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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
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
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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