2025-10-09T12:55:23-05:00 2025-06-30 461571667 MCCLURE & WOLF LLP CPA'S 538 MORGANTOWN STREET UNIONTOWN PA 154015412 990 2024-07-01 251540183 FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA FOUN 7249384329 250 UNIVERSITY AVENUE CAMPUS BOX 59 CALIFORNIA PA 15419 PAUL KANIA TREASURER 7244372731 2025-09-15 1 1 AMANDA J SMITH CPA P01073486 7244372000 2025-09-15 2024 2025-03-06 01:10:19Z PAUL KANIA 71 NORTH MT VERNON AVENUE UNIONTOWN PA 15401 23104570 0 X HTTPS://TINYURL.COM/FOUNDATIONCALU X 1986 PA THE FOUNDATION'S PURPOSE IS TO SUPPORT AND SUPPLEMENT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES AND PROGRAMS OF PENNSYLVANIA WESTERN UNIVERSITY PRIMARILY PENNWEST-CALIFORNIA (PENNWEST), PREVIOUSLY KNOWN AS CALIFORNIA UNIVERSITY OF PENNSYLVANIA (CALU). 16 16 7 16 0 0 1398923 2332677 2898165 2713473 1190798 2627851 47402 51478 5535288 7725479 5080943 4405662 0 0 436181 544126 0 0 17708 311304 721389 5828428 5671177 -293140 2054302 49084505 53250277 8496240 9072431 40588265 44177846 THE FOUNDATION'S PURPOSE IS TO SUPPORT AND SUPPLEMENT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES AND PROGRAMS OF PENNSYLVANIA WESTERN UNIVERSITY PRIMARILY PENNWEST-CALIFORNIA (PENNWEST), PREVIOUSLY KNOWN AS CALIFORNIA UNIVERSITY OF PENNSYLVANIA (CALU). 0 0 803523 803523 STUDENT RELATED SCHOLARSHIPS AND GRANTS 4198991 3602139 4599904 GRANTS TO PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA FOR VARIOUS PROGRAMS AND ACTIVITIES INCLUDING UNIVERSITY PROGRAMS AND COURSES, CAPITAL PROJECTS, FACULTY SUPPORT, AND BOOK PURCHASES 5002514 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 1 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DENISE L SMITH 7249384329 250 UNIVERSITY AVE CALIFORNIA PA 15419 X WILLIAM R BOOKER DIRECTOR 0.50 X 0 0 0 REGAN E BORSO DIRECTOR 0.50 X 0 0 0 JOHN LORENZI VICE PRESIDENT 7.00 X X 0 0 0 DARLA R HOLLEY-HOLMES SECRETARY 7.00 X X 0 0 0 JEFF M KOTULA DIRECTOR 0.50 X 0 0 0 MATTHEW JENKINS DIRECTOR 0.50 X 0 0 0 JEFFREY S JAMES DIRECTOR 0.50 X 0 0 0 KEITH CURRAN DIRECTOR 0.50 X 0 0 0 PAUL L KANIA TREASURER 7.00 X X 0 0 0 WILLIAM R FLINN II PRESIDENT 7.00 X X 0 0 0 BETHANY HOAG-SALMEN DIRECTOR 0.50 X 0 0 0 CHELSEA M PRATT DIRECTOR 0.50 X 0 0 0 MATTHEW HUMBERT DIRECTOR 0.50 X 0 0 0 TIMOTHY LITTLE DIRECTOR 0.50 X 0 0 0 BEVERLY ROSS DIRECTOR 0.50 X 0 0 0 HARRY SERENE DIRECTOR 0.50 X 0 0 0 DENISE SMITH EXECUTIVE DIRECTOR 37.50 X 157677 0 9505 157677 0 9505 1 0 1 0 0 2332677 2332677 ENVIRONMENTAL PROGRAM 611710 2713473 2713473 2713473 741420 741420 17251745 15365314 1886431 1886431 1886431 25975 4102 21873 21873 39280 9675 29605 29605 7725479 4599904 0 792898 3602139 3602139 803523 803523 435399 55706 379693 20076 2723 17353 53293 9205 44088 35358 4380 30978 27772 2576 25196 20721 19357 1364 620 620 417 417 4122 245 3877 17900 754 17146 PROGRAM EXPENSES 266907 266907 PROJECT EXPENSE 157157 139449 17708 CONSULTANTS 120386 0 120386 MISCELLANEOUS 57498 53021 4477 47889 42529 5360 5671177 5002514 650955 17708 55749 114324 6945295 6501869 1378346 1374714 118480 387796 143891 300595 6404 4933 2452 1471 40312093 44443333 12681 13798 11518 8377 104000 104000 49084505 53250277 907975 445289 7588265 8627142 8496240 9072431 X 2886497 3238481 37701768 40939365 40588265 44177846 49084505 53250277 2054302 1535279 0 X X 0 1 X 1 0 X 1557262 2577429 3265279 1398923 2332677 11131570 16793 19463 19878 19878 19717 95729 1574055 2596892 3285157 1418801 2352394 11227299 11227299 348443 408077 553458 568020 741420 2619418 31350 