UNIVERSITY OF MISSISSIPPI FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MISSISSIPPI FOUNDATION (EIN 23-7310293)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-17
- IRS object ID
- 202333219349300713
- Schema version
- 2022v5.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-17T09:20:06-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 STREET SUITE 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237310293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MISSISSIPPI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6629155944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAGGIE ABERNATHY | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6629155944 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAGGIE | PersonFirstNm |
| Person Last | ABERNATHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WHITNEY B HEBRON | PreparerPersonNm |
| PTIN | P01226647 | PTIN |
| Phone | 3362753394 | PhoneNum |
| Preparation | 2023-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAGGIE ABERNATHY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $205,350,087 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UMFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 37 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 36 | VotingMembersIndependentCnt |
| Total Employee | 18 | TotalEmployeeCnt |
| Total Volunteers | 36 | TotalVolunteersCnt |
| Total Gross UBI | -$1,891,570 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $61,127,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $79,640,487 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,246,934 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,266,721 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,932,441 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,993,897 | CYInvestmentIncomeAmt |
| PY Other Revenue | $624,480 | PYOtherRevenueAmt |
| CY Other Revenue | $643,296 | CYOtherRevenueAmt |
| PY Total Revenue | $103,931,521 | PYTotalRevenueAmt |
| CY Total Revenue | $95,544,401 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,142,578 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,976,478 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,923,605 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,395,504 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $437,124 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $310,672 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,873,965 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,982,249 | PYOtherExpensesAmt |
| CY Other Expenses | $2,766,059 | CYOtherExpensesAmt |
| PY Total Expenses | $46,485,556 | PYTotalExpensesAmt |
| CY Total Expenses | $45,448,713 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $57,445,965 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $50,095,688 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $681,137,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $755,235,379 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $32,869,022 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,911,749 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $648,268,636 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $719,323,630 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,073,009 | ExpenseAmt |
| Grant | $16,550,776 | GrantAmt |
| Revenue | $1,266,721 | RevenueAmt |
| Desc | UNIVERSITY PROGRAMS - TRANSFERS TO THE UNIVERSITY TO BE USED TO PROVIDE NON-ACADEMIC PROGRAMS AND ACTIVITIES, SUCH AS HONORS PROGRAMS, LIBRARIES, AND SPECIAL EVENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,744,264 | ExpenseAmt |
| Grant | $10,744,264 | GrantAmt |
| Desc | SCHOLARSHIPS - TRANSFERS TO THE UNIVERSITY FOR DIRECT STUDENT FINANCIAL SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,578,762 | ExpenseAmt |
| Grant | $5,578,762 | GrantAmt |
| Desc | ACADEMIC EXCELLENCE - TRANSFERS TO UNIVERSITY ACADEMIC DEPARTMENTS FOR FACULTY AND GENERAL USE, ACCOUNTANCY, APPLIED SCIENCE, BUSINESS, EDUCATION, ENGINEERING, JOURNALISM, LAW, LIBERAL ARTS, MEDICAL CENTER, PHARMACY, OUTREACH, AND RESEARCH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,102,676 | ExpenseAmt |
| Grant | $5,102,676 | GrantAmt |
| Desc | UMMC - TRANSFERS TO THE MEDICAL CENTER TO PROVIDE SUPPORT FOR CONSTRUCTION ACTIVITIES AND NON-ACADEMIC PROGRAMS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,102,676 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $5,102,676 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $39,498,711 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 231 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 18 | 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 | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 37 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 36 | 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 | 0 | 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 | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | MS | 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 | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGGIE ABERNATHY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6629155944 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 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 |
|---|---|---|---|---|---|---|---|---|
