STRATEGY STUDIO / PUBLIC DATA EXPLORER

MISSOURI SOUTHERN FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MISSOURI SOUTHERN FOUNDATION (EIN 43-0907114)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-01-23
IRS object ID
202310239349301851
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-01-23T14:06:00-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431365401PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE WHITLOCK COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13929 E 7TH ST SUITE CAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64801ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN430907114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MISSOURI SOUTHERN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMISSBusinessNameControlTxt
Phone4176259396PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 E NEWMAN ROADAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP648011512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJBRADFORD HODSONPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4176259396PhoneNum
Signature2023-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJBRADFORDPersonFirstNm
Person LastHODSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonA JAY LOGALPreparerPersonNm
PTINP00317208PTIN
Phone4172060508PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJBRADFORD HODSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 E NEWMAN ROADAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64801ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$54,440,579GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MSSU.EDU/FOUNDATIONWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1967FormationYr
Legal Domicile StateMOLegalDomicileStateCd
Activity Or MissionTHE MISSOURI SOUTHERN FOUNDATION IS A NOT-FOR-PROFIT CORPORATION, RECEIVING AND ADMINISTERING PRIVATE AND CORPORATE CONTRIBUTIONS FOR THE SUPPORT OF MISSOURI SOUTHERN STATE UNIVERSITY. THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS WHICH REVIEWS ALL APPLICATIONS FOR GRANTS AND ALLOCATED FUNDS IN ACCORDANCE WITH THE WISHES OF DONORS AND ON THE BASIS OF PRIORITIES OUTLINED BY THE PRESIDENT OF THE COLLEGE, THE FOUNDATION DIRECTOR, AND THE BOARD OF DIRECTORS.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers38TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,883,013PYContributionsGrantsAmt
CY Contributions Grants$2,693,438CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,991,860PYInvestmentIncomeAmt
CY Investment Income$3,152,834CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,874,873PYTotalRevenueAmt
CY Total Revenue$5,846,272CYTotalRevenueAmt
PY Grants And Similar Paid$1,573,072PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,607,997CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$112,867CYTotalFundraisingExpenseAmt
PY Other Expenses$1,688,392PYOtherExpensesAmt
CY Other Expenses$3,019,777CYOtherExpensesAmt
PY Total Expenses$3,261,464PYTotalExpensesAmt
CY Total Expenses$4,627,774CYTotalExpensesAmt
PY Revenues Less Expenses$5,613,409PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,218,498CYRevenuesLessExpensesAmt
Total Assets BOY$52,413,029TotalAssetsBOYAmt
Total Assets EOY$43,351,164TotalAssetsEOYAmt
Total Liabilities BOY$137,903TotalLiabilitiesBOYAmt
Total Liabilities EOY$221,829TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$52,275,126NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$43,129,335NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO PROVIDE FINANCIAL SUPPORT TO MISSOURI SOUTHERN STATE UNIVERSITY FROM DONATIONS FROM THE PUBLIC FOR SCHOLARSHIPS, AWARDS TO STUDENTS, DEPARTMENTAL SUPPORT, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,607,997ExpenseAmt
Grant$1,607,997GrantAmt
DescSCHOLARSHIPS AWARDED TO MISSOURI SOUTHERN STATE UNIVERSITY STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,846,768ExpenseAmt
DescSUPPORT TO MSSU FACULTY, DEPARTMENTS AND CULTURAL ACTIVITIESDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$4,536ExpenseAmt
DescSUPPORT FOR MSSU FACILITY IMPROVEMENTSDesc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
SUPPORT TO MSSU OPERATIONS
CULTURAL ACTIVITIES
FieldValueIRS element (for citing)
Total Program Service Expenses$3,459,301TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH EBERTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4176259396PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 E NEWMAN ROADAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64801ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
SCOTT BOUDREAUX
MEMBER2.00Yes (X)$0$0$0
DICK SMITH
MEMBER2.00Yes (X)$0$0$0
DEAN VAN GALEN
MSSU PRESIDENT2.00Yes (X)$0$0$0
ANITA OPLOTNIK
MSSU BOARD2.00Yes (X)$0$0$0
JOE NEWMAN
MEMBER2.00Yes (X)$0$0$0
ANNE SHARP
MEMBER2.00Yes (X)$0$0$0
J BRADFORD HODSON
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0Yes (X)
DARYL DEEL
MEMBER2.00Yes (X)$0$0$0
SALLIE BEARD
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
STEVE KOELKEBECK
MEMBER2.00Yes (X)$0$0$0
DAN STENGEL
MEMBER2.00Yes (X)$0$0$0
BRYAN VOWELS
VICE PRESIDENT2.00Yes (X)$0$0$0Yes (X)
