UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION (EIN 57-6017985)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201811359349301326
- Schema version
- 2016v3.1
- 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 G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:25:26-04:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464116137 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRITTINGHAM GROUP LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5949 | AddressLine1Txt |
| City | WEST COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 291715949 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576017985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SOUTH CAROLINA | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATIONAL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8037771466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 BARNWELL STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY H ELLIOTT | PersonNm |
| Person Title | C.F.O. | PersonTitleTxt |
| Phone | 8037771466 | PhoneNum |
| Signature | 2017-05-07 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HARRY D DELOACH | PreparerPersonNm |
| PTIN | P00592698 | PTIN |
| Phone | 8037393090 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY H ELLIOTT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 BARNWELL STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $228,150,024 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SC.EDU/FOUNDATIONS/EDUCATIONAL | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1956 | FormationYr |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | -$146,705 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$146,705 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,414,082 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,006,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $474,029 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $508,459 | CYProgramServiceRevenueAmt |
| PY Investment Income | $18,036,229 | PYInvestmentIncomeAmt |
| CY Investment Income | $22,889,108 | CYInvestmentIncomeAmt |
| PY Other Revenue | $710,879 | PYOtherRevenueAmt |
| CY Other Revenue | $617,223 | CYOtherRevenueAmt |
| PY Total Revenue | $52,635,219 | PYTotalRevenueAmt |
| CY Total Revenue | $96,021,540 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,424,219 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,313,676 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,663,732 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,585,354 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $619,050 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $720,773 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,040,601 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,305,132 | PYOtherExpensesAmt |
| CY Other Expenses | $32,597,905 | CYOtherExpensesAmt |
| PY Total Expenses | $32,012,133 | PYTotalExpensesAmt |
| CY Total Expenses | $52,217,708 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,623,086 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $43,803,832 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $469,092,212 | TotalAssetsBOYAmt |
| Total Assets EOY | $525,487,200 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,053,919 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,441,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $431,038,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $498,045,823 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $47,258,094 | ExpenseAmt |
| Grant | $17,313,676 | GrantAmt |
| Revenue | $72,515,209 | RevenueAmt |
| Desc | AID THE UNIVERSITY IN ACHIEVING ITS MISSION AS THE STATE'S FLAGSHIP INSTITUTION OF HIGHER EDUCATION THROUGH THE ESTABLISHMENT/IMPLEMENTATION OF LONG-RANGE FUNDRAISING PROGRAMS. | Desc |
| Total Program Service Expenses | $47,258,094 | 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 | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | 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 | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | 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 | 252 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (true) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (true) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLTY H ELLIOTT | PersonNm |
| Phone | 8037771466 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 BARNWELL STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29208 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| C JOHN WENTZELL | |||||||
| CHAIR EMERIT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOYD B JONES | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RITA B CAUGHMAN | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES BENNETT | |||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATTI H ADDISON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P BARROW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRACI Y COOPER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS C DEAS JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON I EDEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| R KEITH ELLIOT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCES GARDNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| S STANLEY JUK JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA J KELLY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDA M LAUGHEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LEAH B MOODY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| W HAIGH PORTER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF SPEARS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY TAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| J ALLEN WRIGHT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RUSSELL H MEEKINS | |||||||
