OKLAHOMA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OKLAHOMA STATE UNIVERSITY FOUNDATION (EIN 73-6097060)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202311359349306096
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:15:36-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST STE 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 736097060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OKLAHOMA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OKLA | BusinessNameControlTxt |
| Phone | 4053855100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA KOEPPE | PersonNm |
| Person Title | VP & TREASURER | PersonTitleTxt |
| Phone | 4053855100 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONNA | PersonFirstNm |
| Person Last | KOEPPE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWN HUTCHINSON | PreparerPersonNm |
| PTIN | P01048557 | PTIN |
| Phone | 4052396411 | PhoneNum |
| Preparation | 2023-04-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DONNA KOEPPE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $454,192,085 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSUGIVING.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | OK | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 205 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $1,397,466 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $29,749 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $107,843,388 | PYContributionsGrantsAmt |
| CY Contributions Grants | $163,554,891 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,040,536 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,998,119 | CYProgramServiceRevenueAmt |
| PY Investment Income | $77,974,367 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,424,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,150,751 | PYOtherRevenueAmt |
| CY Other Revenue | $3,081,378 | CYOtherRevenueAmt |
| PY Total Revenue | $191,009,042 | PYTotalRevenueAmt |
| CY Total Revenue | $253,058,633 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,903,281 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,605,487 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,151,806 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,013,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $468,684 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $421,197 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,251,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $69,780,809 | PYOtherExpensesAmt |
| CY Other Expenses | $68,130,244 | CYOtherExpensesAmt |
| PY Total Expenses | $113,304,580 | PYTotalExpensesAmt |
| CY Total Expenses | $112,170,533 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $77,704,462 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $140,888,100 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,286,594,622 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,318,517,110 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $65,901,264 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,520,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,220,693,358 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,259,996,398 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,476,407 | ExpenseAmt |
| Grant | $25,235,322 | GrantAmt |
| Revenue | $4,998,119 | RevenueAmt |
| Desc | GENERAL UNIVERSITY SUPPORT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR STUDENT SCHOLARSHIPS AND THE TRANSFERS OF MOST GIFTS-IN-KIND DONATED TO THE UNIVERSITY, THESE FUNDS ALSO SUPPORT PROGRAMS THAT SUSTAIN OVERALL UNIVERSITY PURPOSES AND OBJECTIVES AND IMPROVE QUALITY OF STUDENT LIFE SUCH AS ACADEMIC AFFAIRS, PERFORMING ARTS, INTERNATIONAL AND DIVERSITY STUDIES, RESIDENTIAL LIFE, STUDENT AFFAIRS, AND OTHER INSTRUCTIVE PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,879,964 | ExpenseAmt |
| Grant | $19,650 | GrantAmt |
| Desc | INTERCOLLEGIATE ATHLETICS INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR THE BENEFIT OF MEN'S AND WOMEN'S ATHLETIC PROGRAMS AT OKLAHOMA STATE UNIVERSITY, INCLUDING ACADEMIC ENRICHMENT FOR STUDENT ATHLETES, BUDGET SUPPORT FOR SPECIFIC TEAM SPORTS AND GENERAL BUDGET SUPPORT FOR THE INTERCOLLEGIATE ATHLETIC DEPARTMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,919,978 | ExpenseAmt |
| Grant | $2,000 | GrantAmt |
| Desc | FACILITIES AND EQUIPMENT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR CAPITAL IMPROVEMENT OF THE UNIVERSITY CAMPUS, CONSTRUCTION OF NEW FACILITIES, RENOVATION OF EXISTING FACILITIES, FURNISHINGS AND EQUIPMENT. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,059,412 | ExpenseAmt |
| Grant | $348,515 | GrantAmt |
