KANSAS STATE UNIVERSITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KANSAS STATE UNIVERSITY FOUNDATION (EIN 48-0667209)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349303907
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T08:49:31-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 Walnut Suite 1700 | AddressLine1Txt |
| City | Kansas City | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641062246 | 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 | 480667209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANSAS STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GREG LOHRENTZ | InCareOfNm |
| Business Name Control | KANS | BusinessNameControlTxt |
| Phone | 7857752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 KIMBALL AVE STE 200 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG LOHRENTZ | PersonNm |
| Person Title | SR VP OPS/FINANCE | PersonTitleTxt |
| Phone | 7855326266 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GREG | PersonFirstNm |
| Person Last | LOHRENTZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael J Engle | PreparerPersonNm |
| PTIN | P00482834 | PTIN |
| Phone | 8162216300 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| 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 | GREG LOHRENTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 KIMBALL AVE STE 200 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $380,243,953 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.KSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Activity Or Mission | KSU FOUNDATION ENCOURAGES AND PRUDENTLY MANAGES GIFTS DONATED FOR THE BENEFIT OF KSU AND FOSTERS A CULTURE THAT UNITES PHILANTHROPIC DESIRES WITH UNIVERSITY PRIORITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 234 | TotalEmployeeCnt |
| Total Volunteers | 550 | TotalVolunteersCnt |
| Total Gross UBI | $2,453,353 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,259,417 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $120,464,996 | PYContributionsGrantsAmt |
| CY Contributions Grants | $170,830,403 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,128,124 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,682,989 | CYProgramServiceRevenueAmt |
| PY Investment Income | $66,113,592 | PYInvestmentIncomeAmt |
| CY Investment Income | $63,381,483 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,697,798 | PYOtherRevenueAmt |
| CY Other Revenue | $20,623,802 | CYOtherRevenueAmt |
| PY Total Revenue | $196,404,510 | PYTotalRevenueAmt |
| CY Total Revenue | $256,518,677 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $63,599,174 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $78,883,007 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,945,982 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,568,084 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $12,678,946 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,026,343 | PYOtherExpensesAmt |
| CY Other Expenses | $30,986,725 | CYOtherExpensesAmt |
| PY Total Expenses | $105,571,499 | PYTotalExpensesAmt |
| CY Total Expenses | $126,437,816 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $90,833,011 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,080,861 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,167,807,593 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,256,682,544 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $85,520,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $86,327,466 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,082,287,382 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,170,355,078 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE KANSAS STATE UNIVERSITY FOUNDATION IS TO SECURE AND PRUDENTLY MANAGE PRIVATE GIFTS IN SUPPORT OF KANSAS STATE UNIVERSITY AND FOSTER A CULTURE THAT UNITES PHILANTHROPIC DESIRES WITH UNIVERSITY PRIORITIES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $59,067,319 | ExpenseAmt |
| Grant | $48,205,381 | GrantAmt |
| Revenue | $1,611,339 | RevenueAmt |
| Desc | KANSAS STATE UNIVERSITY ADMINISTRATIVE SUPPORT FOR CENTRAL ADMINISTRATION, COLLEGES AND ATHLETICS. EXPENDITURES INCLUDE MONIES TRANSFERRED AND OR EXPENDED FOR SALARIES FOR FACULTY AND STAFF, TRAVEL FOR CONFERENCES, SEMINARS, SPEAKERS, VISITING PROFESSORS, EMPLOYEE RECRUITMENT, PROFESSIONAL AND CONSULTING SERVICES, EQUIPMENT AND COMPUTING PURCHASES. ADDITIONALLY, MONIES ARE TRANSFERRED TO ATHLETICS FOR USE IN SUPPORT OF ACADEMIC SERVICES, SPORTS MEDICINE, EQUIPMENT AND COMPUTER PURCHASES, TRAVEL COSTS AS WELL AS CAPITAL IMPROVEMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,355,315 | ExpenseAmt |
| Grant | $18,029,636 | GrantAmt |
| Revenue | $65,924 | RevenueAmt |
| Desc | KANSAS STATE UNIVERSITY SCHOLARSHIPS--GENEROUS DONORS TO KANSAS STATE UNIVERSITY FOUNDATION HAVE PROVIDED ENDOWED AND EXPENDABLE FUNDS TO BE USED FOR PROVIDING SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS OF KANSAS STATE UNIVERSITY. 7,503 STUDENTS RECEIVED SCHOLARSHIP ASSISTANCE DURING THE 21/22 ACADEMIC YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,159,914 | ExpenseAmt |
| Grant | $10,616,104 | GrantAmt |
| Revenue | $70 | RevenueAmt |