| EXECUTIVE DI | 15.00 | Yes (X) | $222,863 | $0 | $49,655 | 25.00 | |
| KIMBERLY H ELLIOTT | |||||||
| C.F.O. | 30.00 | Yes (X) | $186,193 | $0 | $51,552 | 10.00 | |
| SUSAN B SMITH | |||||||
| C.O.O. | 25.00 | Yes (X) | $161,809 | $0 | $46,688 | 10.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $570,865 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $147,895 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (true) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALO CODY HOLDINGS LLC | |||||
| 1025 KIRKWOOD PKWY SW | CEDAR RAPIDS | IA | 52404 | CALL CENTER | $664,883 |
| SODEXO INC & AFFILIATES | |||||
| POST OFFICE BOX 360170 | PITTSBURG | PA | 15251 | FOOD SERVICES | $220,141 |
| FUND EVALUATION GROUP | |||||
| POST OFFICE BOX 639176 | CINCINNATI | OH | 45263 | INVESTMENT MGMT | $207,576 |
| NORTHEAST DOCUMENT CONSERVATION CNTR | |||||
| 100 BRICKSTONE SQ | ANDOVER | MA | 01810 | CONSERVATION | $150,000 |
| THE HAWKINS FOUNDATION | |||||
| POST OFFICE BOX 25902 | GREENVILLE | SC | 29616 | DATA | $135,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $119,202 | FundraisingAmt |
| All Other Contributions | $71,887,548 | AllOtherContributionsAmt |
| Noncash Contributions | $10,339,839 | NoncashContributionsAmt |
| Total Contributions | $72,006,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 611430 | $211,890 | $211,890 |
| MISCELLANEOUS SALES | 900099 | $194,588 | $194,588 |
| MUSICAL CONCERTS | 711130 | $101,981 | $101,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $508,459 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,714,912 | TotalRevenueColumnAmt |
| Exclusion | $6,714,912 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $148,175,965 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,001,769 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,174,196 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,174,196 | TotalRevenueColumnAmt |
| Exclusion | $16,174,196 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $131,187 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $119,202 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,715 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,472 | TotalRevenueColumnAmt |
| Exclusion | $4,472 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| GUARANTY FEE | $250,000 | $250,000 |
| MISCELLANEOUS INCOME | $244,608 | $244,608 |
| REIMBURSEMENT OF EXPENSES | $148,934 | $148,934 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$30,791 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $115,914 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$146,705 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $612,751 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,021,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,267,915 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$146,705 | UnrelatedBusinessRevenueAmt |
| Exclusion | $22,893,580 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,222,037 | TotalAmt |
| Program Services | $17,222,037 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,639 | TotalAmt |
| Program Services | $91,639 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,656 | TotalAmt |
| Management And General | $743,656 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $534,128 | TotalAmt |
| Management And General | $534,128 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,853 | TotalAmt |
| Management And General | $124,853 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,183 | TotalAmt |
| Management And General | $96,183 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,534 | TotalAmt |
| Management And General | $86,534 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,745 | TotalAmt |
| Program Services | $27,618 | ProgramServicesAmt |
| Management And General | $26,127 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,807 | TotalAmt |
| Program Services | $6,900 | ProgramServicesAmt |
| Management And General | $27,907 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,773 | TotalAmt |
| Fundraising | $720,773 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,300 | TotalAmt |
| Program Services | $36,299 | ProgramServicesAmt |
| Management And General | $1,230,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,790,407 | TotalAmt |
| Program Services | $4,673,355 | ProgramServicesAmt |
| Management And General | $41,656 | ManagementAndGeneralAmt |
| Fundraising | $75,396 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,191 | TotalAmt |
| Program Services | $41,191 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,651,703 | TotalAmt |
| Program Services | $1,480,211 | ProgramServicesAmt |
| Management And General | $149,303 | ManagementAndGeneralAmt |
| Fundraising | $22,189 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $612,828 | TotalAmt |
