NonprofitsCalifornia Polytechnic State University Foundation

Education

California Polytechnic State University Foundation

SAN LUIS OBISPO, CA

Total revenue

$74.7M

Total expenses

$51.3M

Net assets

$420.7M

Grants received

$52.9M

384 grants

EIN

204927897

Tax year

2023

Mission

The foundation's purpose is to operate as an auxiliary organization of the california state university by supporting the scientific, literary, educational and charitable purposes of california polytechnic state university, san luis obispo.

Programs

1 program

Management and investment of campus program funds and endowment funds, the earnings on which are restricted for the benefit of the university.

Expenses: $574K

Financials

FY 2023

Revenue

Contributions & grants$45.1M
Program service revenue
Investment income$29.6M
Other revenue$4K
Total revenue$74.7M

Expenses

Grants paid$32.9M
Salaries & benefits
Fundraising$4.0M
Other expenses$18.4M
Total expenses$51.3M
Total assets$437.0M
Net assets$420.7M

People

32 listed

NameRoleCompensation

ZACHARY SMITH

CEO

Board

10 hrs/wk

JEFFREY D ARMSTRONG

UNIVERSITY PRESIDENT

Board

5 hrs/wk

WILLIAM H SWANSON

CHAIRMAN

Board

3 hrs/wk

CHARLES L HARRINGTON

VICE CHAIRMAN

Board

3 hrs/wk

JOHN RONCA

SECRETARY

Board

3 hrs/wk

MARC BENADIBA

TREASURER

Board

8 hrs/wk

MICHAEL ABBOTT

DIRECTOR

Board

2 hrs/wk

LISA ANDERSON

DIRECTOR

Board

2 hrs/wk

MICHAEL J APPLEGATE

DIRECTOR

Board

2 hrs/wk

PHILIP S BAILEY JR

DIRECTOR

Board

2 hrs/wk

STEPHEN J BARNARD PART YEAR

DIRECTOR

Board

2 hrs/wk

PAUL R BONDERSON JR

DIRECTOR

Board

2 hrs/wk

RICHARD BRADSHAW

DIRECTOR

Board

2 hrs/wk

LLOYD DEAN

DIRECTOR

Board

2 hrs/wk

HILARY DECESARE

DIRECTOR

Board

2 hrs/wk

CHERI DEJONG

DIRECTOR

Board

2 hrs/wk

SCOTT GAUDINEER

DIRECTOR

Board

2 hrs/wk

BASIA GILLESPIE PART YEAR

DIRECTOR

Board

2 hrs/wk

CYNTHIA JACKSON-ELMOORE

DIRECTOR

Board

2 hrs/wk

RICHARD C JACOBSEN

DIRECTOR

Board

2 hrs/wk

JENNIFER JIPSON

DIRECTOR

Board

2 hrs/wk

TAMMY KIELY

DIRECTOR

Board

2 hrs/wk

ABEGAIL LARA

DIRECTOR

Board

2 hrs/wk

JERRY LOHR

DIRECTOR

Board

2 hrs/wk

JIM MARDEROSIAN

DIRECTOR

Board

2 hrs/wk

RYAN MARTINEZ

DIRECTOR

Board

2 hrs/wk

LAURA M PICKERING

DIRECTOR

Board

2 hrs/wk

JOHN F SALMONSON PART YEAR

DIRECTOR

Board

2 hrs/wk

KENRIC B STONE

DIRECTOR

Board

2 hrs/wk

CHRIS TRAPANI

DIRECTOR

Board

2 hrs/wk

STAN VAN VLECK

DIRECTOR

Board

2 hrs/wk

CYNTHIA VIZCAINO VILLA PART YEAR

DIRECTOR

Board

2 hrs/wk

Independent contractors

KASPICK & COMPANY

INVESTMENT ADVISOR

$560K

Grants received

Showing 200 of 384

FromAmountPurposeYear
$505K
THOMAS MACKIN FUND, CAL POLY FARM STORE, CENTER FOR INNOVATION AND ENTREPRENEURSHIP
2024
$210K
2024 STOLLMEYER BLACK TRANSFER SCHOLARSHIP RECIPIENTS
2024
$200K
Innovative Research to Support the Psychological and Emotional Needs of People with Diabetes
2024
$200K
Innovative Clinical or Translational Science Nutrition
2024
$200K
Innovative Research to Improve the Lives of Women with Diabetes Across the Lifespan
2024
$145K
UNRESTRICTED GENERAL SUPPORT
2024
$106K
4 FORTUNE SCHOLARSHIP
2024
$102K
TO BE GRANTED TO THE LYCKE TRUST, A FUND HELD AT THE CAL POLY FOUNDATION RESTRICTED TO ESTABLISH THE CAL POLY'S NOYCE SCHOOL OF APPLIED COMPUTING EDUCATIONAL "LECTURE SERIES"
2024
$100K
Research Career Initiator
2024
$75K
California State University San Luis Obispo Milano Family Rodeo Scholarship Fund
2024
$75K
California State University San Luis Obispo Milano Family Rodeo Scholarship fund
2024
$67K
Postdoctoral Fellowship
2024
$53K
WOMENS VOLLEYBALL & MENS GOLF
2024
$50K
Cal Poly Rodeo Scholarship Fund
2024
$50K
FY2024 - SUPPORT SCHOLARSHIP PROGRAM.
2024
$41K
CHARITABLE
2024
$38K
AISA SCHOLARSHIPS, NAICC,
2024
$25K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$25K
GRANTS REQUESTED BY DONOR AND APPROVED BY CFGCR: FOR SUPPORT AT THE VICTORY CIRCLE LEVEL
2024
$20K
PROGRAM SUPPORT
2024
$20K
ARTS, CULTURE & HUMANITIES, EDUCATION
2024
$17K
EDUCATION AND YOUTH DEVELOPMENT
2024
$15K
EARN BY DOING STUDENT TECHNICIAN PROGRAM
2024
$15K
EARN BY DOING STUDENT TECHNICIAN PROGRAM
2024
$15K
TO PROVIDE GENERAL SUPPORT
2024
$14K
TO FURTHER RECIPIENT ORGANIZATION'S MISSION.
2024
$11K
GENERAL SUPPORT
2024
$11K
General & Unrestricted
2024
$10K
GENERAL SUPPORT
2024
$10K
YOUTH EDUCATION - UNIVERSITY SCHOLARSHIPS
2024
$10K
SCHOLARSHIPS
2024
$10K
TO ALLOW FOR MASONRY COURSE OFFERINGS TO BE PROVIDED AT THE UNIVERSITY
2024
$10K
discretionary funds for program exp
2024
$10K
RELUI PRGRM IMPRVMNT GRANT
2024
$8K
For equipment purchase
2024
$6K
Education
2024
$5K
EMPLOYEE OR TRUSTEE RECOMMENDED GIFT FOR GENERAL OPERATIONAL SUPPORT.
2024
$5K
general charitable purposes
2024
$2K
EMPLOYEE MATCHING GIFT
2024
$500
PROGRAM SUPPORT
2024
$4.0M
PUBLIC, SOCIETAL BENEFIT
2023
$2.2M
UNRESTRICTED GENERAL SUPPORT
2023
$1.7M
For grant recipient's exempt purposes
2023
$1.1M
SUPPORT OF THE UNIVERSITY
2023
$300K
IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE
2023
$200K
Innovative Clinical or Translational Science Nutrition
2023
$200K
Innovative Clinical/Translational Science Behavioral/Mental Health
2023
$105K
FOR GENERAL SUPPORT
2023
$103K
FOR THE TRANSFER SCHOLARSHIP PROGRAM. FOR THE CITY AND REGIONAL PLANNING DEPT.
2023
$101K
OPERATIONS
2023
$75K
TENNIS PAVILLION AND MEN'S GOLF
2023
$70K
SCHOLARSHIPS & FINANCIAL AID
2023
$68K
CHARITABLE DONATION
2023
$67K
Postdoctoral Fellowship
2023
$63K
COMMUNITY HEALTH
2023
$63K
EDUCATION SUPPORT
2023
$55K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$50K