| Desc | KANSAS STATE UNIVERSITY ACADEMIC SUPPORT EXPENDITURES ARE MADE FOR THE PURCHASE OF COMPUTER HARDWARE AND SOFTWARE, FURNITURE AND EQUIPMENT, PROFESSIONAL SERVICES AND CONSULTATIONS, CLASSROOM AND LAB SUPPLIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,509,425 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,031,886 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,656 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $96,091,973 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 197 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 234 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 5 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (true) | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | 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 | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | 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 | NV | 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 | 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 | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | 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 |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG LOHRENTZ | PersonNm |
| Phone | 7857752000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 KIMBALL AVE STE 200 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| GREG WILLEMS | ||||||||
| PRESIDENT/CEO | 45.0 | 1.0 | Yes (X) | $483,556 | $0 | $208,807 | ||
| LOIS COX | ||||||||
| VP FOR INVESTMENTS/CIO | 40.0 | 1.0 | Yes (X) | $603,323 | $0 | $58,128 | ||
| GREG LOHRENTZ | ||||||||
| SR VP OPERATIONS AND FINANCE | 40.0 | 1.0 | Yes (X) | $380,933 | $0 | $61,617 | ||
| PAUL CHAI | ||||||||
| DIRECTOR OF INVESTMENTS | 45.0 | 0.0 | $323,160 | $0 | $44,495 | Yes (X) | ||
| CHRISTOPHER MILLS | ||||||||
| AVP INFORMATION TECH AND INFRA | 45.0 | 0.0 | $178,861 | $0 | $43,859 | Yes (X) | ||
| Jill Trego | ||||||||
| VP CULTURE AND ENGAGEMENT | 45.0 | 0.0 | $176,836 | $0 | $45,727 | Yes (X) | ||
| SHEILA WALKER | ||||||||
| AVP OF COLLEGIATE DEVELOPMENT | 45.0 | 0.0 | $176,254 | $0 | $45,327 | Yes (X) | ||
| Christopher Spooner | ||||||||
| AVP UNIVERSITY WIDE DEVELOPMEN | 45.0 | 0.0 | $176,099 | $0 | $28,244 | Yes (X) | ||
| DEBORAH TUTTLE | ||||||||
| AVP FINANCE & ACCT, CONTROLLER | 39.0 | 6.0 | Yes (X) | $146,857 | $0 | $38,793 | ||
| CHRISTY SCOTT | ||||||||
| AVP OF COMPLIANCE SERVICES | 40.0 | 1.0 | Yes (X) | $135,242 | $0 | $15,924 | ||
| MARY VANIER | ||||||||
| CHAIR, BD OF DIRECTORS | 1.0 | 1.5 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| STEVE THEEDE | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| GABE HERNANDEZ | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUE BARSAMIAN | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CANDY DUNCAN | ||||||||
| DIRECTOR,BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| CHARLENE LAKE | ||||||||
| TREASURER, BD OF DIRECTORS | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAMON HININGER | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| DAVID EVERITT | ||||||||
| TREASURER, BD OF DIRECTORS | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JP BILBREY | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| JIM JOHNSON | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| KELLY LECHTENBERG | ||||||||
| MEMBER, BD OF DIRECTORS | 1.0 | 1.0 | $0 | $0 | $0 | Yes (X) | ||
| LEANN CARET | ||||||||
| MEMBER,BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| NABEEHA KAZI HUTCHINS | ||||||||
| MEMBER,BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| RAY DEMPSEY | ||||||||
| MEMBER,BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| SABRINA SCHRINER | ||||||||
| MEMBER,BD OF DIRECTORS | 1.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||
| TIM TAYLOR | ||||||||
| SECRETARY,BD OF DIRECTORS | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,781,121 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $590,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AEROSIM TECHNOLOGIES INC | |||||
| 351 CLIFF ROAD E | BURNSVILLE | MN | 55057 | HARDWARE/SOFTWARE | $427,500 |
| UC INNOVATION INC | |||||
| 2855 MICHELLE DR | IRVINE | CA | 92606 | HARDWARE/SOFTWARE | $335,014 |
| SALESFORCE | |||||
| 415 MISSION STREET | SAN FRANCISCO | CA | 64105 | HARDWARE/SOFTWARE | $269,067 |
| TRINIUM INC | |||||
| 212 4TH STREET SUITE 110 | MANHATTAN | KS | 66502 | CONSTRUCTION | $626,910 |
| MCCOWN GORDON CONSTRUCTION LLC | |||||
| 422 ADMIRAL BLVD | KANSAS CITY | MO | 64106 | CONSTRUCTION | $3,593,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,161,437 | MembershipDuesAmt |
| Fundraising | $1,944,229 | FundraisingAmt |
| Related Organizations | $3,549,223 | RelatedOrganizationsAmt |
| All Other Contributions | $164,175,514 | AllOtherContributionsAmt |
| Noncash Contributions | $11,479,507 | NoncashContributionsAmt |
| Total Contributions | $170,830,403 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,682,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,682,989 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,682,989 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,793 | TotalRevenueColumnAmt |
| Exclusion | $11,793 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,550 | TotalRevenueColumnAmt |
| Exclusion | $81,550 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,709,185 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,024,685 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $684,500 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $684,500 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,516 | UnrelatedBusinessRevenueAmt |
| Exclusion | $679,984 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $184,208,887 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $120,766,730 | SecuritiesAmt |
