IOWA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IOWA STATE UNIVERSITY FOUNDATION (EIN 42-1143702)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-14
- IRS object ID
- 202121349349303102
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T10:41:57-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 SOUTH SIXTH STREET SUITE 2800 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | 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 | 421143702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IOWA | BusinessNameControlTxt |
| Phone | 5152944607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 UNIVERSITY BLVD PO BOX 2230 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 500102230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA M ESLINGER | PersonNm |
| Person Title | CFAO | PersonTitleTxt |
| Phone | 5152944607 | PhoneNum |
| Signature | 2021-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS MESKIMEN | PreparerPersonNm |
| PTIN | P01314196 | PTIN |
| Phone | 6123974000 | PhoneNum |
| 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 | LARISSA HOLTMYER JONES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 UNIVERSITY BLVD PO BOX 2230 | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 500102230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $241,404,269 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATION.IASTATE.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | ALIGNING DONOR PASSION AND GENEROSITY TO ADVANCE IOWA STATE UNIVERSITY'S LAND-GRANT IDEALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 448 | TotalEmployeeCnt |
| Total Volunteers | 198 | TotalVolunteersCnt |
| Total Gross UBI | -$3,264,233 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,423,191 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $145,041,131 | PYContributionsGrantsAmt |
| CY Contributions Grants | $128,662,798 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,986,884 | PYInvestmentIncomeAmt |
| CY Investment Income | $58,087 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,779,731 | PYOtherRevenueAmt |
| CY Other Revenue | $3,394,798 | CYOtherRevenueAmt |
| PY Total Revenue | $160,807,746 | PYTotalRevenueAmt |
| CY Total Revenue | $132,115,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $118,656,499 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,697,998 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,005,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,002,939 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $15,585,960 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,906,228 | PYOtherExpensesAmt |
| CY Other Expenses | $12,314,603 | CYOtherExpensesAmt |
| PY Total Expenses | $145,568,384 | PYTotalExpensesAmt |
| CY Total Expenses | $127,015,540 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $15,239,362 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,100,143 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,341,412,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,353,978,392 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $53,409,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $46,967,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,288,003,907 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,307,010,632 | 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 | $34,197,589 | ExpenseAmt |
| Grant | $34,197,589 | GrantAmt |
| Revenue | $849,049 | RevenueAmt |
| Desc | STUDENT SUPPORT: IOWA STATE UNDERGRADUATE AND GRADUATE STUDENTS RECEIVED MORE THAN $34 MILLION IN SCHOLARSHIPS, FELLOWSHIPS, LOANS AND AWARDS FROM PRIVATE GIFT SUPPORT. STUDENTS RECEIVED BOTH MERIT- AND NEED-BASED SCHOLARSHIP ACROSS ALL PROGRAMS AND UNITS OF THE UNIVERSITY. PRIVATE GIFT SUPPORT IS CRITICAL TO ENSURING THAT ALL WILLING STUDENTS ARE ABLE TO EXPLORE THEIR EDUCATION OPPORTUNITIES, EXPERIENCE COLLEGE LIFE, AND EFFICIENTLY MANAGE TUITION COSTS AND DEBT LOADS. IN 2020, OVER 6,900 STUDENTS RECEIVED SCHOLARSHIPS FUNDED BY PRIVATE GIFT SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $28,839,818 | ExpenseAmt |
| Grant | $28,839,818 | GrantAmt |
| Revenue | $723,656 | RevenueAmt |
| Desc | FACULTY AND PROGRAM SUPPORT: WITH NEARLY $29 MILLION FROM THE IOWA STATE UNIVERSITY FOUNDATION, UNIVERSITY FACULTY AND STAFF RECEIVED ADDITIONAL SUPPORT ALLOWING FOR INCREASED RESEARCH OPPORTUNITIES AND IMPROVED CLASSROOM EXPERIENCES FOR ALL STUDENTS. PRIVATE GIFT SUPPORT HELPS MEET THE UNIVERSITY'S GOAL TO ATTRACT AND RETAIN THE WORLD-CLASS FACULTY WHICH ULTIMATELY ATTRACTS THE BEST AND BRIGHTEST STUDENTS. DURING 2020, THE NUMBER OF ENDOWED FACULTY POSITIONS (CHAIRS, PROFESSORSHIPS AND FELLOWSHIPS) WAS 215. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,349,124 | ExpenseAmt |
| Grant | $37,349,124 | GrantAmt |
| Revenue | $927,295 | RevenueAmt |
| Desc | FACILITIES: THE FOUNDATION PROVIDED MORE THAN $37 MILLION TO THE UNIVERSITY IN SUPPORT OF NEW BUILDING CONSTRUCTION, RENOVATION AND EQUIPMENT NEEDS. STATE-OF-THE-ART FACILITIES HELP THE UNIVERSITY ATTRACT HIGH-QUALITY FACULTY AND STUDENTS. THESE FACILITIES PROVIDE SPACE, ENVIRONMENTS, AND TECHNOLOGIES THAT PROMOTE THE HIGHEST LEVELS OF TEACHING, LEARNING AND RESEARCH. PRIVATE GIFT SUPPORT ASSISTED IN FUNDING OF THE STUDENT INNOVATION CENTER, THE GERDIN BUILDING ADDITION, THE ATHLETICS PERFORMANCE CENTER, AND MORE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $307,244 | $307,244 | NONCASH GRANTS |
| $4,223 | $4,223 | ISU FACILITIES CORPORATION FEES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $311,467 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $311,467 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $100,697,998 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | 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 | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 448 | 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 |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | 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 | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | 0 | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | 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 | LISA ESLINGER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5152944607 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 500102230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| GARY STREIT | |||||||||
| CHAIR | 5.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD MAHONEY | |||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHY HOWELL | |||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY JANE HAGENSON | |||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JON FLEMING | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY PITHAN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA JANSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CRAIG DENNY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID KINGLAND | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGG BEHRENS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES FREIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER UNDERWOOD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RON HALLENBECK | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RIC JURGENS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY TOBIN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY WINTERSTEEN | |||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED OBERLANDER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARISSA HOLTMYER JONES | |||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | Yes (X) | $417,391 | $0 | $47,527 | |||
| LISA ESLINGER | |||||||||
| CHIEF FINANCIAL/ADMIN OFFICER | 40.00 | 1.00 | Yes (X) | $234,329 | $0 | $41,193 | |||
| JEREMY GALVIN | |||||||||
| VP FOR DEVELOPMENT | 40.00 | 0.00 | $228,464 | $0 | $35,426 | Yes (X) | |||
| STEVE BIEVER | |||||||||
| VP FOR DEVELOPMENT | 40.00 | 0.00 | $227,447 | $0 | $42,377 | Yes (X) | |||
| KELLY HANFELT | |||||||||
| ASSISTANT VP OF DEVELOPMENT | 40.00 | 0.00 | $149,684 | $0 | $35,226 | Yes (X) | |||
| MICHAEL WAHLIN | |||||||||
| ASSISTANT VP OF INVESTMENTS | 40.00 | 1.00 | $140,880 | $0 | $34,316 | Yes (X) | |||
| ROBERT KINSEY | |||||||||
| ASSISTANT VP OF DEVELOPMENT | 40.00 | 0.00 | $138,234 | $0 | $36,161 | Yes (X) | |||
| ROSA UNAL | |||||||||
| ASSOC VP/CHIEF INFO OFFICER | 40.00 | 0.00 | $165,651 | $0 | $36,978 | Yes (X) | |||
| RYAN HARMS | |||||||||
| EXEC DIR OF DEVELOPMENT | 40.00 | 0.00 | $129,973 | $0 | $31,285 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,832,053 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $340,489 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | 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 |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 4100 NORTH FAIRFAX DRIVE SUITE 130 | ARLINGTON | VA | 222031664 | CONSULTING | $1,024,500 |
| VIKING LONG FUND LP | |||||
| 55 RAILROAD AVE | GREENWICH | CT | 068306378 | INVESTMENT FEES | $718,256 |
| ADAGE | |||||
| 200 CLARENDON ST 52ND FL | BOSTON | MA | 02116 | INVESTMENT FEES | $436,798 |
| TWEEDY BROWNE COMPANY LLC | |||||
| METRO CENTER ONE STATION PLACE | STAMFORD | CT | 06902 | INVESTMENT FEES | $416,629 |
| KILTEARN PARTNERS INC | |||||
| 651 HOLIDAY DRIVE SUITE 300 | PITTSBURGH | PA | 15220 | INVESTMENT FEES | $377,957 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $128,662,798 | AllOtherContributionsAmt |
| Noncash Contributions | $24,952,915 | NoncashContributionsAmt |
| Total Contributions | $128,662,798 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,740,499 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$3,264,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,004,732 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,791 | TotalRevenueColumnAmt |
| Exclusion | $3,791 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $229,156 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $229,156 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $229,156 | TotalRevenueColumnAmt |
| Exclusion | $229,156 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,485,126 | SecuritiesAmt |
| Other | $121,048 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $109,149,456 | SecuritiesAmt |
| Other | $139,130 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,664,330 | SecuritiesAmt |
| Other | -$18,082 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,682,412 | TotalRevenueColumnAmt |
| Exclusion | -$1,682,412 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEE | 541900 | $2,500,000 | $2,500,000 | |
| OTHER | 900099 | $661,851 | $661,851 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,161,851 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,115,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,500,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,264,233 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,217,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,697,998 | TotalAmt |
| Program Services | $100,697,998 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,060 | TotalAmt |
| Management And General | $337,150 | ManagementAndGeneralAmt |
| Fundraising | $928,910 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,738,841 | TotalAmt |
| Management And General | $1,738,232 | ManagementAndGeneralAmt |
| Fundraising | $8,000,609 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $920,218 | TotalAmt |
| Management And General | $168,515 | ManagementAndGeneralAmt |
| Fundraising | $751,703 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,358,558 | TotalAmt |
| Management And General | $325,983 | ManagementAndGeneralAmt |
| Fundraising | $1,032,575 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $719,262 | TotalAmt |
| Management And General | $138,603 | ManagementAndGeneralAmt |
| Fundraising | $580,659 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,163 | TotalAmt |
| Management And General | $84,163 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,782 | TotalAmt |
| Management And General | $147,782 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,401,119 | TotalAmt |
| Management And General | $5,401,119 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,071,425 | TotalAmt |
| Management And General | $634,512 | ManagementAndGeneralAmt |
| Fundraising | $436,913 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,831 | TotalAmt |
| Fundraising | $187,831 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,315 | TotalAmt |
| Management And General | $454,578 | ManagementAndGeneralAmt |
| Fundraising | $597,737 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,308,689 | TotalAmt |
| Management And General | $408,744 | ManagementAndGeneralAmt |
| Fundraising | $899,945 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,645 | TotalAmt |
| Management And General | $269,645 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,878 | TotalAmt |
| Management And General | $136,143 | ManagementAndGeneralAmt |
| Fundraising | $455,735 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,409 | TotalAmt |
| Management And General | $65,597 | ManagementAndGeneralAmt |
| Fundraising | $406,812 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,548 | TotalAmt |
| Management And General | $69,548 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,414 | TotalAmt |
| Management And General | $244,414 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,017 | TotalAmt |
| Management And General | $92,017 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUITY PAYMENTS | $1,306,531 | $1,306,531 | |
| MISCELLANEOUS EXPENSES | $14,837 | $14,837 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,015,540 | TotalAmt |
| Program Services | $100,697,998 | ProgramServicesAmt |
| Management And General | $10,731,582 | ManagementAndGeneralAmt |
| Fundraising | $15,585,960 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,808,183 | BOYAmt |
| EOY | $3,991,116 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,160,910 | BOYAmt |
| EOY | $123,871,109 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,094,382 | BOYAmt |
| EOY | $870,647 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,583,066 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,124,329 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,889,030 | BOYAmt |
| EOY | $13,458,737 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $401,041,478 | BOYAmt |
| EOY | $247,680,102 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,028,782 | BOYAmt |
| EOY | $929,592,868 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,390,189 | BOYAmt |
| EOY | $34,513,813 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,412,954 | BOYAmt |
| EOY | $1,353,978,392 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,861 | BOYAmt |
| EOY | $1,543,787 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,788,052 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,656,154 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,562,134 | BOYAmt |
| EOY | $43,767,819 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,409,047 | BOYAmt |
| EOY | $46,967,760 | 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 | $32,611,422 | BOYAmt |
| EOY | $37,711,563 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,255,392,485 | BOYAmt |
| EOY | $1,269,299,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,288,003,907 | BOYAmt |
| EOY | $1,307,010,632 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,341,412,954 | BOYAmt |
| EOY | $1,353,978,392 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,100,143 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,906,584 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,963,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,944,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,710,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,041,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,662,798 | CurrentTaxYearAmt |
| Total | $717,323,149 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,963,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,944,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $167,710,694 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $145,041,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,662,798 | CurrentTaxYearAmt |
| Total | $717,323,149 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $115,135,508 | SubstantialContributorsTotAmt |
| Public Support Total170 | $602,187,641 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,642,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,511,062 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,999,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,446,679 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,973,446 | CurrentTaxYearAmt |
| Total | $14,572,932 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $717,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,920,968 | CurrentTaxYearMinus2YearsAmt |
| Total | $38,638,050 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $265,264 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,557 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $661,851 | CurrentTaxYearAmt |
| Total | $1,056,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $771,591,097 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $14,055,324 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2015 AMOUNT: $ 44,470. 2016 AMOUNT: $ 265,264. 2017 AMOUNT: $ 45,557. 2018 AMOUNT: $ 39,824. 2019 AMOUNT: $ 661,851. |
| SCHEDULE A, PART II, LINE 10: | OTHER INCOME INCLUDES FEES FOR VARIOUS SERVICES AND OTHER MISCELLANEOUS INCOME. |
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 | $948,722,078 | BeginningYearBalanceAmt |
| Contributions | $27,587,958 | ContributionsAmt |
| Investment Earnings Or Losses | $3,018,501 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,484,443 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,182,171 | OtherExpendituresAmt |
| Administrative Expenses | $11,777,964 | AdministrativeExpensesAmt |
| End Year Balance | $930,883,959 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $910,099,589 | BeginningYearBalanceAmt |
| Contributions | $38,146,182 | ContributionsAmt |
| Investment Earnings Or Losses | $46,070,717 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,919,724 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,488,374 | OtherExpendituresAmt |
| Administrative Expenses | $11,186,312 | AdministrativeExpensesAmt |
| End Year Balance | $948,722,078 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $807,114,751 | BeginningYearBalanceAmt |
| Contributions | $68,511,427 | ContributionsAmt |
| Investment Earnings Or Losses | $75,493,805 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,349,124 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,388,485 | OtherExpendituresAmt |
| Administrative Expenses | $10,282,785 | AdministrativeExpensesAmt |
| End Year Balance | $910,099,589 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $604,384,257 | BeginningYearBalanceAmt |
| Contributions | $85,731,410 | ContributionsAmt |
| Investment Earnings Or Losses | $152,520,208 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,016,156 | GrantsOrScholarshipsAmt |
| Other Expenditures | $16,653,833 | OtherExpendituresAmt |
| Administrative Expenses | $9,851,135 | AdministrativeExpensesAmt |
| End Year Balance | $807,114,751 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $611,338,724 | BeginningYearBalanceAmt |
| Contributions | $36,833,992 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,515,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,605,587 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,822,457 | OtherExpendituresAmt |
| Administrative Expenses | $9,845,009 | AdministrativeExpensesAmt |
| End Year Balance | $604,384,257 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $9,994,896 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $960,000 | OtherCostOrOtherBasisAmt |
| Book Value | $10,954,896 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,585,685 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,175,968 | DepreciationAmt |
| Book Value | $2,409,717 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,042,485 | OtherCostOrOtherBasisAmt |
| Depreciation | $948,361 | DepreciationAmt |
| Book Value | $94,124 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,458,737 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY | $455,947,091 | F |
| HEDGE FUNDS | $189,022,944 | F |
| PRIVATE EQUITY | $145,966,625 | F |
| NATURAL RESOURCES/COMMODITIES | $37,139,613 | F |
| REAL ESTATE | $20,713,816 | F |
| FIXED INCOME | $80,802,779 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $929,592,868 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT OBLIG | $19,967,979 |
| DUE TO RELATED ORGANIZATIONS | $21,665,298 |
| TRUST LIABILITY DUE TO OTHERS | $1,462,575 |
| OTHER LONG TERM LIABILITIES | $671,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,767,819 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE IOWA STATE UNIVERSITY FOUNDATION USES THE EARNINGS FROM THE ENDOWMENT FUNDS BASED UPON THE DONOR INTENT OF INDIVIDUAL ENDOWED ACCOUNTS. THESE USES INCLUDE COLLEGE PROGRAM SUPPORT, STUDENT FINANCIAL AID, FACULTY AND STAFF SUPPORT, RESEARCH, BUILDING, EQUIPMENT AND MAINTENANCE, AS WELL AS OTHER USES. |
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. SUCH TAX POSITIONS, WHICH ARE MORE THAN 50% LIKELY OF BEING REALIZED, ARE MEASURED AT THEIR HIGHEST VALUE. CHANGES IN RECOGNITION OR MEASUREMENT ARE REFLECTED IN THE PERIOD IN WHICH THE CHANGE IN JUDGMENT OCCURS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $203,944,658 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $2,334,674 |
| EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | 0 | 0 | INVESTMENTS | $2,467,993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $208,747,325 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $208,747,325 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV, LINE 4: | THE IOWA STATE UNIVERSITY FOUNDATION IS AN INDIRECT SHAREHOLDER IN VARIOUS PASSIVE FOREIGN INVESTMENT COMPANIES THROUGH ITS PARTNERSHIP INVESTMENTS. HOWEVER, BASED ON THE RULES OF FILING THE FORM 8621, NO FORM IS REQUIRED. |
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 | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| IOWA STATE UNIVERSITY | ||||||||||
| BEARDSHEAR HALL | AMES | IA | 50011 | 426004224 | GOVERNMENT ENTITY | $100,386,531 | $307,244 | FMV | SEE PART IV | SEE PART IV |
| ISU FACILITIES CORPORATION | ||||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 50010 | 474757561 | 501(C)(3) | $4,223 | LEGAL FEES | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | MONITORING COMPLIANCE WITH DONOR INTENT IS A COLLABORATIVE EFFORT BETWEEN GIFT FUND ADMINISTRATORS AT IOWA STATE UNIVERSITY AND THE DONOR COMPLIANCE SERVICES TEAM AT THE FOUNDATION. UNIVERSITY PERSONNEL ARE RESPONSIBLE FOR MONITORING EXPENDITURES FOR APPROPRIATENESS AND ALLOWABILITY. THE DONOR COMPLIANCE SERVICES TEAM STRIVES TO MONITOR THE EXPENDITURES AND BALANCES OF THE VARIOUS ACCOUNTS, WITH THE FOCUS ON DONOR INTENT, AS WELL AS DEVELOP STRATEGIES TO ENSURE DONOR COMPLIANCE WITH THE DONOR GIFT AGREEMENTS IN PLACE. |
| PART II, LINE 1(G) & 1(H) | NAME OF THE ORGANIZATION OR GOVERNMENT: IOWA STATE UNIVERSITY (G) DESCRIPTION OF NON-CASH ASSISTANCE: PUBLICLY TRADED SECURITIES, BOOKS, ART AND OTHER NON-CASH GIFTS (H) PURPOSE OF GRANT OR ASSISTANCE: GRANTS ARE PROVIDED TO IOWA STATE UNIVERSITY IN THE FORM OF STUDENT SUPPORT (SCHOLARSHIPS, FELLOWSHIPS, LOANS, AWARDS), FACULTY AND STAFF SUPPORT (ENDOWED FACULTY POSITIONS, RESEARCH, PROFESSIONAL DEVELOPMENT), PROGRAM SUPPORT (ACADEMIC AND OUT-OF-CLASSROOM PROGRAMS AND CAMPUS ORGANIZATIONS), AND FACILITIES SUPPORT (BUILDING CONSTRUCTION AND RENOVATION, EQUIPMENT). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARISSA HOLTMYER JONES | ||||||||||||||
| PRESIDENT AND CEO | $386,261 | $0 | $0 | $0 | $31,130 | $0 | $28,000 | $0 | $19,527 | $0 | $464,918 | $0 | $0 | $0 |
| LISA ESLINGER | ||||||||||||||
| CHIEF FINANCIAL/ADMIN OFFICER | $231,521 | $0 | $0 | $0 | $2,808 | $0 | $23,680 | $0 | $17,513 | $0 | $275,522 | $0 | $0 | $0 |
| JEREMY GALVIN | ||||||||||||||
| VP FOR DEVELOPMENT | $227,215 | $0 | $0 | $0 | $1,249 | $0 | $22,833 | $0 | $12,593 | $0 | $263,890 | $0 | $0 | $0 |
| STEVE BIEVER | ||||||||||||||
| VP FOR DEVELOPMENT | $226,198 | $0 | $0 | $0 | $1,249 | $0 | $22,833 | $0 | $19,544 | $0 | $269,824 | $0 | $0 | $0 |
| KELLY HANFELT | ||||||||||||||
| ASSISTANT VP OF DEVELOPMENT | $148,977 | $0 | $0 | $0 | $707 | $0 | $15,354 | $0 | $19,872 | $0 | $184,910 | $0 | $0 | $0 |
| MICHAEL WAHLIN | ||||||||||||||
| ASSISTANT VP OF INVESTMENTS | $139,302 | $0 | $0 | $0 | $1,578 | $0 | $14,210 | $0 | $20,106 | $0 | $175,196 | $0 | $0 | $0 |
| ROBERT KINSEY | ||||||||||||||
| ASSISTANT VP OF DEVELOPMENT | $137,584 | $0 | $0 | $0 | $650 | $0 | $14,214 | $0 | $21,947 | $0 | $174,395 | $0 | $0 | $0 |
| ROSA UNAL | ||||||||||||||
| ASSOC VP/CHIEF INFO OFFICER | $144,761 | $0 | $0 | $0 | $20,890 | $0 | $16,673 | $0 | $20,305 | $0 | $202,629 | $0 | $0 | $0 |
| RYAN HARMS | ||||||||||||||
| EXEC DIR OF DEVELOPMENT | $128,829 | $0 | $0 | $0 | $1,144 | $0 | $12,981 | $0 | $18,304 | $0 | $161,258 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | WHEN THERE IS A BUSINESS PURPOSE, OCCASIONAL PRIVATE/CHARTER AIRCRAFT ARE USED. TRAVEL FOR COMPANIONS WAS PROVIDED WHEN THERE WAS A BUSINESS PURPOSE FOR THE COMPANION ATTENDING THE FUNDRAISING EVENT. THESE BENEFITS ARE CONSIDERED BUSINESS EXPENSES AND THEREFORE ARE NOT CONSIDERED TAXABLE INCOME TO THE INDIVIDUALS. |
| SCHEDULE J, PART II: | ALL EMPLOYEES PARTICIPATE IN A RETIREMENT PLAN CONSISTING OF A 403(B) DEFINED CONTRIBUTION PLAN. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $23,270 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,868 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 191 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,341,163 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $212,548 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 579 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,930,693 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $403,932 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE PROPERTIES | MethodOfDeterminingRevenuesTxt |
Historical Artifacts HistoricalArtifactsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $13,332 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | OPINIONS OF EXPERTS | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | NEW FUNDS HELD IN TRUST | 2 | $6,131,515 | COMPARABLE PROPERTIE |
| Yes (X) | OTHER | 96 | $2,678,432 | REPLACEMENTS COST |
| Yes (X) | SURRENDERED LIFE INSURANCE POLICY | 1 | $146,335 | COST OR SELLING PRIC |
| Yes (X) | GRAIN | 9 | $67,827 | COST OR SELLING PRIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 6 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THIS REPRESENTS THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE IOWA STATE UNIVERSITY FOUNDATION HIRES REAL ESTATE COMPANIES OR SIMILAR ORGANIZATIONS TO SELL ANY REAL ESTATE PROPERTY. VARIOUS STOCK GIFTS ARE SOLD THROUGH STOCK BROKERS WHERE THE ISU FOUNDATION HOLDS AN ACCOUNT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | IOWA STATE UNIVERSITY FOUNDATION'S MISSION IS TO ALIGN DONOR PASSION AND GENEROSITY TO ADVANCE IOWA STATE UNIVERSITY'S LAND-GRANT IDEALS. THE FOUNDATION MAXIMIZES PHILANTHROPY IN SUPPORT OF IOWA STATE UNIVERSITY - ITS STUDENTS, FACULTY AND PROGRAMS. THIS IS ACCOMPLISHED BY PROMOTING AND NURTURING VOLUNTEERISM AND PHILANTHROPY, COLLABORATING AND BUILDING PARTNERSHIPS WITH UNIVERSITY ADMINISTRATORS AND FACULTY, BUILDING LONG-TERM RELATIONSHIPS WITH DONORS WHILE REPRESENTING THEIR NEEDS AND INTERESTS, OPERATING WITH OPENNESS AND TRANSPARENCY WHILE HONORING DONORS' PRIVACY, AND PROVIDING FOUNDATION STAFF AND VOLUNTEERS WITH THE TOOLS AND RESOURCES NEEDED TO ACHIEVE THESE GOALS. THE FOUNDATION RAISED OVER $154 MILLION IN NEW GIFTS AND COMMITMENTS FOR THE YEAR ENDING ON JUNE 30, 2020. THESE RESULTS WERE DUE TO THE GENEROUS SUPPORT OF OVER 29,000 BENEFACTORS, INCLUDING NEARLY 4,000 FIRST-TIME DONORS. AS A LAND-GRANT UNIVERSITY, IOWA STATE IS COMMITTED TO THE MISSION OF PROVIDING OPPORTUNITIES FOR STUDENTS OF ALL BACKGROUNDS TO ACCESS AND OBTAIN A HIGH-QUALITY COLLEGE EDUCATION. ON JULY 1, 2012, THE IOWA STATE UNIVERSITY FOUNDATION LAUNCHED FOREVER TRUE, FOR IOWA STATE, AN EIGHT-YEAR CAMPAIGN WITH A GOAL TO RAISE $1.1 BILLION, WHICH SUPPORTS THE UNIVERSITY'S VISION TO MAKE IOWA STATE THE PREMIER LAND-GRANT UNIVERSITY FOR THE 21ST CENTURY. CAMPAIGN PRIORITIES INCLUDE FUNDING FOR RESEARCH, FACULTY, STUDENT SCHOLARSHIPS, NEW FACILITIES AND INNOVATIVE PROGRAMMING, AMONG OTHERS. FUNDS RAISED DURING THIS CAMPAIGN HAVE THE POTENTIAL TO TRULY TRANSFORM THE UNIVERSITY. AS OF OCTOBER 2018, THE CAMPAIGN GOAL OF $1.1 BILLION WAS SURPASSED AND THE CAMPAIGN WAS EXTENDED TO JUNE 30, 2021 WITH A NEW GOAL OF $1.5 BILLION. AS OF JUNE 30, 2020, CAMPAIGN SUPPORT HAS SURPASSED $1.3 BILLION. |
| FORM 990, PART VI, SECTION A, LINE 6 | AS OF THE EFFECTIVE DATE OF THE AMENDED AND RESTATED BYLAWS, THE CORPORATION HAS MEMBERS WHICH ARE KNOWN AS THE "IOWA STATE UNIVERSITY FOUNDATION GOVERNORS." EACH MEMBER SHALL SERVE UNTIL DEATH OR UNTIL RESIGNATION OR REMOVAL PURSUANT TO THE AMENDED AND RESTATED BYLAWS. ADDITIONAL PERSONS MAY BECOME MEMBERS UPON NOMINATION BY ANOTHER MEMBER, FOLLOWED BY RECOMMENDATION BY THE GOVERNOR MEMBERSHIP COMMITTEE, APPROVAL BY THE BOARD OF DIRECTORS AND ELECTION BY THE CORPORATION'S MEMBERS AT ANY ANNUAL OR SPECIAL MEETING. THE AFFAIRS AND BUSINESS OF THE CORPORATION SHALL BE CONDUCTED BY A BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS COMPOSED OF UP TO TWENTY (20) DIRECTORS ALLOCATED AMONG FOUR CLASSES OF DIRECTORS. A) CLASS A DIRECTORS SHALL BE BETWEEN TEN (10) AND TWELVE (12) IN NUMBER, AND SHALL BE ELECTED FROM AND BY THE MEMBERS OF THE CORPORATION UPON NOMINATION BY THE BOARD GOVERNANCE COMMITTEE AND APPROVAL BY THE BOARD OF DIRECTORS. THE TERM OF EACH CLASS A DIRECTOR SHALL COMMENCE WITH THE START OF THE CORPORATION'S FISCAL YEAR IMMEDIATELY FOLLOWING SUCH DIRECTOR'S ELECTION AND SHALL CONTINUE UNTIL THE EXPIRATION OF THE FOURTH FISCAL YEAR THEREAFTER, PROVIDED, HOWEVER, THAT ANY DIRECTOR ELECTED TO FILL A VACANCY SHALL SERVE FOR THE REMAINDER OF THE VACATED TERM. EACH CLASS A DIRECTOR MAY SERVE UP TO TWO (2) TERMS, WHICH MAY BE CONSECUTIVE. B) CLASS B DIRECTORS SHALL CONSIST OF THOSE INDIVIDUALS WHO ARE MEMBERS OF THE CORPORATION WHO ARE NOT THEN-CURRENTLY SERVING AS CLASS A DIRECTORS, BUT WHO ARE NEVERTHELESS NOMINATED BY THE CHAIR AND SELECTED BY THE BOARD TO SERVE AS A CHAIR OF ONE OF THE FOLLOWING COMMITTEES OF THE BOARD; (I) AUDIT COMMITTEE (II)DEVELOPMENT COMMITTEE (OR CAMPAIGN COMMITTEE), (III) FINANCE COMMITTEE, (IV) INVESTMENT COMMITTEE, AND (V) BOARD GOVERNANCE COMMITTEE. CLASS B DIRECTORS SHALL SERVE FOR THE DURATION OF THEIR QUALIFYING CHAIRSHIP. C) THE CORPORATION SHALL HAVE ONE (1) CLASS C DIRECTOR WHO SHALL BE THE INDIVIDUAL THEN-SERVING AS PRESIDENT OR INTERIM PRESIDENT OF IOWA STATE UNIVERSITY. THE CLASS C DIRECTOR SHALL SERVE FOR THE DURATION OF HIS OR HER TENURE AS PRESIDENT OR INTERIM PRESIDENT OF IOWA STATE UNIVERSITY. D) THE CORPORATION MAY HAVE UP TO TWO (2) CLASS D DIRECTORS, WHO MAY OR MAY NOT BE MEMBERS OF THE CORPORATION, APPOINTED BY THE BOARD OF DIRECTORS AT A REGULAR OR SPECIAL MEETING. THE TERM OF EACH CLASS D DIRECTOR SHALL BE DESIGNATED BY THE BOARD OF DIRECTORS UPON SUCH APPOINTMENT. APPOINTMENT OF CLASS D DIRECTORS, IF ANY, SHALL BE WITHIN THE DISCRETION OF THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH ACTIVE MEMBER OF THE CORPORATION PRESENT SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION PROPERLY COMING BEFORE THE MEMBERS AT AN ANNUAL OR SPECIAL MEETING. WHILE THE AFFAIRS AND BUSINESS OF THE CORPORATION ARE DIRECTED TO AND CONDUCTED BY THE BOARD OF DIRECTORS, THE MEMBERS OF THE CORPORATION SHALL BE RESPONSIBLE FOR APPROVAL OF CLASS A DIRECTORS AND ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INFORMATION FOR FORM 990 IS PREPARED AND COMPILED BY THE FINANCE STAFF OF THE IOWA STATE UNIVERSITY FOUNDATION AND PROVIDED TO DELOITTE TAX LLP. AFTER INPUTTING THE DATA INTO THEIR TAX SOFTWARE, AN INITIAL DRAFT OF THE FORM 990 IS PROVIDED TO THE FOUNDATION FOR REVIEW BY THE CONTROLLER AND THE CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER. AFTER INCORPORATING ANY CHANGES AND COMPLETING THEIR REVIEW, DELOITTE TAX PROVIDES A FINAL DRAFT OF THE PUBLIC DISCLOSURE COPY OF THE FORM 990 FOR PRESENTATION TO THE ISU FOUNDATION AUDIT COMMITTEE FOR REVIEW AND APPROVAL. AFTER APPROVAL BY THE AUDIT COMMITTEE, THE PUBLIC DISCLOSURE COPY OF THE FORM 990 IS PROVIDED TO THE ISU FOUNDATION BOARD OF DIRECTORS FOR THEIR REVIEW PRIOR TO FILING. THE FORM 990 IS THEN ELECTRONICALLY FILED WITH THE IRS BY DELOITTE TAX. THE PUBLIC DISCLOSURE COPY IS PROVIDED IN ORDER TO MORE THOROUGHLY PROTECT THE PRIVACY OF DONORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE IOWA STATE UNIVERSITY FOUNDATION, ON AN ANNUAL BASIS, PROVIDES A COPY OF THE CONFLICT OF INTEREST POLICY TO ALL RESPONSIBLE PERSONS, INCLUDING THE BOARD OF DIRECTORS, COMMITTEE MEMBERS AND ALL EMPLOYEES WHO INFLUENCE THE ACTIONS OF THE ISU FOUNDATION. RESPONSIBLE PERSONS ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST AS OUTLINED IN THE POLICY ON AN ANNUAL BASIS. DISCLOSED CONFLICTS ARE REVIEWED BY THE BOARD GOVERNANCE COMMITTEE AND ARE HANDLED ON AN INDIVIDUAL BASIS. COMPLETED DISCLOSURE FORMS ARE RETAINED IN THE FOUNDATION'S PERMANENT FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | ANY CHANGE TO COMPENSATION FOR THE PRESIDENT OF THE IOWA STATE UNIVERSITY FOUNDATION IS AUTHORIZED BY THE STAFF TALENT COMMITTEE OF THE BOARD OF DIRECTORS, ACTING AS THE ENTITY'S COMPENSATION COMMITTEE. THE PRESIDENT'S COMPENSATION IS DETERMINED BY THE STAFF TALENT COMMITTEE BASED UPON THE RECOMMENDATION OF THE CHAIR. THE CHAIR'S RECOMMENDATION IS BASED ON 1) GATHERING INFORMATION REGARDING COMPENSATION BEING PAID TO PERSONS IN COMPARABLE POSITIONS AROUND THE COUNTRY (PREPARED BY THE HUMAN RESOURCES ADMINISTRATOR), 2) SOLICITING A SELF-EVALUATION FROM THE PRESIDENT, TOGETHER WITH EVALUATIONS FROM ANYONE ELSE THE CHAIR DEEMS APPROPRIATE, 3) CONDUCTING A PERFORMANCE REVIEW WITH THE PRESIDENT AND ESTABLISHING NEW OBJECTIVES FOR THE YEAR, 4) COMPENSATION SURVEYS COMPLETED ANNUALLY, AND 5) EVALUATING WITH OTHER MEMBERS OF THE COMMITTEE THE PERFORMANCE IN LIGHT OF THE OBJECTIVES ESTABLISHED AT THE BEGINNING OF THE YEAR. COMPENSATION RELATED TO THE SENIOR LEADERSHIP TEAM IS DETERMINED BY THE PRESIDENT OF THE FOUNDATION, WHO IS ALSO ADVISED BY BOARD MEMBERS IN REGARDS TO QUALIFICATION STANDARDS. COMPENSATION INFORMATION FOR THE PRESIDENT IS SHARED WITH THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL OF THE ISU FOUNDATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY CAN BE REQUESTED THROUGH THE ISU FOUNDATION OFFICE. THE FINANCIAL STATEMENTS AND TAX RETURNS FOR THE PAST THREE YEARS ARE ALSO PROVIDED ON THE ISU FOUNDATION'S WEBSITE. |
| FORM 990, PART VI, LINE 16B: | BECAUSE OF ITS PARTICIPATION IN VARIOUS INVESTMENTS THAT REQUIRE THE EXECUTION OF LIMITED PARTNERSHIP AGREEMENTS (SEE SCHEDULE D, PART VII), THE ISU FOUNDATION ANSWERS "YES" TO LINE 16A. HOWEVER, AS LINE 16B RELATES TO A TRUE JOINT VENTURE ARRANGEMENT WHEREBY THE ORGANIZATION NEGOTIATES WITH OTHER MEMBERS OF THE VENTURE (IN CONTRAST TO THE FOUNDATION'S PASSIVE INVESTMENT APPROACH), THIS LINE IS ANSWERED "NO." |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| FOUNDATION PROPERTIES | |||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 421143702 | REAL ESTATE | IA | $0 | $291,000 | IOWA STATE UNIVERSITY FOUNDATION |
| FORESTRY CAMP LLC | |||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 421143702 | REAL ESTATE | IA | $0 | $3,100,000 | IOWA STATE UNIVERSITY FOUNDATION |
| FOUNDATION VENTURES LCC | |||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 421143702 | INVESTMENT | IA | $0 | $0 | IOWA STATE UNIVERSITY FOUNDATION |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE ORIGINAL UNIVERSITY FOUNDATION | ||||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 420861651 | SUPPORT | IA | 501(C)(3) | L12 TYPE 1 | IOWA STATE UNIVERSITY FOUNDATION | Yes (1) |
| IOWA STATE UNIVERSITY ACHIEVEMENT FUND | ||||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 426059969 | SUPPORT | IA | 501(C)(3) | L12 TYPE 1 | IOWA STATE UNIVERSITY FOUNDATION | Yes (1) |
| ISU FACILITIES CORPORATION | ||||||||||
| 2505 UNIVERSITY BOULEVARD | AMES | IA | 500102230 | 474757561 | BOND ISSUANCE | IA | 501(C)(3) | L12 TYPE 1 | IOWA STATE UNIVERSITY FOUNDATION | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (48) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 UNIVERSITY BOULEVARD | AddressLine1Txt |
| City | AMES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 500102230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | IA | LegalDomicileStateCd |
| 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CHARITABLE REMAINDER TRUSTS (1800198) | |
| S | $84,890 |
| CHARITABLE REMAINDER TRUSTS (1801037) | |
| S | $243,134 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II: | FormAndLineReferenceDesc |
| Explanation | THE IOWA STATE UNIVERSITY FOUNDATION WAS ESTABLISHED IN 1980 TO SERVE AS THE PRIMARY FUNDRAISING ORGANIZATION FOR IOWA STATE UNIVERSITY. THE ORIGINAL UNIVERSITY FOUNDATION AND THE IOWA STATE UNIVERSITY ACHIEVEMENT FUND WERE BOTH PREDECESSOR ORGANIZATIONS TO THE ISU FOUNDATION AND CONTINUE TO EXIST AS SEPARATE LEGAL ENTITIES. ANY ACTIVITY RELATING TO THE TWO PREDECESSOR ORGANIZATIONS IS TRANSFERRED IMMEDIATELY INTO THE ISU FOUNDATION. FOR FINANCIAL STATEMENT PURPOSES, ALL THREE ORGANIZATIONS ARE REPORTED ON A COMBINED BASIS DUE TO A COMMON BOARD OF DIRECTORS, COMMON MANAGEMENT, AND THE COMMON MISSION TO SUPPORT THE UNIVERSITY. THE ISU FACILITIES CORPORATION IS A RELATED TAX-EXEMPT ORGANIZATION, ESTABLISHED PRIMARILY TO ISSUE REVENUE BONDS TO ASSIST IN FUNDING CONSTRUCTION PROJECTS AT THE UNIVERSITY. THE BONDS ARE PAYABLE SOLELY FROM THE LEASE PAYMENTS PAID BY THE UNIVERSITY FOR THE FACILITIES AND UPON REPAYMENT OF THE BONDS, OWNERSHIP OF THE FACILITIES TRANSFER TO THE UNIVERSITY. FOR FINANCIAL STATEMENT PURPOSES, THE ISU FACILITIES CORPORATION ACTIVITY IS REPORTED IN IOWA STATE UNIVERSITY'S FINANCIAL STATEMENTS. | ExplanationTxt |