2017-02-07T12:46:35-06:00 2016-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2015-07-01 741982979 TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION TEXA 5122453860 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 DR BARBARA E BREIER EXECUTIVE DIRECTOR 5122453860 2017-02-07 1 RENAE DUNCAN P01257722 5123462086 2015 2021-01-29 14:40:06Z DR BARBARA E BREIER 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 27068961 0 X WWW.DEVELOPMENTFOUNDATION.COM X 1977 TX ACCEPTING AND INVESTING GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE MISSION OF TEXAS STATE UNIVERSITY. 27 27 0 27 0 0 11929793 4843707 0 0 2076415 -564514 126325 42577 14132533 4321770 2999779 7733372 0 0 0 0 0 0 33010 472937 548071 3472716 8281443 10659817 -3959673 78805179 73069364 489353 537625 78315826 72531739 TO SUPPORT AND FURTHER THE MISSION OF TEXAS STATE UNIVERSITY THROUGH THE ACCEPTANCE AND INVESTMENT OF GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE STUDENTS, FACULTY AND STAFF. 0 0 7733372 7733372 THE ORGANIZATION INVESTS AND ADMINISTERS FUNDS, CONDUCTS DEVELOPMENT EFFORTS AND WORKS WITH GROUPS WHICH EXPRESS AN INTEREST IN FUND-RAISING EFFORTS, ALL FOR THE BENEFIT OF TEXAS STATE UNIVERSITY. 7733372 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X DR BARBARA E BREIER 5122453860 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 X JAMES S TAYLOR CHAIR 0.30 X X 0 0 0 PATRICK M ROSE TREASURER 0.30 X X 0 0 0 ELIZABETH I TUTTLE SECRETARY 0.30 X X 0 0 0 SUSAN WITTLIFF VICE CHAIR 0.30 X X 0 0 0 BRANDEY R ORSAG BOARD MEMBER 0.30 X 0 0 0 JESSE ANCIRA JR BOARD MEMBER 0.30 X 0 0 0 JAMIE L BARSHOP BOARD MEMBER 0.30 X 0 0 0 GLORIA CAMPOS BROWN BOARD MEMBER 0.30 X 0 0 0 ROBERT W DERRICK JR BOARD MEMBER 0.30 X 0 0 0 DAN P DIEPENHORST BOARD MEMBER 0.30 X 0 0 0 MATTHEW A EDGAR BOARD MEMBER 0.30 X 0 0 0 STEVE L HARVEY BOARD MEMBER 0.30 X 0 0 0 LARRY D HERWIG DDS BOARD MEMBER 0.30 X 0 0 0 DOTTIE ST CLAIR HILL BOARD MEMBER 0.30 X 0 0 0 FLOYD WILLIAM HOLDER BOARD MEMBER 0.30 X 0 0 0 CAROL L HUNTSBERGER BOARD MEMBER 0.30 X 0 0 0 RODNEY C KELLER JR BOARD MEMBER 0.30 X 0 0 0 DR HOPE WARREN KOCH BOARD MEMBER 0.30 X 0 0 0 PAIGE ANN LUEKING BOARD MEMBER 0.30 X 0 0 0 JEFF NOVAK BOARD MEMBER 0.30 X 0 0 0 LYNDON NUGENT BOARD MEMBER 0.30 X 0 0 0 DAN E PEARSON AUDIT & FINANCE COMMITTEE CHAIR 0.30 X 0 0 0 ANN BENDELE ROBERTS BOARD MEMBER 0.30 X 0 0 0 CINDY SIGHTES BOARD MEMBER 0.30 X 0 0 0 MARK H SMITH BOARD MEMBER 0.30 X 0 0 0 MITCHELL O WARD BOARD MEMBER 0.30 X 0 0 0 FRED M WEBER JR BOARD MEMBER 0.30 X 0 0 0 DR BARBARA E BREIER EXECUTIVE DIRECTOR 5.00 X X 0 0 0 ALISON MOTT FINANCIAL & ADMINISTRATIVE MANAGER 40.00 X X 0 0 0 DR DENISE M TRAUTH PRESIDENT 0.30 X 0 0 0 DR GENE J BOURGEOIS II PROVOST & VP FOR ACADEMIC AFFAIRS 0.30 X 0 0 0 MR ERIC ALGOE VP FOR FINANCE & SUPPORT