| WENDELL W WEAKLEY | ||||||||
| PRESIDENT/CEO | 40.00 | 0.00 | Yes (X) | Yes (X) | $310,069 | $0 | $74,073 | |
| JOHN W BARRETT | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L BLACK JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND L BROWN JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY H BRYAN | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LAMPKIN H BUTTS | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DON B CANNADA | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| W HUNTER CARPENTER | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY SUSAN GALLIEN CLINTON | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEON COLLINS | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALLEN H CROSSWELL | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE L DUCKER | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR M EDWARDS III | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE J FLENORL | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| T MICHAEL GLENN | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER L HALEY | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E KEETON | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD A KREI | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT H LAMPTON | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| C MATTHEW LUSCO | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA P MCCLURE | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHNNY P MCRIGHT | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN B MOORE | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GUY W MOORE JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES W NICHOLSON JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILFORD A PAYNE III | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENVY G PITTMAN | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH J RANDALL | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM N REED | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE F SANDERSON JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEIGH ANNE TUOHY | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ TRIPLETT WALKER | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE E WARE | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT L WARNER JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES WHITE JR | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT W WOOD | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM D YOUNG | ||||||||
| DIRECTOR | 0.01 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MAGGIE E ABERNATHY | ||||||||
| TREASURER/CFO | 40.00 | 0.00 | Yes (X) | $173,000 | $0 | $38,671 | ||
| ANNA M LANGLEY | ||||||||
| VICE PRESIDENT/SECRETARY | 40.00 | 0.00 | Yes (X) | $144,500 | $0 | $33,640 | ||
| LANCE FELKER | ||||||||
| DIRECTOR OF IT | 40.00 | 0.00 | $127,250 | $0 | $30,711 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $754,819 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,095 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| WETA | |||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | CONSULTING | $1,146,020 |
| SHELTON SCHOOL | |||||
| 17301 PRESTON ROAD | DALLAS | TX | 75252 | CONSULTING | $326,525 |
| FUND EVALUATION GROUP | |||||
| 201 EAST FIFTH STREET SUITE 1600 | CINCINNATI | OH | 45202 | INVESTMENT CONSULTING | $236,217 |
| KPMG LLP | |||||
| PO BOX 120608 | DALLAS | TX | 75312 | PROFESSIONAL SERVICES | $194,699 |
| CHILDREN'S MIRACLE NETWORK | |||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | PROFESSIONAL FUNDRAISING | $170,292 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $296,744 | FundraisingAmt |
| Related Organizations | $3,606,014 | RelatedOrganizationsAmt |
| All Other Contributions | $75,737,729 | AllOtherContributionsAmt |
| Noncash Contributions | $18,196,203 | NoncashContributionsAmt |
| Total Contributions | $79,640,487 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| EVENT TICKETS | $1,011,621 | $1,011,621 |
| OTHER PROGRAM SERVICES | $255,100 | $255,100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,266,721 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,196,365 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,891,570 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,087,935 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,624 | TotalRevenueColumnAmt |
| Exclusion | $4,624 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $237,500 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $80,250 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,250 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,250 | TotalRevenueColumnAmt |
| Exclusion | $157,250 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,130,770 | SecuritiesAmt |
| Other | $28,668 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,361,906 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,768,864 | SecuritiesAmt |
| Other | $28,668 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,797,532 | TotalRevenueColumnAmt |
| Exclusion | $4,797,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $844,952 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $460,744 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $363,530 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $481,422 | TotalRevenueColumnAmt |
| Exclusion | $481,422 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,544,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,266,721 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,891,570 | UnrelatedBusinessRevenueAmt |
| Exclusion | $16,528,763 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,976,478 | TotalAmt |
| Program Services | $37,976,478 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,819 | TotalAmt |
| Management And General | $754,819 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,035,883 | TotalAmt |
| Management And General | $824,591 | ManagementAndGeneralAmt |
| Fundraising | $2,211,292 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,142 | TotalAmt |
| Management And General | $156,142 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,857 | TotalAmt |
| Management And General | $329,857 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,803 | TotalAmt |
| Management And General | $118,803 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,066 | TotalAmt |
| Management And General | $3,066 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,524 | TotalAmt |
| Management And General | $228,524 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,682 | TotalAmt |
| Program Services | $65,682 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,672 | TotalAmt |
| Fundraising | $310,672 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $405,341 | TotalAmt |
| Program Services | $405,341 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,944 | TotalAmt |
| Program Services | $19,237 | ProgramServicesAmt |
| Management And General | $56,184 | ManagementAndGeneralAmt |
| Fundraising | $7,523 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,135 | TotalAmt |
| Program Services | $269,946 | ProgramServicesAmt |
| Management And General | $111,460 | ManagementAndGeneralAmt |
| Fundraising | $2,729 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,194 | TotalAmt |
| Management And General | $91,194 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,342 | TotalAmt |
| Program Services | $18,975 | ProgramServicesAmt |
| Management And General | $69,367 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,224 | TotalAmt |
| Program Services | $608,744 | ProgramServicesAmt |
| Management And General | $6,636 | ManagementAndGeneralAmt |
| Fundraising | $238,844 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,057 | TotalAmt |
| Management And General | $156,057 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,267 | TotalAmt |
| Management And General | $82,267 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| UMMC FUND EXPENSES | $184,331 | $81,426 | $102,905 | |
| CREDIT CARD EXPENSE | $92,780 | $92,780 | ||
| OTHER | $35,932 | $35,932 | ||
| DUES AND SUBSCRIPTIONS | $11,240 | $5,644 | $5,596 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,448,713 | TotalAmt |
| Program Services | $39,498,711 | ProgramServicesAmt |
| Management And General | $3,076,037 | ManagementAndGeneralAmt |
| Fundraising | $2,873,965 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,037,212 | BOYAmt |
| EOY | $7,201,218 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,561,666 | BOYAmt |
| EOY | $77,341,370 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,723,049 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,019,313 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,831,075 | BOYAmt |
| EOY | $1,703,736 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,711,116 | BOYAmt |
| EOY | $240,377,948 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $429,186,381 | BOYAmt |
| EOY | $416,732,503 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,810,208 | BOYAmt |
| EOY | $11,878,604 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,137,658 | BOYAmt |
| EOY | $755,235,379 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,869,022 | BOYAmt |
| EOY | $35,911,749 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,869,022 | BOYAmt |
| EOY | $35,911,749 | 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 | $19,060,324 | BOYAmt |
| EOY | $20,391,402 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $629,208,312 | BOYAmt |
| EOY | $698,932,228 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,268,636 | BOYAmt |
| EOY | $719,323,630 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $681,137,658 | BOYAmt |
| EOY | $755,235,379 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $50,095,688 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,118,166 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$158,860 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,543,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,663,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,491,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,127,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,640,487 | CurrentTaxYearAmt |
| Total | $291,465,814 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,543,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,663,178 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,491,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,127,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,640,487 | CurrentTaxYearAmt |