| Desc | OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, ENDOWED FACULTY AND LECTURESHIP PROGRAMS, AND RESEARCH CONDUCTED BY THE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $8,059,412 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $348,515 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $79,335,761 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 265 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 205 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 2 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA KOEPPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4053855100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1749 | AddressLine1Txt |
| City | STILLWATER | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74076 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| BLAIRE ATKINSON | |||||||||
| PRESIDENT | 50.00 | 1.00 | Yes (X) | Yes (X) | $335,694 | $0 | $63,345 | ||
| BRYAN BEGLEY | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN CALLAHAN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN CLOYDE | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK COBB | |||||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANN DYER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE EASTIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HELEN HODGES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID HOUSTON | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY HUNERYAGER | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| AJ JACQUES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DR BRETT H JAMESON | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GRIFF E JONES | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KEATING | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DIANA LAING | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOE MARTIN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG MASSEY | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GAIL MUNCRIEF | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL PATTERSON | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JENELLE SCHATZ | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BECKY STEEN | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY STEWART | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNDON C TAYLOR | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VAUGHN VENNERBERG | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY WALKER-GRIFFEA | |||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRY WINCHESTER | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN BAKER | |||||||||
| VP GENERAL COUNSEL | 50.00 | 0.00 | Yes (X) | $257,355 | $0 | $54,241 | |||
| DONNA KOEPPE | |||||||||
| VP ADMIN. & TREASURER | 50.00 | 1.00 | Yes (X) | $255,778 | $0 | $54,942 | |||
| SCOTT ROBERTS | |||||||||
| VICE PRESIDENT OF DEVELOPMENT | 50.00 | 0.00 | Yes (X) | $133,338 | $0 | $7,764 | |||
| JOHN DAVID MAYS | |||||||||
| SR. ASSOC VP OF PHILANTHROPY | 50.00 | 0.00 | $229,422 | $0 | $23,866 | Yes (X) | |||
| SHANE CRAWFORD | |||||||||
| SR. ASSOC VP OF LEADERSHIP GIFTS | 50.00 | 0.00 | $188,907 | $0 | $50,669 | Yes (X) | |||
| CHRISTOPHER CAMPBELL | |||||||||
| SR. ASSOC VP OF INFO STRATEGY | 50.00 | 0.00 | $190,146 | $0 | $47,764 | Yes (X) | |||
| DIANE CRANE | |||||||||
| AVP OF STRATEGIC ENGAGEMENT | 50.00 | 0.00 | $185,032 | $0 | $44,844 | Yes (X) | |||
| JIMMY ALDRIDGE | |||||||||
| ASSOC VP OF INFO STRATEGY | 50.00 | 0.00 | $188,861 | $0 | $21,056 | Yes (X) | |||
| RYAN TIDWELL | |||||||||
| CEO/CIO | 0.00 | 60.00 | $0 | $396,777 | $57,792 | Yes (X) | |||
| RYAN HARMS | |||||||||
| CHIEF INVESTMENT OFFICER | 0.00 | 60.00 | $0 | $310,399 | $67,327 | Yes (X) | |||
| ASHLEY ROCHE | |||||||||
| COO & GENERAL COUNSEL | 0.00 | 60.00 | $0 | $239,044 | $52,383 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,964,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $946,220 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $545,993 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UC INNOVATION INC | |||||
| 2855 MICHELLE DRIVE SUITE 190 | IRVINE | CA | 92606 | SOFTWARE CONSULTING | $517,000 |
| DEBRA C ENGLE CONSULTING LLC | |||||
| 5620 W GARDEN POINTE DRIVE | STILLWATER | OK | 74074 | CONSULTING & FUNDRAISING | $301,689 |
| GUNGOLL JACKSON BOX AND DEVOLL PC | |||||
| PO BOX 1549 | ENID | OK | 73707 | LEGAL SERVICES | $259,315 |
| BLACKBAUD INC | |||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | SOFTWARE & CONSULTING | $231,637 |
| ZURI GROUP LLC | |||||
| 328 NW BOND STREET | BEND | OR | 97703 | CONSULTING | $215,175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $292,809 | FundraisingAmt |
| Related Organizations | $1,500,140 | RelatedOrganizationsAmt |
