SOUTH DAKOTA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SOUTH DAKOTA STATE UNIVERSITY FOUNDATION (EIN 46-0273801)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349301015
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T09:09:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E 10TH ST STE 500 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 571046375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460273801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 6056977475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 MEDARY AVENUE BOX 525 | AddressLine1Txt |
| City | BROOKINGS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 570061303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM DWIRE | PersonNm |
| Person Title | VP OF OPERATIONS & FINANCE | PersonTitleTxt |
| Phone | 6056977475 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE HANSON | PreparerPersonNm |
| PTIN | P00851848 | PTIN |
| Phone | 6053391999 | PhoneNum |
| Preparation | 2020-11-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.83.199.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 14:06:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 50CCFF325394DF76E401CCE6D67578A0FB45D135 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVE ERPENBACH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 MEDARY AVENUE BOX 525 | AddressLine1Txt |
| City | BROOKINGS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 570061303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $84,029,694 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SDSTATEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1945 | FormationYr |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Activity Or Mission | UNITING THE DREAMS OF OUR STUDENTS, UNIVERSITY, AND DONORS TO BUILD A BETTER SDSU. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 46 | TotalEmployeeCnt |
| Total Volunteers | 103 | TotalVolunteersCnt |
| Total Gross UBI | -$122,217 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$135,482 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $41,101,846 | PYContributionsGrantsAmt |
| CY Contributions Grants | $46,905,198 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,755,650 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,314,693 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,842,114 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,055,973 | CYInvestmentIncomeAmt |
| PY Other Revenue | $537,756 | PYOtherRevenueAmt |
| CY Other Revenue | $703,000 | CYOtherRevenueAmt |
| PY Total Revenue | $48,237,366 | PYTotalRevenueAmt |
| CY Total Revenue | $57,978,864 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $39,989,830 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,695,058 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,435,922 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,824,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,315,079 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,481,738 | PYOtherExpensesAmt |
| CY Other Expenses | $3,532,130 | CYOtherExpensesAmt |
| PY Total Expenses | $46,907,490 | PYTotalExpensesAmt |
| CY Total Expenses | $28,052,053 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,329,876 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,926,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $221,617,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $252,841,362 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,983,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,440,106 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $179,634,568 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $221,401,256 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ENHANCING EXCELLENCE BY CULTIVATING GENEROSITY AND TREASURING THE LOYALTY OF ALL WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,695,058 | ExpenseAmt |
| Grant | $20,695,058 | GrantAmt |
| Revenue | $1,900,000 | RevenueAmt |
| Desc | TO UNITE THE DREAMS OF OUR STUDENTS, UNIVERSITY, AND DONORS TO BUILD A BETTER SDSU. APPROXIMATELY $5.9 MILLION IN SCHOLARSHIPS WERE AWARDED, $4.9 MILLION IN DEPARTMENTAL PROGRAMS WERE FUNDED, AND $9.7 MILLION IN CAPITAL PROJECTS WERE FUNDED DURING 2019. | Desc |
| Total Program Service Expenses | $20,695,058 | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | 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 | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 104 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | 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 | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM DWIRE | PersonNm |
| Phone | 6056977475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 MEDARY AVENUE BOX 525 | AddressLine1Txt |