| Total | $291,465,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $34,718,559 | SubstantialContributorsTotAmt |
| Public Support Total170 | $256,747,255 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,365,702 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,520,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,707,581 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,441,951 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,438,489 | CurrentTaxYearAmt |
| Total | $44,473,911 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,135,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,993,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,455,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,174,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,111,673 | CurrentTaxYearAmt |
| Total | $12,870,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $348,810,055 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $12,283,603 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70790 | 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 - 2018 AMOUNT: $ 3,135,666. 2019 AMOUNT: $ 3,993,021. 2020 AMOUNT: $ 1,455,704. 2021 AMOUNT: $ 2,174,266. 2022 AMOUNT: $ 2,111,673. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $65,682 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $65,682 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | UNIVERSITY OF MISSISSIPPI FOUNDATION PAID SIDNEY ALLEN, CAROLINE SIMS, AND KATHRYN STEWART WITH BUTLER, SNOW ET AL. TO BE A LOBBYIST ON ITS BEHALF. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $3,590,311 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $3,606,014 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $54,471 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $442,948,314 | BeginningYearBalanceAmt |
| Contributions | $33,093,062 | ContributionsAmt |
| Investment Earnings Or Losses | $25,434,448 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $14,359,804 | OtherExpendituresAmt |
| End Year Balance | $487,116,020 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $483,635,989 | BeginningYearBalanceAmt |
| Contributions | $14,214,249 | ContributionsAmt |
| Investment Earnings Or Losses | -$39,631,272 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,270,652 | OtherExpendituresAmt |
| End Year Balance | $442,948,314 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $369,714,515 | BeginningYearBalanceAmt |
| Contributions | $11,458,036 | ContributionsAmt |
| Investment Earnings Or Losses | $115,927,503 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,464,065 | OtherExpendituresAmt |
| End Year Balance | $483,635,989 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $401,356,097 | BeginningYearBalanceAmt |
| Contributions | $10,357,996 | ContributionsAmt |
| Investment Earnings Or Losses | -$29,755,419 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,244,159 | OtherExpendituresAmt |
| End Year Balance | $369,714,515 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $368,832,996 | BeginningYearBalanceAmt |
| Contributions | $31,196,462 | ContributionsAmt |
| Investment Earnings Or Losses | $14,168,551 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $12,841,912 | OtherExpendituresAmt |
| End Year Balance | $401,356,097 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.96010 | PrmnntEndowmentBalanceEOYPct |
| 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 | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,133,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,186,496 | DepreciationAmt |
| Book Value | $946,569 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $326,086 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,391 | DepreciationAmt |
| Book Value | $11,695 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $963,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $518,426 | DepreciationAmt |
| Book Value | $445,472 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,703,736 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| REAL ESTATE TYPE INVESTMENTS | $7,880,416 | F |
| POOLED INVESTMENT FUNDS | $408,852,087 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $416,732,503 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD FOR OTHERS | $28,333,235 |
| REMAINDER TRUST LIABILITES | $4,076,806 |
| OTHER LIABILITIES | $3,501,708 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,911,749 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $116,947,486 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $21,118,166 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $284,919 | OtherRevenueAmt |
| Revenue Not Reported | $21,403,085 | RevenueNotReportedAmt |
| Revenue Subtotal | $95,544,401 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,544,401 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,892,492 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $443,779 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $443,779 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,448,713 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,448,713 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ASC 740 FOOTNOTE THE FOUNDATION IS RECOGNIZED AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) AS AN ENTITY DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE, EXCEPT FOR TAXES ON INCOME FROM ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. OPEN TAX YEARS ARE THOSE THAT ARE OPEN FOR EXAM BY TAXING AUTHORITIES. MAJOR JURISDICTIONS FOR THE FOUNDATION INCLUDE FEDERAL AND THE STATE OF MISSISSIPPI. AS OF JUNE 30, 2023, OPEN FEDERAL AND MISSISSIPPI TAX YEARS FOR THE FOUNDATION INCLUDE TAX YEARS ENDED JUNE 30, 2020, 2021 AND 2022. THE FOUNDATION HAS NO EXAMINATIONS IN PROGRESS. AS OF JUNE 30, 2023 AND 2022, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE RECLASS 363,529. RENT RECLASS 80,250. CHANGE IN VALUE SPLIT-INTEREST AGREEMENTS -217,005. CHANGE IN CSV OF LIFE INSURANCE 86,813. GAIN ON DISPOSAL OF FIXED ASSETS -28,668. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE RECLASS 363,529. RENT RECLASS 80,250. |
| PART V, LINE 4: | INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS THE FOUNDATION INTENDS TO USE THE ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI BY PROVIDING FUNDING FOR SCHOLARSHIPS AND OTHER UNIVERSITY ACTIVITIES. |
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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| CHILDREN'S MIRACLE NETWORK | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | MAIL SOLICITING | 0 | $1,562,957 | $170,292 | $1,392,665 |
| RUFFALO NOEL LEVITZ | ||||||||
| PO BOX 718 | DES MOINES | IA | 50303 | INTERNET SOLICITING | 0 | $813,953 | $30,000 | $783,953 |
| MARKETING COMMUNICATIONS RESOURCE | ||||||||
| 4800 E 345TH ST | WILLOUGHBY | OH | 44094 | MAIL SOLICITING | 0 | $599,711 | $86,667 | $513,044 |
| WILSON-BENNETT TECHNOLOGY INC | ||||||||
| PO BOX 717 | CABOT | AR | 72023 | PHONE SOLICITING | 0 | $161,042 | $187,490 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,137,663 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $474,449 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,689,662 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SFA BLACKBERRY FARMS | Event1Nm |
| Gross Receipts Event1 | $555,750 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $555,750 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $5,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $30,800 | OtherDirectExpensesEvent1Amt |
| Event2 | THE MIND CENTER SANTE' SOUTH | Event2Nm |
| Gross Receipts Event2 | $267,593 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $199,186 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $68,407 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,819 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $99,907 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $482,353 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $261,558 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $220,795 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $72,081 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $42,783 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $8,900 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $99,240 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,305,696 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $460,744 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $844,952 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $72,081 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,602 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,900 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $229,947 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $363,530 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $481,422 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSISSIPPI | ||||||||
| 236 LYCEUM UNIVERSITY | OXFORD | MS | 38677 | 646001159 | 501(C)(3) | $32,873,802 | $0 | SEE PART IV |
| UNIVERSITY OF MISS MEDICAL CENTER | ||||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | 646008520 | 501(C)(3) | $5,102,676 | $0 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | MONITORING PROCEDURES OF GRANT FUNDS IN THE US THE UNIVERSITY OF MISSISSIPPI FOUNDATION DISBURSES FUNDS DIRECTLY TO THE UNIVERSITY OF MISSISSIPPI AS REQUESTED BY DEPARTMENTS WITHIN THE SCHOOL. FUNDS SENT TO THE UNIVERSITY AS A CASH GRANT ARE NOT DISBURSED WITHOUT THE FOUNDATION RECEIVING WRITTEN REQUEST AND PROPER APPROVAL AND AUTHORIZATION FROM THE DESIGNATED DEPARTMENT THE PAYMENT IS TO BENEFIT. THE FOUNDATION DOES NOT MONITOR THE GRANTS DIRECTLY MADE TO THE UNIVERSITY ONCE THE MONEY IS DISBURSED. |
| PART II, LINE 1: | GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI ACADEMIC EXCELLENCE: $5,578,762; UNIVERSITY SUPPORT: $16,550,776; SCHOLARSHIPS: $10,744,264; GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI MEDICAL CENTER TO FUND OPERATIONAL EXPENSES OF THE MEDICAL CENTER: $5,102,676. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WENDELL W WEAKLEY | ||||||||||||||
| PRESIDENT/CEO | $310,069 | $0 | $0 | $0 | $0 | $0 | $49,805 | $0 | $24,268 | $0 | $384,142 | $0 | $0 | $0 |
| MAGGIE E ABERNATHY | ||||||||||||||
| TREASURER/CFO | $173,000 | $0 | $0 | $0 | $0 | $0 | $30,102 | $0 | $8,569 | $0 | $211,671 | $0 | $0 | $0 |
| ANNA M LANGLEY | ||||||||||||||
| VICE PRESIDENT/SECRETARY | $144,500 | $0 | $0 | $0 | $0 | $0 | $25,143 | $0 | $8,497 | $0 | $178,140 | $0 | $0 | $0 |
| LANCE FELKER | ||||||||||||||
| DIRECTOR OF IT | $127,250 | $0 | $0 | $0 | $0 | $0 | $22,142 | $0 | $8,569 | $0 | $157,961 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | IN ORDER TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S PRESIDENT/CEO, PROPOSED ADJUSTMENTS, IF ANY, ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR INDIVIDUAL APPROVAL. THE FOUNDATION COMPARES THE SALARIES TO COMPARABLE POSITIONS AT THE UNIVERSITY TO DETERMINE ANY LARGE DISPARITIES OR DISCREPANCIES. ADDITIONALLY, THE FOUNDATION HAS A SALARY SURVEY PERFORMED BY A 3RD PARTY FOR UPPER MANAGEMENT TO ENSURE COMPENSATION IS IN LINE WITH OTHER PEER FOUNDATIONS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,428 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $30,573 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $5,481 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,458,326 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ACTUAL | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $95,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,280,935 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,929 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (9 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SOFTWARE | 2 | $2,110,371 | RETAIL MARKET VALUE |
| Yes (X) | RENTAL SPACE | 1 | $75,981 | RETAIL MARKET VALUE |
| Yes (X) | FURNITURE | 1 | $20,000 | RETAIL MARKET VALUE |
| Yes (X) | GIFT CARDS | 4 | $18,274 | ACTUAL COST |
| Yes (X) | GUNS | 1 | $15,300 | ACTUAL COST |
| Yes (X) | LODGING | 2 | $10,747 | ACTUAL COST |
| Yes (X) | EQUIPMENT AND EQUIPMENT USAGE | 3 | $3,750 | ACTUAL COST |
| Yes (X) | MARKETING MATERIALS | 1 | $1,313 | ACTUAL COST |
| Yes (X) | STERLING SILVERWARE | 3 | $795 | ACTUAL COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | USE OF THIRD PARTIES UNIVERSITY OF MISSISSIPPI FOUNDATION USES THIRD PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS. THE FOUNDATION ALSO USES THIRD PARTY VENDORS TO PROCESS ON-LINE GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING, INVESTING, AND DISTRIBUTING GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. |
| FORM 990, PART III, LINE 1: | THE UNIVERSITY OF MISSISSIPPI FOUNDATION IS A NONPROFIT CORPORATION CHARTERED IN 1973 BY THE STATE OF MISSISSIPPI TO OPERATE PRIMARILY FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING, INVESTING AND DISTRIBUTING ALL GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. IT PURSUES THIS MISSION IN AN ENVIRONMENT OF PRODUCTIVE TEAMWORK, EFFECTIVE COMMUNICATION, AND RELENTLESS SERVICE TO OUR DONORS, UNIVERSITY ADMINISTRATORS, FACULTY, STAFF AND STUDENTS. COMMUNICATION OF UNIVERSITY NEEDS AND PRIORITIES ALONG WITH ENCOURAGING INVESTMENT IN THE FUTURE OF OLE MISS ARE INTEGRAL TO OUR SUCCESS. INTEGRITY, HONOR, CIVILITY, SERVICE AND RESPECT FOR OUR DONORS AND THEIR WISHES SERVE AS THE FOUNDATION'S GUIDING PRINCIPLES. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO THE FILING OF THE 990 WITH THE IRS, MANAGEMENT AND THE AUDIT COMMITTEE REVIEW THE RETURN. AFTER COMPLETION OF REVIEW BUT PRIOR TO FILING, THE RETURN WILL BE ELECTRONICALLY DISTRIBUTED TO ALL MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO REVIEW THE FOUNDATION CONFLICT OF INTEREST POLICY. THIS IS DOCUMENTED BY A SIGNED CONFIRMATION STATEMENT FROM EACH MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN ORDER TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S PRESIDENT/CEO, PROPOSED ADJUSTMENTS, IF ANY, ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR INDIVIDUAL APPROVAL. THE FOUNDATION COMPARES THE SALARIES TO COMPARABLE POSITIONS AT THE UNIVERSITY TO DETERMINE ANY LARGE DISPARITIES OR DISCREPANCIES. ADDITIONALLY, THE FOUNDATION HAS A SALARY SURVEY PERFORMED BY A 3RD PARTY FOR UPPER MANAGEMENT TO ENSURE COMPENSATION IS IN LINE WITH OTHER PEER FOUNDATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | PUBLIC AVAILABILITY OF DOCUMENTS - PART VI, LINE 19 THE FOUNDATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS POSTED TO THE FOUNDATION WEBSITE AT WWW.UMFOUNDATION.COM. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -217,005. CHANGE IN VALUE OF CASH SURRENDER OF LIFE INSURANCE 86,813. GAIN ON DISPOSAL OF FIXED ASSETS -28,668. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIV OF MISS FOUNDATION REALTY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205945758 | EIN |
| Primary Activities | REAL ESTATE | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Total Income | -$7,839 | TotalIncomeAmt |
| End Of Year Assets | $225,000 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMF | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI COMMON FUND TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 640875827 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | PF | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUST (9) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 38655 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMF | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | 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 | 0 | 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 | 0 | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSISSIPPI COMMON FUND TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $3,606,014 | InvolvedAmt |
| Method Of Amount Determination | CASH RECEIVED | MethodOfAmountDeterminationTxt |