UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION (EIN 64-6022505)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-10-31
- IRS object ID
- 201613059349300446
- Schema version
- 2015v2.1
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T11:15:33-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453269313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YH ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7755 CENTER AVENUE SUITE 1225 | AddressLine1Txt |
| City | HUNTINGTON BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92647 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646022505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SOUTHERN MISSISSIPPI | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 6012665210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COLLEGE DRIVE 5210 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STACE MERCIER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6012665210 | PhoneNum |
| Signature | 2016-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 3109822803 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STACE MERCIER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COLLEGE DRIVE 5210 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,415,385 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.USMFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1959 | FormationYr |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Activity Or Mission | BUILD RELATIONSHIPS WITH ALUMNI AND FRIENDS TO SECURE PRIVATE FUNDS FOR THE BENEFIT OF USM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 96 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,276,220 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,935,422 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,339,071 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,362,782 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,192 | PYOtherRevenueAmt |
| CY Other Revenue | $69,077 | CYOtherRevenueAmt |
| PY Total Revenue | $10,709,483 | PYTotalRevenueAmt |
| CY Total Revenue | $14,367,281 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,101,147 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,382,108 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $34,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,098 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $159,860 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $172,656 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $511,705 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,332,138 | PYOtherExpensesAmt |
| CY Other Expenses | $2,332,410 | CYOtherExpensesAmt |
| PY Total Expenses | $12,627,936 | PYTotalExpensesAmt |
| CY Total Expenses | $10,933,272 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,918,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,434,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,773,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,511,490 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,064,125 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $658,173 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $111,709,698 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $111,853,317 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO BUILD RELATIONSHIPS IN ORDER TO SECURE PRIVATE FUNDS AND OTHER RESOURCES FOR THE BENEFIT OF THE UNIVERSITY OF SOUTHERN MISSISSIPPI. THE FOUNDATION RECEIVES, INVESTS AND DISTRIBUTES PRIVATE GIFTS IN SUPPORT OF THE UNIVERSITY'S MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,382,108 | ExpenseAmt |
| Grant | $8,382,108 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS AND TRANSFERS TO SUPPORT THE UNIVERSITY OF SOUTHERN MISSISSIPPI | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,046,772 | ExpenseAmt |
| Desc | OTHER DESIGNATED ITEMS, COMMODITIES AND CONTRACTURAL SERVICES IN SUPPORT OF THE UNIVERSITY OF SOUTHERN MISSISSIPPI | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,428,880 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 90 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | 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 | 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 | ME | 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 | ND | 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 | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESLEE SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6012665210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COLLEGE DRIVE 5210 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39406 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 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 |
|---|---|---|---|---|---|---|---|
| W REED ALLISON JR | |||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SHANE LOPER | |||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GARY W CARMICHAEL | |||||||
| TREASURER/FINANCE COMMITTEE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHERYL T JOHNSON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CURTIS L HEBERT JR | |||||||
| POLICY AND BYLAWS COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS INMAN | |||||||
| INVESTMENT COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOU ANN POYNTER | |||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR TODD N ADKINS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSEMARY G AULTMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON G BARNES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COL WILLIAM W BENSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HALEY N BROOM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT E DONNELL III | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTY GOULD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK M GRAHAM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BERNARD GREEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H HEIDELBERG | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SAMUEL LEE JONES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNDA B LESLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BUTCH MCKENZIE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM E MCLEOD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA P MUNN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| OMAR L NELSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR NANCY NEW | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE NOWELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REBECCA LYNN PRITCHETT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD E RUSSELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES C SCIANNA JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON GILBERT C VAN LOON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM WARREN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR LYNWOOD C WHEELER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STACE MERCIER | |||||||
| CFO/EXEC DIR/SECRETARY | 40.00 | Yes (X) | $0 | $106,979 | $16,849 | 0.00 | |
| LESLEE SMITH | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | $0 | $73,062 | $15,779 | 0.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $180,041 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,628 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SEI | |||||
| 1 FREEDOM VALLEY DR | OAKS | PA | 19456 | INVESTMENT MANAGEMENT | $337,575 |
| RUFFALOCODY HOLDINGS LLC | |||||
| PO BOX 718 | DES MOINES | IA | 503030718 | PHONE SOLICITATION | $133,056 |
| BLACKBAUD INC | |||||
| PO BOX 930256 | ATLANTA | GA | 311930256 | SOFTWARE SERVICES | $122,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,935,422 | AllOtherContributionsAmt |
| Noncash Contributions | $5,481,653 | NoncashContributionsAmt |
| Total Contributions | $10,935,422 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,197,446 | TotalRevenueColumnAmt |
| Exclusion | $2,197,446 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,211,040 | SecuritiesAmt |
| Other | $2,400 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,048,104 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,162,936 | SecuritiesAmt |
| Other | $2,400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,165,336 | TotalRevenueColumnAmt |
| Exclusion | $1,165,336 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| QUID PRO QUO INCOME | 900099 | $40,030 | $40,030 |
| MISCELLANEOUS INCOME | 900099 | $29,047 | $29,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $69,077 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,367,281 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,431,859 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,379,858 | TotalAmt |
| Program Services | $8,379,858 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250 | TotalAmt |
| Program Services | $2,250 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,098 | TotalAmt |
| Management And General | $36,313 | ManagementAndGeneralAmt |
| Fundraising | $9,785 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Management And General | $55,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,328 | TotalAmt |
| Program Services | $15,328 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,656 | TotalAmt |
| Fundraising | $172,656 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,618 | TotalAmt |
| Management And General | $374,618 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,753 | TotalAmt |
| Program Services | $194,197 | ProgramServicesAmt |
| Management And General | $36,184 | ManagementAndGeneralAmt |
| Fundraising | $78,372 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,716 | TotalAmt |
| Program Services | $139,857 | ProgramServicesAmt |
| Management And General | $78,568 | ManagementAndGeneralAmt |
| Fundraising | $65,291 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,260 | TotalAmt |
| Program Services | $37,289 | ProgramServicesAmt |
| Management And General | $31,858 | ManagementAndGeneralAmt |
| Fundraising | $16,113 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,399 | TotalAmt |
| Program Services | $2,587 | ProgramServicesAmt |
| Management And General | $69,046 | ManagementAndGeneralAmt |
| Fundraising | $60,766 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,491 | TotalAmt |
| Program Services | $156,831 | ProgramServicesAmt |
| Management And General | $14,931 | ManagementAndGeneralAmt |
| Fundraising | $18,729 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156 | TotalAmt |
| Program Services | $1,156 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358,972 | TotalAmt |
| Program Services | $242,761 | ProgramServicesAmt |
| Management And General | $66,720 | ManagementAndGeneralAmt |
| Fundraising | $49,491 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,301 | TotalAmt |
| Management And General | $31,301 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,528 | TotalAmt |
| Management And General | $27,528 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CAPITAL OUTLAY | $132,293 | $116,733 | $12,585 | $2,975 |
| MEALS AND ENTERTAINMENT | $103,893 | $86,131 | $6,320 | $11,442 |
