Corporate Documents

Corporate Documents

• Articles of Incorporation
• Bylaws
• California Charitable Registration Letter
• California Tax Exempt Acknowledgement Letter
• IRS Determination Letter (501c3 Letter)
• Operating Agreement - CSUSB Philanthropic Foundation
• CA Nonprofit Raffle Registration 2024
• CA Entity Status Letter
• W9 Identification Number and Certification 2024

Tax Returns (IRS Forms 990)

• Fiscal Year Ending June 30, 2023
• Fiscal Year Ending June 30, 2022
• Fiscal Year Ending June 30, 2021
• Fiscal Year Ending June 30, 2020
• Fiscal Year Ending June 30, 2019
• Fiscal Year Ending June 30, 2018
• Fiscal Year Ending June 30, 2017
• Fiscal Year Ending June 30, 2016
• Fiscal Year Ending June 30, 2015
• Fiscal Year Ending June 30, 2014
• Fiscal Year Ending June 30, 2013
• Fiscal Year Ending June 30, 2012

Audited Financial Statements

• Fiscal Year 2023
• Fiscal Year 2022
• Fiscal Year 2021
• Fiscal Year 2020
• Fiscal Year 2019
• Fiscal Year 2018
• Fiscal Year 2017
• Fiscal Year 2016
• Fiscal Year 2015
• Fiscal Year 2014
• Fiscal Year 2013
• Fiscal Year 2012

Endowment Financials

• Endowment Performance 2022
• Endowment Performance 2021
• Endowment Performance 2020
• Endowment Performance 2019
• Endowment Performance 2018
• Endowment Performance 2017
• Endowment Performance 2016
• Endowment Performance 2015

Operating Budget

• Operating Budget 2024-25
• Operating Budget 2023-24
• Operating Budget 2022-23
• Operating Budget 2021-22
• Operating Budget 2020-21
• Operating Budget 2019-20
• Operating Budget 2018-19
• Operating Budget 2017-18
• Operating Budget 2016-17
• Operating Budget 2015-16
• Operating Budget 2014-15
• Operating Budget 2013-14
• Operating Budget 2012-13

Policies and Procedures

• 990 Review Policy 
• Acquisition, Placement & Rotation of Art (CSUSB Policy)
• Conflict of Interest Policy
• Fundraising Event Approval Form & Guidelines
  • Fundraising Event Approval Form 
  • Event Action Plan Sample in Excel
  • Event Budget Sample in Excel
• Gift Acceptance Policy (CSUSB Policy)
• Current Hospitality Policy
• Naming Facilities, Properties and Programs (CSUSB Policy)
• Procurement Policy
• Public Relations Policy Funds
• Records Retention Policy
• Reserve Policy
• Risk Management Policy
• Transparency Policy
• Travel Policy
• Investment Policy Statement

Other Documents

• CSUSB Philanthropic Foundation Board Membership 
• Donor Bill of Rights
• Organizational Chart for the CSUSB Philanthropic Foundation
• Philanthropic Foundation Credit Card Procedures
• Philanthropic Foundation Credit Card Application