| Other | $72,467 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,442,157 | SecuritiesAmt |
| Other | -$72,467 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,369,690 | TotalRevenueColumnAmt |
| Exclusion | $63,369,690 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,021,359 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,944,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $861,394 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,965 | TotalRevenueColumnAmt |
| Exclusion | $159,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MANAGEMENT FEE REVENUES | 900099 | $23,493,453 | $23,493,453 | |
| PARTNERSHIP & OTHER INVESTMENT INC | 525990 | -$3,837,074 | -$6,285,911 | $2,448,837 |
| All Other Misc Revenue | 900099 | $41,408 | $41,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,697,787 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,518,677 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,682,989 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,453,353 | UnrelatedBusinessRevenueAmt |
| Exclusion | $81,551,932 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,748,526 | TotalAmt |
| Program Services | $60,748,526 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,092,636 | TotalAmt |
| Program Services | $18,092,636 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,845 | TotalAmt |
| Program Services | $41,845 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,049,970 | TotalAmt |
| Management And General | $1,769,823 | ManagementAndGeneralAmt |
| Fundraising | $280,147 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,036,153 | TotalAmt |
| Program Services | $1,100,673 | ProgramServicesAmt |
| Management And General | $2,991,664 | ManagementAndGeneralAmt |
| Fundraising | $6,943,816 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,027,381 | TotalAmt |
| Program Services | $98,771 | ProgramServicesAmt |
| Management And General | $260,569 | ManagementAndGeneralAmt |
| Fundraising | $668,041 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,685,325 | TotalAmt |
| Program Services | $105,671 | ProgramServicesAmt |
| Management And General | $548,485 | ManagementAndGeneralAmt |
| Fundraising | $1,031,169 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,255 | TotalAmt |
| Program Services | $70,479 | ProgramServicesAmt |
| Management And General | $194,375 | ManagementAndGeneralAmt |
| Fundraising | $504,401 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,476 | TotalAmt |
| Program Services | $11,319 | ProgramServicesAmt |
| Management And General | $131,157 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,558 | TotalAmt |
| Management And General | $134,558 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,971 | TotalAmt |
| Program Services | $21,971 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,510,850 | TotalAmt |
| Management And General | $7,510,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,283,687 | TotalAmt |
| Program Services | $6,246,633 | ProgramServicesAmt |
| Management And General | $406,398 | ManagementAndGeneralAmt |
| Fundraising | $630,656 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,211,833 | TotalAmt |
| Program Services | $27,316 | ProgramServicesAmt |
| Management And General | $266,920 | ManagementAndGeneralAmt |
| Fundraising | $917,597 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,327 | TotalAmt |
| Program Services | $943,292 | ProgramServicesAmt |
| Management And General | $88,182 | ManagementAndGeneralAmt |
| Fundraising | $324,853 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,010,016 | TotalAmt |
| Program Services | $626,747 | ProgramServicesAmt |
| Management And General | $1,360,450 | ManagementAndGeneralAmt |
| Fundraising | $22,819 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,175 | TotalAmt |
| Program Services | $439,371 | ProgramServicesAmt |
| Management And General | $390,584 | ManagementAndGeneralAmt |
| Fundraising | $228,220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,149 | TotalAmt |
| Program Services | $745,303 | ProgramServicesAmt |
| Management And General | $34,995 | ManagementAndGeneralAmt |
| Fundraising | $535,851 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,622 | TotalAmt |
| Program Services | $106,977 | ProgramServicesAmt |
| Management And General | $58,435 | ManagementAndGeneralAmt |
| Fundraising | $116,210 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,408 | TotalAmt |
| Program Services | $94,215 | ProgramServicesAmt |
| Management And General | $1,193 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,340 | TotalAmt |
| Management And General | $380,670 | ManagementAndGeneralAmt |
| Fundraising | $380,670 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,254 | TotalAmt |
| Program Services | $261,575 | ProgramServicesAmt |
| Management And General | $105,326 | ManagementAndGeneralAmt |
| Fundraising | $353 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment & Funishings | $2,032,969 | $2,032,969 | ||
| Official Hospitality | $1,034,471 | $1,034,471 | ||
| Filing Fees & Service Charges | $658,814 | $495,680 | $163,127 | $7 |
| Miscellaneous Expenses | $3,708,805 | $2,745,533 | $869,136 | $94,136 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,437,816 | TotalAmt |
| Program Services | $96,091,973 | ProgramServicesAmt |
| Management And General | $17,666,897 | ManagementAndGeneralAmt |
| Fundraising | $12,678,946 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,695,826 | BOYAmt |