| Program Services | $247,296 | ProgramServicesAmt |
| Management And General | $290,666 | ManagementAndGeneralAmt |
| Fundraising | $74,866 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,136,463 | TotalAmt |
| Program Services | $893,024 | ProgramServicesAmt |
| Management And General | $235,670 | ManagementAndGeneralAmt |
| Fundraising | $7,769 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,431 | TotalAmt |
| Program Services | $1,005,148 | ProgramServicesAmt |
| Management And General | $9,131 | ManagementAndGeneralAmt |
| Fundraising | $17,152 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,485 | TotalAmt |
| Program Services | $96,536 | ProgramServicesAmt |
| Management And General | $4,694 | ManagementAndGeneralAmt |
| Fundraising | $11,255 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,716 | TotalAmt |
| Program Services | $234,439 | ProgramServicesAmt |
| Management And General | $114,277 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,985 | TotalAmt |
| Fundraising | $6,985 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,739 | TotalAmt |
| Program Services | $212,270 | ProgramServicesAmt |
| Management And General | $45,469 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONSTRUCTION & EQUIPMENT | $12,344,996 | $12,310,064 | $33,614 | $1,318 |
| SALARY / WAGE REIMB. | $5,469,819 | $5,447,819 | $6,000 | $16,000 |
| FOOD SUPPLIES | $1,405,360 | $1,313,014 | $65,332 | $27,014 |
| DIST. TO BENEFICIARY | $1,341,917 | $1,341,917 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,013 | TotalAmt |
| Program Services | $577,317 | ProgramServicesAmt |
| Management And General | $53,812 | ManagementAndGeneralAmt |
| Fundraising | $59,884 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,217,708 | TotalAmt |
| Program Services | $47,258,094 | ProgramServicesAmt |
| Management And General | $3,919,013 | ManagementAndGeneralAmt |
| Fundraising | $1,040,601 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $400 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,294,873 | BOYAmt |
| EOY | $13,316,239 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,824,519 | BOYAmt |
| EOY | $38,517,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,540,409 | BOYAmt |
| EOY | $4,299,215 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,460,122 | BOYAmt |
| EOY | $7,827,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,025,403 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,745 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,701,527 | BOYAmt |
| EOY | $905,658 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,747,002 | BOYAmt |
| EOY | $428,418,956 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,303 | BOYAmt |
| EOY | $421,686 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,002 | BOYAmt |
| EOY | $1,002 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,748,055 | BOYAmt |
| EOY | $31,779,434 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,092,212 | BOYAmt |
| EOY | $525,487,200 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,302,480 | BOYAmt |
| EOY | $9,679,094 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,876,456 | BOYAmt |
| EOY | $8,809,923 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,874,983 | BOYAmt |
| EOY | $8,952,360 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,053,919 | BOYAmt |
| EOY | $27,441,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,618,244 | BOYAmt |
| EOY | $102,743,387 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,213,469 | BOYAmt |
| EOY | $111,089,042 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,206,580 | BOYAmt |
| EOY | $284,213,394 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,038,293 | BOYAmt |
| EOY | $498,045,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $469,092,212 | BOYAmt |
| EOY | $525,487,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $43,803,832 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,511,067 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,307,369 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,363,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,631,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,721,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,414,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,006,750 | CurrentTaxYearAmt |
| Total | $221,136,953 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,363,257 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,631,438 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,721,426 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,414,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,006,750 | CurrentTaxYearAmt |
| Total | $221,136,953 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,034,047 | SubstantialContributorsTotAmt |
| Public Support Total170 | $218,102,906 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,187,931 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,308,416 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,702,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,828,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,714,912 | CurrentTaxYearAmt |
| Total | $28,742,656 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $66,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $131,187 | CurrentTaxYearAmt |