the Cleared for Success program
2023
$50K
FY2023 - SUPPORT SCHOLARSHIP PROGRAM.
2023
$50K
2023 Milano Rodeo Scholarship Fund
2023
$50K
2022 Milano Rodeo Scholarship Fund
2023
$50K
TO SUPPORT THE THOMAS MACKIN FUND
2023
$47K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$40K
A RETURN TO SERVICE: CALIFORNIA POLYTECHNIC STATE UNIVERSITY
2023
$40K
engineering research and technician student support
2023
$39K
MATCHING GIFTS
2023
$30K
General & Unrestricted
2023
$25K
BEACH VOLLYBALL
2023
$20K
MATCHING GIFTS
2023
$20K
CHARITABLE
2023
$17K
EDUCATION AND YOUTH DEVELOPMENT
2023
$17K
TO FUND STUDENT SCHOLARSHIPS.
2023
$15K
RESEARCH, GENERAL SUPPORT & EDUCATION
2023
$15K
CAL POLY HUNGER PROGRAM/FOOD PANTRY/JUSTIN AND J. LOHR CENTER
2023
$13K
discretionary funds for program exp
2023
$12K
WINE AND VITICULTURE DEPARTMENT
2023
$11K
Education & Youth Development
2023
$11K
Scholarship Fund for Psychology Majors Who Intend to Practice Youth Counseling/Therapy
2023
$10K
OPERATING SUPPORT
2023
$10K
TO PROVIDE GENERAL SUPPORT.
2023
$10K
UNRESTRICTED
2023
$10K
UNRESTRICTED
2023
$10K
UNRESTRICTED
2023
$10K
EDUCATIONAL
2023
$10K
"SKIP THE GRID" PROJECT
2023
$10K
UNRESTRICTED
2023
$10K
REAL ESTATE IMPROVEMENT GRANT
2023
$7K
GENERAL CONTRIBUTION FOR DONEE'S CHARITABLE PURPOSE
2023
$6K
GENERAL SUPPORT
2023
$5K
TO SUPPORT THE COLLEGE OF ENGINEERING-CIVIL AND ENVIRONMENTAL ENGINEERING DEPARTMENT.
2023
$5K
RESEARCH, GENERAL SUPPORT & EDUCATION
2023
$5K
YOUTH EDUCATION - RSM US FOUNDATION ACCOUNTING SCHOLARSHIP
2023
$5K
YOUTH EDUCATION - RSM US FOUNDATION SCHOLARSHIP
2023
$5K
GENERAL
2023
$5K
TO SUPPORT THE COLLEGE OF ENGINEERING- DIVERSITY AND INCLUSION FUND.
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$5K
UNRESTRICTED GENERAL SUPPORT
2023
$5K
general charitable purposes
2023
$5K
RESEARCH, GENERAL SUPPORT & EDUCATION
2023
$3K
TO PROVIDE GENERAL SUPPORT.
2023
$1K
RESEARCH, GENERAL SUPPORT & EDUCATION
2023
$1K
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$1K
EDUCATIONAL
2023
$894
GENERAL SUPPORT
2023
$500
COLLEGE OF AGRICULTURE, FOOD & ENVIRONMENTAL SCIENCES.
2023
$500
MATCHING GIFTS TO EDUCATION
2023
$500
IN SUPPORT OF GENERAL OPERATIONS.
2023
$441
EDUCATION
2023
$400
FIDELITY MATCHING GIFTS TO EDUCATION
2023
$200
GENERAL OPERATING SUPPORT
2023
$100
MATCHING GIFTS
2023
$1.3M
PUBLIC, SOCIETAL BENEFIT
2022
$300K
IN FURTHERANCE OF SECTION 501(C)(3) CHARITABLE PURPOSE
2022
$215K
For grant recipient's exempt purposes
2022
$200K
Innovative Clinical or Translational Science Nutrition
2022
$193K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$188K
SUPPORT OF THE UNIVERSITY
2022
$163K
SCHOLARSHIPS
2022
$111K
BEYSTER SUSTAINABILITY SCHOLARSHIPS
2022
$104K
GENERAL SUPPORT
2022
$100K
ANNUAL DONATION FOR SCHOLARSHIP PROGRAM FOR UNDERSERVED COLLEGE FRESHAMN.