SERVICES 0.30 X 0 0 0 0 0 0 0 0 0 0 0 4843707 4843707 1731646 1731646 42577 42577 20451031 22747191 -2296160 -2296160 -2296160 4321770 0 0 -521937 7733372 7733372 13623 13623 13733 13733 126565 126565 4901 4901 4563 4563 3323 3323 ALLOCATED SERVICES 336484 336484 BOARD EXPENSES 25839 25839 FUNDRAISING 7171 7171 TAX 6399 6399 5470 5470 8281443 7733372 515061 33010 6724034 2799746 1278301 2138622 125137 10113 62500 21822 21822 0 0 15925535 18456551 54752172 49601832 78805179 73069364 108900 140707 380453 396918 489353 537625 X 1678601 1518489 25693703 15783007 50943522 55230243 78315826 72531739 78805179 73069364 -3959673 -1824414 0 X X 0 1 X 1 0 X 4825506 5597650 2936034 11929793 4843707 30132690 4825506 5597650 2936034 11929793 4843707 30132690 11996960 18135730 1629715 1616130 1616927 1912499 1774223 8549494 38682184 0.46880 0.43600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 76637225 4953319 -2347020 7733372 496902 71013250 69030479 11806960 -571026 2999779 629409 76637225 60869178 2935904 8422941 2713779 483765 69030479 53212693 559242 3944274 152757 377452 60869178 46375766 4825506 3276846 912182 353243 53212693 0.78000 0.22000 0 0 6622 6622 0 15200 15200 0 0 DODGE & COX INTL STOCK FUND 4077366 F ISHARES CURRENCY HEDGED MSCI EAFE ETF 4716147 F JENSEN PORTFOLIO CLASS I 4705702 F METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS INSTITUTIONAL 4275516 F MORGAN STANLEY INST FUND INC, INTL EQ PORT CL IS 3659454 C PRINCIPAL DIVERSIFIED REAL ASSET INST 4120899 F SERIES B SERIES 080113 6687737 F VANGUARD DIVIDEND APPRECIATION INDEX FUND ADMIRAL SHARES 4168161 F VANGUARD TOTAL STOCK MKT INDEX FUND INST SHARE 13190850 F 49601832 ANNUITIES PAYABLE 396918 396918 2497356 -1824414 -1824414 4321770 0 4321770 8281443 0 8281443 0 8281443 0 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 501(C)(3) 1462977 SCHOLARSHIPS FOR STUDENTS TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 501(C)(3) 6270395 UNIVERSITY ADVANCEMENT 1 PART 1, LINE 2: THE ORGANIZATION PROVIDES GRANTS AND SCHOLARSHIP FUNDS TO THE UNIVERSITY AND THE UNIVERSITY MAINTAINS RECORDS AND MONITORS THE USE OF THE GRANT FUNDS. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT & FINANCE COMMITTEE REVIEWS AND SENDS TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SIGNED AT EACH FULL BOARD MEETING (TWICE A YEAR) BY EACH MEMBER. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE EMPLOYEES. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR SALARY AND BENEFITS OF UNIVERSITY EMPLOYEES ASSIGNED TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE DEVELOPMENT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS PUBLIC WEBSITE AND UPON REQUEST. FORM 990, PART XII, LINE 2C: THE OVERSIGHT OF THE AUDIT AND SELECTION PROCESS FOR THE AUDIT COMMITTEE DID NOT CHANGE FROM THE PRIOR YEAR.