| City | BROOKINGS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 570061303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| STEVE ERPENBACH | |||||||
| PRESIDENT/CEO | 55.00 | Yes (X) | $202,709 | $0 | $56,079 | ||
| TIM DWIRE | |||||||
| VP OF OPERATIONS & FINANCE | 55.00 | Yes (X) | $165,433 | $0 | $35,479 | ||
| KEITH MAHLUM | |||||||
| VP OF DEVELOPMENT | 55.00 | $144,278 | $0 | $48,111 | Yes (X) | ||
| MARC LITTLECOTT | |||||||
| DIRECTOR OF GIFT PLANNING | 55.00 | $133,663 | $0 | $19,125 | Yes (X) | ||
| MICHAEL BIRGEN | |||||||
| ASSOC VP FOR DEVELOPMENT | 55.00 | $109,211 | $0 | $16,936 | Yes (X) | ||
| BOB SCHMIDT | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JON BROWN | |||||||
| CHAIR-ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEITH BARTELS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC MOONEY | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RITA EDWARDS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GORDON NIVA | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CATHY VANDER WAL-ROUNDS | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN TETZLAFF | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARY HOWARD | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARK WAHLSTROM | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JERRY LOHR | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DANA DYKHOUSE | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TRAVYS HARVEY-KING | |||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $755,294 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $175,730 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| ARAMARK | |||||
| SSU 155 BOX 2815B | BROOKINGS | SD | 57007 | FOOD SERVICES | $354,299 |
| ROUNDS CONSTRUCTION | |||||
| 1124 34TH AVENUE | BROOKINGS | SD | 57006 | CONSTRUCTION | $318,560 |
| BLACKBAUD | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE SUPPORT | $164,307 |
| FIRST BANK & TRUST WEALTH MANAGEMENT | |||||
| PO BOX 5057 | BROOKINGS | SD | 57006 | FIDUCIARY FEES | $130,963 |
| THE CELLBLOCK CHICAGO LIMITED PARTNERSHI | |||||
| 165 WEST 46TH ST STE 1202 | NEW YORK | NY | 10036 | PERFORMING ARTS | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $46,905,198 | AllOtherContributionsAmt |
| Noncash Contributions | $10,514,138 | NoncashContributionsAmt |
| Total Contributions | $46,905,198 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| SUPPORT SERVICES | 900099 | $1,900,000 | $1,900,000 | ||
| INVESTMENT IN SUBSIDIARY | 561000 | -$316,366 | -$122,217 | -$194,149 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $731,059 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $731,059 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,314,693 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,684,812 | TotalRevenueColumnAmt |
| Exclusion | $3,684,812 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $703,000 | 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 | $703,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $703,000 | TotalRevenueColumnAmt |
| Exclusion | $703,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,909,760 | SecuritiesAmt |
| Other | $512,231 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,463,862 | SecuritiesAmt |
| Other | $586,968 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,445,898 | SecuritiesAmt |
| Other | -$74,737 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,371,161 | TotalRevenueColumnAmt |
| Exclusion | $4,371,161 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,978,864 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,631,059 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$122,217 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,564,824 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,695,058 | TotalAmt |
| Program Services | $20,695,058 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $460,616 | TotalAmt |
| Management And General | $330,993 | ManagementAndGeneralAmt |
| Fundraising | $129,623 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,687,063 | TotalAmt |
| Management And General | $1,261,747 | ManagementAndGeneralAmt |
| Fundraising | $1,425,316 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,773 | TotalAmt |
| Management And General | $72,813 | ManagementAndGeneralAmt |
| Fundraising | $77,960 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,162 | TotalAmt |
| Management And General | $158,124 | ManagementAndGeneralAmt |
| Fundraising | $164,038 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,251 | TotalAmt |
| Management And General | $102,861 | ManagementAndGeneralAmt |
| Fundraising | $101,390 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,466 | TotalAmt |
| Management And General | $9,256 | ManagementAndGeneralAmt |
