IOWA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- IOWA STATE UNIVERSITY FOUNDATION (EIN 42-1143702)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-11
- IRS object ID
- 201420429349301307
- Schema version
- 2012v2.3
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-11T12:06:18-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 North 96th Street Suite 300 | AddressLine1 |
| City | Omaha | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421143702 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IOWA STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % Lisa Eslinger | InCareOfName |
| Name Control | IOWA | NameControl |
| Phone | 5152944607 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 University Boulevard PO Box 2 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Ames | City |
| State | IA | State |
| ZIP Code | 500102230 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lisa M Eslinger | Name |
| Title | Sr. VP of Finance & Operations | Title |
| Phone | 8664196768 | Phone |
| Date Signed | 2014-02-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4023481450 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | X | AmendedReturn |
| Name Of Principal Officer Person | Roger Neuhaus | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 University Boulevard | AddressLine1 |
| City | Ames | City |
| State | IA | State |
| ZIP Code | 500102230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 449910875 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.foundation.iastate.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | IA | StateLegalDomicile |
| Activity Or Mission Description | To secure & steward private gifts that support Iowa State University. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 583 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 1831694 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 75612 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 63072544 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 59012859 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9516505 | InvestmentIncomePriorYear |
| Investment Income Current Year | 9884676 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2133626 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3084694 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 74722675 | TotalRevenuePriorYear |
| Total Revenue Current Year | 71982229 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 50275224 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 69784717 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10259520 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9634895 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 9734587 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5137611 | OtherExpensePriorYear |
| Other Expenses Current Year | 8749934 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 65672355 | TotalExpensesPriorYear |
| Total Expenses Current Year | 88169546 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 9050320 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -16187317 | RevenuesLessExpensesCY |
| Total Assets BOY | 736222826 | TotalAssetsBOY |
| Total Assets EOY | 787927332 | TotalAssetsEOY |
| Total Liabilities BOY | 33956028 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 36855151 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 702266798 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 751072181 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Iowa State University Foundation's mission is to inspire philanthropy to advance Iowa State University's mission to "Create, share, and apply knowledge to make Iowa and the world a better place." The Foundation maximizes philanthropy in support of Iowa State University - its students, faculty and programs. This is accomplished by promoting and nurturing volunteerism and philanthropy, collaborating and building partnerships with University administrators and faculty, building long-term relationships with donors while representing their needs and interests, operating with openness and transparency while honoring donors' privacy, and providing Foundation staff and volunteers with the tools and resources needed to achieve these goals. With the leadership and vision of Iowa State University President Steven Leath, the University and Foundation work closely together to achieve these results. The Foundation raised nearly $113 million in new gifts and commitments for the year ending on June 30 | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20530256 | Expense |
| Grants | 20530256 | Grants |
| Revenue | 833917 | Revenue |
| Description | Student Support: Iowa State undergraduate and graduate students received more than $20 million in scholarships, fellowships, loans and awards from private gift support. Students received both merit- and need-based scholarship support across all programs and units of the University. With the University seeing record enrollment numbers, private gift support is critical to ensuring that all willing students are able to explore their education opportunities, experience college life, and efficiently manage tuition costs and debt loads. In 2013, more than 5,000 students received scholarships funded by private gift support. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25514572 | Expense |