DOROTHY WILLCOXON
MEMBER2.00Yes (X)$0$0$0
CHRIS DUMM
MEMBER2.00Yes (X)$0$0$0
RUSS ALCORN
MEMBER2.00Yes (X)$0$0$0
DELORES HONEY
MEMBER2.00Yes (X)$0$0$0
MIKE MOORE
MEMBER2.00Yes (X)$0$0$0
EDWIN MWANGI
MEMBER2.00Yes (X)$0$0$0
KAREN RUTLEDGE
MEMBER2.00Yes (X)$0$0$0
PATRICK SCOTT
MEMBER2.00Yes (X)$0$0$0
BEVERLY BLOCK
MEMBER2.00Yes (X)$0$0$0
DERON BURR
TREASURER2.00Yes (X)$0$0$0Yes (X)
ASHLEY DAVIS
MEMBER2.00Yes (X)$0$0$0
PERRY DAVIS
MEMBER2.00Yes (X)$0$0$0
VICKY MIESELER
MEMBER2.00Yes (X)$0$0$0
JOHN MOTAZEDI
MEMBER2.00Yes (X)$0$0$0
BRIAN SCHMIDT
MEMBER2.00Yes (X)$0$0$0
TERRY WACHTER
MEMBER2.00Yes (X)$0$0$0
SCOTT BROTHERS
MEMBER2.00Yes (X)$0$0$0
PAIGE HEWITT
ADMIN ASST2.00Yes (X)$0$0$0
LARRY COWGER
MEMBER2.00Yes (X)$0$0$0
KEVIN GREIM
MEMBER2.00Yes (X)$0$0$0
ALLISON HERSHEWE
MEMBER2.00Yes (X)$0$0$0
BRYAN LARSON
MEMBER2.00Yes (X)$0$0$0
TAMMY TRENT
MEMBER2.00Yes (X)$0$0$0
SHARROCK DERMOTT
MEMBER2.00Yes (X)$0$0$0
SEAN BRILEY
MEMBER2.00Yes (X)$0$0$0
KAREN LIEURANCE
MEMBER2.00Yes (X)$0$0$0
CARY MARION
MEMBER2.00Yes (X)$0$0$0
BETH SIMMONS
MEMBER2.00Yes (X)$0$0$0
LISA SWEET
ALUMNI ASSOC BOARD2.00Yes (X)$0$0$0
ELIZABETH EBERT
CONTROLLER40.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,693,438AllOtherContributionsAmt
Noncash Contributions$332,329NoncashContributionsAmt
Total Contributions$2,693,438TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,369,683TotalRevenueColumnAmt
Related Or Exempt Func Income$1,369,683RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$50,377,458SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$48,594,307SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,783,151SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,783,151TotalRevenueColumnAmt
Related Or Exempt Func Income$1,783,151RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,846,272TotalRevenueColumnAmt
Related Or Exempt Func Income$3,152,834RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,607,997TotalAmt
Program Services$1,607,997ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,694TotalAmt
Management And General$20,694ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$522,888TotalAmt
Management And General$522,888ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$365,663TotalAmt
Management And General$332,387ManagementAndGeneralAmt
Fundraising$33,276FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,887TotalAmt
Management And General$7,112ManagementAndGeneralAmt
Fundraising$775FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$140,799TotalAmt
Management And General$110,914ManagementAndGeneralAmt
Fundraising$29,885FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$8,813TotalAmt
Management And General$6,365ManagementAndGeneralAmt
Fundraising$2,448FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
FACULITY AND DEPARTMENT$1,143,271$1,131,271$12,000
DOWNTOWN PROJECT$715,497$715,497
BOARD EXPENSES$32,331$32,331
DUES AND MEMBERSHIPS$24,036$10,368$13,668

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$37,898TotalAmt
Program Services$4,536ProgramServicesAmt
Management And General$9,247ManagementAndGeneralAmt
Fundraising$24,115FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,627,774TotalAmt
Program Services$3,459,301ProgramServicesAmt
Management And General$1,055,606ManagementAndGeneralAmt
Fundraising$112,867FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$950,654BOYAmt
EOY$800,628EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,743,333BOYAmt
EOY$3,653,803EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$9,000BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$154,105BOYAmt
EOY$154,028EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$30,538,114BOYAmt
EOY$25,837,550EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$17,017,823BOYAmt
EOY$12,905,155EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$52,413,029BOYAmt
EOY$43,351,164EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$137,903BOYAmt
EOY$221,829EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$137,903BOYAmt
EOY$221,829EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,137,660BOYAmt
EOY$2,368,495EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$48,137,466BOYAmt
EOY$40,760,840EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,275,126BOYAmt
EOY$43,129,335EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$52,413,029BOYAmt
EOY$43,351,164EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,218,498ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$10,130,272NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$234,017OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1MISSOURI SOUTHERN STATE UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN430813540EIN
Organization Type5OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,607,997SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,607,997SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice Investment0SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Activities TestYes (X)ActivitiesTestInd
Activities Further Exempt PrpsYes (1)ActivitiesFurtherExemptPrpsInd
