2019-04-15T13:33:40-05:00 2018-06-30 BKD LLP 190 E Capitol Street Ste 500 Jackson MS 392012190 990 2017-07-01 640410581 Mississippi State University Foundation % DAVID D EASLEY CFO MISS 6623257000 PO Drawer 6149 Mississippi State MS 39762 DAVID D EASLEY CFO 6623257000 2019-05-15 true Fatima Chase CPA P01677201 6019486700 2019-03-15 167.68.126.162 64248120191055000154 2019-04-15 P 28EF72228E503E89FAB341F3BEBCB6353318B8A5 823702202746770B51A67577CD28BFC4F54EFBFB 2017 2019-02-21 02:37:17Z David Easley PO Drawer 6149 Mississippi State MS 39762 94330884 false X www.msufoundation.com X 1962 MS Mississippi State University Foundation, Inc. is a non-profit organization that assists Mississippi State University in accomplishing its goals(see Schedule O for continuation) 40 40 76 40 -1290203 -1290203 40617693 37750240 0 0 12453344 52340365 4225433 4240279 57296470 94330884 32317500 29517444 0 0 1477197 1600309 0 0 3903676 9320656 9868745 43115353 40986498 14181117 53344386 510929908 543740621 12196149 13252698 498733759 530487923 THE MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS MISSISSIPPI STATE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. false false 27130545 27130545 Grants to Mississippi State University. This includes amounts paid to Mississippi State University for scholarships and other requests such as research, teaching needs and other departmental requests. 634539 634539 Grants to MSU Alumni Association. This includes amounts paid to the Alumni Association to supplement their program in servicing the alumni of Mississippi State University. 1752360 1752360 Grants to Bulldog Club. This includes amounts paid to the Bulldog Club primarily for athletic needs. 29517444 true true false true false false false false false true true true false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true false false true 304 0 76 true true true false false false false true true false false false true false X 40 40 true false false false false false false true true false false true true true true true true true false false X DAVID D EASLEY CFO 6623257000 ONE HUNTER HENRY BLVD Mississippi State MS 39762 Richard C Adkerson Past-President 1.0 0.0 X 0 0 0 James J Rouse Past-President 1.0 0.0 X 0 0 0 LF Mallory Jr Past-President 1.0 0.0 X 0 0 0 CW Ritter Jr Past-President 1.0 0.0 X 0 0 0 Albert C Clark Past-President 1.0 0.0 X 0 0 0 Bobby P Martin Past-President 1.0 0.0 X 0 0 0 Bryce Griffis Past-President 1.0 0.0 X 0 0 0 Roderick A Moore Past-President 1.0 0.0 X 0 0 0 Robert P Bowen Director 1.0 0.0 X 0 0 0 Diane Roberts Director 1.0 0.0 X 0 0 0 John N Dowdle Director 1.0 0.0 X 0 0 0 Thomas G Hixon Sr Director 1.0 0.0 X 0 0 0 Linda M Garrett Director 1.0 0.0 X 0 0 0 Bobby S Shackouls Past Chair of the Board 1.0 0.0 X 0 0 0 D Hines Brannan Vice-President 1.0 0.0 X X 0 0 0 Anthony Wilson Director 1.0 0.0 X 0 0 0 Earnest W Deavenport Jr President 1.0 0.0 X X 0 0 0 Richard H Puckett Sr Director 1.0 0.0 X 0 0 0 Hassell Franklin Director 1.0 0.0 X 0 0 0 David Hall Director 1.0 0.0 X 0 0 0 Linda F Parker Director 1.0 0.0 X 0 0 0 Herbert V Johnson Director 1.0 0.0 X 0 0 0 Tommy Dulaney Director 1.0 0.0 X 0 0 0 Randy J Cleveland Director 1.0 0.0 X 0 0 0 Timothy Duncan Director 1.0 0.0 X 0 0 0 Leo W Seal III Director 1.0 0.0 X 0 0 0 Gregory C Rader Director 1.0 0.0 X 0 0 0 Paul Karre Director 1.0 0.0 X 0 0 0 Jay Pryor Director 1.0 0.0 X 0 0 0 Michael W Sanders Director 1.0 0.0 X 0 0 0 Jan L Gwin Director 1.0 0.0 X 0 0 0 Mark S Jordan Director 1.0 0.0 X 0 0 0 Richard A Rula Director 1.0 0.0 X 0 0 0 Robert L Qualls Director 1.0 0.0 X 0 0 0 William A Taylor Treasurer 1.0 0.0 X X 0 0 0 Paula A Schuerer Director 1.0 0.0 X 0 0 0 Mike M McDaniel Director 1.0 0.0 X 0 0 0 Bryan S Wilson Director 1.0 0.0 X 0 0 0 Douglas T Terreson Director 1.0 0.0 X 0 0 0 Thomas B Nusz Director 1.0 0.0 X 0 0 0 John P Rush Chief Executive Officer 40.0 0.0 X 335104 0 39375 David D Easley Chief Financial Officer 40.0 0.0 X 190343 0 27943 Jack R McCarty Secretary 40.0 0.0 X 185531 0 25910 Judson H Skelton Director of Dev., CALS & RE 40.0 0.0 X 132575 0 17766 Janet H Carraway Director of Finance and Budget 40.0 0.0 X 126809 0 19415 Cathy Lammons Exec. Dir. of Communications 40.0 0.0 X 111489 0 16433 William B Evans Sr. Director of Dev. Eng. 40.0 0.0 X 121211 0 18205 Vickie Brown Exec. Director of Info Svcs 40.0 0.0 X 117103 0 17520 1320165 0 182567 11 false true true KPMG LLP Dept 0608 PO Box 120608 DALLAS TX 753120060 Accounting 109746 Hederman Brothers PO Box 6100 RIDGELAND MS 39158 Printing 103010 2 X 767835 36982405 10122929 37750240 0 6305311 -1290203 7595514 0 0 1544696 1544696 0 1544696 1544696 44274691 1760363 46035054 46035054 0 0 0 0 0 0 0 0 0 OTHER 900099 2695583 2695583 2695583 94330884 -1290203 57870847 29517444 29517444 0 0 0 132609 67340 65269 0 541184 304650 236534 0 869657 317563 552094 56859 34527 22332 0 22739 22739 141746 141746 0 0 3630161 3630161 632989 332843 300146 450 450 732935 284029 448906 4221 3900 321 0 3562 1989 1573 248023 33532 214491 0 0 0 0 485732 485732 0 PURCHASED LABOR 3563712 1698717 1864995 MEALS AND ENTERTAINMENT 50173 27261 22912 DUES & SUBSCRIPTIONS 69855 16439 53416 TRANSFERS 244411 158235 86176 38036 3975 34061 40986498 29517444 7565378 3903676 0 0 8702237 9380254 39461790 39924754 0 0 0 0 0 0 344725 207070 0 0 0 0 54070645 12637913 35631489 41432732 0 0 426789667 452795811 0 0 0 0 0 0 510929908 543740621 987217 1772573 0 0 50000 50000 0 0 0 0 0 0 0 0 0 0 11158932 11430125 12196149 13252698 X 41665507 42807487 103032871 118911931 354035381 368768505 498733759 530487923 510929908 543740621 53344386 -21590222 X false true X true false X 39049972 37021064 44446603 40617693 37750240 198885572 0 0 39049972 37021064 44446603 40617693 37750240 198885572 26455916 172429656 11494679 13737555 12221978 11652055 6305311 55411578 0 2173116 2368350 2330199 2643711 2695580 12210956 266508106 0.64700 0.71560 X false false false false false false true 113504 false false 113504 false Schedule C, Part II-B, line 1: Lobbying expenses were incurred primarily through the entertainment of legislators and government officials while informing them of university needs and priorities. 354199812 14261556 22141846 16126246 0 374476968 328315933 8377346 28857976 16010451 -4659008 354199812 340903623 14801649 -13862030 14993896 -1466587 328315933 331806539 5188428 407482 13420598 -2885105 326866956 287180293 12907398 46316624 15762308 -1164532 331806539 0.05060 0.82000 0.12940 false false 33335253 192500 33527753 11955487 6094114 5861373 8587405 6543799 2043606 41432732 NON-POOLED PLANNED GIVING INV 50702847 F NATURAL RESOURCES 20263705 F SHORT-TERM INVESTMENTS 2664509 F CASH SURR VAL OF LIFE INS 1965235 F INVESTMENT IN MSIP 47392762 F AGILITY COMPREHENSIVE SOLUTION 329806753 F 452795811 0 LIAB UNDER SPLIT INTEREST AGRE 5023829 AGENCY PAYABLE 6283364 PAYABLE TO MISSISSIPPI STATE U 122932 11430125 X 71656899 -21590222 -3630161 -25220383 96877282 -2546398 -2546398 94330884 37356337 37356337 3630161 3630161 40986498 Part V, Line 4: The vast majority (approximately 95 percent) of Mississippi State University Foundation's (MSU Foundation) endowment is classified as either "permanently restricted"temporarily restricted the earnings from these restricted endowments support Mississippi State University in ways specified by individual and corporate donors in written gift agreements on file with MSU Foundation. The earnings from MSU Foundation's unrestricted endowment (approximately 5 percent of the total) is used to partially support the daily operations of MSU Foundation. Part X, Line 2: As of June 30, 2018, there were no material uncertain tax positions. Part XI, Line 2d: Investment management fees of ($3,630,161) were netted with investment income on the financial statements but included in expense on Form 990. Part XI, Line 4b: Elimination of subsidiaries ($2,546,398) Part XII, Line 4b: Investment management fees of $3,630,161 were netted with investment income on the financial statements but included in expense on Form 990. true Mississippi State University PO Drawer BT Mississippi State MS 39762 646000819 MS 27130545 See Part IV Bulldog Club PO Box 5227 Mississippi State MS 39762 510163622 501(c)(3) 1752360 See Part IV MSU Alumni Association PO Box AA Mississippi State MS 39762 582006453 501(c)(3) 634539 See Part IV 3 Part I, Line 2: The MSU Foundation monitors expenditures of funds, serves on scholarship committees and becomes involved in other numerous ways. Part II, Column (h): Mississippi State University - Provide funds for learning/scholarships, service and research Bulldog Club - Provide contributed funds designated to support the MSU Athletic Programs MSU Alumni Association - Provide funds to the organization to help support MSU through programs