UNIVERSITY OF MISSISSIPPI FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF MISSISSIPPI FOUNDATION (EIN 23-7310293)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-12-20
- IRS object ID
- 201213559349301001
- Schema version
- 2011v1.3
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-12-20T15:44:13-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 50 North Front Street Suite 900 | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237310293 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF MISSISSIPPI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MAGGIE ABERNATHY | InCareOfName |
| Name Control | UNIV | NameControl |
| Phone | 6629155944 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 249 MEMORY HOUSE | AddressLine1 |
| City | UNIVERSITY | City |
| State | MS | State |
| ZIP Code | 386770249 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGGIE ABERNATHY | Name |
| Title | TREASURER/CFO | Title |
| Phone | 6629155944 | Phone |
| Date Signed | 2012-12-20 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9015233131 | Phone |
| Date Prepared | 2012-12-20 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MR WENDELL WEAKLEY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIV OF MS FOUNDATION | AddressLine1 |
| City | UNIVERSITY | City |
| State | MS | State |
| ZIP Code | 38677 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 150364924 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UMF.OLEMISS.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1973 | YearFormation |
| State Legal Domicile | MS | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING,INVESTING, AND DISTRIBUTING GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 16 | TotalNbrEmployees |
| Total Nbr Volunteers | 28 | TotalNbrVolunteers |
| Total Gross UBI | -3602 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -22774 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26304673 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 35673125 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1566752 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1600101 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9369176 | InvestmentIncomePriorYear |
| Investment Income Current Year | 5089984 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 354264 | OtherRevenuePriorYear |
| Other Revenue Current Year | 366221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37594865 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42729431 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 45669206 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 32529999 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1403196 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1535188 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 352949 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 401532 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1279171 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2163283 | OtherExpensePriorYear |
| Other Expenses Current Year | 2681495 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 49588634 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37148214 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -11993769 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5581217 | RevenuesLessExpensesCY |
| Total Assets BOY | 344875851 | TotalAssetsBOY |
| Total Assets EOY | 338435850 | TotalAssetsEOY |
| Total Liabilities BOY | 38517215 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 33416874 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 306358636 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 305018976 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNIVERSITY OF MISSISSIPPI FOUNDATION IS A NONPROFIT CORPORATION CHARTERED IN 1973 BY THE STATE OF MISSISSIPPI TO OPERATE PRIMARILY FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. THE FOUNDATION IS RESPONSIBLE FOR RECEIVING, RECEIPTING, INVESTING AND DISTRIBUTING ALL GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI. IT PURSUES THIS MISSION IN AN ENVIRONMENT OF PRODUCTIVE TEAMWORK, EFFECTIVE COMMUNICATION, AND RELENTLESS SERVICE TO OUR DONORS, UNIVERSITY ADMINISTRATORS, FACULTY, STAFF AND STUDENTS. COMMUNICATION OF UNIVERSITY NEEDS AND PRIORITIES ALONG WITH ENCOURAGING INVESTMENT IN THE FUTURE OF OLE MISS ARE INTEGRAL TO OUR SUCCESS. INTEGRITY, HONOR, CIVILITY, SERVICE AND RESPECT FOR OUR DONORS AND THEIR WISHES SERVE AS THE FOUNDATION'S GUIDING PRINCIPLES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 15314933 | Expense |
| Grants | 15314933 | Grants |
| Description | UNIVERSITY PROGRAMS - TRANSFERS TO THE UNIVERSITY TO BE USED TO PROVIDE NON-ACADEMIC PROGRAMS AND ACTIVITIES, SUCH AS HONORS PROGRAMS, LIBRARIES, AND SPECIAL EVENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5117998 | Expense |
| Grants | 5117998 | Grants |
| Description | SCHOLARSHIPS - TRANSFERS TO THE UNIVERSITY FOR DIRECT STUDENT FINANCIAL SUPPORT. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5614068 | Expense |
| Grants | 5614068 | Grants |
| Description | ACADEMIC EXCELLENCE - TRANSFERS TO UNIVERSITY ACADEMIC DEPARTMENTS FOR FACULTY AND GENERAL USE, ACCOUNTANCY, APPLIED SCIENCE, BUSINESS, EDUCATION, ENGINEERING, JOURNALISM, LAW, LIBERAL ARTS, MEDICAL CENTER, PHARMACY, OUTREACH, AND RESEARCH. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 7334234 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 6483000 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 33381233 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| 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 | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | 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 | true | ProfessionalFundraising |
| Fundraising Activities | true | 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 | true | 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 |
| Number Forms Transmitted With1096 | 86 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 16 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | 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 | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | 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 | MS | 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 | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MAGGIE ABERNATHY | NamePerson |
| Telephone Number | 6629153851 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 UNIVERSITY AVENUE | AddressLine1 |
| City | OXFORD | City |
| State | MS | State |
| ZIP Code | 38655 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WENDELL W WEAKLEY | ||||||
| PRESIDENT/CEO | 40.0 | X | X | 215324 | 0 | 47950 |
| ROBERT R BAILESS | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| LOUIS K BRANDT | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| DAVID E BREVARD | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| CHARLES T CANNADA | ||||||
| CHAIR -ELECT | 0.01 | X | 0 | 0 | 0 | |
| MEREDITH W CREEKMORE | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| JAN G FARRINGTON | ||||||
| CHAIR | 0.01 | X | 0 | 0 | 0 | |
| ROGER P FRIOU | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| MARTHA DALE FRITTS | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| JAMIE G HOUSTON | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| MICHAEL T MCREE | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ELIZABETH W QUIRK | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| JON C TURNER | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ALLEN H CROSSWELL | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| MARKEEVA A MORGAN | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ROLAND O BURNS JR | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| C YORK CRAIG JR | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| SAMUEL B HASKELL III | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| SALLY H HEDERMAN | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ABBY M MANNING | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ROBERT SEIBELS III | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| JOHN SUMNER | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| RICHARD G NOBLE | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| LARRY H BRYAN | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| W HUNTER CARPENTER | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| ROSE J FLENORL | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| R MAYO FLYNT III | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| SUSAN C MCCORMICK | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| CHARLES L OVERBY | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| RODNEY F TRIPLETT JR | ||||||
| DIRECTOR | 0.01 | X | 0 | 0 | 0 | |
| SANDRA M GUEST | ||||||
| VICE PRESIDENT/SECRETARY | 40.0 | X | 116099 | 0 | 24994 | |
| MAGGIE E ABERNATHY | ||||||
| TREASURER/CFO | 40.0 | X | 86007 | 0 | 20554 | |
| RONNIE D GUEST | ||||||
| DIRECTOR- FOUNDATION SERVICES | 40.0 | X | 113897 | 0 | 24608 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 531327 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 118106 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KPMG | |||||
| PO Box 120001 | DALLAS | TX | 753120561 | AUDITING AND TAX SER | 127020 |
| RUFFALO CODY | |||||
| PO BOX 3018 | CEDAR RAPIDS | IA | 52406 | FUNDRAISING | 297718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 22803 | FundraisingEvents |
| Related Organizations | 7492354 | RelatedOrganizations |
| All Other Contributions | 28157968 | AllOtherContributions |
| Noncash Contributions | 8569208 | NoncashContributions |
| Total Contributions | 35673125 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| UMMC PROGRAM REIMBURSEMENTS | 611710 | 919154 | 919154 |
| FOOTBALL GAME TICKETS | 611710 | 434210 | 434210 |
| CONTINUING EDUCATION FEES | 611430 | 125369 | 125369 |
| FELLOWSHIPS | 611710 | 50000 | 50000 |
| GRANTS | 611430 | 40000 | 40000 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31368 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31368 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1600101 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5489446 | TotalRevenueColumn |
| Unrelated Business Revenue | -3602 | UnrelatedBusinessRevenue |
| Exclusion | $5,493,048 | 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 | 28367 | TotalRevenueColumn |
| Exclusion | $28,367 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 959010 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 607428 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 351582 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 351582 | TotalRevenueColumn |
| Exclusion | $351,582 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 106484288 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 106883750 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -399462 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -399462 | TotalRevenueColumn |
| Exclusion | -$399,462 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 124707 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22803 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 144315 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19608 | TotalRevenueColumn |
| Exclusion | -$19,608 | ExclusionAmount |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INSURANCE PROCEEDS | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 5880 | TotalRevenueColumn |
| Exclusion | $5,880 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5880 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42729431 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1600101 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -3602 | UnrelatedBusinessRevenue |
| Exclusion | $5,459,807 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32529999 | Total |
| Program Services | 32529999 | 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 | 531325 | Total |
| Management And General | 531325 | ManagementAndGeneral |
| Fundraising | 0 | 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 | 641438 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 568959 | ManagementAndGeneral |
| Fundraising | 72479 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165043 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 165043 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117012 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 117012 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80370 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 80370 | ManagementAndGeneral |
| Fundraising | 0 | 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 | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150788 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 150788 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
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 | 401532 | Total |
| Fundraising | 401532 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448861 | Total |
| Management And General | 448861 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 430778 | Total |
| Program Services | 22490 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 408288 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247180 | Total |
| Program Services | 94178 | ProgramServices |
| Management And General | 78565 | ManagementAndGeneral |
| Fundraising | 74437 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107656 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 74128 | ManagementAndGeneral |
| Fundraising | 33528 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19882 | Total |
| Program Services | 464 | ProgramServices |
| Management And General | 11958 | ManagementAndGeneral |
| Fundraising | 7460 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1012923 | Total |
| Program Services | 734286 | ProgramServices |
| Management And General | 19502 | ManagementAndGeneral |
| Fundraising | 259135 | 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 | 11064 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 11064 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141019 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 141019 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66102 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 66102 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 1773 | 0 | 1773 | 0 |
| UMMC FUND EXPENSES | 14343 | 0 | 3095 | 11248 |
| OTHER | 29126 | -184 | 29310 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37148214 | Total |
| Program Services | 33381233 | ProgramServices |
| Management And General | 2487810 | ManagementAndGeneral |
| Fundraising | 1279171 | 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 | 6878425 | BOY |
| EOY | 2747334 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20660408 | BOY |
| EOY | 19675498 | 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 | 0 | BOY |
| EOY | 0 | 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 | 4787785 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1587147 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1883903 | BOY |
| EOY | 3200638 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206931261 | BOY |
| EOY | 199468322 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92786515 | BOY |
| EOY | 104179255 | 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 | 15735339 | BOY |
| EOY | 9164803 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344875851 | BOY |
| EOY | 338435850 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | 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 | 0 | BOY |
| EOY | 0 | 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 | 38517215 | BOY |
| EOY | 33416874 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38517215 | BOY |
| EOY | 33416874 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7720791 | BOY |
| EOY | 11295599 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139550955 | BOY |
| EOY | 123377256 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 159086890 | BOY |
| EOY | 170346121 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306358636 | BOY |
| EOY | 305018976 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 344875851 | BOY |
| EOY | 338435850 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 5581217 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6920877 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30893175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29102427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24104783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26304673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35673125 | CurrentTaxYear |
| Total | 146078183 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30893175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29102427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24104783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26304673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35673125 | CurrentTaxYear |
| Total | 146078183 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 36092673 | AmountsSubstContributorsTotal |
| Public Support Total170 | 109985510 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14112380 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10435612 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10195810 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9869915 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6476823 | CurrentTaxYear |
| Total | 51090540 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 34630 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 34630 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2090112 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1377595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 26144 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6589 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5880 | CurrentTaxYear |
| Total | 3506320 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 200709673 | TotalSupport |
| Gross Receipts From Admissions Etc | 13077265 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.54798 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.52996 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 219164513 | BeginningOfYearBalance |
| Contributions | 7797504 | Contributions |
| Investment Earnings Or Losses | -5021259 | InvestmentEarningsOrLosses |
| Other Expenditures | 7337645 | OtherExpenditures |
| End Of Year Balance | 214603113 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 184023095 | BeginningOfYearBalance |
| Contributions | 7781885 | Contributions |
| Investment Earnings Or Losses | 34250933 | InvestmentEarningsOrLosses |
| Other Expenditures | 6891400 | OtherExpenditures |
| End Of Year Balance | 219164513 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 154131254 | BeginningOfYearBalance |
| Contributions | 9961425 | Contributions |
| Investment Earnings Or Losses | 23697783 | InvestmentEarningsOrLosses |
| Other Expenditures | 3767367 | OtherExpenditures |
| End Of Year Balance | 184023095 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 186234060 | BeginningOfYearBalance |
| Contributions | 7309781 | Contributions |
| Investment Earnings Or Losses | -30375798 | InvestmentEarningsOrLosses |
| Other Expenditures | 9036789 | OtherExpenditures |
| End Of Year Balance | 154131254 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00189 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.76173 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24016 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 300000 | OtherCostOrOtherBasis |
| Book Value | 300000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4787785 | OtherCostOrOtherBasis |
| Depreciation | 1587147 | Depreciation |
| Book Value | 2900638 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements | |
| Equipment | Equipment | |
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 3200638 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CERTIFICATES OF DEPOSIT | 106536 | F |
| REAL ESTATE TYPE INVESTMENTS | 17565697 | F |
| HEDGE AND VENTURE FUNDS | 86507022 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 104179255 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR OTHERS | $19,642,394 |
| REMAINDER TRUST LIABILITIES | $6,117,511 |
| OTHER LIABILITIES | $7,656,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 33416874 | TotalOfAmounts |
| Total Revenue | 42729431 | TotalRevenue |
| Total Expenses | 37148214 | TotalExpenses |
| Excess Or Deficit For Year | 5581217 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -7423126 | NetUnrealizedGLOnInvestments |
| Other | $502,250 | OtherAmount |
| Total Adjustments | -6920876 | TotalAdjustments |
| Excess Or Deficit Per FS | -1339659 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 36142152 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -7423126 | NetUnrealizedGainsInvestments |
| Other Revenues | 502250 | OtherRevenues |
| Revenue Not Rptd F990 | -6920876 | RevenueNotRptdF990 |
| Revenue Subtotal | 43063028 | RevenueSubtotal |
| Other Revenues Not Included | -333597 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -333597 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 42729431 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37481812 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 37481812 | ExpensesSubtotal |
| Other Expenses Not Included | -333598 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -333598 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37148214 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| INTENDED USE OF ORGANIZATION'S ENDOWMENT FUNDS | PART V, LINE 4 | THE FOUNDATION INTENDS TO USE THE ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY OF MISSISSIPPI BY PROVIDING FUNDING FOR SCHOLARSHIPS AND OTHER UNIVERSITY ACTIVITIES. |
| OTHER RECONCILIATION BETWEEN NET ASSETS, FINANCIAL STMTS, AND RETURN | PART XI, LINE 8 AND PART XII, LINE 2D | CHANGE IN VALUE OF THE UNREALIZED INVESTMENT IN SPLIT INTEREST AGREEMENTS AND CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES. |
| OTHER RECONCILIATION BETWEEN NET ASSETS, FINANCIAL STMTS, AND RETURN | PART XII, LINE 4B | INVESTMENT MANAGEMENT FEES THAT ARE NETTED WITH INTEREST AND DIVIDEND INCOME IN THE AUDITED FINANCIAL STATEMENT, BUT NOT REPORTED SEPARATELY FOR TAX RETURN PURPOSES IN PART VIII, LINE 3: 448,861; RENTAL EXPENSES THAT ARE NETTED WITH RENTAL INCOME IN PART VIII, LINE 6, BUT REPORTED SEPARATELY AS AN EXPENSE FOR AUDITED FINANCIAL STATEMENT PURPOSES: (607,428); CREDIT CARD INCOME THAT IS REPORTED NET OF CREDIT CARD EXPENSES IN PART IX, LINE 24B: (30,716); FUNDRAISING EXPENSES THAT ARE REPORTED NET OF FUNDRAISING INCOME INC PART VIII, LINE 12, BUT REPORTED SEPARATELY AS AN EXPENSE FOR AUDITED FINANCIAL STATEMENT PURPOSES: (144,315). |
| OTHER RECONCILIATION OF EXPENSES PER AFS WITH EXPENSES ON RETURN | PART XIII, LINE 4B | INVESTMENT MANAGEMENT FEES THAT ARE NETTED WITH INTEREST AND DIVIDEND INCOME IN THE AUDITED FINANCIAL STATEMENTS, BUT ARE SHOWN SEPARATELY FOR TAX RETURN PURPOSES ON PART IX, LINE 11F: 448,861; RENTAL EXPENSES THAT ARE NETTED WITH RENTAL INCOME IN PART VIII, LINE 6 BUT REPORTED SEPARATELY AS EXPENSES FOR AUDITED FINANCIAL STATEMENT PURPOSES: (607,428).CREDIT CARD INCOME THAT IS REPORTED NET OF CREDIT CARD EXPENSES IN PART IX, LINE 24B: (30,716); FUNDRAISING EXPENSES THAT ARE REPORTED NET OF FUNDRAISING INCOME INC PART VIII, LINE 12, BUT REPORTED SEPARATELY AS AN EXPENSE FOR AUDITED FINANCIAL STATEMENT PURPOSES: (144,315). |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| Name Of IndividualNameOfIndividual | ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|---|
| RUFFALO CODY | PHONE SOLICITING | false | 597288 | 297718 | 299571 |
| MAHAFFAY'S QUALITY PRINTING | MAIL SOLICITING | false | 274047 | 53980 | 220068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 871335 | TotalGrossReceipts |
| Total Retained By Contractors | 351698 | TotalRetainedByContractors |
| Total Net To Organization | 519639 | TotalNetToOrganization |
| Licensed States | AK | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GLEN CAMPBELL | NameOfEvent1 |
| Gross Receipts Event1 | 74116 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 74116 | GrossRevenueEvent1 |
| Entertainment Event1 | 27500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 78462 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TASTE OF U | NameOfEvent2 |
| Gross Receipts Event2 | 12968 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 12968 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 2439 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 60425 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 22803 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 37622 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 5500 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 5400 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 500 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 24513 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 147509 | GrossReceiptsTotal |
| Charitable Contributions Total | 22803 | CharitableContributionsTotal |
| Gross Revenue Total Events | 124706 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 5500 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5400 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 28000 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 105414 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 144314 | DirectExpenseSummaryEvents |
| Net Income Summary | -19608 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF MISSISSIPPI | ||||||||||
| 216 LYCEUM | UNIVERSITY | MS | 38677 | 646001159 | 501(c)(3) | 28956813 | SEE PART IV | |||
| UNIVERSITY OF MISSISSIPPI MEDICAL CENTER | ||||||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | 646008520 | 501(C)(3) | 3348715 | SEE PART IV | |||
| UNIVERSITY OF MISSISSIPPI | ||||||||||
| 216 LYCEUM | UNIVERSITY | MS | 38677 | 646001159 | 501(c)(3) | SEE PART IV | 224471 | COMP SALES | VARIOUS | |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING PROCEDURES OF FUNDS IN THE US | PART I, LINE 2 | THE UNIVERSITY OF MISSISSIPPI FOUNDATION DISBURSES FUNDS DIRECTLY TO THE UNIVERYITY OF MISSISSIPPI AS REQUESTED BY DEPARTMENTS WITHIN THE SCHOOL. FUNDS SENT TO THE UNIVERSITY AS A CASH GRANT ARE NOT DISBURSED WITHOUT THE FOUNDATION RECEIVING WRITTEN REQUEST AND PROPER APPROVAL AND AUTHORIZATION FROM THE DESIGNATED DEPARTMENT THE PAYMENT IS TO BENEFIT. THE UNIVERSITY DOES NOT MONITOR THE GRANTS DIRECTLY MADE TO THE UNIVERSITY ONCE THE MONEY IS DISBURSED. |
| PURPOSE OF GRANTS | PART II, LINE 1 | GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI ACADEMIC EXCELLENCE: 5,614,068 UNIVERSITY SUPPORT: 15,314,933: SCHOLARSHIPS: 5,117,998 ALL OTHER UNIVERSITY GRANTS: 2,909,814 VARIOUS NON-CASH ASSETS: 224,471. GRANTS PAID TO THE UNIVERSITY OF MISSISSIPPI MEDICAL CENTER TO FUND OPERATIONAL EXPENSES OF THE MEDICAL CENTER 3,348,715 . |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WENDELL W WEAKLEY | NamePerson |
| Base Compensation Filing Org | 215324 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 30400 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 17550 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 263274 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION PROCESS | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 3 | ReturnReference |
| Explanation | IN ORDER TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S CEO/EXECUTIVE DIRECTOR, PROPOSED ADJUSTMENTS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR INDIVIDUAL APPROVAL. IN THE CURRENT YEAR, THE FOUNDATION ALSO PARTICPATED IN AN INDEPENDENT COMPENSATION STUDY CONDUCTED BY MCCONNELL & COMPANY TO COMPARE THE UNIVERSITY OF MISSISSIPPI FOUNDATION COMPENSATION AMOUNTS TO THAT OF OTHER SEC FOUNDATIONS. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 10 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 143744 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | 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 | 38392 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 32 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1518366 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE HIGH-LOW | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 50579 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BUSINESS VALUATION | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 700 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (5 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PAINT | 1 | 400 | ACTUAL COST |
| X | PAPER | 1 | 1225 | ACTUAL COST |
| X | FILM,DVD,VIDEO | 1 | 20 | ACTUAL COST |
| X | RUGS | 1 | 6815062 | APPRAISAL |
| X | WINE | 1 | 720 | ACTUAL COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | true | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Property - 32 Oriental Rugs | Identifier |
| Return Reference | Schedule M, Part I, Line 30b | ReturnReference |
| Explanation | 32 oriental rugs worth $6,815,062 were contributed as a one-time non-cash contribution in the current year. $2,798,669 of these rugs have been transferred to the University of Mississippi for use on its campus. $1,407,393 of rugs has been placed in service within several Foundation properties.The remainder are held with the intention to sell in 2014. These rugs must me held at least three years from the date of initial contribution and are not required to be used for exempt purposes for the entire holding period. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER PROGRAM SERVICES | PART III, LINE 4D | OTHER PROGRAM EXPENSES - FUNDS TRANSFERRED FOR UNIVERSITY FACILITIES, SALARY, OFFICE, TRAVEL, PROMOTION, ETC. |
| COMPLIANCE POLICY | PART VI, LINE 12C | ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO REVIEW THE FOUNDATION CONFLICT OF INTEREST POLICY. THIS IS DOCUMENTED BY A SIGNED CONFIRMATION STATEMENT FROM EACH MEMBER. |
| 990 REVIEW | PART VI, LINE 11A | AS PER THE FOUNDATION BY-LAWS AND THE CHARTER OF THE AUDIT COMMITTEE, THE AUDIT COMMITTEE REVIEWS THE FORM 990 WITH FOUNDATION MANAGEMENT. THIS IS DOCUMENTED IN THE COMMITTEE MINUTES. THE 990 IS EMAILED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO THE FILING OF THE TAX RETURN. |
| PUBLIC AVAILABILITY OF DOCUMENTS | PART VI, LINE 19 | THE FOUNDATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AS WELL AS POSTED TO THE FOUNDATION WEBSITE AT WWW.UMFOUNDATION.COM. |
| FAMILY RELATIONSHIP | PART VI, LINE 2 | SANDRA M. GUEST, VICE-PRESIDENT/SECRETARY AND RONNIE D. GUEST, DIRECTOR OF FOUNDATION SERVICES HAVE A FAMILY RELATIONSHIP. |
| CHANGES IN NET ASSETS | PART XI LINE 5 | UNREALIZED GAIN/(LOSS) ON INVESTMENTS ($7,423,126) CHANGE IN VALUE OF CASH SURRENDER AGREEMENTS $483,601 CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES $18,649 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Total IncomeTotalIncome |
|---|---|---|---|---|---|---|---|---|---|
| UNIV OF MISS FOUNDATION REALTY LLC | |||||||||
| PO Box 249 | UNIVERSITY | MS | 38677 | 205945758 | REAL ESTATE | MS | 1560414 | UMF | |
| ISOM PLACE LLC | |||||||||
| PO Box 249 | UNIVERSITY | MS | 38677 | 640865754 | FACILITY RENT | MS | 761689 | UMF | 5800 |
Form990 Schedule R Part II Form990ScheduleRPartII (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| MISSISSIPPI COMMON FUND TRUST | ||||||||||
| POST OFFICE BOX 249 MEMORY HOUSE | UNIVERSITY | MS | 38677 | 640875827 | FUNDRAISING | MS | 501(C)(3) | PF | UMF | true |
| UNIVERSITY OF MISSISSIPPI | ||||||||||
| 216 LYCEUM | UNIVERSITY | MS | 38677 | 646001159 | PUBLIC UNIV | MS | 501(C)(3) | 509(a)(1) | NA | false |
| UNIVERSITY OF MISSISSIPPI MEDICAL CENTER | ||||||||||
| 2500 NORTH STATE STREET | JACKSON | MS | 39216 | 646008520 | MEDICAL UNIV | MS | 501(C)(3) | 509(a)(1) | NA | false |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|
| CHARITABLE REMAINDER UNITRUST (16) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | TRUST |
| CHARITABLE LEAD UNITRUST (1) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | TRUST |
| CHARITABLE REMAINDER ANNUITY TRUST (7) | |||||||
| PO BOX 249 | UNIVERSITY | MS | 38677 | TRUST | MS | UMF | TRUST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| 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 | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | 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 | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF MISSISSIPPI | ||
| B | 29181284 | CASH PAID |
| UNIVERSITY OF MISSISSIPPI MEDICAL CENTER | ||
| B | 3348715 | CASH PAID |
| MISSISSIPPI COMMON FUND TRUST | ||
| C | 7492354 | CASH RECEIVED |
| UNIVERSITY OF MISSISSIPPI | ||
| I | 153653 | BILLING AGMT |
| UNIVERSITY OF MISSISSIPPI | ||
| K | 334500 | AFFL. AGMT |