2025-10-17T12:49:01-05:00 2025-06-30 473535842 DAVIS FARR LLP 18201 VON KARMAN AVE SUITE 1100 IRVINE CA 92612 990 2024-07-01 953760989 TOWN AND GOWN OF THE UNIVERSITY OF SOUTHERN CALIFORNIA TOWN 3107130977 620 W MCCARTHY WAY 10 LOS ANGELES CA 90089 COLLEEN STROKYE PRESIDENT 3107130977 2025-10-16 1 1 TRITIA FOSTER P02164134 9494742020 2024 2025-03-06 01:10:19Z COLLEEN STROKYE 620 W MCCARTHY WAY 10 LOS ANGELES CA 90089 1094436 0 X WWW.TOWNANDGOWNOFUSC.ORG X 1904 CA TO SUPPORT USC THROUGH SCHOLARSHIPS FOR STUDENTS, BUILDING AND CAMPUS ENHANCEMENT, AND CULTURAL PROGRAMS. 39 39 2 850 0 0 587554 762438 0 0 80297 97138 81311 32019 749162 891595 149983 295480 0 0 56690 56656 0 0 107841 370128 399151 576801 751287 172361 140308 3493195 3945718 60796 51164 3432399 3894554 TO SUPPORT USC THROUGH SCHOLARSHIPS FOR STUDENTS, BUILDING AND CAMPUS ENHANCEMENT, AND CULTURAL PROGRAMS. 0 0 412028 295480 AWARDED SCHOLARSHIPS AND PROVIDED FOR MAINTENANCE OF TOWN & GOWN BUILDING ON THE UNIVERSITY OF SOUTHERN CALIFORNIA CAMPUS. 412028 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 2 1 0 0 0 0 0 0 0 0 0 0 X 39 39 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA HELAINE LOPES 3109946511 620 W MCCARTHY WAY 10 LOS ANGELES CA 90089 X ANNEMARIE ACOSTA INTERNAL MGMT REVIEW COMMITTEE 1.00 X 0 0 0 ANGELA BENNETT 4TH VP MEMBERSHIP 1.00 X 0 0 0 CHRISTINA BURCELIS HOSPITALITY CO-CHAIR 1.00 X 0 0 0 KATHLEEN CAMPOS NOMINATING COMMITTEE 1.00 X 0 0 0 HILARY CRAHAN BENEFIT CO-CHAIR 1.00 X 0 0 0 LINDA DANKWA 2ND VP SCHOLARSHIP 1.00 X 0 0 0 JANEANE DIMPEL SCHOLARSHIP ADVISOR 1.00 X 0 0 0 EDIE ETMEKJIAN INTERNAL MGMT REVIEW COMMITTEE 1.00 X 0 0 0 KATE FARLOW INTERNAL MGMT REVIEW COMMITTEE 1.00 X 0 0 0 LINDA GIVVIN NOMINATING COMMITTEE 1.00 X 0 0 0 ANGEL GRIGORIAN HOSPITALITY CO-CHAIR 1.00 X 0 0 0 MARY HALL 3RD VP FUNDRAISING 1.00 X 0 0 0 MARILOU HAMILL FINANCE COMMITTEE 1.00 X 0 0 0 LORI JACKSON SOCIAL MEDIA CHAIR 1.00 X 0 0 0 PATTI JAMGOTCHIAN GOVERNANCE CHAIR 1.00 X 0 0 0 KELLY KELLEY PHYSICAL FACILITIES/HISTORIAN CO-CHAIR 1.00 X 0 0 0 MARILYN KEZIRIAN PHYSICAL FACILITIES/HISTORIAN CO-CHAIR 1.00 X 0 0 0 CAROL KROESCHE 1ST VP INVESTMENTS 1.00 X 0 0 0 D'ARCY MCLEOD NOMINATING COMMITTEE 1.00 X 0 0 0 VIRGINIA NAEVE NOMINATING CHAIR 1.00 X 0 0 0 ANN PALMER 5TH VP PROGRAMS 1.00 X 0 0 0 BIANCA PATTERSON GOVERNANCE COMMITTEE 1.00 X 0 0 0 WILMA J PINDER GOVERNANCE COMMITTEE 1.00 X 0 0 0 SUSIE RHODES MEMBER AT LARGE-ACC REP/OUTREACH 1.00 X 0 0 0 ELAINE ROSEN 2ND VP SCHOLARSHIP 1.00 X 0 0 0 HOLLY SCHWARTZ MEMBER AT LARGE - SPECIAL PROJECTS 1.00 X 0 0 0 AYUKO SIEGEL INTERNAL MGMT REVIEW CHAIR 1.00 X 0 0 0 JILL STUART BENEFIT CO-CHAIR 1.00 X 0 0 0 CAROL STYX 3RD VP FUNDRAISING 1.00 X 0 0 0 BONNIE SUFFRIDGE 4TH VP MEMBERSHIP 1.00 X 0 0 0 NANCY TAFOYA FINANCE COMMITTEE 1.00 X 0 0 0 LISA UP DE GRAFF 5TH VP PROGRAMS 1.00 X 0 0 0 BONNIE VOGEL GOVERNANCE COMMITTEE 1.00 X 0 0 0 DEBBIE WONG BENEFIT CO-CHAIR 1.00 X 0 0 0 KANDI WOPSCHALL NOMINATING COMMITTEE 1.00 X 0 0 0 CAROL WRIGHT PARLIAMENTARIAN 1.00 X 0 0 0 COLLEEN STROYKE CEO/PRESIDENT 1.00 X 0 0 0 HELAINE LOPES TREASURER 1.00 X 0 0 0 CAREN EDLER SECRETARY 1.00 X 0 0 0 0 0 0 0 0 0 0 0 82925 679513 762438 97138 97138 234860 202841 32019 32019 891595 0 0 129157 295480 295480 49832 16392 33440 2476 584 1892 4348 1522 2826 14930 14930 24012 24012 2556 2028 528 8167 526 5011 2630 24057 2112 13946 7999 7008 7008 215021 33765 102654 78602 SCHOLARSHIP CELEBRATION 28102 28102 ENTERTAINMENT 11283 3760 7523 BANK FEES 10616 40 10576 HANDBOOK 7231 7231 46168 7465 27616 11087 751287 412028 231418 107841 120954 181993 1771 0 1771 1771 3362560 3761954 7910 3493195 3945718 979 53525 47365 6292 3799 60796 51164 X 2441776 412570 990623 3481984 3432399 3894554 3493195 3945718 X 140308 321847 X 0 0 0 X 452942 697093 722575 587544 794457 3254611 452942 697093 722575 587544 794457 3254611 78305 3176306 37957 61357 53371 80297 97138 330120 3584731 0.88610 0.90860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1771 1771 1771 CREDIT CARDS PAYABLE 3799 3799 ANNUAL BENEFIT 234860 234860 202841 234860 234860 202841 202841 32019 0 UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY PARK LOS ANGELES CA 90089 951642394 295480 0 TUITION FORM 990, PART VI, SECTION A, LINE 6 T&G HAS "MEMBERS" WHO PAY DUES (ANNUAL & LIFETIME). THE MEMBERS ELECT THE BOARD OF DIRECTORS ANNUALLY AT THE MARCH GENERAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS DO ELECT PART OF THE GOVERNING BODY (BOARD). THE REMAINING POSITIONS ARE APPOINTED BY THE BOARD. ELECTED DIRECTORS ARE PRESIDENT ELECT, 1ST VPS INVESTMENTS, 2ND VPS SCHOLARSHIP, 3RD VPS FUND DEVELOPMENT, 4TH VPS MEMBERSHIP, 5TH VPS PROGRAMS, THE GOVERNANCE CHAIR, 2 MEMBERS OF THE NOMINATING COMMITTEE, THE TREASURER, PRESIDENT AND SECRETARY. APPOINTED DIRECTORS ARE PARLIAMENTARIAN, PHYSICAL FACILITIES/HISTORIAN, HOSPITALITY CHAIR, BENEFIT CHAIR, INTERNAL MANAGEMENT REVIEW CHAIR, SCHOLARSHIP ADVISOR, SOCIAL MEDIA CHAIR, 3 MEMBERS OF THE NOMINATING COMMITTEE, 2 GOVERNANCE COMMITTEE MEMBERS AND 2 FINANCE COMMITTEE MEMBERS. DECISIONS REQUIRING MEMBER APPROVAL ARE: - APPROVING THE BOARD SLATE, - REMOVING AN ELECTED DIRECTOR WITHOUT CAUSE, - FILLING BOARD VACANCIES THAT ARE NOT FILLED BY THE BOARD, - AMENDING ARTICLES OF