| Total | $322,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $250,202,217 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,267,915 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85250 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING 322,608 | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $264,993,455 | BeginningYearBalanceAmt |
| Contributions | $59,887,646 | ContributionsAmt |
| Investment Earnings Or Losses | $35,228,061 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,426,723 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,883,931 | OtherExpendituresAmt |
| Administrative Expenses | $3,457,740 | AdministrativeExpensesAmt |
| End Year Balance | $348,340,768 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $268,897,251 | BeginningYearBalanceAmt |
| Contributions | $12,444,435 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,632,550 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,110,257 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,372,530 | OtherExpendituresAmt |
| Administrative Expenses | $3,232,894 | AdministrativeExpensesAmt |
| End Year Balance | $264,993,455 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,843,185 | BeginningYearBalanceAmt |
| Contributions | $12,769,586 | ContributionsAmt |
| Investment Earnings Or Losses | $10,743,535 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,981,431 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,300,519 | OtherExpendituresAmt |
| Administrative Expenses | $3,177,105 | AdministrativeExpensesAmt |
| End Year Balance | $268,897,251 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $211,090,754 | BeginningYearBalanceAmt |
| Contributions | $15,832,200 | ContributionsAmt |
| Investment Earnings Or Losses | $35,538,171 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,570,498 | GrantsOrScholarshipsAmt |
| Other Expenditures | $236,048 | OtherExpendituresAmt |
| Administrative Expenses | $2,811,394 | AdministrativeExpensesAmt |
| End Year Balance | $255,843,185 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $183,696,528 | BeginningYearBalanceAmt |
| Contributions | $10,123,746 | ContributionsAmt |
| Investment Earnings Or Losses | $24,810,151 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,634,258 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,575,404 | OtherExpendituresAmt |
| Administrative Expenses | $2,330,009 | AdministrativeExpensesAmt |
| End Year Balance | $211,090,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.81000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $868,527 | InvestmentCostOrOtherBasisAmt |
| Book Value | $868,527 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,760 | OtherCostOrOtherBasisAmt |
| Depreciation | $112,760 | DepreciationAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $44,116 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $6,985 | DepreciationAmt |
| Book Value | $37,131 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $905,658 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS HELD IN TRUST BY OTHERS | $27,182,128 |
| LIFE INSURANCE POLICIES (CSV) | $2,172,788 |
| OTHER ASSETS | $1,594,098 |
| ASSETS HELD IN TRUST BY FOUNDATION | $830,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $31,779,434 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $119,351,953 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,511,067 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,180,654 | OtherRevenueAmt |
| Revenue Not Reported | $23,330,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $96,021,540 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $96,021,540 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $52,344,423 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $126,715 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $126,715 | ExpensesNotReportedAmt |
| Expenses Subtotal | $52,217,708 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $52,217,708 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | THE USC EDUCATIONAL FOUNDATION HAS ENTERED INTO AN AGREEMENT WITH THE EDUCATIONAL FOUNDATION OF USC LANCASTER (A SEPERATE 501(C)3 ENTITY) WHEREBY THE USC EDUCATIONAL FOUNDATION HOLDS, RECEIVES, RECORDS, MANAGES, INVESTS AND DISBURSES ALL PRIVATE FUNDS DONATED TO THE EDUCATIONAL FOUNDATION OF USC LANCASTER. THE EDUCATIONAL FOUNDATION OF USC LANCASTER MAY WITHDRAW THEIR FUNDS AT ANY POINT. THIS AGREEMENT WAS INITIATED TO ENJOY THE ECONOMIES OF SCALE IN REGARDS TO STAFFING, RESOURCES AND ADMINISTRATIVE COSTS. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | THE NET INCOME OF THE FOUNDATION'S ENDOWMENT FUNDS IS UTILIZED AS DIRECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION IN ACCORDANCE WITH THE ESTABLISHED PRIORITIES AND GIFT RESTRICTIONS FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA. THESE USES INCLUDE BUT ARE NOT LIMITED TO: 1) SCHOLARSHIPS AND/OR FELLOWSHIPS 2) CHAIRS AND/OR PROFESSORSHIPS 3) GENERAL PROGRAM SUPPORT FOR VARIOUS UNIVERSITY DEPARTMENTS, COLLEGES, INSTITUTES AND OFFICES. |
| SCHEDULE D, PAGE 4, PART XI, LINE 2D | CHANGES IN PLEDGES RECEIVABLE -6,307,369 SPECIAL EVENTS 126,715 |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | SPECIAL EVENTS 126,715 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA/CARRIBEAN | RegionTxt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $7,415,901 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $7,415,901 | SubtotalSpentAmt |
