Endowment / Foundation

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California State Fullerton Philanthropic Foundation

The California State Fullerton Philanthropic Foundation was established in 1993 to manage private support for California State University, Fullerton.

California State Fullerton Philanthropic Foundation logo

California State Fullerton Philanthropic Foundation

The California State Fullerton Philanthropic Foundation was established in 1993 to manage private support for California State University, Fullerton. Its board of governors oversees the investment of donated funds, ensuring they align with donor wishes while advancing the university's educational mission. Board leadership includes Chair Jon C. Smith, a partner at Ernst & Young LLP, and Chair-Elect Darren Jones, a director at The Walt Disney Company. The foundation pursues a multi-asset strategy spanning venture capital, real estate, and fixed income. It allocates capital through direct investments, fund commitments, and secondaries, with an ESG fixed income strategy forming part of the portfolio. The real assets book includes the College Park Building at 2600 Nutwood Avenue and a commercial real estate portfolio. The foundation also manages the Titan Capital Management portfolios and holds campus art assets such as the Betty Gold Sculpture and the Newquist Collection. Executive Director Kimberly Shiner also serves as Vice President for University Advancement at CSUF, reflecting the foundation's close integration with university operations. The Finance and Investment Committee draws on external expertise from committee members such as Scott Coler of Capital Pacific Real Estate and Laura Archuleta of Jamboree Housing Corporation. The foundation maintains no disclosed separate philanthropic vehicles; its activities are directed entirely toward supporting CSUF through scholarships, research funding, and experiential learning programs. The foundation's structural differentiator is its embedded governance model: investment decisions are made by a committee populated with senior professionals from Ernst & Young, The Walt Disney Company, and California Bank & Trust, linking the university's endowment directly to corporate and real estate networks in Southern California without an outsourced OCIO layer.

General information

Firm type

Endowment / Foundation

Year founded

1993

Location

Region

North America

Country

United States

City

Fullerton

Corporate office

2600 Nutwood Ave, Ste 830, Fullerton, CA 92831, United States

Principals

Jon C. Smith

Board Chair

Darren Jones

Board Chair-Elect

Gary Green

Finance and Investment Committee Chair

Kimberly Shiner

Executive Director

Scott Coler

Board Member, President of Capital Pacific Real Estate

Laura Archuleta

Board Member, President & CEO of Jamboree Housing Corporation

Tricia Esser

Board Member, President & CEO of KTGY Architecture + Planning

Sector focus

EducationReal Estate

Frequently asked questions

Who runs investment decisions at the foundation?

A Finance and Investment Committee governs investment decisions. Gary Green of California Bank & Trust chairs the committee, which includes members such as Scott Coler of Capital Pacific Real Estate and Laura Archuleta of Jamboree Housing Corporation. The committee operates under the oversight of the board of governors.

How is the foundation's portfolio structured?

The foundation allocates capital across venture capital, real estate, and fixed income. It invests through direct holdings, fund commitments, and secondaries, and maintains an ESG fixed income strategy. Real assets include the College Park Building and additional commercial real estate properties.

What is the foundation's relationship to the university?

The foundation exists solely to steward private gifts for California State University, Fullerton. Its executive director concurrently serves as the university's Vice President for University Advancement, and all funding supports scholarships, research, and experiential learning at CSUF.

Does the foundation manage any operating businesses?

No. The foundation does not operate separate businesses. It manages donated financial assets and real estate holdings such as the College Park Building, but all resources are directed toward the university's educational mission.

Which sectors does the foundation explicitly avoid?

The foundation's publicly available materials do not specify excluded sectors. Its disclosed ESG fixed income allocation suggests a focus on environmental and social factors, but no formal exclusion list has been published.

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