| EOY | $101,533,440 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,997,664 | BOYAmt |
| EOY | $137,660,436 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,405,389 | BOYAmt |
| EOY | $10,424,021 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $59,679,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,382,900 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,730,700 | BOYAmt |
| EOY | $55,296,210 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,227,886 | BOYAmt |
| EOY | $382,276,186 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $488,082,083 | BOYAmt |
| EOY | $560,602,823 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,668,045 | BOYAmt |
| EOY | $8,889,428 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,807,593 | BOYAmt |
| EOY | $1,256,682,544 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,406,514 | BOYAmt |
| EOY | $9,943,334 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,605,000 | BOYAmt |
| EOY | $15,110,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,319,874 | BOYAmt |
| EOY | $19,542,384 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,188,823 | BOYAmt |
| EOY | $41,731,748 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,520,211 | BOYAmt |
| EOY | $86,327,466 | 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 | $104,938,074 | BOYAmt |
| EOY | $85,949,039 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,349,308 | BOYAmt |
| EOY | $1,084,406,039 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,082,287,382 | BOYAmt |
| EOY | $1,170,355,078 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,167,807,593 | BOYAmt |
| EOY | $1,256,682,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $130,080,861 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$42,010,943 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$2,229 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $7 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,667,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,547,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,969,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,464,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,830,403 | CurrentTaxYearAmt |
| Total | $622,481,116 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,667,904 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,547,988 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,969,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,464,996 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $170,830,403 | CurrentTaxYearAmt |
| Total | $622,481,116 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $69,781,592 | SubstantialContributorsTotAmt |
| Public Support Total170 | $552,699,524 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,113,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,307,949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,607,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,676,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,798,013 | CurrentTaxYearAmt |
| Total | $14,503,234 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,259,417 | CurrentTaxYearAmt |
| Total | $1,453,812 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,478,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,928,395 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,399,375 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,092,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,248,950 | CurrentTaxYearAmt |
| Total | $46,147,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $684,585,558 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,992,587 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.80735 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86496 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,584 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $5,584 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $16,388 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $16,388 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $21,972 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $21,972 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,977,156 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $124,325,847 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $118,999,128 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $124,347,819 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $26,410 | CurrentYearMinus3Amt |
| Current Year Minus2 | $29,874 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,576 | CurrentYearMinus1Amt |
| Current Year | $21,972 | CurrentYearAmt |
| Total | $82,832 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $8,862 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,882 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,454 | CurrentYearMinus1Amt |
| Current Year | $5,584 | CurrentYearAmt |
| Total | $27,782 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $841,404,846 | BeginningYearBalanceAmt |
| Contributions | $57,205,479 | ContributionsAmt |
| Investment Earnings Or Losses | $5,537,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,714,915 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,439,969 | OtherExpendituresAmt |
| End Year Balance | $876,993,207 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $620,299,994 | BeginningYearBalanceAmt |
| Contributions | $37,258,159 | ContributionsAmt |