INCORPORATION IN THE EVENT THAT MEMBER ACTION ON SUCH AMENDMENT IS REQUIRED UNDER THE BYLAWS OR CALIFORNIA LAW, - VOLUNTARILY DISSOLVING THE CORPORATION. ALL OTHER DECISIONS SUCH AS APPROVING THE ANNUAL BUDGET, SETTING MEMBER DUES, ETC ARE MADE BY THE BOARD. MEMBERS CAN NOT RECEIVE A SHARE OF PROFITS, DUES OR ASSETS UPON DISSOLUTION OF THE CORPORATION- ACCORDING TO OUR BYLAWS, UPON DISSOLUTION NO EARNINGS, PROPERTIES OR ASSETS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF ANY PERSON OR MEMBER. UPON DISSOLUTION, THEY WOULD BE PAID OVER TO AN ORGANIZATION SUBSTANTIALLY DEDICATED TO THE SAME PURPOSE AS T&G. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE PRESIDENT AND CFO. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY ARTICLE I - PURPOSE THE PURPOSE OF THIS CONFLICT OF INTEREST POLICY IS TO ASSIST IN IDENTIFYING, DISCLOSING, AND ADDRESSING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST THAT COULD COMPROMISE THE INTEGRITY OF DECISIONS MADE BY THOSE WITH AUTHORITY TO MAKE DECISIONS THAT BIND OR PERTAIN TO THE BUSINESS OF TOWN AND GOWN OF USC. THIS POLICY PROTECTS THE INTERESTS OF TOWN AND GOWN OF USC AND ENSURES THAT TOWN AND GOWN OF USC OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS. IT IS INTENDED TO SUPPLEMENT, NOT REPLACE, ANY APPLICABLE FEDERAL, STATE, OR LOCAL LAWS GOVERNING CONFLICTS OF INTEREST APPLICABLE TO NON-PROFIT AND CHARITABLE ORGANIZATIONS. ARTICLE II - PERSONS CONCERNED THIS STATEMENT APPLIES TO BOARD MEMBERS, OFFICERS, AND ALL EMPLOYEES WHO CAN INFLUENCE THE GOVERNANCE AND ACTIONS OF TOWN AND GOWN OF USC. THIS INCLUDES ANYONE WHO MAKES FINANCIAL DECISIONS OR HAS PROPRIETARY INFORMATION REGARDING TOWN AND GOWN OF USC. ARTICLE II - IDENTIFYING CONFLICTS OF INTEREST A POTENTIAL CONFLICT OF INTEREST ARISES WHEN A DIRECTOR, OFFICER, EMPLOYEE, OR KEY PERSON STANDS TO GAIN A FINANCIAL, PROFESSIONAL, POLITICAL, OR PERSONAL BENEFIT FROM AN ACTION THAT TOWN AND GOWN OF USC ENTERS, OR HAS AN INTEREST THAT IMPAIRS THEIR OBJECTIVITY IN PERFORMING THEIR DUTIES. ARTICLE III - PROCEDURES 1. DUTY TO DISCLOSE EACH DIRECTOR, OFFICER, EMPLOYEE, AND ANY OTHER INTERESTED PERSON IS UNDER AN OBLIGATION TO DISCLOSE THE EXISTENCE OR POTENTIAL EXISTENCE OF A CONFLICT OF INTEREST AS IT ARISES TO THE GOVERNANCE COMMITTEE. 2. INVESTIGATING CONFLICTS WHEN A POTENTIAL CONFLICT OF INTEREST IS DISCLOSED OR DISCOVERED, THE GOVERNANCE COMMITTEE WILL PROVIDE THE INDIVIDUAL WITH AN OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS. THE GOVERNANCE COMMITTEE WILL COLLECT ALL PERTINENT INFORMATION AND QUESTION THE INVOLVED PARTIES. IF THE GOVERNANCE COMMITTEE DETERMINES THAT A CONFLICT DOES NOT EXIST, THE INQUIRY WILL BE DOCUMENTED BUT NO FURTHER ACTION WILL BE TAKEN. 3. ADDRESSING A CONFLICT OF INTEREST IF THE GOVERNANCE COMMITTEE SUSPECTS OR DETERMINES THAT A CONFLICT OF INTEREST DOES EXIST, THE COMMITTEE WILL DETERMINE IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS POSSIBLE UNDER THE CIRCUMSTANCES TO AVOID A CONFLICT OF INTEREST. IF NO ALTERNATIVE ARRANGEMENT IS AGREED UPON, THE GOVERNANCE CHAIR WILL TAKE THE FACTS TO THE BOARD OF DIRECTORS TO REVIEW. 4. BOARD REVIEW AND DISCIPLINARY ACTION ALL CONFLICTS OF INTEREST WILL BE REVIEWED ON A CASE-BY-CASE BASIS. THE CONFLICTED PERSON SHALL NOT BE PRESENT DURING THE BOARD DISCUSSION OR VOTE ON THE MATTER. THE BOARD OF DIRECTORS WILL VOTE TO DETERMINE APPROPRIATE ACTIONS TO ADDRESS THE CONFLICT. THE BOARD OF DIRECTORS HAS FULL DISCRETION TO DECIDE WHAT DISCIPLINARY ACTION IS APPROPRIATE AND NECESSARY FOR DISCLOSED CONFLICT OF INTEREST. ACTIONS MAY INCLUDE PROHIBITING ANY INTERESTED PARTY FROM VOTING ON ANY MATTER RELATED TO SAID CONFLICT OF INTEREST OR REMOVAL FROM THE POSITION AT TOWN AND GOWN OF USC. 5. NOTICE OF ANNUAL STATEMENTS EVERY TOWN AND GOWN OF USC DIRECTOR, OFFICER, EMPLOYEE, AND ANY OTHER INTERESTED PERSON MUST ANNUALLY SIGN THE TOWN AND GOWN OF USC CONFLICT OF INTEREST POLICY UPON THEIR TERM OF OFFICE, EMPLOYMENT, OR OTHER RELATIONSHIP WITH TOWN AND GOWN OF USC. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. 6. DISCLOSURE OF CONFLICTS OR POTENTIAL CONFLICTS EVERY TOWN AND GOWN OF USC DIRECTOR, OFFICER, EMPLOYEE, AND ANY OTHER INTERESTED PERSON SHALL DISCLOSE ALL INTEREST WHICH MAY NOW OR IN THE FUTURE POTENTIALLY CONFLICT WITH THE INTERESTS OF TOWN AND GOWN OF USC OR BRING PERSONAL GAIN TO THEMSELVES OR ANY INTERESTED PARTY. WRITTEN DISCLOSURES SHALL BE MADE ON THE "TOWN AND GOWN OF USC CONFLICT OF INTEREST POLICY DISCLOSURE STATEMENT AND SUBMITTED TO THE GOVERNANCE COMMITTEE WHEN IT BECOMES APPARENT THAT THE PERSON IS BEING ASKED TO CONSIDER, DISCUSS AND/OR MAKE A DECISION THAT IS OR HAS THE POTENTIAL TO BE A CONFLICT OF INTEREST. ARTICLE IV - ACKNOWLEDGMENT BY SIGNING, THE INDIVIDUAL NAMED BELOW UNDERSTANDS WHAT CONSTITUTES A CONFLICT OF INTEREST AND UNDERSTANDS THE PROCEDURE FOR ADDRESSING THEM WITH TOWN AND GOWN OF USC, INCLUDING THEIR DUTY TO IMMEDIATELY DISCLOSE ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST. THE SIGNEE AGREES TO ABIDE BY THE PROCEDURES SET FORTH BY THIS POLICY FOR THE DURATION OF THEIR RELATIONSHIP WITH TOWN AND GOWN OF USC. FORM 990, PART VI, SECTION C, LINE 18 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 321,847.