Cal State Fullerton Philanthropic Foundation
To actively promote, pursue and steward private support for the advancement of California state university, fullerton.
Key facts about Cal State Fullerton Philanthropic Foundation
In short: Cal State Fullerton Philanthropic Foundation gave $3.0M across 2 grants in 2025 (avg $1.5M), mostly in California. Source: 2025 IRS Form 990.
- EIN
- 33-0567945
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $3,014,457
- Grants made (2025)
- 2
- Average grant
- $1,507,229
- Median grant
- $1,507,229
- Total assets
- $238,476,708
- Primary geography
- California (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$238.5M
+9.5% YoY
Annual Giving
$3.0M
-4.9% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$1.5M
+42.6% YoY
How Cal State Fullerton Philanthropic Foundation gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
From the foundation's IRS Form 990 filings. Methodology.
About Cal State Fullerton Philanthropic Foundation
Based on IRS filings
Cal State Fullerton Philanthropic Foundation is a public charity, based in Fullerton, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $238.5M in total assets. In 2025, it awarded 2 grants totaling $3.0M. Net investment income was $6.9M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $2.4M (2020) to $3.9M (2023). In 2025 it made 2 grants totaling $3.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was California State University Fullerton ($3.0M). Together the top 2 received $3.0M.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 8 grants of 15 (53%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| California State University Fullerton Fullerton, CA | Scholarships | $2,975,145 |
| Csuf Auxiliary Services Corporation Fullerton, CA | Scholarships | $39,312 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $238,476,708 | $217,864,260 | $198,095,769 |
| Revenue | $25,909,553 | $24,388,950 | $24,861,367 |
| Expenses | $16,836,984 | $16,286,274 | $19,098,290 |
| Net Investment Income | $6,887,189 | $5,619,950 | $4,386,320 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS May 12, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 10, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 13, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS April 27, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Cal State Fullerton Philanthropic Foundation is led by Kimberly Shiner, Executive Director on every filing since 2024; none of the 34 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kimberly Shiner
Executive Director
On filings since 2024
10 hrs/week
No compensation reported
Ronald S. Rochon
Director & President of Csuf
New on the 2025 filing
1 hr/week
No compensation reported
Jon C. Smith
Chair
Director → Chair-Elect, 2023
Chair-Elect → Chair, 2025
On filings since 2019
4 hrs/week
No compensation reported
Paul Carter
Chair & Marketing Communications
Vice Chair & Titan Pride Committee Partner → Co-Chair & Marketing Communications, 2024
Co-Chair & Marketing Communications → Chair & Marketing Communications, 2025
On filings since 2019
2 hrs/week
No compensation reported
Scott Coler
Chair, Finance & Investment
Director → Vice Chair, Finance & Invst. Committee, 2022
Vice Chair, Finance & Invst. Committee → Chair, Finance & Investment, 2024
On filings since 2019
2 hrs/week
No compensation reported
Paul Treinen
Chair & Audit
Vice Chair & Audit Committee → Chair & Audit, 2024
On filings since 2020
2 hrs/week
No compensation reported
Laurie Haack
Chair & Resource Development
Director → Chair & Resource Development, 2024
On filings since 2021
2 hrs/week
No compensation reported
Darren Jones
Chair-Elect, Chair, Nom. & Governor
Member-At-Large & Alumni Representative → Chair, Nominations & Governance, 2024
Chair, Nominations & Governance → Chair-Elect, Chair, Nom. & Governor, 2025
On filings since 2022
2 hrs/week
No compensation reported
Gary Green
Director
Vice Chair, Titan Ambassadors & Resource Dvlp. Committee → Vice Chair & Resource Development Committee, 2023
Vice Chair & Resource Development Committee → Director, 2024
On filings since 2019
1 hr/week
No compensation reported
Robert Jechart
Director
On filings since 2020
1 hr/week
No compensation reported
Scott O'Brien
Director
On filings since 2020
1 hr/week
No compensation reported
Sonny Nguyen
Director
Director → Co-Chair & Advocacy Committee, 2021
Co-Chair & Advocacy Committee → Director, 2023
On filings since 2020
1 hr/week
No compensation reported
Larry Labrado
Director
On filings since 2022
1 hr/week
No compensation reported
Terry M. Giles
Director
On filings since 2022
1 hr/week
No compensation reported
Tina Javid
Director
On filings since 2022
1 hr/week
No compensation reported
Douglas G. Stewart
Director
On filings since 2023
1 hr/week
No compensation reported
Matt Clabaugh
Director
On filings since 2023
1 hr/week
No compensation reported
Chris Venhoff
Director
On filings since 2024
1 hr/week
No compensation reported
Jonathan Morales
Director
On filings since 2024
1 hr/week