| Grants | 25514572 | Grants |
| Revenue | 1036375 | Revenue |
| Description | Faculty and Programmatic Support: With more than $25 million from the Iowa State University Foundation, University faculty and staff received additional support allowing for increased research opportunities and improved classroom experiences for all students. Private gift support helps meet the University's goal to attract and retain the world-class faculty which ultimately attracts the best and brightest students. During 2013, the number of endowed faculty positions (chairs, professorships and fellowships) increased to 168. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 22891029 | Expense |
| Grants | 22891029 | Grants |
| Revenue | 929810 | Revenue |
| Description | Facilities: The Foundation provided nearly $23 million to the University in support of new building construction, renovation and equipment needs. State-of-the-art facilities help the University attract high quality faculty and students. These facilities provide space, environments, and technologies that promote the highest levels of teaching, learning and research. Private gift support assisted in funding of renovations to Curtiss Hall and new construction such as the Jeff & Deb Hansen Agriculture Student Learning Center, Troxel Hall, the Biorenewables Complex, and more. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription |
|---|---|---|
| 848860 | 848860 | NONCASH GRANTS |
| 1639526 | ANNUITY PAYMENT AND ACTUARIAL VALUATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 2488386 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 848860 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 71424243 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 101 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 583 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | VI | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form1098 C Filed | true | Form1098CFiled |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Lisa Eslinger | NamePerson |
| Telephone Number | 5152944607 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2505 University Boulevard | AddressLine1 |
| City | Ames | City |
| State | IA | State |
| ZIP Code | 500102230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| Nancy Armbrust | ||||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||||
| STEPHEN WATSON | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Lloyd Bettis | ||||||||||
| SECRETARY | 2.0 | 0.0 | X | X | ||||||
| Michael Dubes | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Jon Fleming | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Marla Franklin | ||||||||||
| CHAIR | 5.0 | 0.0 | X | X | ||||||
| James Frein | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Rudolf Herrmann | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Barbara Janson | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Daniel Krieger | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Steven Leath | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Frankee Oleson | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Leonard Rodman | ||||||||||
| VICE Chair | 2.0 | 0.0 | X | X | ||||||
| Steven Schuler | ||||||||||
| Treasurer | 2.0 | 0.0 | X | X | ||||||
| Gary Streit | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| Roger Underwood | ||||||||||
| Director | 1.0 | 0.0 | X | |||||||
| SHARON JUON | ||||||||||
| DIRECTOR | 1.0 | 0.0 | X | |||||||
| Labh Hira | ||||||||||
| President (7/1/12-12/31/12) | 40.0 | 0.0 | X | 244050 | 0 | 29028 | ||||
| Roger Neuhaus | ||||||||||
| President (1/23/13-CURRENT) | 40.0 | 0.0 | X | |||||||
| Lisa Eslinger | ||||||||||
| Sr. VP of Finance and Oper | 40.0 | 0.0 | X | 199906 | 0 | 33992 | ||||
| Larissa Holtmyer-Jones | ||||||||||
| VP for Development | 40.0 | 0.0 | 206035 | 0 | 37001 | X | ||||
| Stephen Biever | ||||||||||
| Asst VP for Development | 40.0 | 0.0 | 133581 | 0 | 29198 | X | ||||
| Jeremy Galvin | ||||||||||
| Asst VP for Development | 40.0 | 0.0 | 124619 | 0 | 28295 | X | ||||
| John Glover | ||||||||||
| Exec Dir - Engineering | 40.0 | 0.0 | 112430 | 21312 | X | |||||
| Kent Studer | ||||||||||
| Exec Dir - Corp/Foundations | 40.0 | 0.0 | 106583 | 26506 | X | |||||
| Paul Caspersen | ||||||||||
| Exec Dir - Gift Planning | 40.0 | 0.0 | 109353 | 26594 | X | |||||
| Daniel Saftig | ||||||||||
| Former President | 0.0 | 0.0 | 526720 | 0 | 339881 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1763277 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 571807 | TotalOtherCompensation |
| Number Individuals GT100 K | 12 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 4100 NORTH FAIRFAX DR SUITE 1300 | ARLINGTON | VA | 222031664 | CONSULTING | 872956 |
| IT Services University Info Systems | |||||
| 2nd Floor ASB | Ames | IA | 500113601 | IT Services | 207869 |
| AXIOM INTERNATIONAL INVESTORS LLC | |||||
| 33 BENEDICT PLACE | GREENWICH | CT | 06830 | INVESTMENT FEES | 194195 |
| TWEEDY BROWNE COMPANY LLC | |||||
| METRO CENTER ONE STATION PLACE | STANFORD | CT | 06902 | INVESTMENT FEES | 455279 |
| MECHANICAL COMFORT | |||||
| 302 SONDROL AVENUE | AMES | IA | 500109104 | FACILITIES | 252277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| All Other Contributions | 59012859 | AllOtherContributions |