| All Other Contributions | $161,761,942 | AllOtherContributionsAmt |
| Noncash Contributions | $15,168,406 | NoncashContributionsAmt |
| Total Contributions | $163,554,891 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEVELOPMENT FEES | 561000 | $4,781,914 | $4,781,914 |
| INVESTMENT MANAGEMENT | 561000 | $216,205 | $216,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,998,119 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,989,059 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,397,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,591,593 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,715,294 | TotalRevenueColumnAmt |
| Exclusion | $2,715,294 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225,042 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $14,029 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $211,013 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,013 | TotalRevenueColumnAmt |
| Exclusion | $211,013 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,453,727 | SecuritiesAmt |
| Other | $1,855,930 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $198,755,773 | SecuritiesAmt |
| Other | $2,118,698 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,697,954 | SecuritiesAmt |
| Other | -$262,768 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,435,186 | TotalRevenueColumnAmt |
| Exclusion | $72,435,186 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $103,355 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $292,809 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $224,490 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$121,135 | TotalRevenueColumnAmt |
| Exclusion | -$121,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $28,388 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $20,462 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,926 | TotalRevenueColumnAmt |
| Exclusion | $7,926 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $268,280 | TotalRevenueColumnAmt |
| Exclusion | $268,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $268,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253,058,633 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,998,119 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,397,466 | UnrelatedBusinessRevenueAmt |
| Exclusion | $83,108,157 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,605,487 | TotalAmt |
| Program Services | $25,605,487 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,412,237 | TotalAmt |
| Management And General | $650,616 | ManagementAndGeneralAmt |
| Fundraising | $761,621 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,840,476 | TotalAmt |
| Management And General | $4,479,165 | ManagementAndGeneralAmt |
| Fundraising | $8,361,311 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,140,479 | TotalAmt |
| Management And General | $404,203 | ManagementAndGeneralAmt |
| Fundraising | $736,276 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,583 | TotalAmt |
| Management And General | $607,975 | ManagementAndGeneralAmt |
| Fundraising | $1,087,608 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $924,830 | TotalAmt |
| Management And General | $315,436 | ManagementAndGeneralAmt |
| Fundraising | $609,394 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,656 | TotalAmt |
| Management And General | $117,374 | ManagementAndGeneralAmt |
| Fundraising | $149,282 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,747 | TotalAmt |
| Management And General | $252,747 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,197 | TotalAmt |
| Fundraising | $421,197 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,305,592 | TotalAmt |
| Management And General | $7,305,592 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,203 | TotalAmt |
| Management And General | $464,960 | ManagementAndGeneralAmt |
| Fundraising | $485,243 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $520,029 | TotalAmt |
| Management And General | $113,225 | ManagementAndGeneralAmt |
| Fundraising | $406,804 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,461 | TotalAmt |
| Management And General | $175,779 | ManagementAndGeneralAmt |
| Fundraising | $350,682 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,361,181 | TotalAmt |
| Management And General | $453,967 | ManagementAndGeneralAmt |
| Fundraising | $907,214 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $725,730 | TotalAmt |
| Management And General | $260,775 | ManagementAndGeneralAmt |
| Fundraising | $464,955 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,028,074 | TotalAmt |
| Management And General | $287,671 | ManagementAndGeneralAmt |
