND DEDUCTIONS ALLOCATED WAS BASED ON THE PARTNERS' PRO-RATA SHARE OF THE PARTNERSHIP'S INCOME.