| Noncash Contributions | 12654470 | NoncashContributions |
| Total Contributions | 59012859 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6389151 | TotalRevenueColumn |
| Unrelated Business Revenue | 1831694 | UnrelatedBusinessRevenue |
| Exclusion | $4,557,457 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23941 | TotalRevenueColumn |
| Exclusion | $23,941 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 218015 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 218015 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 218015 | TotalRevenueColumn |
| Exclusion | $218,015 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 381334075 | Securities |
| Other | 90096 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 377825831 | Securities |
| Other | 102815 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3508244 | Securities |
| Other | -12719 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3495525 | TotalRevenueColumn |
| Exclusion | $3,495,525 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Administrative fee | 541900 | 2800102 | 2800102 | |
| Other | 611710 | 42636 | $42,636 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2842738 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 71982229 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2800102 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1831694 | UnrelatedBusinessRevenue |
| Exclusion | $8,337,574 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69784717 | Total |
| Program Services | 69784717 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 885424 | Total |
| Management And General | 252093 | ManagementAndGeneral |
| Fundraising | 633331 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6511869 | Total |
| Management And General | 1114157 | ManagementAndGeneral |
| Fundraising | 5397712 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572126 | Total |
| Management And General | 67424 | ManagementAndGeneral |
| Fundraising | 504702 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1164892 | Total |
| Management And General | 248746 | ManagementAndGeneral |
| Fundraising | 916146 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 500584 | Total |
| Management And General | 93735 | ManagementAndGeneral |
| Fundraising | 406849 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66038 | Total |
| Management And General | 57452 | ManagementAndGeneral |
| Fundraising | 8586 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153839 | Total |
| Management And General | 153839 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3505874 | Total |
| Management And General | 3505874 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 473640 | Total |
| Management And General | 237596 | ManagementAndGeneral |
| Fundraising | 236044 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38704 | Total |
| Fundraising | 38704 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 836037 | Total |
| Management And General | 402182 | ManagementAndGeneral |
| Fundraising | 433855 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 438555 | Total |
| Management And General | 61265 | ManagementAndGeneral |
| Fundraising | 377290 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174460 | Total |
| Management And General | 174460 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 618501 | Total |
| Management And General | 128935 | ManagementAndGeneral |
| Fundraising | 489566 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 345747 | Total |
| Management And General | 53945 | ManagementAndGeneral |
| Fundraising | 291802 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125144 | Total |
| Management And General | 125144 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222766 | Total |
| Management And General | 222766 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89610 | Total |
| Management And General | 89610 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | 21493 | 21493 | |
| ANNUITY PAYMENTS | 1639526 | 1639526 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88169546 | Total |
| Program Services | 71424243 | ProgramServices |
| Management And General | 7010716 | ManagementAndGeneral |
| Fundraising | 9734587 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10443379 | BOY |
| EOY | 1902918 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76754816 | BOY |
| EOY | 65479487 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1543444 | BOY |
| EOY | 1576455 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19349600 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3590277 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13363290 | BOY |
| EOY | 15759323 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429324303 | BOY |
| EOY | 479448238 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182514392 | BOY |
| EOY | 195041338 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22279202 | BOY |
| EOY | 28719573 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736222826 | BOY |
| EOY | 787927332 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1434157 | BOY |
| EOY | 897160 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2679065 | BOY |
| EOY | 2580521 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29842806 | BOY |
| EOY | 33377470 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33956028 | BOY |