| Total Spent | $7,415,901 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA/CARRIBEAN 0 7,415,901 | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUFFALO CODY HOLDINGS LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 KIRKWOOD PARKWAY SW | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CALL CENTE | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $584,098 | GrossReceiptsAmt |
| Retained By Contractor | $714,587 | RetainedByContractorAmt |
| Net To Organization | -$130,489 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $584,098 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $714,587 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$130,489 | TotalNetToOrganizationAmt |
| Licensed States | SC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $73,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,201 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $41,859 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $3,760 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,669 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,799 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $2,506 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $57,217 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $40,185 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $17,032 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $5,854 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,881 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $3,200 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,551 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $120,112 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $47,816 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $72,296 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,235 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,297 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,075 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $42,258 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $16,130 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $250,389 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $119,202 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $131,187 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,235 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,297 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,689 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $69,808 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $10,499 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $30,187 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $126,715 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,472 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| BLENHEIM ELEMENTARY MIDDLE SCHOOL | ||||||||||
| 143 HIGHLAND STREET | BLENHEIM | SC | 29516 | 576000387 | 115 | $25,000 | COST | PROJECT SUPPORT | ||
| CHEROKEE COUNTY SCHOOL DISTRICT | ||||||||||
| 141 TWIN LAKE ROAD | GAFFNEY | SC | 29341 | 576001580 | 115 | $100,000 | COST | PROJECT SUPPORT | ||
| CHILDREN'S CENTER AT USC | ||||||||||
| 1530 WHEAT STREET | COLUMBIA | SC | 29205 | 203404109 | 501C3 | $595,000 | COST | PROJECT SUPPORT | ||
| CLIO ELEMENTARY MIDDLE SCHOOL | ||||||||||
| 2635 SC-9 | CLIO | SC | 29525 | 570752576 | 115 | $25,000 | COST | PROJECT SUPPORT | ||
| COLLEGE PARK MIDDLE SCHOOL | ||||||||||
| 713 COLLEGE PARK ROAD | LADSON | SC | 29456 | 576000313 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| COLLETON COUNTY MIDDLE SCHOOL | ||||||||||
| 1379 TUSKEGEE AIRMEN DRIVE | WALTERBORO | SC | 29488 | 576000338 | 115 | $25,000 | COST | PROJECT SUPPORT | ||
| NATIONAL MERIT SCHOLARSHIP CORP | ||||||||||
| 1560 SHERMAN AVENUE SUITE 200 | EVANSTON | IL | 602014897 | 362307745 | 501C3 | $70,750 | COST | SCHOLARSHIPS | ||
| THE FREE MEDICAL CLINIC INC | ||||||||||
| 1875 HARDEN STREET | COLUMBIA | SC | 29204 | 570779279 | 501C3 | $25,500 | COST | MEDICAL CARE | ||
| UNIVERSITY OF SOUTH CAROLINA | ||||||||||
| 1600 HAMPTON STREET | COLUMBIA | SC | 29208 | 576001153 | 115 | $11,491,002 | COST | OPERATING - SCHOLARS | $4,662,446 | EQUIPMENT |
| FOREST HILLS ELEMENTARY SCHOOL | ||||||||||
| 663 HIERS CORNER ROAD | WALTERBORO | SC | 29488 | 576000338 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| GEORGETOWN COUNTY SCHOOL DISTRICT | ||||||||||
| 2018 CHURCH STREET | GEORGETOWN | SC | 29440 | 576000354 | 115 | $49,830 | COST | PROJECT SUPPORT | ||
| HENDERSONVILLE ELEMENTARY SCHOOL | ||||||||||
| 6089 HENDERSONVILLE HIGHWAY | WALTERBORO | SC | 29488 | 576000338 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| JAMES H SPANN ELEMENTARY SCHOOL | ||||||||||
| 901 JOHN MCKISSICK WAY | SUMMERVILLE | SC | 29483 | 576000313 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| NORTHSIDE ELEMENTARY SCHOOL | ||||||||||
| 1929 INDUSTRIAL ROAD | WALTERBORO | SC | 29488 | 576000338 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| SIMS MIDDLE SCHOOL | ||||||||||
| 2200 WHITMIRE HWY | UNION | SC | 29379 | 576004861 | 115 | $25,000 | COST | PROJECT SUPPORT | ||
| SPRINGFIELD ELEMENTARY SCHOOL | ||||||||||
| 2741 CLOVER STREET | CHARLESTON | SC | 29414 | 576000322 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| ST MATTHEWS K-8 SCHOOL | ||||||||||