| Fundraising | $740,403 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,088 | TotalAmt |
| Management And General | $19,869 | ManagementAndGeneralAmt |
| Fundraising | $57,219 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,480 | TotalAmt |
| Management And General | $98,813 | ManagementAndGeneralAmt |
| Fundraising | $175,667 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,048 | TotalAmt |
| Management And General | $302,057 | ManagementAndGeneralAmt |
| Fundraising | $536,991 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,149 | TotalAmt |
| Management And General | $257,149 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| INTERCOLLEGIATE ATHLETI | $23,860,314 | $23,860,314 | |
| GENERAL UNIVERSITY SUPP | $14,241,085 | $14,241,085 | |
| FACILITIES AND EQUIPMEN | $7,917,978 | $7,917,978 | |
| UBI TAXES | $15,532 | $15,532 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,710,897 | TotalAmt |
| Program Services | $7,710,897 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,170,533 | TotalAmt |
| Program Services | $79,335,761 | ProgramServicesAmt |
| Management And General | $16,582,905 | ManagementAndGeneralAmt |
| Fundraising | $16,251,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,472,297 | BOYAmt |
| EOY | $4,127,911 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,190,029 | BOYAmt |
| EOY | $121,076,224 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,494,372 | BOYAmt |
| EOY | $7,606,123 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,800,790 | BOYAmt |
| EOY | $875,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,615,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,387,952 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,066,412 | BOYAmt |
| EOY | $16,227,984 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,612,242 | BOYAmt |
| EOY | $250,133,494 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,661,997 | BOYAmt |
| EOY | $880,581,004 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,296,483 | BOYAmt |
| EOY | $37,889,370 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,594,622 | BOYAmt |
| EOY | $1,318,517,110 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,739,484 | BOYAmt |
| EOY | $4,053,201 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,236,257 | BOYAmt |
| EOY | $35,020,974 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,905,523 | BOYAmt |
| EOY | $19,431,537 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,901,264 | BOYAmt |
| EOY | $58,520,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $332,343,931 | BOYAmt |
| EOY | $367,177,273 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $888,349,427 | BOYAmt |
| EOY | $892,819,125 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,220,693,358 | BOYAmt |
| EOY | $1,259,996,398 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,286,594,622 | BOYAmt |
| EOY | $1,318,517,110 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $140,888,100 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$99,490,222 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$393,592 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$1,701,246 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,137,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,122,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,274,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,843,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,554,891 | CurrentTaxYearAmt |
| Total | $576,933,766 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $107,137,953 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,122,942 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $103,274,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $107,843,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $163,554,891 | CurrentTaxYearAmt |
| Total | $576,933,766 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,283,856 | SubstantialContributorsTotAmt |
| Public Support Total170 | $548,649,910 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,987,120 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,719,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,230,453 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,336,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,929,395 | CurrentTaxYearAmt |
| Total | $65,202,536 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,054,011 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $368,825 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $663,044 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $572,234 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $268,280 | CurrentTaxYearAmt |
| Total | $3,926,394 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $646,062,696 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,325,366 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84360 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 2,054,011. 2018 AMOUNT: $ 368,825. 2019 AMOUNT: $ 663,044. 2020 AMOUNT: $ 572,234. 2021 AMOUNT: $ 268,280. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 6 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Grants | $62,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,591,026 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $813,925,105 | BeginningYearBalanceAmt |
| Contributions | $59,452,868 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,305,875 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,466,106 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,651,500 | OtherExpendituresAmt |
| Administrative Expenses | $11,676,673 | AdministrativeExpensesAmt |
| End Year Balance | $822,277,819 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $648,577,394 | BeginningYearBalanceAmt |
| Contributions | $33,659,860 | ContributionsAmt |
| Investment Earnings Or Losses | $169,898,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,863,831 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,496,053 | OtherExpendituresAmt |
| Administrative Expenses | $11,850,766 | AdministrativeExpensesAmt |
| End Year Balance | $813,925,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $642,487,918 | BeginningYearBalanceAmt |
| Contributions | $18,964,320 | ContributionsAmt |
| Investment Earnings Or Losses | $46,737,077 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,765,938 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,803,684 | OtherExpendituresAmt |
| Administrative Expenses | $11,042,299 | AdministrativeExpensesAmt |
| End Year Balance | $648,577,394 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $642,866,557 | BeginningYearBalanceAmt |
| Contributions | $3,359,595 | ContributionsAmt |
| Investment Earnings Or Losses | $30,489,135 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,060,067 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,322,870 | OtherExpendituresAmt |
| Administrative Expenses | $10,844,432 | AdministrativeExpensesAmt |
| End Year Balance | $642,487,918 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $586,680,506 | BeginningYearBalanceAmt |
| Contributions | $26,033,507 | ContributionsAmt |
| Investment Earnings Or Losses | $60,349,504 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,925,101 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,705,325 | OtherExpendituresAmt |
| Administrative Expenses | $9,566,534 | AdministrativeExpensesAmt |
| End Year Balance | $642,866,557 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15470 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84530 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,985,476 | OtherCostOrOtherBasisAmt |
| Book Value | $2,985,476 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,672,434 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,367,881 | DepreciationAmt |
| Book Value | $12,304,553 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,373,650 | OtherCostOrOtherBasisAmt |
| Depreciation | $910,335 | DepreciationAmt |
| Book Value | $463,315 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,535,060 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,109,736 | DepreciationAmt |
| Book Value | $425,324 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,316 | OtherCostOrOtherBasisAmt |
| Book Value | $49,316 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,227,984 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $41,649 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY | $416,873,041 | F |
| HEDGED EQUITY FUNDS | $294,160,461 | F |
| LONG-ONLY EQUITY FUNDS | $95,766,349 | F |
| REAL ASSETS | $56,157,885 | F |
| FIXED INCOME | $17,581,619 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $880,581,004 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT | $11,491,646 |
| FUNDS HELD FOR OSU | $7,939,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,431,537 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENTS ARE INVESTED FOR LONG TERM GROWTH AND THEY SUPPORT OKLAHOMA STATE UNIVERSITY BY PROVIDING AN ANNUAL SPENDING ALLOCATION. |
| SCHEDULE D, PART X, LINE 2 | THE ASC PROVIDES GUIDANCE ON THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS ENDING ON OR BEFORE JUNE 30, 2018. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $355,090,808 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | $7,088,962 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $197,909 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $362,377,679 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $362,377,679 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| EXPRESS SERVICES INC | ||||||||
| PO BOX 203901 | DALLAS | TX | 75320 | FUNDRAISING | 0 | $195,534 | $140,016 | $55,518 |
| DEBRA C ENGLE CONSULTING LLC | ||||||||
| 5620 W GARDEN POINTE DRIVE | STILLWATER | OK | 74074 | CONSULTING & FUNDRAISING | 0 | $0 | $257,561 | -$257,561 |
| DANIEL SAFTIG CONSULTING LLC | ||||||||
| 9624 E TURQUOISE AVENUE | SCOTTSDALE | AZ | 85258 | FEASIBILITY CONSULTANT | 0 | $0 | $18,000 | -$18,000 |
| WILSON BENNETT TECHNOLOGY INC | ||||||||
| 2239 BILL FOSTER HWY STE E | CABOT | AR | 72023 | FUNDRAISING | 0 | $0 | $5,620 | -$5,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $195,534 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $421,197 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$225,663 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHEF SERIES | Event1Nm |
| Gross Receipts Event1 | $143,903 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $95,463 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $48,440 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $40,057 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $5,228 | OtherDirectExpensesEvent1Amt |
| Event2 | WOSU SYMPOSIUM | Event2Nm |
| Gross Receipts Event2 | $110,101 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $89,667 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $20,434 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $45,686 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $53,905 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $54,661 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $142,160 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $107,679 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $34,481 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,473 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $10,321 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,103 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,056 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $396,164 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $292,809 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $103,355 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,473 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $96,064 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $62,008 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $64,945 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $224,490 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$121,135 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B(IV) | FormAndLineReferenceDesc |
| Explanation | IN THE FISCAL YEAR 2022, OSUF CONTRACTED WITH DEBRA C ENGLE CONSULTING LLC, DANIEL SAFTIG CONSULTING LLC, AND WILSON BENNETT TECHNOLOGY INC FOR CONSULTING SERVICES RELATED TO THE SOLICITATION OF CONTRIBUTIONS. EACH OF THESE FUNDRAISERS COLLABORATED CLOSELY WITH FOUNDATION STAFF IN ORDER TO ACHIEVE THE FOUNDATION'S FUNDRAISING SUCCESS IN FY 2022. DUE TO THE NATURE OF THE SERVICES PROVIDED, THERE ARE NO GROSS RECEIPTS DIRECTLY ATTRIBUTABLE TO THESE FUNDRAISERS' ACTIVITIES TO BE REPORTED ON PART I, LINE 2B, COLUMN (IV). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| OKLAHOMA STATE UNIVERSITY | ||||||||
| 207A WHITEHURST HALL | STILLWATER | OK | 74078 | 736017987 | GOVT | $23,386,045 | $0 | SCHOLARSHIPS |
| FOUNDATION FOR THE MCKNIGHT CENTER PERFORMING ARTS | ||||||||
| 705 W UNIVERSITY AVENUE | STILLWATER | OK | 74074 | 812608656 | 501( C )(3) | $2,169,442 | $0 | PROGRAM SUPPORT |
| TULSA AREA UNITED WAY | ||||||||
| 1430 S BOULDER AVENUE | TULSA | OK | 741193604 | 730580283 | 501( C )(3) | $25,000 | $0 | PROGRAM SUPPORT |
| GRACE EVANGELICAL LUTHERAN CHURCH | ||||||||
| 2331 E 5TH PLACE | TULSA | OK | 74104 | 736082944 | 501( C )(3) | $25,000 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART 1, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE OSU FOUNDATION PROVIDES SCHOLARSHIP REIMBURSEMENTS TO OKLAHOMA STATE UNIVERSITY TO REIMBURSE EXPENSES ACCORDING TO DONOR INTENT. ADEQUATE DOCUMENTATION OF EXPENDITURES IS REQUIRED PRIOR TO DISBURSEMENT OF FUNDS. RECORDS OF THESE TRANSACTIONS ARE MAINTAINED AT THE OSU FOUNDATION. THE OSU FOUNDATION ALSO PROVIDES BUDGET SUPPORT TO OTHER NOT-FOR-PROFITS WITH A 501(C)(3) TAX EXEMPT STATUS. THESE GRANTS ARE WITHIN THE DONOR INTENT FOR USE OF FUNDS AND TRANSFERRED WITH THE KNOWLEDGE OF THE DONORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RYAN TIDWELL | ||||||||||||||