| Investment Earnings Or Losses | $207,183,891 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,219,963 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,117,235 | OtherExpendituresAmt |
| End Year Balance | $841,404,846 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $621,009,532 | BeginningYearBalanceAmt |
| Contributions | $23,323,640 | ContributionsAmt |
| Investment Earnings Or Losses | $11,587,632 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,541,452 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,079,358 | OtherExpendituresAmt |
| End Year Balance | $620,299,994 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $581,746,190 | BeginningYearBalanceAmt |
| Contributions | $29,381,535 | ContributionsAmt |
| Investment Earnings Or Losses | $29,644,844 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,145,261 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,617,776 | OtherExpendituresAmt |
| End Year Balance | $621,009,532 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $538,649,819 | BeginningYearBalanceAmt |
| Contributions | $28,937,282 | ContributionsAmt |
| Investment Earnings Or Losses | $36,304,037 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,400,310 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,485,735 | OtherExpendituresAmt |
| Administrative Expenses | $258,903 | AdministrativeExpensesAmt |
| End Year Balance | $581,746,190 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $13,790,129 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $415,996 | OtherCostOrOtherBasisAmt |
| Book Value | $14,206,125 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $28,119,463 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $13,195,087 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,196,833 | DepreciationAmt |
| Book Value | $39,117,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,158,435 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,186,067 | DepreciationAmt |
| Book Value | $1,972,368 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $55,296,210 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIPS & OTHER INVEST | Desc |
| Book Value | $560,602,823 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $560,602,823 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNITRUST/ANNUITY | $22,123,435 |
| ASSETS HELD FOR OTHERS | $19,608,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,731,748 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | THE FOUNDATION HOLDS PERMANENT ENDOWMENTS IN PERPETUITY, INVESTING THE PRINCIPAL AND USING A PORTION OF THE ANNUAL INVESTMENT RETURN TO SUPPORT THE PURPOSE DESIGNATED BY THE DONOR. |
| SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $154,375,802 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $67,175,259 |
| Middle East and North Africa | 0 | 0 | Grantmaking | $19,345 |
| East Asia and the Pacific | 0 | 0 | Investments | $1,578,871 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $223,171,777 | SubtotalSpentAmt |
| Total Spent | $223,171,777 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa | RegionTxt |
| Purpose Of Grant | Equipment | PurposeOfGrantTxt |
| Cash Grant | $19,345 | CashGrantAmt |
| Manner Of Cash Disbursement | Cash | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 1 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | Scholarship | TypeOfAssistanceTxt |
| Region | Europe (Including Iceland and Greenland) | RegionTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $22,500 | CashGrantAmt |
| Manner Of Cash Disbursement | Cash | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 1 | THE FOUNDATION REQUIRES DETAILED SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. ANNUAL TRAINING OF ACCOUNTING PERSONNEL IS PROVIDED TO ENSURE THAT SPENDING IS IN ACCORDANCE WITH INTENT. SCHOLARSHIP REQUESTS FROM FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL ASSISTANCE (SFA) FOR KANSAS STATE UNIVERSITY. SFA DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. |
| Schedule F, Part I, Line 3, Column (F) | THE ACCOUNTING METHOD USED FOR REPORTING EXPENDITURES IN THE REGION IS THE ACCRUAL METHOD. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | catbacker aucti | Event1Nm |
| Gross Receipts Event1 | $968,186 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $675,923 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $292,263 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,035 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,889 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $70,571 | OtherDirectExpensesEvent1Amt |
| Event2 | WABASH | Event2Nm |
| Gross Receipts Event2 | $695,700 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $591,642 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $104,058 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $38,036 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $44,393 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $138,886 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,849 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $121,546 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,247,747 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $673,619 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $574,128 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $12,200 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,255 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $107,746 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $43,697 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $187,785 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,911,633 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,941,184 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $970,449 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $50,236 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $79,683 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $296,521 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $52,146 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $379,902 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $858,488 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $111,961 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| KANSAS STATE UNIVERSITY | ||||||||||
