2026-02-05T08:48:26-06:00 2025-06-30 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2024-07-01 741982979 TEXAS STATE UNIVERSITY DEVELOPMENT FOUNDATION TEXA 5122453860 601 UNIVERSITY DRIVE SAN MARCOS TX 786664612 BROOKS HULL EXECUTIVE DIRECTOR 5122453860 2026-02-05 1 1 RENAE DUNCAN P01257722 5123462086 2026-02-02 2024 2025-03-06 01:10:19Z BROOKS HULL 601 UNIVERSITY DRIVE SAN MARCOS TX 786664612 28793699 0 X WWW.DEVELOPMENTFOUNDATION.TXSTATE.EDU X 1977 TX ACCEPTING AND INVESTING GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE MISSION OF TEXAS STATE UNIVERSITY. 54 54 0 32 0 0 5866619 6884221 0 0 5025029 11923485 78145 59516 10969793 18867222 4462497 5720683 0 0 0 0 0 80493 588384 1798576 1284451 6261073 7085627 4708720 11781595 130143929 145219396 1415821 824102 128728108 144395294 TO SUPPORT AND FURTHER THE MISSION OF TEXAS STATE UNIVERSITY THROUGH THE ACCEPTANCE AND INVESTMENT OF GIFTS ESTABLISHED AS ENDOWMENTS BENEFITING THE STUDENTS, FACULTY AND STAFF. 0 0 5720683 5720683 THE ORGANIZATION INVESTS AND ADMINISTERS FUNDS, CONDUCTS DEVELOPMENT EFFORTS AND WORKS WITH GROUPS WHICH EXPRESS AN INTEREST IN FUND-RAISING EFFORTS, ALL FOR THE BENEFIT OF TEXAS STATE UNIVERSITY. 5720683 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 54 54 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X BROOKS HULL 5122453860 601 UNIVERSITY DR JCK 960 SAN MARCOS TX 78666 X CHRISTOPHER MITCHELL CHAIR 0.30 X X 0 0 0 MICHAL WAECHTER VICE CHAIR 0.30 X X 0 0 0 VENTON LEE DOUGHTIE III TREASURER 0.30 X X 0 0 0 VILMA LUNA SECRETARY 0.30 X X 0 0 0 BRAD NATIONS BOARD DEVELOPMENT CHAIR 0.30 X X 0 0 0 ANDRAE TURNER AUDIT & FINANCE COMMITTEE CHAIR 0.30 X X 0 0 0 STEVEN HARVEY INVESTMENT COMMITTEE CHAIR 0.30 X X 0 0 0 RONNYE COWELL PAST CHAIR 0.30 X X 0 0 0 JUSTIN APPERSON BOARD MEMBER 0.30 X 0 0 0 VIRGINIA BARLOW MD BOARD MEMBER 0.30 X 0 0 0 MATTHEW MATT CAIRE BOARD MEMBER 0.30 X 0 0 0 JODI EDGAR BOARD MEMBER 0.30 X 0 0 0 LESLIE FOSSLER BOARD MEMBER 0.30 X 0 0 0 BRIAN FRANCIS BOARD MEMBER 0.30 X 0 0 0 RICHARD GARCIA BOARD MEMBER 0.30 X 0 0 0 SERGIO SERGE GARCIA PHD BOARD MEMBER 0.30 X 0 0 0 SUSAN GARCIA BOARD MEMBER 0.30 X 0 0 0 BRYAN GATES BOARD MEMBER 0.30 X 0 0 0 ERNEST JAY HORN BOARD MEMBER 0.30 X 0 0 0 PAMELA PAM HUEWITT BOARD MEMBER 0.30 X 0 0 0 CARRIE HURT BOARD MEMBER 0.30 X 0 0 0 STEPHEN STEVE ISON BOARD DEVELOPMENT VICE CHAIR 0.30 X 0 0 0 DAUPHEN JACKSON BOARD MEMBER 0.30 X 0 0 0 JAY JANECEK BOARD MEMBER 0.30 X 0 0 0 ALEX KAKHNOVETS BOARD MEMBER 0.30 X 0 0 0 DONALD DON KINNETT BOARD MEMBER 0.30 X 0 0 0 ADAM LAUBACH BOARD MEMBER 0.30 X 0 0 0 CHRISTINA LUNA BOARD MEMBER 0.30 X 0 0 0 ALAN MANN BOARD MEMBER 0.30 X 0 0 0 WESLEY MELCHER BOARD MEMBER 0.30 X 0 0 0 JONATHAN NELSON BOARD MEMBER 0.30 X 0 0 0 JON DAVID JD PEREZ BOARD MEMBER 0.30 X 0 0 0 ANTHONY TONY RIDOUT BOARD MEMBER 0.30 X 0 0 0 CHRISTIAN RUNDBERG BOARD MEMBER 0.30 X 0 0 0 KRISTIN SCHOLER BOARD MEMBER 0.30 X 0 0 0 WANDA SDAO BOARD MEMBER 0.30 X 0 0 0 ERNESTO SILVA BOARD MEMBER 0.30 X 0 0 0 MABEL SIMPSON BOARD MEMBER 0.30 X 0 0 0 BRUCE SMITH BOARD MEMBER 0.30 X 0 0 0 KAREN SOEFJE AUDIT & FINANCE VICE CHAIR 0.30 X 0 0 0 RAYMOND LANCE SPRUIELL BOARD MEMBER 0.30 X 0 0 0 PLINIO JOEY TREVINO BOARD MEMBER 0.30 X 0 0 0 JOHN TURNER BOARD MEMBER 0.30 X 0 0 0 GERARDO JERRY VILLEGAS BOARD MEMBER 0.30 X 0 0 0 BRADLEY WESTMORELAND BOARD MEMBER 0.30 X 0 0 0 PAMELA WILLS-WARD BOARD MEMBER 0.30 X 0 0 0 ELIZABETH NASH HONORARY LIFE MEMBERS 0.30 X 0 0 0 JAMES PENDERGAST JR HONORARY LIFE MEMBERS 0.30 X 0 0 0 DR KELLY DAMPHOUSSE PRESIDENT 0.30 X 0 0 0 DR PRANESH ASWATH PROVOST & EXECUTIVE VP 0.30 X 0 0 0 ERIC ALGOE EXECUTIVE VP FOR OPERATIONS/CFO 0.30 X 0 0 0 BROOKS HULL EXECUTIVE DIRECTOR 0.30 