| Fundraising | $8,210 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,379 | TotalAmt |
| Management And General | $64,016 | ManagementAndGeneralAmt |
| Fundraising | $1,363 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,768 | TotalAmt |
| Management And General | $155,518 | ManagementAndGeneralAmt |
| Fundraising | $62,250 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,553 | TotalAmt |
| Management And General | $11,268 | ManagementAndGeneralAmt |
| Fundraising | $219,285 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,852 | TotalAmt |
| Management And General | $52,092 | ManagementAndGeneralAmt |
| Fundraising | $14,760 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,006 | TotalAmt |
| Management And General | $235,521 | ManagementAndGeneralAmt |
| Fundraising | $167,485 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,134 | TotalAmt |
| Management And General | $267,054 | ManagementAndGeneralAmt |
| Fundraising | $35,080 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,863 | TotalAmt |
| Management And General | $225,306 | ManagementAndGeneralAmt |
| Fundraising | $35,557 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,844 | TotalAmt |
| Management And General | $11,358 | ManagementAndGeneralAmt |
| Fundraising | $129,486 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,208 | TotalAmt |
| Management And General | $6,927 | ManagementAndGeneralAmt |
| Fundraising | $18,281 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,344 | TotalAmt |
| Management And General | $238,344 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,245 | TotalAmt |
| Management And General | $647,245 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,305 | TotalAmt |
| Management And General | $30,894 | ManagementAndGeneralAmt |
| Fundraising | $23,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| HOSPITALITY | $200,963 | $6,525 | $194,438 |
| RECOGNITION AND MEMORIA | $187,991 | $105,326 | $82,665 |
| DUES AND SUBSCRIPTIONS | $51,751 | $37,037 | $14,714 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $421,458 | TotalAmt |
| Management And General | $11,691 | ManagementAndGeneralAmt |
| Fundraising | $409,767 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,052,053 | TotalAmt |
| Program Services | $20,695,058 | ProgramServicesAmt |
| Management And General | $4,041,916 | ManagementAndGeneralAmt |
| Fundraising | $3,315,079 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,281,702 | BOYAmt |
| EOY | $10,752,724 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,600,901 | BOYAmt |
| EOY | $23,018,461 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,201,704 | BOYAmt |
| EOY | $9,966,927 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,783 | BOYAmt |
| EOY | $124,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $24,924,142 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,147,666 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,903,292 | BOYAmt |
| EOY | $21,776,476 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,326,643 | BOYAmt |
| EOY | $157,121,625 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,942 | BOYAmt |
| EOY | $1,374,911 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,805,937 | BOYAmt |
| EOY | $28,705,402 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,617,904 | BOYAmt |
| EOY | $252,841,362 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,110,827 | BOYAmt |
| EOY | $3,263,805 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,489,554 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,792,615 | BOYAmt |
| EOY | $15,211,253 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,579,727 | BOYAmt |
| EOY | $5,295,887 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,010,613 | BOYAmt |
| EOY | $7,669,161 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,983,336 | BOYAmt |
| EOY | $31,440,106 | 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 | -$12,192,123 | BOYAmt |
| EOY | -$11,609,263 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,826,691 | BOYAmt |
| EOY | $233,010,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,634,568 | BOYAmt |
| EOY | $221,401,256 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,617,904 | BOYAmt |
| EOY | $252,841,362 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,926,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,657,863 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,182,014 | 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 | $24,853,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,359,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,121,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,101,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,905,198 | CurrentTaxYearAmt |
| Total | $180,340,795 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,853,122 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,359,623 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,121,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,101,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,905,198 | CurrentTaxYearAmt |
| Total | $180,340,795 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,963,906 | SubstantialContributorsTotAmt |
| Public Support Total170 | $166,376,889 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,866,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,939,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,791,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,791,129 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,387,812 | CurrentTaxYearAmt |
| Total | $15,776,152 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,170,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,220,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,437,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,722,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,900,000 | CurrentTaxYearAmt |
| Total | $7,450,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $203,567,518 | TotalSupportAmt |
| Public Support CY170 | 0.81730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82310 | 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 | $141,856,480 | BeginningYearBalanceAmt |
| Contributions | $23,444,485 | ContributionsAmt |
| Investment Earnings Or Losses | $17,902,339 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,369,217 | GrantsOrScholarshipsAmt |
| Other Expenditures | $265,628 | OtherExpendituresAmt |
| Administrative Expenses | $2,225,811 | AdministrativeExpensesAmt |
| End Year Balance | $175,342,648 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,602,732 | BeginningYearBalanceAmt |
| Contributions | $12,887,239 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,814,745 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,489,251 | GrantsOrScholarshipsAmt |
| Other Expenditures | $271,131 | OtherExpendituresAmt |
| Administrative Expenses | $2,058,364 | AdministrativeExpensesAmt |
| End Year Balance | $141,856,480 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $125,897,148 | BeginningYearBalanceAmt |
| Contributions | $6,880,299 | ContributionsAmt |
| Investment Earnings Or Losses | $16,226,382 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,600,070 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,662 | OtherExpendituresAmt |
| Administrative Expenses | $1,778,365 | AdministrativeExpensesAmt |
| End Year Balance | $142,602,732 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,943,260 | BeginningYearBalanceAmt |
| Contributions | $8,259,556 | ContributionsAmt |
| Investment Earnings Or Losses | $6,190,170 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,857,078 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,748 | OtherExpendituresAmt |
| Administrative Expenses | $1,614,012 | AdministrativeExpensesAmt |
| End Year Balance | $125,897,148 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $119,859,579 | BeginningYearBalanceAmt |
| Contributions | $5,400,954 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,215,637 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,456,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $20,391 | OtherExpendituresAmt |
| Administrative Expenses | $1,624,427 | AdministrativeExpensesAmt |
| End Year Balance | $117,943,260 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97670 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,775,114 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,607,081 | OtherCostOrOtherBasisAmt |
| Book Value | $6,382,195 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,314,683 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,040,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,982,809 | DepreciationAmt |
| Book Value | $11,371,982 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,007,021 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,072,037 | DepreciationAmt |
| Book Value | $2,934,984 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,078,696 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $101,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,820 | DepreciationAmt |
| Book Value | $1,087,315 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,776,476 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| TRUSTS HELD BY OTHERS | $4,522,055 |
| LIFE ESTATES | $5,552,402 |
| INVESTMENT IN SUBSIDIARIES | $797,854 |
| CASH SURRENDER VALUE OF LIFE INSURANCE | $558,245 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $1,085,309 |