| ANDERSON HALL | MANHATTAN | KS | 66502 | 480771751 | GOVERNMENT | $16,002,446 | Scholarships and Support | |||
| KANSAS STATE UNIVERSITY | ||||||||||
| ANDERSON HALL | MANHATTAN | KS | 66502 | 480771751 | GOVERNMENT | ADMINISTRATIVE SUPPORT | $7,396,577 | VARIOUS | SEE PART IV | |
| K-STATE ATHLETICS | ||||||||||
| 1800 COLLEGE AVE | MANHATTAN | KS | 66502 | 486098838 | 501(C)(3) | $42,284,107 | SCHOLARSHIPS AND SUPPORT | |||
| K-STATE ATHLETICS | ||||||||||
| 1800 COLLEGE AVE | MANHATTAN | KS | 66502 | 486098838 | 501(C)(3) | ADMINISTRATIVE SUPPORT | $2,608,595 | VARIOUS | SEE PART IV | |
| KANSAS STATE UNIVERSITY ALUMNI ASSOCIATION | ||||||||||
| 1720 ALUMNI CENTER | MANHATTAN | KS | 66502 | 480495058 | 501(C)(3) | $2,425,723 | SUPPORT/SCHOLARSHIPS | |||
| KANSAS STATE UNIVERSITY ALUMNI ASSOCATION | ||||||||||
| 1720 ALUMNI CENTER | MANHATTAN | KS | 66502 | 480495058 | 501(C)(3) | ADMINISTRATIVE SUPPORT,DEPARTMENTAL SUPPORT, PROPE | $14,017 | VARIOUS | SEE PART IV | |
| MANHATTAN CHAMBER OF COMMERCE | ||||||||||
| 501 POYNTZ | MANHATTAN | KS | 66502 | 480319620 | 501(C)(6) | $20,000 | SUPPORT | |||
| AMERICAN COUNCIL ON CONSUMER INTEREST | ||||||||||
| 2840 WEST BAY DR 141 | BELLEAIR BLUFFS | FL | 33770 | 465444048 | 501(C)(3) | $5,250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 7424 | $18,028,136 |
| OTHER AWARDS FOR STUDENTS | 79 | $64,500 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | THE FOUNDATION REQUIRES DETAILED SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. ANNUAL TRAINING BY ACCOUNTING PERSONNEL IS PROVIDED TO ENSURE THAT SPENDING IS IN ACCORDANCE WITH DONOR INTENT. AWARDS ARE MADE AS PART OF VARIOUS ENTREPRENEURSHIP AND MENTORSHIP PROGRAMS THAT PROVIDE ACCESS TO KANSAS STATE FACULTY, STUDENTS, AND ALUMNI TO HELP LAUNCH AND GROW KANSAS BUSINESS. SCHOLARSHIP REQUESTS FROM FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL ASSISTANCE (SFA) FOR KANSAS STATE UNIVERSITY. SFA DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. |
| SCHEDULE I, PART II, COLUMN H - DESCRIPTION OF NONCASH ASSISTANCE | LINE 2 - Administrative Support, Departmental Support, Property Plant & Equipment, Research, Operational Maintenance, Research, Construction LINE 4 - Administrative Support, Departmental Support, Property Plant & Equipment LINE 6 - Administrative Support, Departmental Support, Property Plant & Equipment |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER MILLS | ||||||||||||||
| AVP INFORMATION TECH AND INFRA | $178,185 | $0 | $0 | $0 | $676 | $0 | $18,783 | $0 | $25,076 | $0 | $222,720 | $0 | $0 | $0 |
| Christopher Spooner | ||||||||||||||
| AVP UNIVERSITY WIDE DEVELOPMEN | $175,723 | $0 | $0 | $0 | $376 | $0 | $17,727 | $0 | $10,517 | $0 | $204,343 | $0 | $0 | $0 |
| Jill Trego | ||||||||||||||
| VP CULTURE AND ENGAGEMENT | $176,606 | $0 | $0 | $0 | $230 | $0 | $18,210 | $0 | $27,517 | $0 | $222,563 | $0 | $0 | $0 |
| PAUL CHAI | ||||||||||||||
| DIRECTOR OF INVESTMENTS | $164,517 | $0 | $158,363 | $0 | $280 | $0 | $17,001 | $0 | $27,494 | $0 | $367,655 | $0 | $0 | $0 |
| SHEILA WALKER | ||||||||||||||
| AVP OF COLLEGIATE DEVELOPMENT | $175,868 | $0 | $0 | $0 | $386 | $0 | $18,107 | $0 | $27,220 | $0 | $221,581 | $0 | $0 | $0 |
| CHRISTY SCOTT | ||||||||||||||
| AVP OF COMPLIANCE SERVICES | $134,418 | $0 | $0 | $0 | $824 | $0 | $13,345 | $0 | $2,579 | $0 | $151,166 | $0 | $0 | $0 |
| DEBORAH TUTTLE | ||||||||||||||
| AVP FINANCE & ACCT, CONTROLLER | $146,242 | $0 | $0 | $0 | $615 | $0 | $15,186 | $0 | $23,607 | $0 | $185,650 | $0 | $0 | $0 |
| GREG LOHRENTZ | ||||||||||||||
| SR VP OPERATIONS AND FINANCE | $337,564 | $0 | $30,000 | $0 | $13,369 | $0 | $34,297 | $0 | $27,320 | $0 | $442,550 | $0 | $0 | $0 |
| GREG WILLEMS | ||||||||||||||
| PRESIDENT/CEO | $386,056 | $0 | $47,555 | $0 | $49,945 | $0 | $184,977 | $0 | $23,830 | $0 | $692,363 | $0 | $29,913 | $0 |
| LOIS COX | ||||||||||||||
| VP FOR INVESTMENTS/CIO | $302,675 | $0 | $300,000 | $0 | $648 | $0 | $30,808 | $0 | $27,320 | $0 | $661,451 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | KANSAS STATE UNIVERSITY FOUNDATION PAID FOR COUNTRY CLUB DUES FOR GREG WILLEMS AND GREG LOHRENTZ. THE AMOUNT PAID FOR CLUB DUES WAS INCLUDED AS TAXABLE COMPENSATION ON THEIR W-2S. OCCASSIONALLY, A CHARTER FLIGHT IS USED TO ATTEND BUSINESS ACTIVITIES WITH DONORS TO THE FOUNDATION. THE SPOUSE FOR THE CEO IS EXPECTED TO ATTEND SOME FUNDRAISING EVENTS. THESE EVENTS ARE LEGITIMATE BUSINESS FUNCTIONS THAT SERVE TO ACCOMPLISH THE ORGANIZATION'S MISSION AND, THEREFORE, THESE EXPENSES ARE NOT INCLUDED IN THE TAXABLE WAGES OF THE CEO. |
| SCHEDULE J, PART I, LINE 4B | GREG WILLEMS PARTICIPATES IN A 457(F) PLAN WITH KANSAS STATE UNIVERSITY FOUNDATION. VESTED ACCRUED -------- --------- GREG WILLEMS 29,313 145,807 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| KANSAS DEVELOPMENT FINANCE AUTHORITY | ||||||||