| DUES AND SUBSCRIPTIONS | $94,410 | $37,740 | $36,903 | $19,767 |
| BAD DEBT EXPENSE | $89,469 | $89,469 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,823 | TotalAmt |
| Program Services | $16,162 | ProgramServicesAmt |
| Management And General | $13,343 | ManagementAndGeneralAmt |
| Fundraising | $6,318 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,933,272 | TotalAmt |
| Program Services | $9,428,880 | ProgramServicesAmt |
| Management And General | $992,687 | ManagementAndGeneralAmt |
| Fundraising | $511,705 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $877,355 | BOYAmt |
| EOY | $1,031,289 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,052,041 | BOYAmt |
| EOY | $8,224,516 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,591 | BOYAmt |
| EOY | $227,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $623,774 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $585,591 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,485 | BOYAmt |
| EOY | $38,183 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,835,334 | BOYAmt |
| EOY | $86,648,102 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,243,304 | BOYAmt |
| EOY | $10,203,770 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,586,713 | BOYAmt |
| EOY | $6,138,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,773,823 | BOYAmt |
| EOY | $112,511,490 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,795 | BOYAmt |
| EOY | $371,992 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $305,330 | BOYAmt |
| EOY | $286,181 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,125 | BOYAmt |
| EOY | $658,173 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,392,868 | BOYAmt |
| EOY | $6,024,035 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,722,252 | BOYAmt |
| EOY | $33,689,732 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,594,578 | BOYAmt |
| EOY | $72,139,550 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,709,698 | BOYAmt |
| EOY | $111,853,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,773,823 | BOYAmt |
| EOY | $112,511,490 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,434,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,383,858 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $6,538 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $86,930 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $20,560,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,605,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,624,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,276,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,935,422 | CurrentTaxYearAmt |
| Total | $63,001,804 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,560,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,605,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,624,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,276,220 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,935,422 | CurrentTaxYearAmt |
| Total | $63,001,804 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,879,840 | SubstantialContributorsTotAmt |
| Public Support Total170 | $42,121,964 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,588,779 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,769,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,837,795 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,170,369 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,197,446 | CurrentTaxYearAmt |
| Total | $9,564,080 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $392,566 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $150,302 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $242,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,077 | CurrentTaxYearAmt |
| Total | $948,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $73,514,703 | TotalSupportAmt |
| Public Support CY170 | 0.57300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56450 | 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, SECTION B, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME: MISCELLANEOUS INCOME = $29,047 QUID PRO QUO INCOME = $40,030 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $16,485 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $16,485 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1I | FormAndLineReferenceDesc |
| Explanation | THE USM FOUNDATION DID NOT DIRECTLY ATTEMPT TO INFLUENCE NATIONAL, STATE OR LOCAL LEGISLATION, BUT DID PROVIDE FUNDING TO ONE UNIVERSITY PAID LEGISLATIVE ADVOCATE. NUMEROUS EXPENDITURES WERE MADE MOSTLY FOR MEALS AND TRAVEL. THE UNIVERSITY ALSO HOSTS STATE LEGISLATORS THROUGHOUT THE YEAR ON CAMPUS. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,872,941 | BeginningYearBalanceAmt |
| Contributions | $8,792,034 | ContributionsAmt |
| Investment Earnings Or Losses | -$835,134 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,762,495 | GrantsOrScholarshipsAmt |
| Other Expenditures | $828,690 | OtherExpendituresAmt |
| Administrative Expenses | $1,145,861 | AdministrativeExpensesAmt |
| End Year Balance | $87,092,795 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,672,835 | BeginningYearBalanceAmt |
| Contributions | $6,386,095 | ContributionsAmt |
| Investment Earnings Or Losses | $1,584,709 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,650,687 | GrantsOrScholarshipsAmt |
| Other Expenditures | $831,636 | OtherExpendituresAmt |
| Administrative Expenses | $1,288,375 | AdministrativeExpensesAmt |
| End Year Balance | $82,872,941 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,862,625 | BeginningYearBalanceAmt |
| Contributions | $2,759,445 | ContributionsAmt |
| Investment Earnings Or Losses | $10,299,032 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,457,672 | GrantsOrScholarshipsAmt |
| Other Expenditures | $649,874 | OtherExpendituresAmt |
| Administrative Expenses | $1,140,721 | AdministrativeExpensesAmt |
| End Year Balance | $78,672,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,446,889 | BeginningYearBalanceAmt |
| Contributions | $2,622,222 | ContributionsAmt |
| Investment Earnings Or Losses | $5,155,648 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | -$1,255,783 | GrantsOrScholarshipsAmt |
| Other Expenditures | $893,649 | OtherExpendituresAmt |
| End Year Balance | $68,862,625 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,837,796 | BeginningYearBalanceAmt |
| Contributions | $3,041,146 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,160,597 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,266,770 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,004,686 | OtherExpendituresAmt |
| End Year Balance | $61,446,889 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20250 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,072 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,854 | DepreciationAmt |
| Book Value | $3,218 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $607,702 | OtherCostOrOtherBasisAmt |
| Depreciation | $572,737 | DepreciationAmt |
| Book Value | $34,965 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $38,183 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS & REAL ESTATE INVESTMENT FUNDS | $7,684,871 | F |
| CSV OF LIFE INSURANCE POLICIES | $2,472,867 | F |
| OTHER DONATED ASSETS | $46,032 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,203,770 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM EXTERNALLY MANAGED TRUSTS | $4,883,516 |
| NET INVESTMENT IN DIRECT FINANCING LEASE | $479,945 |
| OTHER RECEIVABLES | $774,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,138,187 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITIES PAYABLE | Desc |
| Amt | $286,181 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $286,181 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,170,255 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,383,858 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,538 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $86,930 | OtherRevenueAmt |
| Revenue Not Reported | -$3,290,390 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,460,645 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$1,093,364 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$1,093,364 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,367,281 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,026,636 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,026,636 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$1,093,364 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$1,093,364 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,933,272 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | PROVIDE CONSISTENT SUPPORT TO THE UNIVERSITY FOR PURPOSES INTENDED BY THE DONORS. |
| PART X, LINE 2: | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). FOUNDATION AVIATION HOLDINGS, LLC IS DISREGARDED AS AN ENTITY SEPARATE FROM THE FOUNDATION FOR PURPOSES OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AS OF JUNE 30, 2016 AND 2015, THERE WERE NO MATERIAL UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 86,930. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | USM SUPPORT -1,557,451. BAD DEBT 89,469. INVESTMENT MANAGEMENT FEES 374,618. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | USM SUPPORT -1,557,451. BAD DEBT 89,469. INVESTMENT MANAGEMENT FEES 374,618. |
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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALOCODY HOLDINGSLLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 718 | AddressLine1Txt |
| City | DES MOINES | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 503030718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | PHONE SOLICITATION | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $217,201 | GrossReceiptsAmt |
| Retained By Contractor | $172,656 | RetainedByContractorAmt |
| Net To Organization | $44,545 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $217,201 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $172,656 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $44,545 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | RUFFALOCODY HOLDINGS, LLC PROVIDES PHONE SOLICITATION SERVICES FOR THE USM FOUNDATION'S ANNUAL FUND, THE ANNUAL GIVING CAMPAIGN FOR THE UNIVERSITY OF SOUTHERN MISSISSIPPI. THE ANNUAL FUND'S PURPOSE IS TO GENERATE UNRESTRICTED AND FLEXIBLE DOLLARS TO SUPPORT THE UNIVERSITY, GENERATE LEADS FOR POSSIBLE MAJOR GIFT DONORS, INCREASE POSITIVE PUBLIC RELATIONS WITH ALUMNI AND FRIENDS AND ENRICH DATA BY UPDATING BIOGRAPHICAL INFORMATION. BASED ON THESE TOTAL BENEFITS, THE USM FOUNDATION FINDS THIS SERVICE VALUABLE ALTHOUGH THE ANNUAL GROSS RECEIPTS FROM THE ACTIVITY IS LOW COMPARED TO THE AMOUNT PAID TO THE FUNDRAISER. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI | |||||||
| 118 COLLEGE DRIVE 5143 | HATTIESBURG | MS | 39406 | 646000818 | 501(C)(3) | $8,302,907 | USM PROGRAMS |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI ATHLETIC FOUNDATION | |||||||
| 118 COLLEGE DRIVE 5017 | HATTIESBURG | MS | 39406 | 640929171 | 501(C)(3) | $41,992 | USM ATHLETICS |
| THE UNIVERSITY OF SOUTHERN MISSISSIPPI ALUMNI ASSOCIATION | |||||||
| 118 COLLEGE DRIVE 5013 | HATTIESBURG | MS | 39406 | 640763097 | 501(C)(3) | $32,959 | USM ALUMNI PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MONITORS THE USE OF FUNDS BY REQUIRING DOCUMENTATION FROM AUTHORIZED SPENDING AUTHORITIES TO SUBSTANTIATE THAT ALL MONIES PAID FOR PROGRAM SUPPORT ARE USED FOR THE PURPOSES OUTLINED IN THE DOCUMENTS GOVERNING THE FUNDS FROM WHICH THE WITHDRAWAL IS BEING MADE. THESE PURPOSES INCLUDE SCHOLARSHIPS, GENERAL SUPPORT FOR ACADEMIC DIVISIONS, RESEARCH, FACULTY AND STAFF COMPENSATION AND OTHER RESTRICTED SUPPORT FOR PROGRAMS AT THE UNIVERSITY OF SOUTHERN MISSISSIPPI. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $111,775 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL VALUE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,234 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $927,649 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG STOCK PRICE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,127 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | NPV OF SPLIT INTEREST AGREEMENTS | 4 | $4,276,106 | PRESENT VALUE |
| Yes (X) | MUSICAL INSTRUMENTS | 3 | $110,953 | APPRAISAL & FMV |
| Yes (X) | FURNITURE AND EQUIPMENT | 4 | $46,252 | FAIR MARKET VALUE |
| Yes (X) | VARIOUS | 5 | $1,555 | FAIR MARKET VALUE |
| 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTIONS REPRESENTS THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOUNDATION'S BYLAWS WERE AMENDED ON APRIL 1, 2016, WHICH INCLUDED THE ADDITION OF A RESOURCE DEVELOPMENT COMMITTEE AND APPLICABLE DUTIES. THE FOUNDATION'S CURRENT USE (NON-ENDOWMENT) INVESTMENT POLICY STATEMENTS WERE AMENDED ON APRIL 1, 2016, WHICH INCLUDES CHANGES TO MATURITY DATES AND DESIGNATED BENCHMARKS FOR FIXED INCOME SECURITIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE RECEIVED THE FORM 990 DRAFT FOR REVIEW PRIOR TO BEING FILED. COMMENTS WERE ADDRESSED AND THE FORM WAS UPDATED AS NECESSARY. A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, EACH MEMBER OF THE BOARD AND EACH MEMBER OF ALL COMMITTEES SIGNS A WRITTEN STATEMENT CERTIFYING THAT HE/SHE AGREES AND IS IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE UNIVERSITY OF SOUTHERN MISSISSIPPI, A RELATED ORGANIZATION, PROVIDES COMPENSATION FOR ALL WHO WORK FOR THE FOUNDATION, INCLUDING THE EXECUTIVE DIRECTOR. THE PROCESS FOR DETERMINING COMPENSATION, REVIEW AND APPROVAL, AND SUBSTANTIATION OF THIS DELIBERATION AND DECISION IS HANDLED BY THE UNIVERSITY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY OF SOUTHERN MISSISSIPPI FOUNDATION'S BYLAWS, CONFLICT OF INTEREST POLICY, FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 194,197. MANAGEMENT AND GENERAL EXPENSES 36,184. FUNDRAISING EXPENSES 78,372. TOTAL EXPENSES 308,753. |
| FORM 990, PART IX, LINE 24E | PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 16,162. MANAGEMENT AND GENERAL EXPENSES 13,343. FUNDRAISING EXPENSES 6,318. TOTAL EXPENSES 35,823. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 86,930. |
| FORM 990, PART XII, LINE 2C | NO CHANGES FROM THE PRIOR YEAR. THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION AVIATION HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COLLEGE DRIVE 5210 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263637085 | EIN |
| Primary Activities | LEASING | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Total Income | $25,803 | TotalIncomeAmt |
| End Of Year Assets | $480,515 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | USM FOUNDATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF SOUTHERN MISSISSIPPI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 COLLEGE DRIVE 5143 | AddressLine1Txt |
| City | HATTIESBURG | CityNm |
| State Abbreviation | MS | StateAbbreviationCd |
| ZIP | 39406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 646000818 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | MS | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BMC AND KC CRAT | |||||||||||
| 202 SOUTH 40TH AVENUE | HATTIESBURG | MS | 39402 | 646207876 | INVESTMENTS | MS | N/A | T | $94,337 | 0.72830 | 0 |
| JEG CRAT | |||||||||||
| 1581 AMERIPRISE FINANCIAL CENTER | MINNEAPOLIS | MN | 55474 | 207371805 | INVESTMENTS | MS | N/A | T | $350,071 | 0.79130 | 0 |
| LEH CRAT | |||||||||||
| PO BOX 1231 | HATTIESBURG | MS | 39403 | 726180760 | INVESTMENTS | MS | N/A | T | $108,630 | 0.95200 | 0 |
| MI CRUT | |||||||||||
| PO BOX 10885 | BIRMINGHAM | AL | 35202 | 646214146 | INVESTMENTS | MS | N/A | T | $3,172 | 0.71240 | 0 |
| EDK CRUT | |||||||||||
| 11301 US HIGHWAY ONE | N PALM BEACH | FL | 33408 | 656419443 | INVESTMENTS | FL | N/A | T | $192,792 | 0.77120 | 0 |
| P-JP CRUT | |||||||||||
| 150 S WARNER RD SUITE 200 | KING OF PRUSSIA | PA | 19406 | 816588160 | INVESTMENTS | AZ | N/A | T | $310,157 | 0.62030 | 0 |
| P-MP CRUT | |||||||||||
| 150 S WARNER RD SUITE 200 | KING OF PRUSSIA | PA | 19406 | 816591136 | INVESTMENTS | AZ | N/A | T | $3,796,894 | 0.44100 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | 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 | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||
| B | $8,302,907 | CASH DISBURSED AND PROPERTY TRANS |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||
| J | $180,712 | DIRECT FINANCING LEASE |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||
| N | $123,316 | CONTRIB. UTILITIES & FACILITIES |
| UNIVERSITY OF SOUTHERN MISSISSIPPI | ||
| O | $1,434,135 | CASH DISBURSED |