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Nonprofit · EIN 20-4927897

CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

Also known as CAL POLY FOUNDATION

Tax-exempt · SAN LUIS OBISPO, CA 93401

Financials

$62.6M$67.4M2024
Revenue Expenses · by fiscal year end
Financials of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$62,571,176$67,383,655-$4,812,479$467,647,859$20,222,432$447,425,427
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$50,284,885
Program service revenue
$0
Investment income
$12,286,291
Net gain from sales of assets
$148,822
Other revenue
$0

Expenses

Grants and similar amounts paid
$32,427,808
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$38,423
Accounting fees
$66,793
Travel
$1,083
Program services (functional)
$61,584,841
Management and general (functional)
$1,204,176
Fundraising (functional)
$4,594,638

Balance sheet and other

Total assets, start of year
$437,035,056
Total assets, end of year
$467,647,859
Total liabilities, end of year
$20,222,432
Net assets, end of year
$447,425,427
Publicly traded securities
$342,753,992
Gross unrelated business income
$973
Gross receipts
$103,945,355
Employees
0
Volunteers
21
Year formed
2006
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JEFFREY D ARMSTRONGCEO & UNIVERSITY PRESIDENT
Trustee or director, Officer
10$0$522,776$132,546
CYNTHIA JACKSON-ELMOORE PART YEARDIRECTOR
Trustee or director
2$0$383,796$80,334
MARC BENADIBATREASURER
Trustee or director, Officer
8$0$210,008$92,416
JENNIFER JIPSONDIRECTOR
Trustee or director
2$0$141,747$74,556
ABEGAIL LARA PART YEARDIRECTOR
Trustee or director
2$0$336$0
WILLIAM H SWANSONCHAIRMAN
Trustee or director, Officer
3$0$0$0
CHARLES L HARRINGTONVICE CHAIRMAN
Trustee or director, Officer
3$0$0$0
JOHN RONCASECRETARY
Trustee or director, Officer
3$0$0$0
MICHAEL ABBOTTDIRECTOR
Trustee or director
2$0$0$0
LISA ANDERSONDIRECTOR
Trustee or director
2$0$0$0
MICHAEL J APPLEGATEDIRECTOR
Trustee or director
2$0$0$0
PHILIP S BAILEY JRDIRECTOR
Trustee or director
2$0$0$0
PAUL R BONDERSON JRDIRECTOR
Trustee or director
2$0$0$0
RICHARD BRADSHAWDIRECTOR
Trustee or director
2$0$0$0
HILARY DECESARE PART YEARDIRECTOR
Trustee or director
2$0$0$0
12 more people on this return
NameTitleHours / weekCompensation
CHERI DE JONGDIRECTOR
Trustee or director
2$0
SCOTT GAUDINEERDIRECTOR
Trustee or director
2$0
RICHARD C JACOBSEN PART YEARDIRECTOR
Trustee or director
2$0
TAMMY KIELYDIRECTOR
Trustee or director
2$0
JERRY LOHRDIRECTOR
Trustee or director
2$0
JIM MARDEROSIANDIRECTOR
Trustee or director
2$0
RYAN MARTINEZDIRECTOR
Trustee or director
2$0
LAURA M PICKERINGDIRECTOR
Trustee or director
2$0
KENRIC B STONEDIRECTOR
Trustee or director
2$0
CHRIS TRAPANIDIRECTOR
Trustee or director
2$0
STAN VAN VLECKDIRECTOR
Trustee or director
2$0
MATT WEINSTEINDIRECTOR
Trustee or director
2$0

Address and contacts

Address (IRS master file)
4800 MORABITO PLACE 120, SAN LUIS OBISPO, CA 93401-8748
Principal officer (990 for 2024)
ALLISON BAIRD-JAMES, 4800 MORABITO PLACE 120, SAN LUIS OBISPO, CA 93401
Signed the 990
ALLISON BAIRD-JAMES, TREASURER
Phone
(805) 756-5864
Return prepared by
GLENN BURDETTE

Mission

TO PROVIDE AND AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY, PRIMARILY IN THE ACQUISITION, INVESTMENT AND ADMINISTRATION OF GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY.

990 for the year ended June 30, 2025

Program accomplishments

  • EXPENSES IN SUPPORT OF THE EDUCATIONAL MISSION OF THE UNIVERSITY; INCLUDING INSTRUCTION, RESEARCH, MAINTENANCE, SCHOLARSHIPS AND OTHER ACADEMIC AND INSTITUTIONAL SUPPORT.
    Expenses $60,947,746 · grants $32,427,808
  • MANAGEMENT AND INVESTMENT OF CAMPUS PROGRAM FUNDS AND ENDOWMENT FUNDS, THE EARNINGS ON WHICH ARE RESTRICTED FOR THE BENEFIT OF THE UNIVERSITY.
    Expenses $637,095

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
20-4927897
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2006
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$467,647,859
Income (IRS master file)
$103,945,355

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990-TJune 2025–––IRS
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$46,982,068$46,371,070$403,663,890IRS
990-TJune 2023–––IRS
990June 2022$59,131,933$57,544,624$387,833,874IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.

Questions about CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION

What is the EIN of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION?
The employer identification number (EIN) of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION is 20-4927897.
Is CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION?
The 990 for the year ended June 30, 2025 names ALLISON BAIRD-JAMES.
Who are the officers and directors of CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION?
The 990 for the year ended June 30, 2025 lists 27 people; 0 received compensation from the organization.
How much revenue does CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $62,571,176, expenses of $67,383,655 and total assets of $467,647,859 at year end.

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