Cal Poly Pomona University Educational Trust in Pomona, California (CA)

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Cal Poly Pomona University Educational Trust
Employer Identification Number (EIN)956974238
Name of OrganizationCal Poly Pomona University Educational Trust
In Care of NameCalifornia Stste Polytechnic U
Address3801 W Temple Ave, Pomona, CA 91768-2557
ActivitiesDescribed in section 509(a)(2) of the Code, Gifts, grants, or loans to other organizations, Other school related activities
SubsectionCharitable Organization
Ruling Date02/1997
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2011
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$78,933,897
Amount of Income$63,240,330
Form 990 Revenue Amount$42,822,675
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Single Organization Support


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Amount of income in 2011: $63,240,330
This organization: 

 $63,240,330
Other organizations performing similar types of work: 

 $6,316,681

Assets in 2011: $78,933,897
Cal Poly Pomona University Educational Trust: 

 $78,933,897
Other organizations performing similar types of work: 

 $21,924,426

Expenses in 2002: $370,395
Cal Poly Pomona University Educational Trust: 

 $370,395
Other organizations performing similar types of work: 

 $2,919,811

Income to expenses ratio in 2002: 4.3
Cal Poly Pomona University Educational Trust: 

 4.3
Other organizations performing similar types of work: 

 1.4

Expenses allocated to program services in 2002: 92.7%
This organization: 

 92.7%
Other organizations performing similar types of work: 

 84.4%

Grants share in income in 2002: 67.6%
Cal Poly Pomona University Educational Trust: 

 67.6%
Other organizations performing similar types of work: 

 53.7%

Financial snapshot ($)

Revenue for 2002

Assets at end of 2002

Expenses for 2002

Functional Expenses for 2002 ($)

Income-Producing Activities for 2002

Revenue, Expenses, and Changes in Net Assets or Fund Balances
200020012002
Total revenue$2,187,888$3,124,644$1,594,294
Contributions, gifts, grants, and similar amounts received$1,925,290$3,114,234$1,077,903
Contributions to donor advised funds
Direct public support$1,925,290$3,114,234$1,077,903
Indirect public support$0$0$0
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$68,316$103,724$115,419
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$8,629$9,330$5,180
Dividends and interest from securities$347,884$428,855$491,364
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$0$0$0
Gain or (loss) from sales of assets other than inventory$-162,231$-531,499$-95,572
Gross amount from sales of assets other than inventory$6,826,292$4,867,129$2,951,301
Less: cost or other basis and sales expenses$6,988,523$5,398,628$3,046,873
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$0$0$0
Total expenses$570,909$354,430$370,395
Program services$553,038$332,717$343,524
Management and general$17,871$21,713$26,871
Fundraising$0$0$0
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$14,059,531$16,638,005$18,109,075
Excess or (deficit) for the year$1,616,979$2,770,214$1,223,899
Net assets or fund balances at beginning of year$12,439$14,059,531$16,638,005
Other changes in net assets or fund balances$12,430,113$-191,740$247,171
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$370,395$343,524$26,871$0
Grants paid from donor advised funds
Other grants and allocations$113,917
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$0$0$0$0
Legal fees$4,050$0$4,050$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$848$0$848$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$145$0$145$0
Travel$500$0$500$0
Conferences, conventions, and meetings$0$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$250,935$229,607$21,328$0
Balance Sheets
200020012002
Total assets$14,123,686$16,680,283$18,109,604
Cash - non-interest-bearing$0$0$0
Savings and temporary cash investments$311,524$1,089,609$2,782,301
Accounts receivable less allowance for doubtful accounts$6,500$2,769$23,721
Pledges receivable less allowance for doubtful accounts$344,450$1,116,216$182,356
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$0$0$0
Investments - publicly-traded securities
Investments - other securities$13,461,212$14,471,689$14,751,226
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$370,000
Land, buildings, and equipment less accumulated depreciation$0$0$0
Other assets, including program-related investments$0$0$0
Total liabilities$64,155$42,278$529
Accounts payable and accrued expenses$80$17,734$529
Grants payable$0$0$0
Deferred revenue$64,075$24,544$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$14,123,686$16,680,283$18,109,604
Total net assets or fund balances$14,059,531$16,638,005$18,109,075
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200020012002
Total revenue$2,187,888$3,124,644$1,594,294
Total revenue, gains, and other support per audited financial statements$1,674,678$3,041,126$1,841,465
Other expenses$-513,210$-83,518$247,171
Net unrealized gains on investments$-513,210$-83,518$247,171
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200020012002
Total expenses$570,909$354,430$370,395
Total expenses and losses per audited financial statements$570,909$354,430$370,395
Other revenue$0$0$0
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$400,972$115,419
Program service revenue
Program service revenue 1000000$000$0$115,419
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$5,180$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$491,364$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$-95,572$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization operated for the benefit of a college or university
Support Schedule
199920002001
Total$0$1,218,374$1,370,406
Gifts, grants, and contributions received$0$955,776$1,359,996
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$68,316$103,724
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$194,282$-93,314
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1The Ucla Foundation201 Gseis Bldg, Los Angeles, CA 90095CA1949-10$652,093,982
2University Of California San Francisco Foundation220 Montgomery St Fl 5, San Francisco, CA 94104-3412CA1992-11$452,953,712
3University Of California Berkeley Foundation2080 Addision St Ste 4200, Berkeley, CA 94720-1601CA1950-07$398,914,642
4University Of California Irvine Foundation100 Theory, Irvine, CA 92617-3055CA1968-09$86,360,681
5Cal Poly Pomona Foundation Inc3801 W Temple Avenue Bldg 55, Pomona, CA 91768-2557CA1966-07$82,693,855
6California State University Long Beach Research Foundation6300 State University Dr Ste 332, Long Beach, CA 90815-4670CA1961-12$80,432,832
7Associated Students Ucla, Payroll Manager308 Westwood Plaza 3519au, Los Angeles, CA 90024CA1945-10$77,274,313
8San Jose State University Research Foundation210 N 4th St Fl 4, San Jose, CA 95112-5569CA1961-07$75,593,937
9California State University Fresno Foundation, Society Of Women Engineers California State University Fresno2320 East San Ramon Avenue M/S Ee94, Fresno, CA 93740-8030CA1954-04$74,204,431
10Cal Poly Pomona University Educational Trust3801 W Temple Ave, Pomona, CA 91768-2557CA1997-02$63,240,330
11Southwestern Law School3050 Wilshire Blvd, Los Angeles, CA 90010-1106CA1937-02$48,264,891
12The Csu Chico Research FoundationCsuc Bldg 25, Chico, CA 95929-0001CA1997-04$42,118,548
13The U C Davis Foundation1460 Drew Avenue, Davis, CA 95618-4856CA1961-08$35,072,079
14Csula Auxiliary Services Inc5151 St University Dr Ge Bl314, Los Angeles, CA 90032CA1986-08$33,131,514
15Ronald Reagan Presidential Foundation40 Presidential Drive No 200, Simi Valley, CA 93065-0600CA1985-03$32,589,847
16Sonoma State University Academic Foundation Inc1801 E Cotati Ave, Rohnert Park, CA 94928-3613CA1975-07$30,234,266
17Campanile Foundation5500 Campanile Dr, San Diego, CA 92182-1968CA2000-02$28,835,075
18University Enterprises Corporation At Csusb5500 University Pkwy, Sn Bernrdno, CA 92407-2318CA1965-12$26,724,141
19California Scottish Rite Foundation2100 N Broadway Suite 350, Santa Ana, CA 92706-2624CA1988-07$22,805,540
20University Hill Foundation5707 Milton Ave, Whittier, CA 90601-2420CA1977-03$21,903,354
Number of organizations performing similar types of work
Alaska1
Alabama13
Arkansas8
Arizona6
California79
Colorado11
Connecticut7
District of Columbia6
Delaware5
Florida38
Georgia18
Hawaii3
Iowa15
Idaho6
Illinois29
Indiana13
Kansas16
Kentucky17
Louisiana12
Massachusetts19
Maryland10
Maine2
Michigan15
Minnesota17
Missouri7
Mississippi4
Montana5
North Carolina27
North Dakota4
Nebraska5
New Hampshire2
New Jersey12
New Mexico6
Nevada2
New York42
Ohio34
Oklahoma12
Oregon7
Pennsylvania21
Rhode Island6
South Carolina8
South Dakota2
Tennessee8
Texas53
Utah4
Virginia29
Washington10
Wisconsin19
West Virginia6
Wyoming2
International3
Total706

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