| EOY | 36855151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17732335 | BOY |
| EOY | 22642323 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 215458652 | BOY |
| EOY | 208611119 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469075811 | BOY |
| EOY | 519818739 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 702266798 | BOY |
| EOY | 751072181 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736222826 | BOY |
| EOY | 787927332 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -16187317 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 64992700 | ReconciliationUnrealizedInvest |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76047949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65391531 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73091607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63072544 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59012859 | CurrentTaxYear |
| Total | 336616490 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76047949 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 65391531 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 73091607 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63072544 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59012859 | CurrentTaxYear |
| Total | 336616490 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6901339 | AmountsSubstContributorsTotal |
| Public Support Total170 | 329715151 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13711277 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5009524 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4475704 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3770087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6631107 | CurrentTaxYear |
| Total | 33597699 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 75612 | CurrentTaxYear |
| Total | 75612 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16783 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33349 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55584 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94832 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42636 | CurrentTaxYear |
| Total | 243184 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 370532985 | TotalSupport |
| Gross Receipts From Admissions Etc | 12396196 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.88984 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.86860 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | Other income includes fees for various services and other miscellaneous income. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 469075811 | BeginningOfYearBalance |
| Contributions | 14999281 | Contributions |
| Investment Earnings Or Losses | 63831528 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6634182 | GrantsOrScholarships |
| Other Expenditures | 12622166 | OtherExpenditures |
| Administrative Expenses | 8831534 | AdministrativeExpenses |
| End Of Year Balance | 519818738 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 477722743 | BeginningOfYearBalance |
| Contributions | 16074634 | Contributions |
| Investment Earnings Or Losses | 546940 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5995551 | GrantsOrScholarships |
| Other Expenditures | 11228787 | OtherExpenditures |
| Administrative Expenses | 8044168 | AdministrativeExpenses |
| End Of Year Balance | 469075811 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 399307777 | BeginningOfYearBalance |
| Contributions | 22045531 | Contributions |
| Investment Earnings Or Losses | 80454976 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5659435 | GrantsOrScholarships |
| Other Expenditures | 10827993 | OtherExpenditures |
| Administrative Expenses | 7598113 | AdministrativeExpenses |
| End Of Year Balance | 477722743 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 358360551 | BeginningOfYearBalance |
| Contributions | 13533880 | Contributions |
| Investment Earnings Or Losses | 50384450 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5601400 | GrantsOrScholarships |
| Other Expenditures | 10685921 | OtherExpenditures |
| Administrative Expenses | 6683783 | AdministrativeExpenses |
| End Of Year Balance | 399307777 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 434432841 | BeginningOfYearBalance |
| Contributions | 20828512 | Contributions |
| Investment Earnings Or Losses | -74977661 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5543199 | GrantsOrScholarships |
| Other Expenditures | 10204649 | OtherExpenditures |
| Administrative Expenses | 6175293 | AdministrativeExpenses |
| End Of Year Balance | 358360551 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 12305685 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 960000 | OtherCostOrOtherBasis |
| Book Value | 13265685 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3300223 | OtherCostOrOtherBasis |
| Depreciation | 1041763 | Depreciation |
| Book Value | 2258460 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2783692 | OtherCostOrOtherBasis |
| Depreciation | 2548514 | Depreciation |
| Book Value | 235178 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 15759323 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Hedge Funds | 80343780 | F |
| Private Equity - Fund of Funds | 63534666 | F |
| Real Estate - Funds & RE | 16808294 | F |
| Equity - Alt Investments | 23565888 | F |
| Natural Resources | 10788710 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 195041338 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Trust Liability Due to Others | $1,520,578 |
| Other Long Term Liabilities | $344,652 |
| Due to Related Organizations | $10,955,865 |
| Annuities Payable | $20,556,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33377470 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part V, Line 4 | THE IOWA STATE UNIVERSITY FOUNDATION USES THE EARNINGS FROM THE ENDOWMENT FUNDS BASED UPON THE DONOR INTENT OF INDIVIDUAL ENDOWED ACCOUNTS. THESE USES INCLUDE COLLEGE PROGRAM SUPPORT, STUDENT FINANCIAL AID, FACULTY AND STAFF SUPPORT, RESEARCH, BUILDING, EQUIPMENT AND MAINTENANCE, AS WELL AS OTHER USES. |
| PART X, LINE 2 | The Foundation recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. Such tax positions, which are more than 50% likely of being realized, are measured at their highest value. Changes in recognition or measurement are reflected in the period in which the change in judgment occurs. During 2013 and 2012, management determined that there are no income tax positions requiring recognition in the combined financial statements. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Iowa State University | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Beardshear Hall | AddressLine1 |
| City | Ames | City |
| State | IA | State |
| ZIP Code | 50011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 426004224 | EINOfRecipient |
| IRC Section | 115 | IRCSection |
| Amount Of Cash Grant | 68935857 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 848860 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | See Attached | DescriptionOfNonCashAssistance |
| Purpose Of Grant | See attached | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 2 | THE IOWA UNIVERSITY FOUNDATION MONITORS THE USE OF THE GRANT FUNDS THROUGH THE DONOR COMPLIANCE SERVICES DEPARTMENT. ON A MONTHLY BASIS, THE EXPENDITURES ARE REVIEWED AND INTERNAL TESTING OF TRANSACTIONS IS COMPLETED. THE DONOR COMPLIANCE SERVICES DEPARTMENT STRIVES TO MONITOR THE EXPENDITURES AND BALANCES OF THE VARIOUS ACCOUNTS, AS WELL AS DEVELOP STRATEGIES TO ENSURE DONOR COMPLIANCE WITH THE DONOR GIFT AGREEMENTS IN PLACE. |
| Part II, Line 1, Columns (g) and (h) | Name of the organization or government: Iowa State University (g) Description of Non-Cash Assistance: Publicly traded securities, books, art and other non-cash gifts (h) Purpose of Grant or Assistance: Grants are provided to Iowa State University in the form of student support (scholarships, fellowships, loans, awards), faculty and staff support (endowed faculty positions, research, professional development), program support (academic and out-of-classroom programs and campus organizations), and facilities support (building construction and renovation, equipment). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs | Bonus Filing OrgBonusFilingOrg |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Daniel Saftig | ||||||||||||||
| Former President | 73895 | 0 | 0 | 452825 | 0 | 322500 | 0 | 17629 | 0 | 866849 | 0 | 65400 | 0 | |
| Labh Hira | ||||||||||||||
| President (7/1/12-12/31/12) | 244050 | 0 | 0 | 0 | 0 | 24405 | 0 | 7496 | 0 | 275951 | 0 | 0 | 0 | 0 |
| Lisa Eslinger | ||||||||||||||
| Sr. VP of Finance and Oper | 198921 | 0 | 0 | 985 | 0 | 20345 | 0 | 14559 | 0 | 234810 | 0 | 0 | 0 | |
| Stephen Biever | ||||||||||||||
| Asst VP for Development | 133243 | 0 | 0 | 338 | 0 | 13523 | 0 | 16361 | 0 | 163465 | 0 | 0 | 0 | |
| Jeremy Galvin | ||||||||||||||
| Asst VP for Development | 124281 | 0 | 0 | 338 | 0 | 12620 | 0 | 16323 | 0 | 153562 | 0 | 0 | 0 | |
| Larissa Holtmyer-Jones | ||||||||||||||
| VP for Development | 205423 | 0 | 0 | 612 | 0 | 21326 | 0 | 16603 | 0 | 243964 | 0 | 0 | 0 | |
Form990 Schedule J Part III Form990ScheduleJPartIII (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part I, Line 1a | Charter travel was with the use of the University-owned plane. Travel for companions was provided for some fundraising events. These benefits are considered business expenses and therefore are not considered taxable income to the individuals. |
| Part I, line 4a and Part II, Column B(iii) and Column C | Daniel Saftig's employment with the Iowa State University Foundation terminated in March 2012. In accordance with a separation agreement, Mr. Saftig receives severance payments over an eighteen month period, paid on a monthly basis beginning in April 2012. Severance payments of $315,000 were paid out to Mr. Saftig in calendar year 2012, included on his 2012 W-2, and reported in Schedule J in Other Reportable Compensation. Additional severance payments of $315,000 will be paid in calendar year 2013 and will be included on his 2013 W-2. These payments are reported in Schedule J in Retirement and Other Deferred Compensation. |
| Part I, line 4b and Part II, Column B(iii), Column F | Daniel Saftig participated in two 457(f) deferred compensation plans from July 1, 2009 to March 31, 2012. Annual deferrals to the plans were reported on previous Form 990's as deferred compensation totaling $65,400 and are reported in Schedule J as Compensation Reported in Prior Form 990. In April 2012, deferred compensation of $87,415 (including current year deferrals and investment earnings) was paid out to Mr. Saftig, included on his 2012 W-2, and reported on Schedule J in Other Reportable Compensation. |
| Part II, column (C) | All employees participate in a retirement plan consisting of a 403(b) defined contribution plan. Severance payments to be paid to Daniel Saftig in calendar year 2013 are also included (see above). |
| Schedule J, Part II | The Iowa State University Foundation retained Dr. Labh Hira to serve as its Interim President effective March 19, 2012 in accordance with a Supplemental Service Agreement between the Foundation, Iowa State University, and the College of Business. Per the agreement, Dr. Hira remained an employee and tenured professor of the College with the Foundation reimbursing the College for his employment costs during the term of the agreement. Dr. Hira is reported on the Form 990 as a current officer as he served in that capacity during the organization's fiscal year ending June 30, 2013. Dr. Hira's term as Interim President ended on December 31, 2012. The Iowa State University Foundation hired Roger Neuhaus as President effective January 23, 2013. No compensation is reported for Mr. Neuhaus, as no reportable compensation was paid by the Foundation during the calendar year 2012. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 502 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 20211 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 181 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Cost/selling price | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5300 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair Market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanes |
Intellectual Property IntellectualProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5270 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 335 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5410899 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 105052 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 5 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 997788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 3 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 497000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Sale of similar prop | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 16 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 247970 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy |
Historical Artifacts HistoricalArtifacts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1352 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Opinions of experts | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | New Funds Held in Trust | 5 | 4472747 | Sale of similar prop |
| X | Other | 52 | 835722 | Replacement costs |
| X | Soybeans | 4 | 54476 | Fair market value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32b | Identifier |
| Explanation | The Iowa State University Foundation hires real estate companies or similar organizations to sell any real estate or property. Various stock gifts are sold through stock brokers where the ISU Foundation holds an account. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | The members of the corporation shall be members as of the effective date of the current Amended and Restated Articles of Incorporation of the ISU Foundation. Upon nomination by the governance committee, additional persons may be elected to serve as a member at any annual or special meeting of the corporation. per the Articles, the affairs and business of the corporation shall be conducted by a board of directors. |
| Form 990, Part VI, Section A, line 7a | The board of directors is composed of up to nineteen directors allocated among four classes of directors. A) Class A directors shall be between 10-12 in number, and shall be appointed from and by the members of the corporation upon nomination by the governance committee. Each Class A director shall serve a term of the greater of four years or until their successor is elected and qualified. Each Class A director may serve up to two (2) terms, which may be consecutive. B) Class B directors shall be no more than four (4) in number, and shall consist of those individuals who are members of the corporation who are not then currently serving as Class A directors, but who are nevertheless nominated by the Chair and selected by the Board to serve as a chair of one of the following committees of the board, (I) Audit Committee, (II) Development Committee (or Campaign Committee), (III) Finance Committee, and (IV) Investment Committee. Class B directors shall serve for the duration of their chairship. C) Class C shall be compromised of one (1) director who shall be the individual then serving as President or Interim President of Iowa State University. The Class C director shall serve for the duration of his or her tenure as President or Interim President of Iowa State University. D) Class D shall be comprised of no more than two (2) additional directors appointed by the BOard of Directors at a regular or special meeting. Class D directors shall serve a term of the greater of the period selected by the Board of Directors upon such appointment or until their successor is elected and qualified. Appointment of Class D directors, if any, shall be within the discretion of the board. |
| Form 990, Part VI, Section A, line 7b | Each member of the corporation present shall be entitled to one vote on any question properly coming before the members at an annual or special meeting. While the affairs and business of the corporation are directed to and conducted by the board of directors, the members of the corporation shall be responsible for approval of Class A directors and any amendments to the Articles of Incorporation. |
| Form 990, Part VI, Section B, line 11 | The information for Form 990 is prepared and compiled by the finance staff of the Iowa State University Foundation and provided to KPMG LLP. After inputting the data into their tax software, an initial draft of the Form 990 is provided to the Foundation for review by the Assistant Vice President and Controller and the Senior Vice President of Finance and Operations. After incorporating any changes and completing their review, KPMG provides a final draft for presentation to the ISU Foundation audit committee for review and approval. After approval by the audit committee, the Form 990 is provided to the ISU Foundation Board of Directors for their review prior to filing. The Form 990 is then electronically filed with the IRS by KPMG. |
| Form 990, Part VI, Section B, line 12c | The Iowa State University Foundation, on an annual basis, provides a copy of the conflict of interest policy to all responsible persons, including the Board of Directors, committee members, and all employees who influence the actions of the ISU Foundation. Responsible persons are asked to review the policy and disclose any conflicts of interest as outlined in the policy on an annual basis. Disclosed conflicts are reviewed by the audit committee and are handled on an individual basis. Completed disclosure forms are retained in the Foundation's permanent file. |
| Form 990, Part VI, Section B, line 15 | Any change to compensation for the President of the Iowa State UNiversity Foundation is authorized by the executive committee of the Board of Directors, acting as the entity's compensation committee. The President's compensation is determined by the executive committee based upon the recommendation of the Chair. The Chair's recommendation is based on 1)Gathering information regarding compensation being paid to persons in comparable positions around the country (prepared by the Human Resources Administrator), 2) Soliciting a self-evaluation from the President, together with evaluations from anyone else the Chair deems appropriate, 3) Conducting a performance review with the President and establishing new objectives for the year, and 4) Evaluating with other members of the committee the performance in light of the objectives established at the beginning of the year. Compensation related to the senior leadership team is determined by the President of the Foundation, who is also advised by Board members in regards to qualification standards. Compensation information for the President and the Foundation leadership is shared with the Board of Directors. |
| Form 990, Part VI, Section C, line 19 | Copies of all of the ISU Foundation's governing documents and conflict of interest policy can be requested through the ISU Foundation office. The financial statements and tax returns for the past three years are also provided on the ISU Foundation's website. |
| Form 990, Part VI, Line 16a & b | Because of its participation in various investments that require the execution of limited partnership agreements (see Schedule D, Part VII), the ISU Foundation answers "yes" to Line 16a. However, as Line 16b relates to a true joint venture arrangement whereby the organization negotiates with other members of the venture (in contrast to the Foundation's passive investment approach), this line is answered "no." |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| The Original University Foundation | ||||||||||
| 2505 University Boulevard | Ames | IA | 500102230 | 420861651 | Support | IA | 501(c)(3) | L11 Type 1 | ISUF | true |
| Iowa State University Achievement Fund | ||||||||||
| 2505 University Boulevard | Ames | IA | 500102230 | 426059969 | Support | IA | 501(c)(3) | L11 Type 1 | ISUF | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| Charitable Remainder Trusts (83) | ||||||||
| 2505 University Boulevard | Ames | IA | 500102230 | Trust | IA | NA | Trust | false |
| Charitable Lead Trust (1) | ||||||||
| 2505 University Boulevard | Ames | IA | 500102230 | Trust | IA | NA | TRUST | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule R, Part II | Identifier |
| Explanation | The Iowa State University Foundation was established in 1980 to serve as the primary fundraising organization for Iowa State UNiversity. The Original University Foundation and the Iowa State University Achievement Fund were both predecessor organizations to the ISU Foundation and continue to exist as separate legal entities. Any activity relating to the two predecessor organizations is transferred immediately into the ISU Foundation. For financial statement purposes, all three organizations are reported on a combined basis due to a common Board of Directors, common management, and the common mission to support the University. | Explanation |