2012-03-05T13:08:03-06:00 2011-06-30 DIEHL BANWART BOLTON CPAs PA PO BOX 469 FORT SCOTT KS 66701 990 2010-07-01 486104332 PITTSBURG STATE UNIVERSITY FOUNDATION INC PITT 6202317000 401 E FORD PITTSBURG KS 66762 BRAD HODSON 6202317000 2012-03-05 1 TERENCE L SERCER 6202234300 2010 2016-02-24 21:20:13Z BRAD HODSON 401 E FORD PITTSBURG KS 66762 85249242 0 X N/A X 1985 KS THE MISSION OF THE PITTSBURG STATE UNIVERSITY FOUNDATION, INC. IS TO MAXIMIZE PRIVATE GIFT SUPPORT FOR PITTSBURG STATE UNIVERSITY, EXERCISE PROPER MANAGEMENT OF FOUNDATION ASSETS, LAY THE GROUNDWORK FOR FUTURE FUNDRAISING SUCCESS IN SUPPORT OF THE UNIVERSITY'S TEACHING, RESEARCH AND SERVICE/CIVIC ENGAGEMENT FUNCTIONS, AND TO DEVELOP AND MAINTAIN POSITIVE RELATIONSHIPS THROUGHOUT THE INSTITUTION'S BROAD RANGE OF CONSTITUENCIES. 43 43 0 0 0 0 4851984 6215062 217791 184986 2340360 4789735 0 0 7410135 11189783 4431713 7525457 0 0 0 0 0 0 611062 969110 970495 5400823 8495952 2009312 2693831 61459875 74962321 11876055 15078518 49583820 59883803 X THE MISSION OF THE PITTSBURG STATE UNIVERSITY FOUNDATION, INC. IS TO MAXIMIZE PRIVATE GIFT SUPPORT FOR PITTSBURG STATE UNIVERSITY, EXERCISE PROPER MANAGEMENT OF FOUNDATION ASSETS, LAY THE GROUNDWORK FOR FUTURE FUNDRAISING SUCCESS IN SUPPORT OF THE UNIVERSITY'S TEACHING, RESEARCH AND SERVICE/CIVIC ENGAGEMENT FUNCTIONS, AND TO DEVELOP AND MAINTAIN POSITIVE RELATIONSHIPS THROUGHOUT THE INSTITUTION'S BROAD RANGE OF CONSTITUENCIES. 0 0 2542129 THE PITTSBURG STATE FOUNDATION PROVIDED SCHOLARSHIPS TO ELIGIBLE STUDENTS ATTENDING THE UNIVERSITY. ELIGIBILITY WAS DETERMINED BY THE UNIVERSITY FINANCIAL AID DEPARTMENT. 4991199 THE FOUNDATION PROVIDED FUNDS FOR VARIOUS PURPOSES FOR PITTSBURG STATE UNIVERSITY INCLUDING CLASSROOM INSTRUCTION, FACULTY/PROFESSIONAL DEVELOPMENT, OPERATING EXPENSES, AND CAPITAL PROJECTS. 7533328 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 30 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 43 43 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 KS X X BRAD HODSON 6202317000 PSU FOUNDATION 401 E FORD PITTSBURG KS 66762 RICHARD L HINES 1.00 X X 0 0 0 LYNDA S WILKINSON 1.00 X X 0 0 0 J BRADFORD HODSON 16.00 X X 0 164945 0 JOHN D PATTERSON 8.00 X X 0 183642 0 CATHERINE M ALBRIGHT 1.00 X 0 0 0 PAULA F BAKER 1.00 X 0 0 0 KENNETH K BATEMAN 1.00 X 0 0 0 BARRY BEDENE 1.00 X 0 0 0 RITA J BICKNELL 1.00 X 0 0 0 DEBRA L BROCK 1.00 X 0 0 0 GARY J CINOTTO 1.00 X 0 0 0 RICHARD COLEMAN 1.00 X 0 0 0 IVAN E CROSSLAND JR 1.00 X 0 0 0 VICKI S DENNETT 1.00 X 0 0 0 TAD A DUNHAM 1.00 X 0 0 0 FRANK D DUNNICK 1.00 X 0 0 0 LARRY D EVANS 1.00 X 0 0 0 DONNA J GEISLER 1.00 X 0 0 0 ERIC T GROOMS 1.00 X 0 0 0 JAMES L HARLIN 1.00 X 0 0 0 ROGER A HECKERT 1.00 X 0 0 0 DONALD M HOLSINGER 1.00 X 0 140425 0 CHARLES HOSMAN 1.00 X 0 0 0 ROBERT J JOHNSON SR 1.00 X 0 0 0 SARA S BEEZLEY KELLER 1.00 X 0 0 0 HELEN F KRIEGSMAN 1.00 X 0 0 0 RONALD MARRONE 1.00 X 0 0 0 JOSEPH D LEVENS JR 1.00 X 0 0 0 CHARLES R H MYERS 1.00 X 0 0 0 MARK T PADEN 1.00 X 0 0 0 WILLIAM L PHALEN 1.00 X 0 0 0 NORBERTA WACHTER SCHOENE 1.00 X 0 0 0 LINDA G SCOTT 1.00 X 0 0 0 BRIAN PINAMONTI 1.00 X 0 0 0 GUY E SUTHERLAND 1.00 X 0 0 0 MONTIE K TAYLOR 1.00 X 0 0 0 FRED RICHARD VAN PELT 1.00 X 0 0 0 RICHARD B WEBB 1.00 X 0 0 0 STEVEN E WESTFALL 1.00 X 0 0 0 BARRY M WILLIAMSON 1.00 X 0 0 0 TALAAT E YAGHMOUR 1.00 X 0 0 0 GEORGE A ZUGMIER 1.00 X 0 0 0 SHIRLEY A CHRISTIAN 1.00 X 0 0 0 GARY ALLEN 1.00 X 0 0 0 THOMAS BEAL 1.00 X 0 0 0 GENE BICKNELL 1.00 X 0 0 0 JAMES BISHOP 1.00 X 0 0 0 CAROLYN BROOKER 1.00 X 0 0 0 TOM COLLINSON 1.00 X 0 0 0 C L FARABI 1.00 X 0 0 0 DEANNA FIELDS 1.00 X 0 0 0 WILLIAM FREEMAN 1.00 X 0 0 0 ROGER GLADDEN 1.00 X 0 0 0 DAVID HERMAN 1.00 X 0 0 0 GENE IRVIN 1.00 X 0 0 0 K I LOY 1.00 X 0 0 0 A J MENGHINI 1.00 X 0 0 0 JACK OVERMAN 1.00 X 0 0 0 MARY POLFER 1.00 X 0 0 0 HELEN RENNICK 1.00 X 0 0 0 STEVE SLOAN 1.00 X 0 0 0 GARY SNADON 1.00 X 0 0 0 CHARLES THOMISON 1.00 X 0 0 0 ROBERT TIMMONS 1.00 X 0 0 0 GARY WALL 1.00 X 0 0 0 STEPHEN WARD 1.00 X 0 0 0 WENDELL WILKINSON 1.00 X 0 0 0 JOSEPH SMOOT 1.00 X 0 0 0 STEVEN SCOTT 1.00 X 0 0 0 ROBERT HERRON 1.00 X 0 0 0 JOHNNA SCHREMMER 1.00 X 0 0 0 KATHLEEN FLANNERY 1.00 X 0 0 0 0 489012 0 0 0 1 0 0 641522 5573540 6215062 MISC SALES 900099 139367 139367 RENTAL INCOME 900002 41405 41405 STUDENT LOAN INT & FEE 900099 4214 4214 184986 991797 991797 77857397 74059459 3797938 3797938 3797938 11189783 4974721 0 0 4983328 4983328 2542129 2542129 13494 13494 259560 259560 30000 30000 11826 7871 3955 119555 119555 36231 36231 30707 30707 62783 62783 10969 10969 CONTRACTUAL SERVICES 221854 221854 GENERAL OPERATING 130293 130293 ALUMNI ACTIVITIES 37539 37539 MISCELLANEOUS 5684 5684 8495952 7533328 351562 611062 276564 230679 4845596 3969049 33387 25774 1213842 518882 738819 694960 41792964 40792997 13573750 29045619 198795 203243 61459875 74962321 78810 1870724 10554431 12127094 817000 586000 425814 494700 11876055 15078518 X 17481493 19307244 1145516 7525301 30956811 33051258 49583820 59883803 61459875 74962321 X 2693831 7606152 X 0 1 1 X 0 X 6350437 3701273 6145533 4851984 6215062 27264289 6350437 3701273 6145533 4851984 6215062 27264289 14808391 12455898 1217909 1052805 829928 827741 991797 4920180 2471 1308 2616 2912 4214 13521 552384 804965 802306 853412 822294 3835361 36033351 0.34570 0.66100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31056631 2082776 8319249 1773150 39685506 26142761 1343266 5283590 1712986 31056631 34761891 1164218 -7887424 1895924 26142761 1 0 62728 62728 795666 285336 510330 296276 204139 92137 59172 29407 29765 694960 REAL ESTATE TRUSTS 612426 F HEDGE FUNDS 16250879 F PRIVATE EQUITY PARTNERSHIPS 2703231 F FIXED INCOME 9479083 F 29045619 ACCRUED INTEREST 2115 AGENCY LIABILITY 272435 PRESENT VALUE OF ANNUITIES 220150 494700 11189783 8495952 2693831 7606152 7606152 10299983 18795935 7606152 7606152 11189783 0 11189783 8495952 0 8495952 0 8495952 Description of Intended Use of Endowment Funds: Part V, Line 4: EARNINGS FROM ENDOWMENT FUNDS ARE USED TO PROVIDE SUPPORT TO PITTSBURG STATE UNIVERSITY. 1 PITTSBURG STATE UNIVERSITY 1701 SOUTH BROADWAY PITTSBURG KS 66762 486119268 115 4983328 BOOK SUPPORT THE COLLEGE SCHOLARSHIPS TO STUDENTS THAT ATTEND PITTSBURG STATE UNIVERSITY 2542129 COST N/A Other Information: Part IV: THE FOUNDATION PROVIDED ASSISTANCE TO PITTSBURG STATE UNIVERSITY TOTALING 4,983,328 FOR VARIOUS PURPOSES INCLUDING CLASSROOM INSTRUCTION, OPERATING EXPENSES, AND SPECIAL CAPITAL PROJECTS. ALL FOUNDATION EXPENDITURES REQUIRE THE APPROVAL OF THE FOUNDATION'S EXECUTIVE DIRECTOR. APPROVAL IS BASED ON DONOR RESTRICTIONS PLACED ON THE DISTRIBUTION OF SPECIFIC ACCOUNTS. THE PITTSBURG STATE UNIVERSITY FOUNDATION PROVIDED SCHOLARSHIPS TOTALING 2,542,129 TO ELIGIBLE STUDENTS ATTENDING THE UNIVERSITY. ELIGIBILITY WAS DETERMINED BY THE UNIVERSITY FINANCIAL AID DEPARTMENT BY FOLLOWING SCHOLARSHIP STIPULATIONS ESTABLISHED BY THE DONORS. 0 0 0 0 0 0 0 0 0 J BRADFORD HODSON 0 164945 0 0 0 0 0 0 0 0 0 164945 0 0 JOHN D PATTERSON 0 183642 0 0 0 0 0 0 0 0 0 183642 0 0 X 10 1500545 AVERAGE PRICE X 2 1935 RETAIL COST X GOODS & SERVICES FBO PSU 18 102561 RETAIL COST 0 1 0 Form 990, Part VI, Section A, line 6 A PERSON MAY BECOME A MEMBER BY CONTRIBUTING $500 TO THE FOUNDATION. Form 990, Part VI, Section A, line 7a MEMBERS OF THE FOUNDATION ELECT PERSONS TO THE BOARD OF TRUSTEES AT THE FOUNDATION'S ANNUAL MEETING. Form 990, Part VI, Section B, line 11 A COPY OF THE FORM 990 IS EMAILED TO EACH MEMBER OF THE GOVERNING BOARD BEFORE IT IS FILED FOR THEIR REVIEW. THESE MEMBERS HAVE THE OPPORTUNITY TO REVIEW THE FORM 990. Form 990, Part VI, Section B, line 12c A COPY OF THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL DIRECTORS AND OFFICERS. DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE AN ANNUAL FORM WHICH SPECIFIES ANY POTENTIAL CONFLICTS OF INTEREST. THE POTENTIAL CONFLICTS THEREBY IDENTIFIED ARE MONITORED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION. Form 990, Part VI, Section B, line 15 THE POSITION OF EXECUTIVE DIRECTOR OF THE PSU FOUNDATION AND THE POSITION OF TREASURER OF THE PSU FOUNDATION ARE NOT COMPENSATED BY THE FOUNDATION. THEIR TIME IS DONATED TO THE FOUNDATION. THE INDIVIDUALS IN THESE POSITIONS ARE CURRENTLY EMPLOYED BY PITTSBURG STATE UNIVERSITY. THEIR COMPENSATION BY THE UNIVERSITY IS DETERMINED BY GUIDELINES ESTABLISHED BY THE KANSAS BOARD OF REGENTS. Form 990, Part VI, Section C, line 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 7,606,152. PITTSBURG STATE UNIVERSITY 1701 SOUTH BROADWAY PITTSBURG KS 66762 486119268 COLLEGE EDUCATION KS 115 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PITTSBUG STATE UNIVERSITY B 7533328 PITTSBUG STATE UNIVERSITY K 5573540