X 0 0 0 TAMARA CORBIER MANAGING DIRECTOR 0.30 X 0 0 0 AMY EMSHOFF BUSINESS MANAGER 0.30 X 0 0 0 0 0 0 0 0 0 0 CAMBRIDGE ASSOCIATES LLC 115 FEDERAL STREET STE 2600 BOSTON MA 02110 INVESTMENT ADVISING 303089 WASHINGTON SPEAKERS BUREAU 2020 PENNSYLVANIA AVENUE NW 258 WASHINGTON DC 20006 SPEAKING SERVICES 254428 CASSIDY & ASSOCIATES INC 1625 EYE STREET NW FL 3 WASHINGTON DC 20006 CONSULTANTS FOR GOVERNMENT RELATIONS 114300 3 6884221 1103784 6884221 1729531 1729531 59516 59516 20120431 9926477 10193954 10193954 10193954 18867222 0 0 11983001 5720683 5720683 198182 198182 21090 21090 80493 80493 32374 32374 17554 17554 2783 2783 ALLOCATED SERVICES 523129 355643 167486 FUNDRAISING 340405 340405 BOARD EXPENSES 148934 148934 7085627 5720683 776560 588384 177612 4405354 2425446 2304951 4313133 535055 21822 21822 0 0 68842274 85151322 54591350 52616828 130143929 145219396 1140485 507242 275336 316860 1415821 824102 X 1160472 1183682 127567636 143211612 128728108 144395294 130143929 145219396 11781595 4145831 -260240 0 X X 0 1 X 1 0 X 2098987 5244160 2906534 5866619 6884221 23000521 2098987 5244160 2906534 5866619 6884221 23000521 1852047 21148474 2058721 3252215 1736701 2023041 1789047 10859725 33860246 0.62460 0.59480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127567636 6884221 15972291 5220683 1991853 143211612 112334517 5863919 15549657 4462497 1717960 127567636 103437179 2892783 12187630 4635152 1547923 112334517 118575223 5243760 -14838131 3816704 1726969 103437179 94981412 2095970 26809732 3820827 1491064 118575223 0.62000 0.38000 0 0 6622 6622 0 15200 15200 0 0 VANGUARD TOTAL STOCK MKT INDEX FUND INST SHARE 41651327 F VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INSTITUTIONAL SHARES 10965501 F 52616828 ANNUITIES PAYABLE 316860 316860 X 22752813 4145831 4145831 18606982 260240 260240 18867222 7085627 0 7085627 0 7085627 PART X, LINE 2: THE FOUNDATION HAS ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD ENDING DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50 PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. AS OF JUNE 30, 2025 AND 2024, THE FOUNDATION HAS NOT RECOGNIZED LIABILITIES FOR UNCERTAIN TAX POSITIONS OR ASSOCIATED INTEREST OR PENALTIES. THE TAX RETURNS FOR THE YEARS ENDING JUNE 30, 2022, AND AFTER ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. X X X 1 ADVANCEMENT SERVICES LLC 11011 WEST BROAD STREET GLEN ALLEN VA 23060 FUNDRAISING 0 0 80493 -80493 80493 -80493 TX CA CO OR SC 1 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 501(C)(3) 2618214 0 SCHOLARSHIPS FOR STUDENTS TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 501(C)(3) 2602469 0 UNIVERSITY ADVANCEMENT NATIONAL FISH AND WILDLIFE FOUNDATION 1625 EYE STREET NW FL 3 WASHINGTON DC 20006 521384139 501(C)(3) 500000 0 TO SUPPORT THE RESEARCH OF ENDANGERED TOADS 3 0 PART I, LINE 2: THE ORGANIZATION PROVIDES GRANTS AND SCHOLARSHIP FUNDS TO THE UNIVERSITY AND THE UNIVERSITY MAINTAINS RECORDS AND MONITORS THE USE OF THE GRANT FUNDS. X 8 1103784 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT & FINANCE COMMITTEE REVIEWS AND SENDS TO THE EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST FORM IS SIGNED AT THE FALL FULL BOARD MEETING BY EACH MEMBER ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE EMPLOYEES. THE FOUNDATION REIMBURSES THE UNIVERSITY FOR SALARY AND BENEFITS OF UNIVERSITY EMPLOYEES ASSIGNED TO THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE DEVELOPMENT FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC VIA ITS PUBLIC WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE OVERSIGHT OF THE AUDIT AND SELECTION PROCESS FOR THE AUDIT COMMITTEE DID NOT CHANGE FROM THE PRIOR YEAR.