TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION (EIN 74-1982979)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-20
- IRS object ID
- 202120209349301027
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-20T16:08:04-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742920819 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATCHLEY & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 LA POSADA DRIVE | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741982979 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEXAS STATE UNIVERSITY DEVELOPMENT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 5122453860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNIVERSITY DRIVE | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786664612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR BARBARA E BREIER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5122453860 | PhoneNum |
| Signature | 2021-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RENAE DUNCAN | PreparerPersonNm |
| PTIN | P01257722 | PTIN |
| Phone | 5123462086 | PhoneNum |
| Preparation | 2021-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR BARBARA E BREIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNIVERSITY DRIVE | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 786664612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,316,011 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DEVELOPMENTFOUNDATION.TXSTATE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1977 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | ACCEPTING AND INVESTING GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE MISSION OF TEXAS STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 42 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,528,095 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,078,114 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,535,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,665,868 | CYInvestmentIncomeAmt |
| PY Other Revenue | $325,544 | PYOtherRevenueAmt |
| CY Other Revenue | $161,201 | CYOtherRevenueAmt |
| PY Total Revenue | $11,389,550 | PYTotalRevenueAmt |
| CY Total Revenue | $6,905,183 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,638,240 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,628,480 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,118,847 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,428,069 | PYOtherExpensesAmt |
| CY Other Expenses | $1,709,435 | CYOtherExpensesAmt |
| PY Total Expenses | $5,066,309 | PYTotalExpensesAmt |
| CY Total Expenses | $6,337,915 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,323,241 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $567,268 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,818,670 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,293,743 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $492,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $479,608 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,325,913 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $95,814,135 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT AND FURTHER THE MISSION OF TEXAS STATE UNIVERSITY THROUGH THE ACCEPTANCE AND INVESTMENT OF GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE STUDENTS, FACULTY AND STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,639,349 | ExpenseAmt |
| Grant | $4,628,480 | GrantAmt |
| Desc | THE ORGANIZATION INVESTS AND ADMINISTERS FUNDS, CONDUCTS DEVELOPMENT EFFORTS AND WORKS WITH GROUPS WHICH EXPRESS AN INTEREST IN FUND-RAISING EFFORTS, ALL FOR THE BENEFIT OF TEXAS STATE UNIVERSITY. | Desc |
| Total Program Service Expenses | $4,639,349 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 42 | 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 |
| 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 | DR BARBARA E BREIER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122453860 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 UNIVERSITY DR JCK 960 | AddressLine1Txt |
| City | SAN MARCOS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (46 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| EVERETT GRAY II | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR PAUL PHILLIPS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BARDWELL II | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NORA CASTENEDA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RODNEY C KELLER JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KEVIN J KOCH | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JERRY W MORGAN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JEFF NOVAK | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANN BENDELE ROBERTS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| LOUIE STRICKLIN | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL O WARD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR ERIC S WEAVER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BENNY BOYD JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JASON BRADSHAW | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RICHARD FLOREZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER M GARCIA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SCOTT L IRVINE | ||||||
| AUDIT/FINANCE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ZACH HOWARD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER L MITCHELL | ||||||
| INVESTMENT CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LARRY D HERWIG DDS | ||||||
| BOARD DEVELOPMENT CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HUGO GUTIERREZ | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W DERRICK JR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GLORIA CAMPOS BROWN | ||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMIE L BARSHOP | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JESSE ANCIRA JR | ||||||
| TREASURER | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR DENISE M TRAUTH | ||||||
| PRESIDENT | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR GENE J BOURGEOIS II | ||||||
| PROVOST & VP FOR ACADEMIC | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH I TUTTLE | ||||||
| SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| FRED M WEBER JR | ||||||
| CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MR ERIC ALGOE | ||||||
| VP FOR FINANCE & SUPPORT SERVICES | 0.30 | Yes (X) | $0 | $0 | $0 | |
| VIRGINIA BARLOW MD | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RONNYE J COWELL | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JODI EDGAR | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RICHARD T GARCIA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| FREDERICO GORBIA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| STEVE ISON | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| VILMA LUNA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ERNESTO SILVA | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOEY TREVINO | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ANDRAE L TURNER | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JERRY VILLEGAS | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BRADLEY WESTMORELAND | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMISON DRISKILL | ||||||
| BUSINESS MANAGER | 40.00 | $0 | $0 | $0 | Yes (X) | |
| DR BARBARA E BREIER | ||||||
| EXECUTIVE DIRECTOR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ALISON MOTT | ||||||
| FINANCIAL & ADMINISTRATIVE | 40.00 | $0 | $0 | $0 | Yes (X) | |
| CESQUINN CURTIS | ||||||
| AVP, BUSINESS OPERATIONS | 10.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 412015 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022412015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISING | ServicesDesc |
| Compensation | $157,833 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,078,114 | AllOtherContributionsAmt |
| Total Contributions | $5,078,114 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,033,491 | TotalRevenueColumnAmt |
| Exclusion | $2,033,491 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $161,201 | TotalRevenueColumnAmt |
| Exclusion | $161,201 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,043,205 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,410,828 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$367,623 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$367,623 | TotalRevenueColumnAmt |
| Exclusion | -$367,623 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,905,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,827,069 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,628,480 | TotalAmt |
| Program Services | $4,628,480 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,958 | TotalAmt |
| Program Services | $10,353 | ProgramServicesAmt |
| Management And General | $6,605 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,174 | TotalAmt |
| Management And General | $14,174 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,734 | TotalAmt |
| Program Services | $479 | ProgramServicesAmt |
| Management And General | $6,255 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,614 | TotalAmt |
| Management And General | $8,614 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,840 | TotalAmt |
| Program Services | $37 | ProgramServicesAmt |
| Management And General | $5,803 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112 | TotalAmt |
| Management And General | $112 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ALLOCATED SERVICES | $1,170,589 | $524,448 | $646,141 |
| FUNDRAISING | $442,135 | $442,135 | |
| BOARD EXPENSES | $35,571 | $5,000 | $30,571 |
| BANK AND CREDIT CARD CH | $7,802 | $7,802 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $906 | TotalAmt |
| Management And General | $906 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,337,915 | TotalAmt |
| Program Services | $4,639,349 | ProgramServicesAmt |
| Management And General | $579,719 | ManagementAndGeneralAmt |
| Fundraising | $1,118,847 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,874 | BOYAmt |
| EOY | $1,837,082 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,976,563 | BOYAmt |
| EOY | $1,916,321 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,019 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,471 | BOYAmt |
| EOY | $67,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,822 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,822 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,270,620 | BOYAmt |
| EOY | $42,009,865 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,360,123 | BOYAmt |
| EOY | $50,463,183 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,818,670 | BOYAmt |
| EOY | $96,293,743 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,836 | BOYAmt |
| EOY | $259,531 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,921 | BOYAmt |
| EOY | $220,077 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,757 | BOYAmt |
| EOY | $479,608 | 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 | $1,255,563 | BOYAmt |
| EOY | $832,723 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,070,350 | BOYAmt |
| EOY | $94,981,412 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,325,913 | BOYAmt |
| EOY | $95,814,135 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,818,670 | BOYAmt |
| EOY | $96,293,743 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $567,268 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $78,787 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$157,833 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $4,843,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,151,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,536,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,078,114 | CurrentTaxYearAmt |
| Total | $26,138,284 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,843,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,151,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,536,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,528,095 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,078,114 | CurrentTaxYearAmt |
| Total | $26,138,284 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,851,271 | SubstantialContributorsTotAmt |
| Public Support Total170 | $21,287,013 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,774,223 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,488,150 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,939,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,169,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,194,692 | CurrentTaxYearAmt |
| Total | $9,565,761 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,704,045 | TotalSupportAmt |
| Public Support CY170 | 0.59620 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54230 | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,070,350 | BeginningYearBalanceAmt |
| Contributions | $5,078,114 | ContributionsAmt |
| Investment Earnings Or Losses | $1,870,886 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,628,480 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,409,458 | OtherExpendituresAmt |
| End Year Balance | $94,981,412 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,059,079 | BeginningYearBalanceAmt |
| Contributions | $6,451,478 | ContributionsAmt |
| Investment Earnings Or Losses | $5,743,542 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,638,240 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,545,509 | OtherExpendituresAmt |
| End Year Balance | $94,070,350 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,842,433 | BeginningYearBalanceAmt |
| Contributions | $3,525,448 | ContributionsAmt |
| Investment Earnings Or Losses | $6,706,916 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,744,252 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,271,466 | OtherExpendituresAmt |
| End Year Balance | $87,059,079 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,013,250 | BeginningYearBalanceAmt |
| Contributions | $6,151,420 | ContributionsAmt |
| Investment Earnings Or Losses | $8,406,048 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,670,051 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,234 | OtherExpendituresAmt |
| End Year Balance | $81,842,433 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $76,637,225 | BeginningYearBalanceAmt |
| Contributions | $4,953,319 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,347,020 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,733,372 | GrantsOrScholarshipsAmt |
| Other Expenditures | $496,902 | OtherExpendituresAmt |
| End Year Balance | $71,013,250 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.75000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,622 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,622 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,200 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VANGUARD TOTAL STOCK MKT INDEX FUND INST SHARE | $22,745,057 | F |
| ARTISAN INTERNATIONAL VALUE FUND INSTITUTIONAL CLASS | $5,518,265 | F |
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INSTITUTIONAL SHARES | $11,643,175 | F |
| BAXTER STREET OFFSHORE FUND, LTD | $4,910,837 | F |
| JOHCM INTERNATIONAL SELECT FUND CLASS 1 SHARES | $5,645,849 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $50,463,183 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $220,077 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $220,077 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,826,137 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $78,787 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $78,787 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,747,350 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $157,833 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $157,833 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,905,183 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,337,915 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,337,915 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,337,915 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD ENDING DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. AS OF JUNE 30, 2020 AND 2019, THE FOUNDATION HAS NOT RECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST OR PENALTIES. THE TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2017, AND AFTER ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. | ExplanationTxt |
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 | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | 746002248 | 501(C)(3) | $2,136,221 | SCHOLARSHIPS FOR STUDENTS |
| TEXAS STATE UNIVERSITY | |||||||
| 601 UNIVERSITY DRIVE | SAN MARCOS | TX | 78666 | 746002248 | 501(C)(3) | $2,492,259 | UNIVERSITY ADVANCEMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDES GRANTS AND SCHOLARSHIP FUNDS TO THE UNIVERSITY AND THE UNIVERSITY MAINTAINS RECORDS AND MONITORS THE USE OF THE GRANT FUNDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT & FINANCE COMMITTEE REVIEWS AND SENDS TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A CONFLICT OF INTEREST FORM IS SIGNED AT EACH FULL BOARD MEETING (TWICE A YEAR) BY EACH MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FOUNDATION DOES NOT HAVE EMPLOYEES. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR SALARY AND BENEFITS OF UNIVERSITY EMPLOYEES ASSIGNED TO THE FOUNDATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DEVELOPMENT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS PUBLIC WEBSITE AND UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE OVERSIGHT OF THE AUDIT AND SELECTION PROCESS FOR THE AUDIT COMMITTEE DID NOT CHANGE FROM THE PRIOR YEAR. |