and activities for alumni X true true X X false false false false false false false false false John P Rush Chief Executive Officer 248025 77661 9418 39375 374479 David D Easley Chief Financial Officer 167579 22764 27943 218286 Jack R McCarty Secretary 164423 21108 25910 211441 Judson H Skelton Director of Dev., CALS & RE 112675 19900 17766 150341 Janet H Carraway Director of Finance and Budget 110992 15817 19415 146224 Cathy Lammons Exec. Dir. of Communications 97466 14023 16433 127922 William B Evans Sr. Director of Dev. Eng. 106380 14831 18205 139416 Vickie Brown Exec. Director of Info Svcs 102152 14951 17520 134623 Schedule J, Part I: The organization has an incentive compensation program whereby an individual is paid a percentage of their salary as incentive compensation when certain benchmarks set by the organization are met. The incentive compensation is grossed up for taxes so that the individual receives a percentage of their salary after taxes. Schedule J, Part II: Compensation listed in Part II, Column (b)(i) & (iii) was paid by Mississippi State University. X 2 5600 FMV X 2 725650 FMV X 23662 FMV X 4 82100 FMV X 2 1380734 FMV X 53 2004189 Stock Quote X 2 5382970 APPRAISAL X 5 193697 FMV X Livestock 11 115350 FMV X Equipment 19 144160 FMV X LANDSCAPING 4 41747 FMV X MISCELLANEOUS 22 23070 FMV 4 false true true Part I, Line 32b: The Foundation hires a stock broker and real estate agents to sell stock and real estate that is given. Form 990, Page 1, Part I, Line 1: and mission by cultivating and soliciting private support and ensuring stewardship for all contributions benefitting Mississippi State University. Form 990, Page 6, Part VI, Section A, Line 2: BOBBY SHACKOULS AND THOMAS NUSZ - BUSINESS RELATIONSHIP Form 990, Page 6, Part VI, Section B, Line 11b: The Foundation's Executive Committee conducts the primary inspection of the Form 990. The full board of directors reviews it at its annual spring meeting. It is available for inspection no fewer than 14 days prior to the spring meeting. Form 990, Page 6, Part VI, Section B, Line 12c: At least annually, each member of the board of directors and each officer shall complete, sign, and furnish to the foundation a disclosure form specifying any conflicts of interest. Any person failing to furnish the form may not participate in any board or committee meeting and may be subject to dismissal from the board for any continuing failure. The form is reviewed by the secretary. If a conflict exists, the transaction that gave rise to the conflict shall be presented by the interested person and investigated by the remaining disinterested persons to see if a more appropriate transaction is available. The interested person is not present during the discussion of, and the vote on, the transaction that results in the conflict of interest. Form 990, Page 6, Part VI, Section B, Line 15: Compensation was reviewed in 2007 and approved by the board of trustees of State Institutions of Higher Learning as documented in their board meeting; this compensation package was modified in 2010 to include incentive compensation. The total compensation package is reviewed by the Mississippi State University Foundation's (MSU Foundation) Executive Committee and its President, the President of Mississippi State University, and the Human Resources Department at Mississippi State University. Additionally, the MSU Foundation annually participates in a national compensation study conducted by McConnell & Company; data from this study is utilized to insure the reasonableness of the total compensation package. Form 990, Page 6, Part VI, Section C, Line 19: The Mississippi State University Foundation's audited financial statements are available on its website. Governing documents and conflict of interest policy are available upon request. Form 990, Page 9, Part VIII, Line 7D: A BREAKOUT OF PROCEEDS AND BASIS IS NOT READILY AVAILABLE. THEREFORE, ONLY A TOTAL FOR GAIN OR LOSS IS BEING REPORTED. MS State Investment Pool PO Box 423 Mississippi State MS 39762 640869097 Investments MS NA Investment 44969355 361039934 false -1290203 true 0.89630 Charitable Remainder Trust (15) Charitable Tr MS Trust false true false false false false false false false false false false false false false false false false true Mississippi State Investment Pool b 14008782 FMV Mississippi State Investment Pool s 9665441 FMV