| A | 481066589 | 485429WEO | 2013-09-12 | $7,982,005 | SEE PART VI | false | false | false |
| KANSAS DEVELOPMENT FINANCE AUTHORITY | ||||||||
| B | 481066589 | 48542RFV1 | 2019-08-15 | $8,751,145 | SEE PART VI | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,010,000 | $0 | $7,982,349 | $0 | $542,108 | $0 | $140,183 | $0 | $0 | $7,300,000 | $58 | $0 | 2014 | false | false | Yes (true) | Yes (true) |
| B | $100,000 | $0 | $8,785,616 | $0 | $388,401 | $0 | $165,395 | $0 | $0 | $8,200,000 | $31,819 | $0 | 2021 | false | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Rebate Not Due YetRebateNotDueYetInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | false | false | false | 0 | false | Yes (true) | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE A, COLUMN (F) | THE 2013D BONDS WERE ISSUED TO CONSTRUCT AN OFFICE BUILDING. |
| SCHEDULE K, PART I, LINE B, COLUMN (F) | THE 2019A-1 BONDS WERE ISSUED TO FINANCE CONSTRUCTION OF LABRATORY AND OFFICE BUILDING AND A PARKING LOT. |
| SCHEDULE K, PART IV, LINE 2C, COLUMN (A) | A rebate computation was completed for the Series 2013D Bonds as of September 1, 2020. No rebate had been generated as of that date. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $44,410 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $93,709 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SALES | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $97,784 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 211 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,987,316 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $22,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $370,626 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | FUNDRAISING AUCTION ITEMS | 17 | $291,343 | COST OR SALES |
| Yes (X) | EQUIPMENT | 19 | $290,969 | COST OR SALES |
| Yes (X) | LIVESTOCK | 43 | $227,068 | APPRAISAL/SALES |
| Yes (X) | MISCELLANEOUS | 6 | $53,682 | COST OR SALES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, COLUMN B | THE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. |
| SCHEDULE M, PART I, LINE 32B | A THIRD PARTY AUCTIONEER IS SOMETIMES USED FOR THE SALE OF LIVESTOCK AND AUCTION ITEMS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| fORM 990, PART III, LINE 4D | KANSAS STATE UNIVERSITY CONSTRUCTION PROJECTS, INCLUDING CONSTRUCTION AND PROFESSIONAL SERVICES ASSOCIATED WITH THE CONSTRUCTION & IMPROVEMENT OF BUILDINGS LOCATED ON THE CAMPUS OF KANSAS STATE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF THE KANSAS STATE UNIVERSITY FOUNDATION INCLUDE ALUMNI AND FRIENDS OF KANSAS STATE UNIVERSITY WITH A DEMONSTRATED RECORD OF DEDICATION AND/OR CONTRIBUTION TO THE WELL-BEING AND DEVELOPMENT OF KANSAS STATE UNIVERSITY. THESE INDIVIDUALS ARE ELECTED TO THE BOARD OF TRUSTEES OF THE KANSAS STATE UNIVERSITY FOUNDATION BY CURRENT MEMBERS OF THE BOARD OF TRUSTEES (A MAXIMUM OF 500 MEMBERS IS PROVIDED FOR IN THE BYLAWS). SERVING AS A MEMBER OF THE BOARD OF TRUSTEES IS MORE THAN HONORARY, IT ENCOURAGES ACTIVE PARTICIPATION IN A VARIETY OF ACTIVITIES CONTRIBUTING TO THE EDUCATIONAL AND FINANCIAL SUCCESS OF THE UNIVERSITY AND THE FOUNDATION. HOWEVER, MEMBERS OF THE BOARD OF TRUSTEES SHALL NOT HAVE ANY FIDUCIARY DUTY TO THE FOUNDATION OR THE OTHER MEMBERS. THE MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS ARE NOT ENTITLED TO RECEIVE A SHARE OF KANSAS STATE UNIVERSITY'S NET ASSETS UPON DISSOLUTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF TRUSTEES ELECT FROM ITS MEMBERSHIP, UP TO 14 PERSONS TO SERVE ON THE BOARD OF DIRECTORS, WHICH SHALL BE A SEPARATE AND DISTINCT BODY FROM THE BOARD OF TRUSTEES. THE CHIEF EXECUTIVE OFFICER OF THE ALUMNI ASSOCIATION BOARD OF DIRECTORS (OR DESIGNATE), MAKES UP THE 15TH MEMBER TO THE BOARD OF DIRECTORS. THE MANAGEMENT, CONTROL AND SUPERVISION OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION SHALL BE VESTED IN THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BYLAWS FOR THE FOUNDATION MAY BE AMENDED BY (I) A TWO-THIRDS (2/3) VOTE OF THOSE MEMBERS PRESENT AND ENTITLED TO VOTE AT ANY ANNUAL OR DULY CALLED SPECIAL MEETING OF THE BOARD OF TRUSTEES, PROVIDED THE PROPOSED AMENDMENTS HAVE BEEN SUBMITTED TO THE MEMBERS AT LEAST THIRTY (30) DAYS PRIOR TO SUCH MEETING; OR (II) A MAJORITY VOTE OF THOSE DIRECTORS PRESENT AND ENTITLED TO VOTE AT ANY MEETING OF THE BOARD OF DIRECTORS. OTHERWISE, NO DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES (MEMBERS). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE IRS FORM 990 IS PREPARED BY THE COMPLIANCE SERVICES TEAM OF THE KANSAS STATE UNIVERSITY FOUNDATION. THE FORM 990 IS THEN REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. ANY QUESTIONS OR CONCERNS THAT THE INDEPENDENT ACCOUNTANT HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE COMPLETED DRAFT OF THE RETURN IS THEN REVIEWED BY THE FOUNDATION'S SR. VICE-PRESIDENT, OPERATIONS AND FINANCE. ONCE ALL REVIEWS ARE COMPLETED, THE FINAL RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE IRS. THE RETURN IS FILED ELECTRONICALLY WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS OF THE FOUNDATION, MEMBERS OF ANY FOUNDATION COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEES MUST COMPLETE THE CONFLICT OF INTEREST STATEMENT. ANY POTENTIAL CONFLICTS THAT ARE DISCLOSED ON THE COMPLETED STATEMENT ARE DISCUSSED AT A BOARD OF DIRECTORS MEETING. IT IS THE RESPONSIBILITY OF