36000 141339 25938 234627 14081344 11893871 0.79730 0.79460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34029972 461990 3722413 1231134 98242 505829 36379170 31342583 774513 3589865 1186543 13345 477101 34029972 29737013 1180463 2107716 1215544 23898 443167 31342583 32695993 1255528 -2557259 1150842 7487 498920 29737013 26320055 661565 7095421 954019 5528 421501 32695993 0.03000 0.97000 0 0 6404 4933 1471 1471 ANNUITIES PAYABLE 66184 DEPOSIT PAYABLE TO PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA 8454589 ACCRUED WAGES AND OTHER 97611 LEASE 8758 8627142 X 9294252 1535279 19717 13777 1568773 7725479 0 7725479 5704671 19717 13777 33494 5671177 0 5671177 PART V, LINE 4: INTENDED USE OF ENDOWMENTS: STUDENT SCHOLARSHIPS, AWARDS AND SUPPORT, RESEARCH, DEPARTMENT CHAIRS, SCHOLARS IN RESIDENCE, LIBRARY SUPPORT, AND DEPARTMENT USE. PART X, LINE 2: THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). TAX BENEFITS WOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION AND BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED JUNE 30. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE OFFSET AGAINST RELATED REVENUES ON FORM 990 PART I PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE OFFSET AGAINST RELATED REVENUES ON FORM 990 PART I VULCAN GOLF OUTING 23050 23050 1482 ALUMNI EVENTS 2925 2925 2620 25975 25975 2620 1482 4102 21873 39280 9675 0 39280 9675 9675 29605 PA 1 0 1 0 0.00000 1.00000 DENISE SMITH 250 UNIVERSITY AVE CALIFORNIA PA 15419 0 0 1 PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA 250 UNIVERSITY AVENUE CALIFORNIA PA 15419 251508140 526453 0 BOOK GRANT FUNDED PROGRAMS TRI COUNTY PA PHEASANTS FOREVER 1783 BUERKLE CIRCLE ST PAUL MN 55110 411429149 501(C)(3) 2205510 0 BOOK GRANT FUNDED ENVIRONMENTAL PROGRAMS WILDLIFE FOR EVERYONE ENDOWMENT FOUNDATION 341 SCIENCE PARK ROAD SUITE 103 STATE COLLEGE PA 16803 201434680 501(C)(3) 870176 0 BOOK GRANT FUNDED ENVIRONMENTAL PROGRAMS SCHOLARSHIPS, AWARDS AND GIFTS 1423 803523 BOOK X X 0 0 0 0 0 0 0 0 0 DENISE SMITH EXECUTIVE DIRECTOR 157677 0 0 0 0 0 7817 0 1688 0 167182 0 0 0 0 1 1 PART I, LINE 32B: OUR INVESTMENT MANAGEMENT COMPANY SELLS GIFTED STOCKS AND INVESTS PROCEEDS IN THE FOUNDATION'S EXISTING PORTFOLIO. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS AVAILABLE TO THE ENTIRE GOVERNING BODY UPON REQUEST. THE TREASURER, EXECUTIVE DIRECTOR, AND THE AUDIT COMMITTEE REVIEW FORM 990 IN DETAIL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS SIGNED ANNUALLY BY EACH DIRECTOR, PRINCIPAL OFFICER AND COMMITTEE MEMBER WITH GOVERNING BOARD DELEGATED POWERS. ADDITIONALLY, THE CONFLICT OF INTEREST POLICY IS ALSO SIGNED BY EX-OFICIO DIRECTORS AND FOUNDATION STAFF. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE SALARY FOR THE EXECUTIVE DIRECTOR INCLUDED A REVIEW OF COMPARABLE POSITIONS IN OTHER NONPROFIT ORGANIZATIONS AS WELL AS SIMILAR POSITIONS AT PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 2C: THE ORGANIZATION'S AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA 250 UNIVERSITY AVENUE CALIFORNIA PA 15419 251508140 HIGHER EDUCATION - PUBLIC UNIVERSITY PA COMMONWEALTH OF PENNSYLVANIA 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA K 19717 ANNUAL ESTIMATE BY LANDLORD PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA L 1588970 ACTUAL DISBURSEMENTS PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA M 434547 ACTUAL DISBURSEMENTS PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA P 91906 ACTUAL DISBURSEMENTS