| 135 SAINTS AVENUE | ST MATTHEWS | SC | 29135 | 576000864 | 115 | $25,000 | COST | PROJECT SUPPORT | ||
| SUMMERVILLE ELEMENTARY SCHOOL | ||||||||||
| 835 SOUTH MAIN STREET | SUMMERVILLE | SC | 29483 | 576000313 | 115 | $10,000 | COST | PROJECT SUPPORT | ||
| AMERICAN CANCER SOCIETY | ||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | 131788491 | 501C3 | $6,500 | COST | PROJECT SUPPORT | ||
| AMERICAN COLLEGE OF LIFESTYLE MEDIC | ||||||||||
| POST OFFICE BOX 6432 | CHESTERFIELD | MO | 63006 | 320208451 | 501C3 | $10,000 | COST | PROJECT SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 6 | RecipientCnt |
| Cash Grant | $91,639 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIPS ARE PROVIDED ON BEHALF OF THE GRANTEE DIRECTLY TO THE UNIVERSITY FOR APPLICATION AGAINST EDUCATIONAL EXPENSES. PART III, COLUMN (B) SELECTION OF GRANTEES IS CHOSEN BASED ON AVAILABILITY OF FUNDING AND PREDETERMINED SCHOLARSHIP CRITERIA. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt |
|---|---|---|---|---|
| RUSSELL H MEEKINS | ||||
| EXECUTIVE DIRECTOR | $222,863 | $37,790 | $11,865 | $272,518 |
| KIMBERLY H ELLIOTT | ||||
| C.F.O. | $186,193 | $32,120 | $19,432 | $237,745 |
| SUSAN B SMITH | ||||
| C.O.O. | $161,809 | $27,976 | $18,712 | $208,497 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | PART VII LINE 5 RUSSEL H. MEEKINS, KIMBERLY H. ELLIOTT AND SUSAN B. SMITH RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS RECEIVED A TOTAL OF 272,518 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 237,745 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 208,497 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THSES COSTS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDI BRAZELL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE SUPPLEMENT | RelationshipDescriptionTxt |
| Transaction | $39,886 | TransactionAmt |
| Transaction | EMPLOYMENT | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE L, PART V | FormAndLineReferenceDesc |
| Explanation | WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B. SMITH, A CURRENT OFFICER OF THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $570,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 118 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,559,839 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $210,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PAGE 1, PART I, LINE 32B | THE EDUCATIONAL FOUNDATION HIRES REAL ESTATE AGENTS TO SELL RESIDENTIAL PROPERTIES. |
| SCHEDULE M, PAGE 2, PART II | ART - WORKS OF ART: 2 CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: 118 CONTRIBUTORS REAL ESTATE - RESIDENTIAL: 1 PIECE OF REAL ESTATE RECEIVED |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE 990 IS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING. BOARD MEMBERS ARE REQUESTED TO REVIEW THE FORM AND NOTIFY THE FOUNDATION PRIOR TO THE FORM DUE DATE IF THEY HAVE ANY COMMENTS OR CORRECTIONS TO THE FORM. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS AT A FULL BOARD MEETING. ATTACHED TO THE COPY OF THE CONFLICT OF INTEREST POLICY IS A SIGNATURE FORM FOR EACH BOARD MEMBER TO SIGN AND INDICATE THAT THEY HAVE READ, AND COMPLIED WITH, THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR THE YEAR. THE SIGNATURE FORMS ARE COLLECTED AND KEPT BY THE FOUNDATION. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE TOP OFFICERS COMPENSATION IS DETERMINED BASED ON PERFORMANCE AND BOARD REVIEWS. THE SALARY IS DERIVED FROM COMPARABLE INDUSTRY DATA AND ACHIEVEMENT OF PERFORMANCE STANDARDS ESTABLISHED AT THE BEGINNING OF EACH FISCAL YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 15B | COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS BASED ON PERFORMANCE AND BOARD REVIEWS. THE SALARY IS DERIVED FROM COMPARABLE INDUSTRY DATA AND ACHIEVEMENT OF PERFORMANCE STANDARDS ESTABLISHED AT THE BEGINNING OF EACH FISCAL YEAR. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOUNDATION'S WEBSITE AND UPON REQUEST. |
| FORM 990, PART VIII | LINE 11D ALL OTHER REVENUE COLUMN A COLUMN B COLUMN C COLUMN D ASSESSMENT FEES 15,703 15,703 REUNION FEES 7,810 7,810 MEMBERSHIP FEES 731 731 PATENT 4,629 4,629 RENTAL 42,200 42,200 ENDOWMENT REVENUE 44,841 44,841 UBTI -146,705 -146,705 TOTAL -30,791 115,914 -146,705 |
| FORM 990, PART XI, LINE 9 | CHANGES IN PLEDGES RECEIVABLE -6,307,369 SPECIAL EVENTS 126,715 SPECIAL EVENTS -126,715 TOTAL -6,307,369 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USC DEVELOPMENT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1027 BARNWELL STREET | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 576026593 | EIN |
| Primary Activities | DEVELOPMNT | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 12C | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | EINEIN | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (5) | ||||||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | CHARITABLE | SC | N/A | TRUST | false | ||
| WHEELER HILL DEVELOPMENT LLC | ||||||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | DEVELOPMEN | SC | C CORP | false | 204996416 | USCDF | |
| USC INNOVATION LLC | ||||||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | DEVELOPMEN | SC | C CORP | false | 465676518 | USCDF | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |