Cal State Fullerton Philanthropic Foundation: Nonprofit Profile, Financials & Form 990 (EIN 33-0567945)

Revenue by fiscal year
FY2020	$23.9M
FY2021	$61.2M
FY2022	$23.5M
FY2023	$24.9M
FY2024	$24.4M
FY2025	$25.9M

Expenses by fiscal year
FY2020	$9.3M
FY2021	$8.4M
FY2022	$9.7M
FY2023	$19.1M
FY2024	$16.3M
FY2025	$16.8M

Net assets by fiscal year
FY2020	$108.0M
FY2021	$185.0M
FY2022	$183.1M
FY2023	$196.2M
FY2024	$217.2M
FY2025	$237.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Part of a larger organization · Schedule R

Cal State Fullerton Philanthropic Foundation files its own Form 990, but Schedule R discloses 3 related entities — figures on this page are for this EIN only, not the whole group.

California State University Fullerton Alumni Association · California State University Fullerton · Csu Fullerton Auxiliary Services Corporation · See Schedule R

Combined filings · FY2025 · 3 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is 29% of group revenue.

Group revenue

$89.8M

Group expenses

$80.0M

Group net assets

$314.9M

California State University Fullerton Alumni Association · $262K rev · $2.2M net assets

Csu Fullerton Auxiliary Services Corporation · $63.6M rev · $75.4M net assets

Where the money goes

87 cents of each dollar spent went to programs.

87%

13%

Program services 87% · $14.6M Management & general 13% · $2.2M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

34 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Ronald S Rochon

Director/President of Csuf

$0Pt VII · Sec A

Kimberly Shiner

Executive Director

$0Pt VII · Sec A

Jon C Smith

Chair

$0Pt VII · Sec A

Darren Jones

Chair-Elect & Chair, Nom. & Gov.

$0Pt VII · Sec A

Paul Carter

Chair, Marketing Communications

$0Pt VII · Sec A

Aja Clarke

Member at Large

$0Pt VII · Sec A

Scott Coler

Chair, Finance and Investment

$0Pt VII · Sec A

Rachelle Cracchiolo

Co-Chair, Advocacy

$0Pt VII · Sec A

See Cal State Fullerton Philanthropic Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Secures and manages endowments, scholarships, and public donations to support the educational programs, students, and staff of California State University, Fullerton.

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Provided by the organization

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1 program · $14.6M · in their own filed words · FY2024

01

The cal state fullerton philanthropic foundation (CSFPF) is an auxiliary organization of california state university, fullerton (the university). CSFPF is organized and operated to receive, hold, invest, and administer philanthropic gifts and grants that benefit the university and support its educational mission.

$14.6Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2025

Spencer Educational Foundation INCFY2025$30K

The International Council of Shop Ping Centers Foundation INCFY2025$10K

Jewish Community Foundation of Orange CountyFY2025$6K

Total grants receivedfrom 3 funders$46K

See all 3 funders →

Grants paid · 23 grants · $19.7M · 2019–2024

California State University FullertonFY2024$2,975,145

Unitemized GrantFY2024$48,850

Csu Fullerton Auxiliary Services CorporationCA · FY2024$39,312

California State University FullertonFY2023$3,138,143

Unitemized GrantFY2023$41,750

Csu Fullerton Auxiliary Services CorporationCA · FY2023$25,142

Long Beach State FoundationCA · FY2023$7,500

California State University FullertonFY2022$3,913,648

Unitemized GrantFY2022$45,635

Csu Fullerton Auxiliary Services CorporationCA · FY2022$11,452

Long Beach State FoundationCA · FY2022$10,000

California State University FullertonFY2021$3,494,713

Csu Fullerton Auxiliary Services CorporationCA · FY2021$168,788

Lakeland ToursFY2021$48,000

Unitemized GrantFY2021$29,750

Long Beach State FoundationCA · FY2021$7,500

California State University FullertonFY2020$2,971,566

Csu Fullerton Auxiliary Services CorporationCA · FY2020$151,261

See all 23 grants →

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$25.9M

Ln 12

Gifts and grantsLn 1h$18.4M

Investment incomeLn 3$6.9M

Fees for servicesLn 2g$781K

Money outPt IX

$16.8M

Ln 25

Programscol B$14.6M

Managementcol C$2.2M

Owns and owesPt X

$237.2M

net assets · Ln 32

Cash and savingsLn 1–2$55.0M

Total assetsLn 16$238.5M

LiabilitiesLn 26$1.2M

PeoplePt VI, VII

34

listed · VII A

PaidVII A0

Voting boardVI 1a31

IndependentVI 1b29

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$18.4M

Noncash giftsLn 1g$536K

Fundraising eventsLn 1c$750K

Fees for servicesLn 2g$781K

Investment incomeLn 3$6.9M

Gains on assetsLn 7$364K

Total revenueLn 12$25.9M

Assets in detailPt X, end of year

SavingsLn 2$55.0M

Cash and savings togetherLn 1–2$55.0M

InvestmentsLn 11–13$169.2M

Other assetsLn 15$399K

Total assetsLn 16$238.5M

LiabilitiesLn 26$1.2M

Net assetsLn 32$237.2M

OperationsPt I, VI

EmployeesI 50

VolunteersI 642

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$44.4M	$55.0M
InvestmentsLn 11–13	$159.8M	$169.2M
Total assetsLn 16	$217.9M	$238.5M
LiabilitiesLn 26	$711K	$1.2M
Net assetsLn 32	$217.2M	$237.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$3.0M	$3.0M
Grants to domestic individualsLn 2	$49K	$49K
Other salaries and wagesLn 7	$2.6M	$2.3M	$353K
Other employee benefitsLn 9	$453K	$353K	$99K
Accounting feesLn 11c	$105K	$3K	$102K
Investment management feesLn 11f	$226K		$226K
Advertising and promotionLn 12	$165K	$162K	$3K
Office expensesLn 13	$682K	$629K	$54K
TravelLn 17	$311K	$265K	$46K
InsuranceLn 23	$102K	$92K	$10K
Other expenses (24a–d)Ln 24	$9.1M	$7.8M	$1.3M
Total functional expensesLn 25	$16.8M	$14.6M	$2.2M	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$25.9M	$16.8M	$9.1M	$237.2M	990 PDF
FY2024	$24.4M	$16.3M	$8.1M	$217.2M	990 PDF
FY2023	$24.9M	$19.1M	$5.8M	$196.2M	990 PDF
FY2022	$23.5M	$9.7M	$13.9M	$183.1M	990 PDF
FY2021	$61.2M	$8.4M	$52.8M	$185.0M	990 PDF
FY2020	$23.9M	$9.3M	$14.7M	$108.0M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $25,909,553 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $17,750,361$18,359,360

I-9 Program service revenuePrior year $1,163,450$781,270

I-10 Investment incomePrior year $5,619,950$6,887,189

I-11 Other revenuePrior year −$144,811−$118,266

I-12 Total revenuePrior year $24,388,950$25,909,553

I-13 Grants and similar amounts paidPrior year $3,219,135$3,078,907

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $3,171,084$3,080,790

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $9,896,055$10,677,287

I-18 Total expensesPrior year $16,286,274$16,836,984

I-19 Revenue less expensesPrior year $8,102,676$9,072,569

Part VI · Governance 29 of 31 board members independent, 1 to look at

VI-1a Voting members of the governing body31

VI-1b Independent voting members29

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $25,909,553 across 10 lines filed

Lines not itemized here account for $35 of total revenue; see the IRS return.

VIII-1a Federated campaigns$20,775

VIII-1c Fundraising events$750,345

VIII-1f All other contributions, gifts and grants$17,588,240

VIII-1g Noncash contributions (included above)$535,988

VIII-1h Total contributions, gifts and grants$18,359,360

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $781,270$781,270

VIII-3 Investment incomeExcluded from tax $6,523,443$6,523,443

VIII-7 Net gain or loss on sales of assetsExcluded from tax $363,746$363,746

VIII-8 Net income from fundraising eventsExcluded from tax −$118,301−$118,301

VIII-12 Total revenueRelated to mission $781,270 · Unrelated business $0 · Excluded from tax $6,768,923$25,909,553

Part IX · Statement of functional expenses $16,836,984 across 11 lines filed

IX-1 Grants to domestic organizationsPrograms $3,030,057$3,030,057

IX-2 Grants to domestic individualsPrograms $48,850$48,850

IX-7 Other salaries and wagesPrograms $2,274,727 · Management $353,363$2,628,090

IX-9 Other employee benefitsPrograms $353,348 · Management $99,352$452,700

IX-11c Accounting feesPrograms $2,865 · Management $101,705$104,570

IX-11f Investment management feesManagement $225,762$225,762

IX-12 Advertising and promotionPrograms $161,739 · Management $2,859$164,598

IX-13 Office expensesPrograms $628,650 · Management $53,501$682,151

IX-17 TravelPrograms $265,106 · Management $46,321$311,427

IX-23 InsurancePrograms $91,881 · Management $10,300$102,181

IX-24 Other expenses (24a–d)Programs $7,753,048 · Management $1,333,550$9,086,598

IX-25 Total functional expensesPrograms $14,610,271 · Management $2,226,713 · Fundraising $0$16,836,984

Part X · Balance sheet $238,476,708 assets, 14 lines filed

X-2 Savings and temporary cash investmentsStart of year $44,357,934$54,973,555

X-3 Pledges and grants receivableStart of year $12,639,215$13,337,436

X-4 Accounts receivableStart of year $616,559$549,939

X-9 Prepaid expenses and deferred chargesStart of year $31,040$11,000

X-11 Publicly traded securitiesStart of year $151,676,003$160,427,821

X-12 Other securitiesStart of year $8,109,839$8,777,871

X-15 Other assetsStart of year $433,670$399,086

X-16 Total assetsStart of year $217,864,260$238,476,708

X-17 Accounts payable and accrued expensesStart of year $711,184$1,231,277

X-26 Total liabilitiesStart of year $711,184$1,231,277

X-27 Net assets without donor restrictionsStart of year $37,635,042$41,274,219

X-28 Net assets with donor restrictionsStart of year $179,518,034$195,971,212

X-32 Total net assets or fund balancesStart of year $217,153,076$237,245,431

X-33 Total liabilities and net assetsStart of year $217,864,260$238,476,708

Part XI · Reconciliation of net assets $237,245,431 net assets at year end

XI-1 Total revenue$25,909,553

XI-2 Total expenses$16,836,984

XI-3 Revenue less expenses$9,072,569

XI-4 Net assets at start of year$217,153,076

XI-5 Net unrealized gains (losses) on investments$11,011,294

XI-9 Other changes in net assets$8,492

XI-10 Net assets at end of year$237,245,431

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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Cal State Fullerton Philanthropic Foundation

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Cal State Fullerton Philanthropic Foundation

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV