2025-10-30T07:38:22-07:00 2025-06-30 480882363 MIZE CPAs INC TOWNSITE 2 120 SE 6TH AVE STE 200 TOPEKA KS 66603 990 2024-07-01 486105561 WASHBURN UNIVERSITY FOUNDATION WASH 7856704483 1700 SW COLLEGE AVENUE TOPEKA KS 66621 MARSHALL MEEK President 2025-10-29 true true Yvonne G Brownell P00129973 7852330536 2024 2025-03-06 01:10:19Z X MARSHALL B MEEK 1700 SW COLLEGE AVENUE TOPEKA KS 66621 83772121 false X www.wualumni.org X 1865 KS The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University. 25 25 61 123 0 26142967 45314498 0 7313575 6353499 1147103 757394 34603645 52425391 0 0 3613593 3995847 0 2993640 15885909 16183225 19499502 20179072 15104143 32246319 246296300 294932479 41910863 44851488 204385437 250080991 The Foundation was created to assist in the promotion, development and enhancement of the financial resources for Washburn University of Topeka, as well as to receive and hold in trust any assets given in benefit of the University. false false 15444652 52425393 PROVIDE UNIVERSITY SUPPORT INCLUDING STUDENT SUPPORT (PRIMARILY SCHOLARSHIPS), FACULTY & STAFF SUPPORT, AND SUPPORT FOR MAJOR CONSTRUCTION PROJECTS 15444652 true true false false false false false false true true true true false true true false false true false false false false false false false false false false false true false false false false false false false false true false false false true true false false false true 56 0 true 61 true true true false false false false false false 0 false false false false false false false X 25 25 false false false false false false false true true false false true true true true true true true true true true X Gina Stewart 7856702756 1700 SW COLLEGE AVENUE TOPEKA KS 66621 MARSHALL B MEEK President 40.00 0.00 X 315380 0 49919 GINA STEWART EXEC DIR OF ADMIN 40.00 0.00 120720 0 32235 PATRICK MIKESIC EXEC DIR DEV LAW 40.00 0.00 127451 0 21119 SHAINA MORAVEC EXEC DIR OF DEV 40.00 0.00 112816 0 30552 ERIN ALDRIDGE DIR GIFT PLNG &DEV 40.00 0.00 108977 0 30338 SARAH TOWLE ED of Engagement 40.00 0.00 102788 0 22529 GLENDA CAFER Treasurer 0.00 0.00 X X 0 0 0 LONNIE HOSSFELD Director 0.00 0.00 X 0 0 0 Angel Zimmerman Director 0.00 0.00 X 0 0 0 GARY CUSHINBERRY Director 0.00 0.00 X 0 0 0 NATALIE HAAG Director 0.00 0.00 X 0 0 0 PAT VOGELSBERG Director 0.00 0.00 X 0 0 0 MIKE ELPERS Director 0.00 0.00 X 0 0 0 BRIAN HAHN Director 0.00 0.00 X 0 0 0 CARRIE LUTZ Director 0.00 0.00 X 0 0 0 DAN FOLTZ CHAIR ELECT 0.00 0.00 X X 0 0 0 WAYNE BASSO Director 0.00 0.00 X 0 0 0 JEANNE HOFERER Director 0.00 0.00 X 0 0 0 ED GLOTZBACH Director 0.00 0.00 X 0 0 0 NANCY PAUL Director 0.00 0.00 X 0 0 0 MEGAN JONES Director 0.00 0.00 X 0 0 0 JUDY JENKINS HITCHYE Director 0.00 0.00 X 0 0 0 JOHN PINEGAR Director 0.00 0.00 X 0 0 0 KRIS KLIMA Director 0.00 0.00 X 0 0 0 CHRIS MCGEE Director 0.00 0.00 X 0 0 0 GREG GREENWOOD PASTCHAIRPERSON 0.00 0.00 X X 0 0 0 MIKE KUCKELMAN Director 0.00 0.00 X 0 0 0 GINGER BREEDLOVE Director 0.00 0.00 X 0 0 0 SUNEE MICKLE CHAIRPERSON 0.00 0.00 X X 0 0 0 SCOT FERRELL Director 0.00 0.00 X 0 0 0 CINDY WILSON Secretary 0.00 0.00 X X 0 0 0 888132 186692 6 false true false CAMBRIDGE ASSOCIATES PO Box 412015 Boston MA 022412015 INVESTMENT MANGEMENT 411871 1 45314498 1110796 45314498 0 3406537 3406537 0 0 269283 215091 54192 54192 54192 34078601 31131639 2946962 2946962 2946962 0 0 0 ADMINISTRATION 478934 478934 MISCELLANEOUS 224268 224268 703202 52425391 703202 6407691 0 0 0 0 444254 222127 222127 0 2643196 332578 767503 1543115 216326 31086 38700 146540 481769 46026 174359 261384 210302 24906 64956 120440 0 0 0 0 0 779264 779264 0 0 0 302579 112551 190028 0 128002 51888 76114 412331 162515 38096 211720 0 0 0 0 0 0 UNIVERSITY SUPPORT 13970736 13970736 Printing and Publications 205818 97541 108277 Professional Fees 193316 133285 60031 MISCELLANEOUS EXPENSES 120613 119947 666 70566 17368 53198 20179072 15444652 1740780 2993640 3051902 2155778 0 31616325 52340758 0 0 0 0 0 67920 79688 3216506 543930 2690643 2672576 164002945 185475662 33369601 35450705 0 0 11496964 16757312 246296300 294932479 457753 594499 41168343 43983693 284767 273296 41910863 44851488 X 15993656 17062366 188391781 233018625 204385437 250080991 246296300 294932479 X 32246319 12376186 1073049 X false true X true false X 20929952 11166907 14918482 26142967 45314498 118472806 0 0 20929952 11166907 14918482 26142967 45314498 118472806 42300113 76172693 3304337 2888891 2890139 2202693 3406539 14692599 0 0 133165405 5298794 0.57200 0.65730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 111912122 6798457 12333323 3248289 1310560 126485053 103950385 2871770 10738534 3785891 1862676 111912122 95599554 4360827 8868249 3017257 1860988 103950385 106184810 5968839 -12068420 3318157 1167518 95599554 86939351 2102513 22109936 3120617 1846373 106184810 0.00600 0.99400 false false false 892000 892000 2171636 496465 1675171 152870 47465 105405 2672576 35450705 BENEFICIAL INTERESTS IN TRUSTS 9765990 bequest receivable 4766522 INVESTMENT INCOME RECEIVABLE 50191 16757312 CHARITABLE GIFT ANNUITIES 273296 273296 Part IV, Line 2b: Explanation of escrow account liability The Foundation holds and manages certain assets of Washburn University of Topeka and Washburn Law School Foundation. Part V, Line 4: Intended uses of the endowment fund. The income from the endowment funds is used for the benefit of Washburn University of Topeka, including scholarship support, student support, program support, faculty support, professorship/chairs, and capital support. X true true X X X false false false false false false false false false GINA STEWART EXEC DIR OF ADMIN 118060 2660 13566 18669 152955 MARSHALL B MEEK President 275380 40000 31250 18669 365299 Part I, Line 1a: Relevant information in regards to selections on 1a. The President receives a membership to the Topeka Country Club. X 33 1110796 QUOTED PRICE false true true Part I, Line 32, Hire and Use of Third Parties In general, all donations of marketable securities are transferred to a bank or broker via electronic transfer for immediate sale. Form 990, Part VI, Section B, Line 11b The Form 990 is presented to the Audit Committee for discussion and review and then the Board of Directors is notified that the Form 990 is available for review. Form 990, Part VI, Section B, Line 12c CONFLICT OF INTERESTIt is the Washburn University Foundation's (the Foundation) policy that actual conflicts of interest, and the appearance of a conflict of interest, be avoided. A conflict of interest arises in any situation which a trustee, officer, employee, or agent of the Foundation (collectively referred to as an "Foundation representative") is involved in an activity which could adversely affect his/her judgment with respect to the business of the Foundation or the University. If a conflict or potential conflict arises, the individual shall disclose, in writing, the existence of the conflict to the President of the Foundation prior to making, or participating in, any Foundation or University decision involving the situation in which the conflict of interest exists. Examples of situations in which a conflict of interest or the appearance of conflict of interest may be present, include, but are not limited to, the following situations:1.Purchasing supplies or equipment from a vendor in which an Foundation representative has an ownership interest or where a family member of an Foundation representative might benefit from the transaction.2.A directorship or active participation with an Foundation or an organization that transacts business with the Foundation.3.Use of the information obtained from the Foundation for personal gain or benefit (e.g., acquiring property for resale to the Foundation).4.Foundation representative acting as a consultant in regard to subjects where the representative gained information from the Foundation and that information is proprietary in nature.5.Disclosing to outside parties plans and other information on the Foundation when such information is not readily available to the general public.Foundation representatives may find that, as a result of their activities on behalf of the Foundation, they may be offered personal gifts, benefits, or services. Generally, such items should not be accepted. However, there are situations where a personal relationship evolves from Foundation business, and it may be appropriate for Foundation representatives to accept certain items in particular circumstances. These include meals, refreshments or entertainment (as long as the amounts spent on such activities are reasonable); gifts related to events or occasions such as promotions, weddings, birthdays, etc. (as long as the amounts spent on such item are reasonable); awards or recognitions provided by civic, educational, professional or other similar groups of organizations; or token items. Whenever it might appear that receipt of such an item is in return for Foundation business, then the offer and/or tender of the gift should be disclosed in writing to the President of the Foundation.Development officers shall not act as a donor's legal, financial or tax advisor. While, as a part of the development process, development officers may have occasion to comment on tax and financial matters, it is incumbent upon the development officer to urge the donor to seek the independent advice of his/her attorney and other advisors on all matters relative to a proposed gift or transaction.ANNUAL STATEMENT/ACKNOWLEDGEMENT FORMA.Trustees, officers, and agents will be asked to sign a statement that they are aware of and have complied with the provisions of this document. Such a statement will include an itemization of any conflict of interest for such trustee, officer or agent. Conflicts must be disclosed once incurred. Disclosure shall not be delayed due to the annual acknowledgement process.Trustees, officers and agents will receive an Annual Statement Acknowledgement Form.B.Acknowledgement forms for officers, directors and agents will be provided by and returned to the President of the Foundation. Form 990, Part VI, Section B, Line 15b WASHBURN UNIVERSITY FOUNDATION EXECUTIVE COMPENSATION POLICYGovernance and ProceduresWashburn University Foundation's executive compensation program is administered by the Executive Committee of the Board of Directors. The Executive Committee is responsible for establishing and maintaining a competitive compensation program for the president and selected key executives of the organization. To support the Executive Committee in its annual review of executive compensation, a special committee, the Compensation Committee, comprised of the Chair of the Board and 2-4 additional members of the Board appointed by the Governance Committee, will be responsible for gathering and reviewing compensation information of the competitive market. Based upon this information, the Compensation Committee will report and recommend a compensation package for the president and any other selected key executives to the Executive Committee for their discussion and recommendation to the Board of Directors. The Executive Committee annually completes the following tasks related to performance and compensation of the president:1.Establishes annual goals and reviews, confirms and adapts as necessary standing goals for president for upcoming year2.Assesses performance of the president by evaluating progress on annual and standing goals and achievements of the organization by gathering information from key individuals and using both qualitative and quantitative metrics as deemed necessary and appropriate 3.Reviews the report and recommendation of the Compensation Committee on the compensation program for the president considering relevant market information4.Informs the Board of Directors in Executive Session about the performance of the president (first meeting following end of fiscal year)5.Provides recommendations for compensation of the president to the Board of Directors in Executive Session for approval 6.Chair prepares a "confidential memo for the file" documenting the entire process of the committee. The memo will include how the performance review was conducted, how the comparative market survey information was selected and gathered, and any subsequent recommendations approved by the board. Any related information will be attached to the memo and will be filed in the board's confidential files and will be made available for the audit process. The chairperson of the Board will meet with the president to review and provide feedback on the performance assessment in a timely manner. Under normal circumstances, this meeting should occur prior to the board meeting the report on the performance assessment will be presented.The Executive Committee can authorize and commission an annual review by an independent consulting firm to evaluate the organization's executive compensation program against the competitive market. The evaluation would usually be completed and reviewed in the summer of each year and is intended to ensure the compensation program falls within a reasonable range of competitive practices for comparable positions among similarly situated organizations.During the summer of each year, the executive committee reviews and approves, for the president and any other selected key executives, base salaries, annual incentive opportunity adjustments, and objectives and goals for the upcoming year's annual incentive plan. The committee reviews and recommends to the board salary approval and incentive awards for the chief executive.While the president bears responsibility for establishing the salaries and bonuses of all Foundation staff except the president, the executive committee will annually receive a report from the president on the compensation of all individuals being reported as key employees or as one of the five highest compensated employees on the IRS Form 990 to ensure the compensation program falls within a reasonable range of competitive practices for comparable positions among similarly situated organizations. Form 990, Part VI, Section C, Line 19 Information made available on the Foundation's website. Form 990, Part XI, Line 9 CHANGE IN BENEFICIAL INTEREST (FROM AUDITED F/S) = $1073049 IMPACT ASSET MANAGEMENT LLC 1729 SW MACVICAR AVE TOPEKA KS 66604 814473179 REAL ESTATE RENTAL KS 269283 3030924 Washburn University Foundation WASHBURN UNIVERSITY CHARITABLE GIFT FUND 1729 SW MACVICAR AVE TOPEKA KS 66604 832219873 SPONSORING ORG OF DONOR ADVISED FUND KS 501(C)(3) 509(a)(3) Type I WASHBURN UNIVERSITY FOUNDATION false false false false false false false false false false false false false false false false false false false false