Activities Engaged Org Invlmnt0ActivitiesEngagedOrgInvlmntInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION E, LINE 2AFormAndLineReferenceDesc
ExplanationPROVIDED FINANCIAL SUPPORT TO MISSOURI SOUTHER STATE UNIVERSITY FROM DONATIONS FROM THE PUBLIC FOR SCHOLARSHIPS, AWARDS TO STUDENTS, DEPARTMENTAL SUPPORT, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT, AND FACULTY DEVELOPMENT.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$48,608,346BeginningYearBalanceAmt
Contributions$2,170,239ContributionsAmt
Investment Earnings Or Losses-$6,384,185InvestmentEarningsOrLossesAmt
Other Expenditures$3,246,288OtherExpendituresAmt
End Year Balance$41,148,112EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,754,528BeginningYearBalanceAmt
Contributions$3,388,501ContributionsAmt
Investment Earnings Or Losses$8,927,270InvestmentEarningsOrLossesAmt
Other Expenditures$2,461,953OtherExpendituresAmt
End Year Balance$48,608,346EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,399,770BeginningYearBalanceAmt
Contributions$3,575,861ContributionsAmt
Investment Earnings Or Losses-$633,815InvestmentEarningsOrLossesAmt
Other Expenditures$2,587,288OtherExpendituresAmt
End Year Balance$38,754,528EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,023,827BeginningYearBalanceAmt
Contributions$2,875,785ContributionsAmt
Investment Earnings Or Losses$1,412,591InvestmentEarningsOrLossesAmt
Other Expenditures$3,912,433OtherExpendituresAmt
End Year Balance$38,399,770EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,603,047BeginningYearBalanceAmt
Contributions$4,230,722ContributionsAmt
Investment Earnings Or Losses$2,021,013InvestmentEarningsOrLossesAmt
Other Expenditures$2,830,955OtherExpendituresAmt
End Year Balance$38,023,827EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (6 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
EQUITY SECURITIES$11,302,956F
US TREASURY AND FEDERAL AGENCY OBLIGATIONS$4,246,458F
CORPORATE DEBT$262,223F
MONEY MARKET FUNDS$11,389F
HEDGE FUNDS$9,799,296F
CASH$215,228F
FieldValueIRS element (for citing)
Total Book Value Securities$25,837,550TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
BENEFICIAL PERPETUAL TRUSTS$11,847,991
REMAINDER TRUSTS$1,057,164
FieldValueIRS element (for citing)
Total Book Value Other Assets$12,905,155TotalBookValueOtherAssetsAmt
Total Rev Etc Audited Fincl Stmt-$4,518,017TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$6,971,621NetUnrealizedGainsInvstAmt
Other Revenue-$3,392,668OtherRevenueAmt
Revenue Not Reported-$10,364,289RevenueNotReportedAmt
Revenue Subtotal$5,846,272RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,846,272TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,627,774TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,627,774ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,627,774TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:VARIOUS EXEMPT PURPOSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:DECREASE IN BENEFICIAL INTEREST IN TRUSTS -3,392,668.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MISSOURI SOUTHERN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 E NEWMAN RDAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64801ZIPCd
FieldValueIRS element (for citing)
Recipient EIN430813540RecipientEIN
IRC Section3IRCSectionDesc
Cash Grant$1,607,997CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedACTUALValuationMethodUsedDesc
Purpose Of GrantPROVIDE FINANCIAL SUPPORT TO MSSU FROM PUBLIC DONATIONS FOR SCHOLARSHIPS, AWARDS TO STUDENTS, CULTURAL ACTIVITIES, GENERAL COLLEGE SUPPORT AND FACULTY DEVELOPMENT.PurposeOfGrantTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution11ContributionCnt
Noncash Contributions Rpt F990$332,329NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BNO REVIEW OF THE RETURN IS CONDUCTED.
FORM 990, PART VI, SECTION B, LINE 12CFOUNDATION BOARD MEMBERS ARE REQUIRED TO READ THE FOUNDATION'S CONFLICT OF INTEREST POLICY AND SIGN A STATEMENT THEY HAVE READ IT. THE FIRST ITEM ON THE AGENDA FOR EACH QUARTERLY MEETING IS A CONFLICT OF INTEREST INQUIRY. IF A CONFLICT OF INTEREST IS REPORTED IT IS ADDRESSED AT THAT TIME AND NOTED IN THE MEETING MINUTES.
FORM 990, PART VI, SECTION B, LINE 15ATHE FOUNDATION EXECUTIVE DIRECTOR SALARY IS SET AS PART OF THE ANNUAL BUDGET PROCESS AND APPROVED BY THE FOUNDATION BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19UPON REQUEST
FORM 990, PART XI, LINE 9:DECREASE IN BENEFICIAL INTEREST IN TRUSTS WITHOUT DONOR RESTRICTIONS -234,017.
FORM 990, PART XII, LINE 2CNO CHANGES IN PROCESS FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1MISSOURI SOUTHERN STATE UNIVERSITYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13950 E NEWMAN ROADAddressLine1Txt
CityJOPLINCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64801ZIPCd
FieldValueIRS element (for citing)
EIN430813540EIN
Primary ActivitiesEDUCATIONPrimaryActivitiesTxt
Legal Domicile StateMOLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)(IV)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MISSOURI SOUTHERN STATE UNIVERSITY
B$1,607,997ACTUAL
MISSOURI SOUTHERN STATE UNIVERSITY
P$181,985ACTUAL