| CEO/CIO | $0 | $395,426 | $0 | $0 | $0 | $1,351 | $0 | $33,350 | $0 | $25,641 | $0 | $455,768 | $0 | $0 |
| BLAIRE ATKINSON | ||||||||||||||
| PRESIDENT | $295,795 | $0 | $28,300 | $0 | $11,599 | $0 | $33,350 | $0 | $29,995 | $0 | $399,039 | $0 | $0 | $0 |
| RYAN HARMS | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $0 | $212,771 | $0 | $96,526 | $0 | $1,102 | $0 | $33,350 | $0 | $35,000 | $0 | $378,749 | $0 | $0 |
| ROBYN BAKER | ||||||||||||||
| VP GENERAL COUNSEL | $233,726 | $0 | $21,641 | $0 | $1,988 | $0 | $29,972 | $0 | $24,269 | $0 | $311,596 | $0 | $0 | $0 |
| DONNA KOEPPE | ||||||||||||||
| VP ADMIN. & TREASURER | $229,877 | $0 | $21,023 | $0 | $4,878 | $0 | $29,972 | $0 | $24,970 | $0 | $310,720 | $0 | $0 | $0 |
| ASHLEY ROCHE | ||||||||||||||
| COO & GENERAL COUNSEL | $0 | $188,572 | $0 | $49,645 | $0 | $827 | $0 | $21,783 | $0 | $31,439 | $0 | $292,266 | $0 | $0 |
| JOHN DAVID MAYS | ||||||||||||||
| SR. ASSOC VP OF PHILANTHROPY | $197,056 | $0 | $6,850 | $0 | $25,516 | $0 | $23,402 | $0 | $464 | $0 | $253,288 | $0 | $0 | $0 |
| SHANE CRAWFORD | ||||||||||||||
| SR. ASSOC VP OF LEADERSHIP GIFTS | $179,636 | $0 | $7,450 | $0 | $1,821 | $0 | $22,699 | $0 | $27,970 | $0 | $239,576 | $0 | $0 | $0 |
| CHRISTOPHER CAMPBELL | ||||||||||||||
| SR. ASSOC VP OF INFO STRATEGY | $183,466 | $0 | $5,100 | $0 | $1,580 | $0 | $22,411 | $0 | $25,353 | $0 | $237,910 | $0 | $0 | $0 |
| DIANE CRANE | ||||||||||||||
| AVP OF STRATEGIC ENGAGEMENT | $159,241 | $0 | $22,507 | $0 | $3,284 | $0 | $21,856 | $0 | $22,988 | $0 | $229,876 | $0 | $0 | $0 |
| JIMMY ALDRIDGE | ||||||||||||||
| ASSOC VP OF INFO STRATEGY | $168,083 | $0 | $7,675 | $0 | $13,103 | $0 | $20,177 | $0 | $879 | $0 | $209,917 | $0 | $0 | $0 |
| SCOTT ROBERTS | ||||||||||||||
| VICE PRESIDENT OF DEVELOPMENT | $103,487 | $0 | $15,250 | $0 | $14,601 | $0 | $4,667 | $0 | $3,097 | $0 | $141,102 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | TRAVEL FOR COMPANIONS IS AUTHORIZED FOR OFFICERS AND DEVELOPMENT PERSONNEL FOR FUNDRAISING AND DONOR CULTIVATION PURPOSES. ALL RELATED TRAVEL OF COMPANIONS IS INCLUDED IN TAXABLE COMPENSATION. SOCIAL CLUB DUES AND EXPENSES ARE ALLOWED FOR QUALIFIED ENTERTAINMENT FOR DONOR CULTIVATION PURPOSES. ANY PERSONAL USE IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,128,653 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL/FMV | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $50,738 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $6,320 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 129 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,413,080 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH/LOW | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $820,205 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,753,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $362,742 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $63,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MINERAL INTEREST | 2 | $3,215,900 | APPRAISAL |
| Yes (X) | EQUIPMENT | 15 | $687,510 | APPRAISAL/FMV |
| Yes (X) | LIVESTOCK | 14 | $566,989 | APPRAISAL/FMV |
| Yes (X) | MISC/AUCTION ITEMS | 181 | $89,087 | FMV |
| Yes (X) | FOOD/BEVERAGE | 5 | $10,682 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 36 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | USE OF THE THIRD PARTIES - OUTSIDE CONSULTANTS AND FUNDRAISERS CAN ACCEPT NON-CASH GIFTS-IN-KIND. |
| SCHEDULE M, PART 1 | THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE OSU FOUNDATION HAS MEMBERS THAT ARE REFERRED TO IN THE ORGANIZATION'S BYLAWS AS GOVERNORS. ANY INDIVIDUAL THAT IS A PAST OR CURRENT DONOR TO THE OSU FOUNDATION MAY BE ELECTED AS A GOVERNOR OF THE OSU FOUNDATION. SUGGESTIONS FOR NOMINATIONS OF A GOVERNOR CANDIDATE SHALL BE SUBMITTED BY THE GOVERNANCE COMMITTEE TO THE FULL BOARD OF TRUSTEES; A MAJORITY VOTE OF THE TRUSTEES SHALL BE REQUIRED FOR A NOMINEE TO BE ELECTED AS GOVERNOR. A MEETING OF THE GOVERNORS SHALL BE HELD ANNUALLY ON A DATE TO BE FIXED BY THE BOARD OF TRUSTEES. AT EACH MEETING, TRUSTEES SHALL BE ELECTED BY THE BOARD OR GOVERNORS, REPORTS OF AFFAIRS OF THE CORPORATION SHALL BE CONSIDERED, AND ANY OTHER BUSINESS MAY BE TRANSACTED WHICH IS WITHIN THE POWERS OF THE GOVERNORS TO TRANSACT. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT FORM 990 IS PREPARED BY THE OSU FOUNDATION AND IS REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. THE OSU FOUNDATION PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH MEMBER OF ITS GOVERNING BODY VIA EMAIL PRIOR TO A REGULARLY SCHEDULED AUDIT COMMITTEE MEETING. A PRINCIPLE PURPOSE OF THE SPRING AUDIT COMMITTEE MEETING IS A REVIEW AND DISCUSSION OF THE FORM 990 AND ATTACHMENTS. IF ANY CHANGES ARE NEEDED, THE FORM 990 IS UPDATED AND AN UPDATED, FINAL COPY IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE A QUESTIONNAIRE THAT IS USED TO IDENTIFY RELATIONSHIPS AND CIRCUMSTANCES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE PROCESS SET OUT IN THE CONFLICT OF INTEREST POLICY, INCLUDING (I) ANNUALLY MONITORING RESPONSES TO THE CONFLICT OF INTEREST QUESTIONNAIRE (II) COMMUNICATING POTENTIAL CONFLICTS OF INTEREST TO THE MANAGEMENT OF THE FOUNDATION AS APPROPRIATE AND (III) COMMUNICATING TO THE ORGANIZATION'S GOVERNANCE COMMITTEE ANY SUGGESTED CHANGES TO THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE (COMMITTEE) IS RESPONSIBLE FOR ENGAGING AN OUTSIDE COMPENSATION AND BENEFITS CONSULTANT TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, OTHER OFFICERS, AND EMPLOYEES. THE COMMITTEE SHALL ENSURE THE CONSULTANT IS INDEPENDENT AND THERE IS NO CONFLICT OF INTEREST. THE COMMITTEE RECEIVES AND RELIES PRIMARILY ON MARKET DATA PROVIDED BY ITS CONSULTANTS IN ASSESSING COMPENSATION FOR SENIOR OFFICERS. THE COMMITTEE MEETS ANNUALLY TO CONSIDER ALL ELEMENTS OF COMPENSATION, INCLUDING CONTRACTUAL BENEFITS THAT ARE NOT PART OF THE COMPENSATION PROCESS, DEFERRED COMPENSATION PLANS AND OTHER BENEFITS TO ENSURE THAT COMPENSATION IS REASONABLE AND DOES NOT CONSTITUTE "EXCESS BENEFITS." THE COMMITTEE ALSO REVIEWS AND APPROVES OTHER TYPES OF BENEFITS PROVIDED TO SENIOR OFFICERS IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. THE COMMITTEE REVIEWS THE GOALS AND OBJECTIVES THAT MAY BE RELEVANT TO THE COMPENSATION OF THE PRESIDENT. THE COMMITTEE ALSO REVIEWS AND APPROVES THE RECOMMENDATION OF THE PRESIDENT WITH REGARD TO THE COMPENSATION OF THE VICE PRESIDENTS OF THE FOUNDATION. THE ACTIONS OF THE COMMITTEE ARE RECORDED IN WRITTEN MINUTES THAT ARE CIRCULATED TO ALL COMMITTEE MEMBERS. FINAL DECISIONS BY THE COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL GOVERNING DOCUMENTS INCLUDING THE ORGANIZATION'S BY-LAWS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF PLEDGES -1,618,949. CONTRIBUTION REFUNDS -82,297. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| RANCHERS DINING LLC | |||||||||
| H103 SU | STILLWATER | OK | 74078 | 736097060 | DINING SERVICES | OK | $0 | $0 | OSU FOUNDATION |
| OSU FOUNDATION REAL ESTATE | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROGRAM SUPPORT | OK | $662,002 | $14,562,682 | OSU FOUNDATION |
| OSU STUDENT FOUNDATION LLC | |||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 736097060 | PROGRAM SUPPORT | OK | $0 | $14,315 | OSU FOUNDATION |
| PINEAPPLE PETE LLC | |||||||||
| 400 S MONROE | STILLWATER | OK | 74074 | 736097060 | DINING SERVICES | OK | $28,388 | $10,202 | RANCHERS DINING LLC |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION FOR ENGINEERING AT OSU | ||||||||||
| PO BOX 1749 | STILLWATER | OK | 74076 | 261124834 | PROGRAM SUPPORT | OK | 501(C)(3) | LINE 12A, I | OSU FOUNDATION | Yes (1) |
| MULTILATERAL ENDOWMENT MANAGEMENT COMPANY | ||||||||||
| 4017 E COVELL SUITE 100 | EDMOND | OK | 73034 | 842441187 | INVESTMENT MANAGEMENT | OK | 501(C)(3) | LINE 12A, I | OSU FOUNDATION | Yes (1) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSA BLACK SWAN PROTECT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 SOUTH BAYSHORE DR SUITE 2030 | AddressLine1Txt |
| City | COCONUT GROVE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 851060826 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$7,160,692 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $6,473,731 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.85990 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TMAM-GO JAPAN ENGAGEMENT FUND (JEF) LTD | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 309 UGLAND HOUSE | AddressLine1Txt |
| City | GEORGE TOWN | CityNm |
| Province Or State | GRAND CAYMAN | ProvinceOrStateNm |
| Country | CJ | CountryCd |
| Foreign Postal | KY1-1104 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | CJ | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSU FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | -$2,837,169 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $25,144,079 | ShareOfEOYAssetsAmt |
| Ownership | 0.86650 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | Yes (1) | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FOUNDATION FOR ENGINEERING AT OSU | ||
| C | $1,500,140 | FMV |
| MULTILATERAL ENDOWMENT MANAGEMENT COMPANY | ||
| M | $3,226,561 | COST |
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL XL VII LP | ||
| H | $11,239,200 | COST |
| THE TMAM-GO JAPAN ENGAGEMENT FUND (JEF) LTD | ||
| S | $21,000,000 | COST |