2022
$89K
EDUCATIONAL INSTITUTIONS
2022
$80K
PROMOTE EDUCATION
2022
$75K
California State University San Luis Obispo Milano Family Rodeo Scholarship ENDOWMENT fund
2022
$75K
California State University San Luis Obispo Milano Family Rodeo Scholarship ENDOWMENT fund
2022
$70K
CHARITABLE DONATION
2022
$63K
COMMUNITY HEALTH
2022
$63K
EDUCATION SUPPORT
2022
$60K
UNRESTRICTED GENERAL SUPPORT
2022
$55K
Support #StudentParentJoy program in the School of Education, College of Science and Mathematics
2022
$50K
FOR THE EXEMPT PURPOSES OF THIS ORGANIZATION
2022
$50K
PROVIDE GENERAL SUPPORT
2022
$42K
MATCHING GIFTS
2022
$35K
SCHOLARSHIPS
2022
$33K
MATCHING GIFTS
2022
$26K
CAL POLY SLO RELUI PROGRAM IMPROVEMENT GRANT AWARD
2022
$25K
RESEARCH, GENERAL SUPPORT & EDUCATION
2022
$18K
SUPPORT OF WINE & VITICULTURE EDUCATION
2022
$15K
Dane Christian Phelps Memorial Scholarship Endowment
2022
$15K
CAL POLY HUNGER PROGRAM/FOOD PANTRY/JUSTIN AND J. LOHR CENTER
2022
$11K
discretionary funds for program exp
2022
$11K
SCHOLARSHIP
2022
$10K
OPERATIONS
2022
$10K
TO SUPPORT CALIFORNIA POLYTECHNIC STATE UNIVERSITY.
2022
$10K
UNRESTRICTED
2022
$10K
UNRESTRICTED
2022
$10K
KAHN SCHOLARSHIP
2022
$10K
UNRESTRICTED
2022
$9K
GENERAL SUPPORT
2022
$8K
TO SUPPORT THE AEROSPACE ENGINEERING DEPARTMENT
2022
$8K
THIS GRANT IS DESIGNATED FOR GENERAL SUPPORT.
2022
$7K
Smart Manufacturing Lab: A Learning Factory
2022
$7K
COMSOL Multiphysics Software Modules: Corrosion, Chemical reaction, semi-conductors, and cad import
2022
$7K
TO FUND STUDENT SCHOLARSHIPS.
2022
$6K
RESEARCH IN ACCORDANCE WITH THE INSTITUTE'S MISSION.
2022
$5K
SCHOLARSHIPS
2022
$5K
TO SUPPORT THE COLLEGE OF ENGINEERING-DIVERSITY AND INCLUSION FUND.
2022
$5K
TO SUPPORT THE COLLEGE OF ENGINEERING-CIVIL AND ENVIRONMENTAL ENGINEERING DEPARTMENT.
2022
$5K
YOUTH EDUCATION - SCHOLARSHIPS
2022
$5K
general charitable purposes
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
UNRESTRICTED GENERAL SUPPORT
2022
$5K
YOUTH EDUCATION - SCHOLARSHIPS
2022

Funded by

$52.9M from 127 funders · 384 grants · 2017–2024

Gs Donor Advised Philanthropy Fund

$12.6M · 6 grants · 2018–2024

Donor Advised Charitable Giving Inc

$9.3M · 8 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$7.7M · 8 grants · 2017–2023

Cal Poly Corporation

$3.4M · 7 grants · 2017–2023

Morgan Stanley Global Impact Funding Trust Inc

$2.4M · 9 grants · 2019–2024

American Online Giving Foundation Inc

$1.7M · 7 grants · 2019–2024

American Diabetes Association

$1.4M · 9 grants · 2022–2024

National Philanthropic Trust

$1.4M · 6 grants · 2017–2023

Details

EIN204927897
NTEE codeB11
Subsection03
Ruling date2006-12
Formed2006
Employees0
Volunteers21
CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION — Mission, Financials & Grants Received | Grantivo