EACH PERSON WHO IS REQUIRED TO COMPLETE THE QUESTIONNAIRE TO NOTIFY THE CHAIR OF THE BOARD OF DIRECTORS AS SOON AS ANY POTENTIAL CONFLICT OF INTEREST MEASURE, CONTRACT, RESOLUTION, GRANT, OR OTHER TRANSACTION OCCURS. THE FOLLOWING PROCEDURES ARE REQUIRED FOR BOARD ACTION WHEN A CONFLICT OF INTEREST EXISTS; THE INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD MEETING, BUT AFTER MUST LEAVE THE MEETING DURING THE VOTE ON THE TRANSACTION; THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES; THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED MEMBERS WHETHER THE TRANSACTION IS IN THE FOUNDATION'S BEST INTEREST; THE BOARD WILL FOLLOW ALL CONFLICTS OF INTEREST LAWS TO THE EXTENT THEY APPLY TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | ANNUALLY, THE COMPENSATION COMMITTEE OF THE KANSAS STATE UNIVERSITY FOUNDATION WILL FOLLOW THE REBUTTABLE PRESUMPTION PROCEDURE WHEN DETERMINING AND APPROVING THE COMPENSATION OF THE CEO. CONTEMPORANEOUS MINUTES ARE MAINTAINED. |
| FORM 990, PART VI, SECTION B, LINE 15B | ANNUALLY, THE COMPENSATION COMMITTEE OF THE KANSAS STATE UNIVERSITY FOUNDATION WILL FOLLOW THE REBUTTABLE PRESUMPTION PROCEDURE WHEN DETERMINING AND APPROVING THE COMPENSATION OF THE VP OF INVESTMENTS/CIO. CONTEMPORANEOUS MINUTES ARE MAINTAINED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE KANSAS STATE UNIVERSITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT WWW.KSUFOUNDATION.ORG |
| Form 990, Part XI, line 9 | OTHER ADJUSTMENTS $ 7 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1880 KIMBALL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 KIMBALL AVE STE 200 | AddressLine1Txt |
| City | MANHATTAN | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821781264 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | KS | LegalDomicileStateCd |
| Total Income | $69,916 | TotalIncomeAmt |
| End Of Year Assets | $14,359,867 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSU FOUND | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| KSU GOLF COURSE MGMT AND RESEARCH FOUND | ||||||||||
| 5200 COLBERT HILLS DR | MANHATTAN | KS | 66503 | 742830002 | GOLF COURSE | KS | 501(C)(3) | 12A | KSU FOUND | Yes (true) |
| KSU CHARITABLE REAL ESTATE FOUNDATION | ||||||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | 453417512 | REAL ESTATE | KS | 501(C)(3) | 12A | KSU FOUND | Yes (true) |
| FOUNDATION FOR ENGINEERING AT KSU | ||||||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | 263520449 | SUPPORT | KS | 501(C)(3) | 12A | KSU FOUND | Yes (true) |
| Jack Goldstein Charitable Trust | ||||||||||
| 555 Poyntz | MANHATTAN | KS | 66502 | 480889646 | GRANTMAKING | KS | 501(C)(3) | 12A | NA | false |
| 1998 JACK GOLDSTEIN CHARITABLE TRUST | ||||||||||
| 555 POYNTZ AVE | MANHATTAN | KS | 66502 | 481208174 | GRANTMAKING | KS | 501(C)(3) | 12A | NA | false |
| MARVIN S ROBINSON CHARITABLE TRUST | ||||||||||
| 555 POYNTZ AVE | MANHATTAN | KS | 66502 | 481005604 | GRANTMAKING | KS | 501(C)(3) | 12A | NA | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER TRUST (82) | ||||||||||||
| CHARITABLE TRUST | KS | KSU FOUNDATION | Yes (true) | |||||||||
| THE 1880 KIMBALL OFFICE CONDOMINIUM ASSO | ||||||||||||
| CONDOMINIUM Assoc | KS | KSU FOUNDATION | Yes (true) | 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | 832151748 | C CORP | $0 | $0 | 1.00000 |
| THE 1800 KIMBALL OFFICE CONDOMINIUM ASSO | ||||||||||||
| CONDOMINIUM Assoc | KS | KSU FOUNDATION | Yes (true) | 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | 810821703 | C CORP | $0 | $0 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KSU CHARITABLE REAL ESTATE FOUNDATION | ||
| O | $220,302 | CASH |
| KSU CHARITABLE REAL ESTATE FOUNDATION | ||
| C | $2,049,083 | CASH |
| KSU CHARITABLE REAL ESTATE FOUNDATION | ||
| S | $2,111,485 | CASH |
| FOUNDATION FOR ENGINEERING AT KSU | ||
| C | $1,500,140 | Cash |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Electing OrganizationElectingOrganizationInd | Total Grassroots LobbyTotalGrassrootsLobbyAmt | Total Direct LobbyTotalDirectLobbyAmt | Total Lobby ExpenditureTotalLobbyExpenditureAmt | Other Exempt Purpose ExpendOtherExemptPurposeExpendAmt | Total Exempt Purpose ExpendTotalExemptPurposeExpendAmt | Lobby NontxLobbyNontxAmt | Grassroots NontxGrassrootsNontxAmt | Total Lobby Grssroot Mns NontxTotalLobbyGrssrootMnsNontxAmt | Tot Lbby Expend Mns Lobby NontxTotLbbyExpendMnsLobbyNontxAmt | Share Excess Lobby ExpendShareExcessLobbyExpendAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KANSAS STATE UNIVERSITY FOUN | |||||||||||||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 66502 | 480667209 | Yes (X) | $5,584 | $16,388 | $21,972 | $118,977,156 | $118,999,128 | $1,000,000 | $250,000 | $0 | $0 | $21,972 |
| FOUNDATION FOR ENGINEERING A | |||||||||||||||
| 1800 KIMBALL AVENUE STE 200 | MANHATTAN | KS | 66502 | 263520449 | $0 | $0 | $0 | $1,500,140 | $1,500,140 | $225,007 | $56,252 | $0 | $0 | $0 | |
| KSU CHARITABLE REAL ESTATE F | |||||||||||||||
| 1800 KIMBALL AVENUE STE 200 | MANHATTAN | KS | 66502 | 453417512 | $0 | $0 | $0 | $2,388,333 | $2,388,333 | $269,417 | $67,354 | $0 | $0 | $0 | |
| KSU GOLF COURSE MANAGMENT & | |||||||||||||||
| 5200 COLBERT HILLS DR | MANHATTAN | KS | 66503 | 742830002 | $0 | $0 | $0 | $1,203,062 | $1,203,062 | $195,306 | $48,827 | $0 | $0 | $0 | |
| JACK GOLDSTEIN CHARITABLE TR | |||||||||||||||
| 555 POYNTZ | MANHATTAN | KS | 66502 | 480889646 | $0 | $0 | $0 | $257,156 | $257,156 | $51,431 | $12,858 | $0 | $0 | $0 | |