| OTHER INVESTMENTS IN ANNUITIES, TRUSTS & ENDOWMENT POOLS | $16,189,537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $28,705,402 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENTS HELD FOR OTHERS | $280,094 |
| GIFT ANNUITIES, LIFE INCOME AGREEMENTS, AND LIFE ESTATES | $7,389,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,669,161 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO ASSIST IN FULFILLING THE FOUNDATION'S MISSION OF UNITING THE DREAMS OF OUR STUDENTS, UNIVERSITY, AND DONORS TO BUILD A BETTER SDSU, THROUGH SCHOLARSHIPS AND DEPARTMENTAL PROGRAMS. |
| PART X, LINE 2: | THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2019 AND 2018 THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES WILL BE RECOGNIZED IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $12,048,497 | RegionTotalExpendituresAmt |
| 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 | $12,048,497 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,048,497 | 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: | THE FOUNDATION REVIEWS ITS DIRECT AND INDIRECT INVESTMENTS DURING THE TAX PERIOD FOR DETERMINING REQUIRED FOREIGN FILINGS. THE FOUNDATION'S OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS DO NOT REQUIRE A FORM 5471 TO BE FILED. THE FOUNDATION INVESTS IN PARTNERSHIPS THAT HOLD DIRECT OR INDIRECT INTERESTS IN PASSIVE FOREIGN INVESTMENT COMPANIES. THE FOUNDATION DID NOT FILE FORM 8621S FOR THE INVESTMENT PARTNERSHIPS AS THE UNDERLYING INVESTMENTS DID NOT GENERATE ANY UNRELATED BUSINESS INCOME. THE FOUNDATION DID NOT FILE FORM 8865 AS ALL TRANSFERS WERE BELOW THE REPORTING THRESHOLD. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SD THETA HOUSE CORPORATION | |||||||
| 5609 S JOHN AVENUE | SIOUX FALLS | SD | 57106 | 460342550 | 501(C)(7) | $16,300 | CONSTRUCTION COSTS FOR EDUCATIONAL SPACE |
| SOUTH DAKOTA STATE UNIVERSITY | |||||||
| PO BOX 2201 | BROOKINGS | SD | 57007 | 466000364 | GOVERNMENTAL | $20,543,779 | GIFTS, GRANTS, SCHOLARSHIPS; SDSU DEPT EXPENSES, BUILDING & EQUIPMENT PURCHASES. |
| SDSU ALUMNI ASSOCIATION | |||||||
| 815 MEDARY AVENUE | BROOKINGS | SD | 57006 | 411866674 | 501(C)(3) | $8,760 | PROGRAM SUPPORT |
| BROOKINGS ART COUNCIL | |||||||
| 524 4TH STREET | BROOKINGS | SD | 57006 | 460335577 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| ROBERTS COUNTY 4-H | |||||||
| 411 2ND AVENUE E SUITE 14A | SISSETON | SD | 57262 | 813535948 | GOVERNMENTAL | $33,000 | PROGRAM SUPPORT |
| SANTA CATALINA SCHOOL | |||||||
| 1500 MARK THOMPSON DRIVE | MONTEREY | CA | 93940 | 941156652 | 501(C)(3) | $50,000 | PROGRAM SUPPORT |
| SIOUX FALLS CATHOLIC SCHOOL FOUNDATION INC | |||||||
| 3100 W 41ST STREET | SIOUX FALLS | SD | 57105 | 510145184 | 501(C)(3) | $27,509 | PROGRAM SUPPORT |
| THE GREATER DES MOINES COMMUNITY FOUNDATION | |||||||
| 1915 GRAND AVENUE PO BOX 7271 | DES MOINES | IA | 503097271 | 426139033 | 501(C)(3) | $5,000 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | FUNDS MADE AVAILABLE TO THE SDSU FOUNDATION ARE TYPICALLY RESTRICTED BY THE DONOR FOR SPECIFIC SCHOLARSHIPS AND/OR PROGRAMS. THE FOUNDATION PROVIDES THE SELECTION CRITERIA TO THE SDSU FINANCIAL AID OFFICE, WHO USES THIS TO DETERMINE ELIGIBILITY OF STUDENTS. THE FOUNDATION PROVIDES DONOR-IMPOSED RESTRICTIONS ON PROGRAM FUNDS TO THE DEPARTMENT HEADS AND LEADERSHIP OF SOUTH DAKOTA STATE UNIVERSITY. REQUESTS ARE MONITORED BY THE FOUNDATION FOR PROPER AUTHORIZATION AND UTILIZATION. |
| SCHEDULE I PART II | DISBURSEMENTS TO SOUTH DAKOTA STATE UNIVERSITY INCLUDED THE FOLLOWING: $5,909,033 FOR GIFTS, GRANTS AND SCHOLARSHIPS; $14,634,746 FOR DEPARTMENTAL EXPENSES, BUILDING AND EQUIPMENT PURCHASES. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVE ERPENBACH | ||||||||||||||
| PRESIDENT/CEO | $202,709 | $0 | $0 | $0 | $0 | $0 | $13,495 | $0 | $43,042 | $0 | $259,246 | $0 | $0 | $0 |
| TIM DWIRE | ||||||||||||||
| VP OF OPERATIONS & FINANCE | $165,433 | $0 | $0 | $0 | $0 | $0 | $10,507 | $0 | $25,430 | $0 | $201,370 | $0 | $0 | $0 |
| KEITH MAHLUM | ||||||||||||||
| VP OF DEVELOPMENT | $144,278 | $0 | $0 | $0 | $0 | $0 | $9,544 | $0 | $39,024 | $0 | $192,846 | $0 | $0 | $0 |
| MARC LITTLECOTT | ||||||||||||||
| DIRECTOR OF GIFT PLANNING | $133,663 | $0 | $0 | $0 | $0 | $0 | $8,054 | $0 | $11,483 | $0 | $153,200 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| BROOKINGS COUNTY | |||||||
| A | 466000070 | 2007-06-28 | $10,000,000 | BUILDING PROJECTS ON THE SDSU CAMPUS IN BROOKINGS, SD. | 0 | 0 | 0 |
| CITY OF BROOKINGS | |||||||
| B | 466000069 | 2017-12-22 | $9,700,000 | BUILDING PROJECTS ON THE SDSU CAMPUS IN BROOKINGS, SD. | 0 | 0 | 0 |
| BROOKINGS COUNTY | |||||||
| C | 466000070 | 2017-12-01 | $10,000,000 | BUILDING PROJECTS ON THE SDSU CAMPUS IN BROOKINGS, SD. | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $9,861,538 | $10,000,000 | $105,085 | $9,894,915 | 2009 | 0 | 0 | Yes (1) | Yes (1) |
| B | $2,096,463 | $9,700,000 | $50,000 | $9,650,000 | 2018 | 0 | 0 | Yes (1) | Yes (1) |
| C | $2,530,746 | $10,000,000 | $50,000 | $9,950,000 | 2018 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART II: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION'S PRIMARY PURPOSE IS TO UNITE THE DREAMS OF OUR STUDENTS, UNIVERSITY, AND DONORS TO BUILD A BETTER SDSU. TO HELP ACCOMPLISH THIS, THE FOUNDATION FUNDED APPROXIMATELY $16,600,000 OF CAPITAL PROJECTS ON THE SDSU CAMPUS DURING 2010. THE PROCEEDS OF THIS $10,000,000 BOND ISSUANCE WERE USED IN FUNDING THAT OCCURRED DURING 2008 AND 2009. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY VANDER WAL-ROUNDS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | MEMBER OF BOARD OF GOVERNORS | RelationshipDescriptionTxt |
| Transaction | $318,560 | TransactionAmt |
| Transaction | CONSTRUCTION OF PARKING LOT AND PLAZA | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,361,796 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW DOT | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,915,309 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 121 | $153,270 | FMV |
| Yes (X) | LIVESTOCK/GRAIN | 12 | $83,763 | SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | 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): | COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. |
| PART I, LINE 32B: | AUCTION AND REALTOR SERVICES FOR LAND GIFTS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | TRUSTEES OF THE FOUNDATION WILL CONSTITUTE THE MEMBERSHIP OF THE CORPORATION. THE COUNCIL OF TRUSTEES SHALL CONSIST OF NO MORE THAN 150 MEMBERS, ALTHOUGH THAT NUMBER MAY BE MODIFIED AT ANY TIME BY MAJORITY VOTE OF THE TRUSTEES. TRUSTEES SHALL BE ELECTED BY THE COUNCIL OF TRUSTEES DURING THE SPRING MEETING TO SERVE THREE YEAR TERMS. THERE ARE NO TERM LIMITS. TRUSTEES SHALL BEGIN THEIR TERM OF OFFICE ON JANUARY 1 FOLLOWING ELECTION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE EXERCISED BY A BOARD OF GOVERNORS WHICH IS ELECTED BY THE COUNCIL OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | COMMITTEES KEEP MINUTES OF THEIR MEETINGS, ALTHOUGH THERE IS NO COMMITTEE THAT HAS BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION'S FINANCE OFFICE REVIEWS THE 990 IN DETAIL, AND QUESTIONS ARE RESOLVED WITH THE GOVERNING BODY. THE ENTIRE 990 WAS PROVIDED TO THE BOARD OF GOVERNORS PRIOR FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS OFFICERS, DIRECTORS OR TRUSTEES. A REQUEST IS MADE ANNUALLY FOR ALL OFFICERS, DIRECTORS OR TRUSTEES TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THE BOARD MAKES A DETERMINATION OF WHETHER THERE IS A CONFLICT OF INTEREST AND IF SO, IMPLEMENTS THE PROCEDURE FOR EVALUATING THE ISSUE OR TRANSACTION INVOLVED. THE OFFICER, DIRECTOR OR TRUSTEE WITH THE CONFLICT MUST REFRAIN FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION INCLUDES THE USE OF SUB-COMMITTEES, COMPENSATION STUDIES, AND JOB DESCRIPTIONS. THIS PROCESS IS UNDERTAKEN ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS 1,128,974. MEDARY AVIATION (SMLLC) 53,040. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDARY AVIATION LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 815 MEDARY AVENUE | AddressLine1Txt |
| City | BROOKINGS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | AIRPLANE LEASING | PrimaryActivitiesTxt |
| Legal Domicile State | SD | LegalDomicileStateCd |
| Total Income | -$53,040 | TotalIncomeAmt |
| End Of Year Assets | $2,021,881 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDSU FOUNDATION | BusinessNameLine1Txt |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSION HILLS PLAZA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2420 ENTERPRISE ROAD SUITE 105 | AddressLine1Txt |
| City | CLEARWATER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33763 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593110740 | EIN |
| Primary Activities | RENTAL ACTIVITY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTH DAKOTA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$2,214 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $80,800 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIGHTY FLY SD INC | |||||||||||||
| 110 S PHILLIPS AVE SUITE 200 | SIOUX FALLS | SD | 57104 | 411931279 | LEASING OF AIRPLANES TO SDSU | SD | SDSU FOUNDATION | C | $122,700 | $797,854 | 1.00000 | Yes (1) | |
| CHARITABLE REMAINDER TRUSTS (36) | |||||||||||||
| CHARITABLE REMAINDER TRUST | SD | T | Yes (1) | N/A | |||||||||
| POOLED INCOME FUND (2) | |||||||||||||
| POOLED INCOME FUND | SD | T | Yes (1) | N/A | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MIGHTY FLY | ||
| F | $122,700 | FMV |
| MIGHTY FLY | ||
| C | $712,341 | FMV |