2012-05-02T08:45:28-05:00 2011-06-30 BKD LLP 190 E Capitol Street Ste 500 Jackson MS 392012190 990 2010-07-01 640410581 Mississippi State University Foundation MISS 6623257000 PO Drawer 6149 Mississippi State MS 39762 David D Easley 2012-05-15 Penny Wood CPA 6019486700 2010 2016-02-24 21:20:13Z David Easley PO Drawer 6149 Mississippi State MS 39762 38855355 false X www.msufoundation.com X 1962 MS The Mississippi State University Foundation, Inc. is a non-profit organization that assists the University in accomplishing its goals and mission (see Schedule O for continuation) 40 40 460 0 7803 6803 22886717 27998123 0 0 14040180 7880749 2487192 2976483 39414089 38855355 18733653 22291545 0 0 991457 1034319 0 0 2735805 5062679 6265865 24787789 29591729 14626300 9263626 296703638 349692697 11554557 11831488 285149081 337861209 X THE MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS THE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. false false 21621502 21621502 Grants to Mississippi State University. This includes amounts paid to Mississippi State University for scholarships and other requests such as research, teaching needs and other departmental requests. 550573 550573 Grants to MSU Alumni Association. This includes amounts paid to the Alumni Association to supplement their program in servicing the alumni of Mississippi State University. 87625 87625 Grants to Bulldog Club. This includes amounts paid to the Bulldog Club primarily for athletic needs. 31845 31845 Grants to Bulldog Foundation 31845 31845 22291545 true true false true false false false false true true true false false true false false true false false true false false false false false false true false true false false false false false false false false true false false false false true true true false false true 198 0 460 true true true false false false false true true true 2 false false true false false false false X 40 40 true false false false false false false true true false false true true true true true true true false false X DAVID D EASLEY 6623257000 ONE HUNTER HENRY BLVD Mississippi State MS 39762 Richard C Adkerson 1.0 X 0 0 0 James J Rouse 1.0 X X 0 0 0 LF Mallory Jr 1.0 X 0 0 0 CW Ritter Jr 1.0 X 0 0 0 Albert C Clark 1.0 X 0 0 0 Bobby P Martin 1.0 X 0 0 0 Bryce Griffis 1.0 X 0 0 0 Roderick A Moore 1.0 X 0 0 0 AP Hatcher 1.0 X 0 0 0 Johnny Crane 1.0 X 0 0 0 CR Montgomery 1.0 X 0 0 0 William Berry 1.0 X 0 0 0 Gary A Blair 1.0 X 0 0 0 Mary M Childs 1.0 X 0 0 0 Beth Clay 1.0 X 0 0 0 Haley R Fisackerly 1.0 X 0 0 0 Hassell H Franklin 1.0 X 0 0 0 WG Holliman Jr 1.0 X 0 0 0 Larry E Homan 1.0 X 0 0 0 Richard A Rula 1.0 X 0 0 0 Turner A Wingo 1.0 X 0 0 0 Linda Garrett 1.0 X 0 0 0 Bobby Shackouls 1.0 X X 0 0 0 D Hines Brannan Jr 1.0 X X 0 0 0 Fred E Carl Jr 1.0 X 0 0 0 Karen D Lawler 1.0 X 0 0 0 Earnest W Deavenport 1.0 X 0 0 0 Stephen D Golding 1.0 X 0 0 0 JF Thompson Jr 1.0 X 0 0 0 James K Ashford 1.0 X 0 0 0 Karen D Hulett 1.0 X 0 0 0 Herbert V Johnson 1.0 X 0 0 0 Tommy Dulaney 1.0 X 0 0 0 EM Gipson 1.0 X 0 0 0 James E Newsome 1.0 X 0 0 0 Joe F Gordy 1.0 X 0 0 0 Leo W Seal III 1.0 X 0 0 0 Rusty Linton 1.0 X 0 0 0 Don E Mason 1.0 X 0 0 0 Thomas B Nusz 1.0 X 0 0 0 John P Rush 40.0 X 243195 0 23310 David D Easley 40.0 X 144532 0 15113 James V Hemphill IV 40.0 X 107822 0 11500 William V Bristow 40.0 X 109685 0 11949 Jack R McCarty 40.0 X 100256 0 10440 Judson H Skelton 40.0 X 107569 0 11048 813059 0 83360 6 false true true LPK Architects PA 821 22nd Avenue MERIDIAN MS 39301 Architect 203635 Hederman Brothers PO Box 6100 RIDGELAND MS 39158 Printing 132808 KPMG LLP PO Box 120001 DALLAS TX 753120561 Auditing 110400 3 500599 27497524 5292244 27998123 0 7930657 7803 7922854 0 0 998351 998351 998351 998351 -69273 19365 -49908 -49908 0 0 0 OTHER 900099 1978132 1978132 1978132 38855355 7803 10849429 22291545 22291545 0 0 0 62363 40478 21885 0 337152 180067 157085 0 612231 205494 406737 22573 12461 10112 0 30473 28227 2246 82250 82250 0 0 1544244 1544244 382184 263796 118388 3800 3800 533414 178946 354468 13857 12336 1521 0 5949 3691 2258 180875 25976 154899 0 0 0 0 792457 792457 91441 89941 1500 PURCHASED LABOR 2376369 988031 1388338 MEALS AND ENTERTAINMENT 13929 736 13193 REPAIRS AND MAINTENANCE 17985 14258 3727 MISCELLANEOUS EXPENSE 24869 2650 22219 DUES AND SUBSCRIPTIONS 29108 10620 18488 142661 87720 54941 29591729 22291545 4564379 2735805 7332199 5605092 17353218 18468672 837283 1250252 34275284 8413170 22089619 25862114 249091319 298506567 296703638 349692697 1738325 1869692 228813 202235 9587419 9759561 11554557 11831488 X 11139689 24827789 33569574 57647303 240439818 255386117 285149081 337861209 296703638 349692697 X 9263626 43448502 X false true true X false X 32358705 20048675 28135992 22886717 27998123 131428212 32358705 20048675 28135992 22886717 27998123 131428212 29855038 101573174 7479373 7654717 7083087 6014308 7930657 36162142 3013248 2482330 2562793 2487192 2976483 13522046 181112400 0.56083 0.62900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 40000 true 13421 false false 53421 false 246645245 9226071 46339524 7447045 294763795 222302371 9234758 22253900 7145784 246645245 250689045 12327533 -30070070 10644137 222302371 0.03960 0.86640 0.09400 true false 14723873 192500 14916373 11794991 3319821 8475170 7563920 5093349 2470571 25862114 NON-POOLED PLANNED GIVING INV 34343134 F NATURAL RESOURCES 16521777 F SHORT-TERM INVESTMENTS 7838602 F CASH SURR VAL OF LIFE INS 1658374 F INVESTMENT IN MSIP 238144680 F 298506567 0 OBLIGATION UNDER CAPITAL LEASE 2454242 LIAB UNDER SPLIT INTEREST AGREEMENT 3768700 AGENCY PAYABLE 3536619 9759561 38855355 29591729 9263626 43448502 43448502 52712128 88462732 43448502 6158875 49607377 38855355 38855355 28047485 28047485 1544244 1544244 29591729 Part V, Line 4: The vast majority (approximately 96 percent) of Mississippi State University Foundation's (MSU Foundation) endowment is classified as either "permanently restricted" or "term restricted"; the earnings from these restricted endowments support Mississippi State University in ways specified by individual and corporate donors in written gift agreements on file with MSU Foundation. The earnings from MSU Foundation's unrestricted endowment (approximately 4 percent of the total) is used to partially support the daily operations of MSU Foundation. Part X, Line 2: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. Part XII, Line 2d: Investment management fees of $1,544,244 were netted with investment income on the financial statements but included in expense on Form 990. Elimination of subsidiaries <$7,703,119> Part XIII, Line 4b: Investment management fees of $1,544,244 were netted with investment income on the financial statements but included in expense on Form 990. East Asia and the Pacific Program Services Leadership Study tour 53472 53472 53472 true false true true false false Part IV, Line 1: The Foundation indirectly transferred property to foreign corporations through its investment in a domestic partnership. The amount of indirect transfers of property were below the reporting threshold requiring the filing of Form 926. Part IV, Line 3: The filing requirements of Form 5471 were not met by the Foundation during the fiscal year ended 6/30/2011 for its ownership interest in a foreign corporation. Therefore, Form 5471 was not filed by the Foundation. Part IV, Line 4: The Foundation indirectly invests in a partnership which has made a timely qualified electing fund ("QEF") election with respect to its investment in underlying passive foreign investment companies ("PFICS"). The first U.S. shareholder that makes a QEF election for a PFIC is required to include that income currently under IRC Section 1293 and to file a Form 8621. The Foundation's allocable share of this income is not required to be further reported on an additional Form 8621. Therefore, Form 8621 was not filed by the Foundation. true Mississippi State University PO Drawer BT Mississippi State MS 39762 646000819 501(c)(3) 21621502 FMV See Part IV Bulldog Club PO Box 5227 Mississippi State MS 39762 510163622 501(c)(3) 87625 FMV See Part IV Bulldog Foundation PO Box 5327 Mississippi State MS 39762 646035311 501(c)(3) 31845 FMV See Part IV MSU Alumni Association PO Box AA Mississippi State MS 39762 582006453 501(c)(3) 550573 FMV See Part IV 4 0 Part I, Line 2: The MSU Foundation monitors expenditures of funds, serves on scholarship committees and becomes involved in other numerous ways. Part II, Column (h): Purpose of grant or assistance to: Mississippi State University - Provide funds for learning/scholarships, service and research Bulldog Club - Provide contributed funds designated to support the MSU Athletic Programs Bulldog Foundation - Provide funds to the MSU Department of Intercollegiate Athletics MSU Alumni Association - Provide funds to the organization to help support MSU through programs and activities for alumni X true true X X false false false false false false false false false John P Rush 175710 0 62310 0 5175 0 23310 0 0 0 266505 0 David D Easley 131403 0 13129 0 0 0 15113 0 0 0 159645 0 William V Bristow 99660 0 10025 0 0 0 11949 0 0 0 121634 0 Jack R McCarty 87000 0 13256 0 0 0 10440 0 0 0 110696 0 Judson H Skelton 92065 0 15504 0 0 0 11048 0 0 0 118617 0 James V Hemphill IV 95833 0 11989 0 0 0 11500 0 0 0 119322 0 Schedule J, Part I: Tax indemnification and gross up payments: The organization has an incentive compensation program whereby an individual is paid a percentage of their salary as incentive compensation when certain benchmarks set by the organization are met. The incentive compensation is grossed up for taxes so that the individual receives a percentage of their salary after taxes. Schedule J, Part II: Compensation listed in Part II, Column (b)(i) & (iii) was paid by Mississippi State University. X 865 FMV X 1 8025 FMV X 48 2383523 Stock Quote X 1 55000 Appraisal - FMV X 3 1077450 Appraisal - FMV X 4 281700 FMV X 1 4650 FMV X Livestock 4 33500 FMV X Equipment 5 51023 FMV X Software 6 1271470 FMV X Furniture/Misc 71 125038 FMV 6 false true true Part I, Line 32b: The Foundation hires a stock broker and real estate agents to sell stock and real estate that is given. Form 990, Page 1, Part I, Line 1: by cultivating and soliciting private support and ensuring stewardship for all contributions benefitting Mississippi State University. Form 990, Page 6, Part VI, Section A, Line 2: Bobby Martin and Mary Childs - Family Relationship Form 990, Page 6, Part VI, Section B, Line 11b: The Foundation's Executive Committee conducts the primary inspection of the Form 990 and the full board of directors will review it annually at its spring meeting. It will be available for inspection no fewer than 14 days prior to the spring meeting. Form 990, Page 6, Part VI, Section B, Line 12c: At least annually, each member of the board of directors and each officer shall complete, sign, and furnish to the foundation a disclosure form specifying any conflicts of interest. Any person failing to furnish the form may not participate in any board or committee meeting and may be subject to dismissal from the board for any continuing failure. Form 990, Page 6, Part VI, Section B, Line 15: Compensation was reviewed in 2007 and approved by the board of trustees of State Institutions of Higher Learning as documented in their board meeting; this compensation package was modified in 2010 to include incentive compensation. The total compensation package is reviewed by the Mississippi State University Foundation's (MSU Foundation) Executive Committee and its President, the President of Mississippi State University, and the Human Resources Department at Mississippi State University. Additionally, the MSU Foundation annually participates in a national compensation study conducted by McConnell & Company; data from this study is utilized to insure the reasonableness of the total compensation package. Form 990, Page 6, Part VI, Section C, Line 19: The Mississippi State University Foundation's audited financial statements are available on its website. Governing documents and conflict of interest policy are available upon request. Form 990, Page 12, Part XI, Line 5: Unrealized gain on investments $43,448,502 MS State Investment Pool PO Box 423 Mississippi State MS 39762 640869097 Investments MS NA Investment 4377607 206887576 false 7803 true 0.84050 false true false false false false false false false false false false false false false false false true Mississippi State Investment Pool b 15459500 Mississippi State Investment Pool r 11658490