No compensation reported
Laura Archuleta
Director
On filings since 2024
1 hr/week
No compensation reported
Pamela Schweitzer
Director
On filings since 2024
1 hr/week
No compensation reported
Payman Roshan
Director
On filings since 2024
1 hr/week
No compensation reported
Joe Morales
Director
New on the 2025 filing
1 hr/week
No compensation reported
Joseph Cervantes
Director
New on the 2025 filing
1 hr/week
No compensation reported
Kathleen Hodge
Director
New on the 2025 filing
1 hr/week
No compensation reported
Kathleen L. Taylor
Director
New on the 2025 filing
1 hr/week
No compensation reported
Kristin Crellin
Director
New on the 2025 filing
1 hr/week
No compensation reported
Natalie Fousekis
Director
New on the 2025 filing
1 hr/week
No compensation reported
Victor Dominguez
Director
New on the 2025 filing
1 hr/week
No compensation reported
Rachelle Cracchiolo
Co-Chair & Advocacy
Director → Co-Vice Chair & Advocacy Committee, 2023
Co-Vice Chair & Advocacy Committee → Co-Chair & Advocacy, 2024
On filings since 2019
2 hrs/week
No compensation reported
Stefanie Light
Secretary
On filings since 2019
12 hrs/week
No compensation reported
Aja Renee Clarke
Member at Large
Director → Member at Large, 2024
On filings since 2021
2 hrs/week
No compensation reported
Jason Ono
Chief Financial Officer
CFO → Chief Financial Officer, 2024
On filings since 2021
30 hrs/week
No compensation reported
Peter W. Mitchell
Co-Chair & Advocacy
Director → Co-Vice Chair & Advocacy Committee, 2023
Co-Vice Chair & Advocacy Committee → Co-Chair & Advocacy, 2024
On filings since 2022
2 hrs/week
No compensation reported
Former officers (49)
- Former: Bill Cheney (2019–2024) — Director
- Former: Framroze Virjee (2019–2024) — President
- Former: Gregory Saks (2019–2024) — Executive Director
- Former: Ingrid Otero-Smart (2019–2024) — Co-Chair & Marketing Communications
- Former: Joe Cervantes (2019–2024) — Director
- Former: Joseph Hensley (2019–2024) — Chair, Nom. & Governor
- Former: Tam Nguyen (2019–2024) — Chair
- Former: Ben Gold (2021–2024) — Director
- Former: Kathy Taylor (2021–2024) — Director
- Former: Lydia Kelley (2023–2024) — Director
- Former: Michael Boomsma (2023–2024) — Director
- Former: Natalie A. Tran (2023–2024) — Director
- Former: Doug Stewart (2024) — Director
- Former: Jeff Van Harte (2024) — Director
- Former: Kathie Hodge (2024) — Director
- Former: Sylvia Alva (2024) — President
- Former: Tricia Esser (2024) — Director
- Former: Jeffrey S. Van Harte (2019–2023) — Director
- Former: Dan Black (2019–2022) — Director
- Former: Martha Daniel (2019–2022) — Director
- Former: Roger Kotch (2019–2022) — Director
- Former: George Pla (2020–2022) — Director
- Former: Radha Bhattacharya (2021–2022) — Director
- Former: Josh Mitchell (2022) — Director
- Former: Charles Harmon (2019–2021) — Director
- Former: Ernie Schroeder (2019–2021) — Director
- Former: Gina Fales (2019–2021) — Vice Chair, Finance & Investment
- Former: Kerri Ruppert Schiller (2019–2021) — Immediate Past Chair
- Former: Maya Patel (2019–2021) — Director
- Former: Regino Diaz (2019–2021) — Director
- Former: Adam Koyanagi (2021) — Director
- Former: Daniele Lecesne Up To (2021) — CFO
- Former: Marcus Reveles (2021) — Director
- Former: Daniele Lecesne (2019–2020) — CFO
- Former: Mark Clarke (2019–2020) — Director
- Former: Victoria L. Vasques (2019–2020) — Director
- Former: Aaron Aguilar (2020) — Director
- Former: Bonnie Williams-Farrier (2020) — Director
- Former: Greg J. Saks (2020) — Executive Director
- Former: Sylvia Contreras (2020) — Director
- Former: Ana Aldazabal (2019) — Director
- Former: Bonnie Williams (2019) — Director
- Former: David Doran (2019) — Vice Chair & Audit Committee
- Former: Dick Ackerman (2019) — Vice Chair & Advocacy
- Former: Geoffrey S. Payne (2019) — Director
- Former: Henry Martinez (2019) — Director
- Former: Mike Weisman (2019) — Vice Chair, Marketing & Pr Committee
- Former: Robert M. Alvarado (2019) — Director
- Former: Vanessa Acuna (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Cal State Fullerton Philanthropic Foundation
How much does Cal State Fullerton Philanthropic Foundation give each year?
Cal State Fullerton Philanthropic Foundation gave $3.0M across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.2M across 3 grants.
How large is Cal State Fullerton Philanthropic Foundation?
Cal State Fullerton Philanthropic Foundation reported $238.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $25.9M.
Where does Cal State Fullerton Philanthropic Foundation operate?
Cal State Fullerton Philanthropic Foundation has awarded grants in California, Illinois, Virginia.
What is Cal State Fullerton Philanthropic Foundation's EIN?
Cal State Fullerton Philanthropic Foundation's EIN (Employer Identification Number) is 33-0567945. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Cal State Fullerton Philanthropic Foundation by hand.
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Cal State Fullerton Philanthropic Foundation down — hundreds of funders to go?