WEST TEXAS A & M UNIVERSITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEST TEXAS A & M UNIVERSITY FOUNDATION (EIN 75-6036665)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-06-16
- IRS object ID
- 202121679349301477
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-16T15:20:58-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752290093 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART MARTIN DUDLEY & WEBB PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 669 | AddressLine1Txt |
| City | AMARILLO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 791050669 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756036665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A&M UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8066512070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60766 | AddressLine1Txt |
| City | CANYON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 790160001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR TODD RASBERRY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8066512070 | PhoneNum |
| Signature | 2021-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASEY E WEBB CPA | PreparerPersonNm |
| PTIN | P01721974 | PTIN |
| Phone | 8063747576 | PhoneNum |
| Preparation | 2021-06-16 | 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 TODD RASBERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 60766 | AddressLine1Txt |
| City | CANYON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,920,195 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WTAMU.EDU/GIVING/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION SUPPORTS WEST TEXAS A&M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,258,198 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,967,200 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,364,754 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,573,688 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,532,143 | PYOtherRevenueAmt |
| CY Other Revenue | $379,307 | CYOtherRevenueAmt |
| PY Total Revenue | $11,155,095 | PYTotalRevenueAmt |
| CY Total Revenue | $7,920,195 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,723,368 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,545,109 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $143,976 | PYOtherExpensesAmt |
| CY Other Expenses | $226,949 | CYOtherExpensesAmt |
| PY Total Expenses | $4,867,344 | PYTotalExpensesAmt |
| CY Total Expenses | $4,772,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,287,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,148,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $95,545,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $100,409,080 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $60,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $61,667 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $95,485,411 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,347,413 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION SUPPORTS WEST TEXAS A&M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,710,939 | ExpenseAmt |
| Grant | $1,710,939 | GrantAmt |
| Desc | SCHOLARSHIPS PAID DIRECTLY TO WTAMU FOR THE BENEFIT OF SPECIFIC STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,834,170 | ExpenseAmt |
| Grant | $2,834,170 | GrantAmt |
| Desc | UNIVERSITY SUPPORT FOR VARIOUS EDUCATION NEEDS AND MATCHING FUNDS FOR WTAMU ENDOWMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,545,109 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8066512065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU CAMPUS OLD MAIN BLDG | AddressLine1Txt |
| City | CANYON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRUCE BARRETT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK E BIVINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LILITH M BRAINARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM J BREWER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ED DOWDY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LILIA ESCAJEDA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL EVANS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN FRANTZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT HALL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HATTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JT HAYNES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAYLOR KELLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB MANSFIELD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS MATTHEWS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENT MCCLURE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF NUNN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE O'BRIEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON PATTERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PARMAN REYNOLDS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN RHODES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SAUCEDA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SCHAEFFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY SHARP | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLAUDIA STUART | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE WARTES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON WATTS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHYLA BUCKNER | ||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SAM LOVELADY | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREW MITCHELL | ||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LETRICIA NIEGOS | ||||||
| PAST PRESIDE | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,967,200 | AllOtherContributionsAmt |
| Total Contributions | $3,967,200 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,243,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,243,277 | RelatedOrExemptFuncIncomeAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,330,411 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,330,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,330,411 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $379,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $379,307 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $379,307 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,920,195 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,952,995 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,834,170 | TotalAmt |
| Program Services | $2,834,170 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,710,939 | TotalAmt |
| Program Services | $1,710,939 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,277 | TotalAmt |
| Management And General | $2,277 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,016 | TotalAmt |
| Management And General | $16,016 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,937 | TotalAmt |
| Management And General | $87,937 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,635 | TotalAmt |
| Management And General | $2,635 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OUTSIDE SERVICES | $75,413 | $75,413 |
| DUES, FEES, REGISTRATION | $26,834 | $26,834 |
| DONOR DEVELOPMENT | $15,679 | $15,679 |
| PHONE | $158 | $158 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,772,058 | TotalAmt |
| Program Services | $4,545,109 | ProgramServicesAmt |
| Management And General | $226,949 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,649,159 | BOYAmt |
| EOY | $11,364,316 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,858,776 | BOYAmt |
| EOY | $26,865,599 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,037,477 | BOYAmt |
| EOY | $62,179,165 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,545,412 | BOYAmt |
| EOY | $100,409,080 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $5,020 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,001 | BOYAmt |
| EOY | $56,647 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,001 | BOYAmt |
| EOY | $61,667 | 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 | $630,429 | BOYAmt |
| EOY | $512,028 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,854,982 | BOYAmt |
| EOY | $99,835,385 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,485,411 | BOYAmt |
| EOY | $100,347,413 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,545,412 | BOYAmt |
| EOY | $100,409,080 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,148,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,713,865 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,449,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,967,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,639,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,258,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,967,200 | CurrentTaxYearAmt |
| Total | $27,282,068 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,449,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,967,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,639,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,258,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,967,200 | CurrentTaxYearAmt |
| Total | $27,282,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,420,650 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,861,418 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,678,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,643,093 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,397,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,364,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,573,688 | CurrentTaxYearAmt |
| Total | $14,657,592 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,939,660 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,139,107 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.54510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59170 | 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 | $51,234,398 | BeginningYearBalanceAmt |
| Contributions | $3,183,169 | ContributionsAmt |
| Investment Earnings Or Losses | $843,216 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $55,260,783 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,277,308 | BeginningYearBalanceAmt |
| Contributions | $2,654,640 | ContributionsAmt |
| Investment Earnings Or Losses | -$702,871 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$5,321 | OtherExpendituresAmt |
| End Year Balance | $51,234,398 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,508,369 | BeginningYearBalanceAmt |
| Contributions | $7,545,774 | ContributionsAmt |
| Investment Earnings Or Losses | $229,082 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,917 | OtherExpendituresAmt |
| End Year Balance | $49,277,308 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,991,394 | BeginningYearBalanceAmt |
| Contributions | $1,439,914 | ContributionsAmt |
| Investment Earnings Or Losses | $77,061 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $41,508,369 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,530,795 | BeginningYearBalanceAmt |
| Contributions | $3,992,398 | ContributionsAmt |
| Investment Earnings Or Losses | $468,201 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $39,991,394 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES | Desc |
| Book Value | $62,179,165 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $62,179,165 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE | Desc |
| Amt | $56,647 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $56,647 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $10,174,378 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,713,865 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $540,318 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,254,183 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,920,195 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $7,920,195 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,312,376 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $540,318 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $540,318 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,772,058 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,772,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 2, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE EARNINGS FROM ENDOWMENT FUNDS ARE TO BE USED TO HELP PROVIDE SCHOLARSHIPS FOR STUDENTS AND SUPPORT FOR UNIVERSITY PROGRAMS THROUGH THE FOUNDATION. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A&M UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WT BOX 60999 | AddressLine1Txt |
| City | CANYON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 756031405 | RecipientEIN |
| Cash Grant | $2,834,170 | CashGrantAmt |
| Purpose Of Grant | PROJECTS & MISSIONS | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 1105 | RecipientCnt |
| Cash Grant | $1,710,939 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR RECEIVES A COPY OF THE FORM 990 AND REVIEWS WITH THE BOARD MEMBERS. |
| FORM 990, PAGE 6, PART VI, LINE 12C | MEMBERS ARE REQUIRED ANNUALLY TO COMPLETE A CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |