2011-02-12T09:56:53-06:00 2010-06-30 DIEHL BANWART BOLTON CPAs PA PO BOX 469 FORT SCOTT KS 66701 990 2009-07-01 486104332 PITTSBURG STATE UNIVERSITY FOUNDATION INC PITT 6202317000 401 E FORD PITTSBURG KS 66762 BRAD HODSON 6202317000 2011-02-12 1 TERENCE L SERCER 6202234300 2009 2016-02-24 21:20:13Z BRAD HODSON 401 E FORD PITTSBURG KS 66762 7410135 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 0 203 0 0 6145553 4851984 228337 217791 -4172960 2340360 0 2200930 7410135 6269308 4431713 0 0 0 642334 965938 969110 7235246 5400823 -5034316 2009312 54165400 61459875 11937729 11876055 42227671 49583820 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 2586492 THE PITTSBURG STATE FOUNDATION PROVIDED SCHOLARSHIPS TO ELIGIBLE STUDENTS ATTENDING THE UNIVERSITY. ELIGIBILITY WAS DETERMINED BY THE UNIVERSITY FINANCIAL AID DEPARTMENT. 1859353 THE FOUNDATION PROVIDED FUNDS FOR VARIOUS PURPOSES FOR PITTSBURG STATE UNIVERSITY INCLUDING CLASSROOM INSTRUCTION, FACULTY/PROFESSIONAL DEVELOPMENT, OPERATING EXPENSES, AND CAPITAL PROJECTS. 4445845 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 49 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 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 X RICHARD L HINES 1.00 X X 0 0 0 JOSEPH D LEVENS JR 1.00 X X 0 0 0 J BRADFORD HODSON 16.00 X X 0 136902 0 JOHN D PATTERSON 8.00 X X 0 144357 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 JOSEPH PATRICK CARDULLO 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 121465 0 CHARLES HOSMAN 1.00 X 0 0 0 ROBERT J JOHNSON 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 ROBERTA A MCNAY 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 STEVE W SLOAN 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 ALAN G WHETZEL 1.00 X 0 0 0 LYNDA S WILKINSON 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 0 402724 0 0 0 0 0 0 1030 637503 4213451 102372 4851984 MISC SALES 900099 172075 172075 RENTAL INCOME 900002 42804 42804 STUDENT LOAN INT & FEE 900099 2912 2912 217791 827741 827741 1512619 1512619 1512619 1512619 7410135 2558151 0 0 1845221 1845221 2586492 2586492 20059 20059 226139 226139 30000 30000 22257 14132 8125 126741 126741 38168 38168 32428 32428 54077 54077 11055 11055 CONTRACTUAL SERVICES 236569 236569 GENERAL OPERATING 139869 139869 ALUMNI ACTIVITIES 25391 25391 MISCELLANEOUS 6357 6357 5400823 4445845 312644 642334 302307 276564 7620205 4845596 41140 33387 1194918 456099 730734 738819 33026131 41792964 12235754 13573750 209129 198795 54165400 61459875 328355 78810 9555892 10554431 1583000 817000 470482 425814 11937729 11876055 X 11861905 17481493 788691 1145516 29577075 30956811 42227671 49583820 54165400 61459875 X 0 1 1 X 0 X 9881443 6350437 3701273 6145533 4851984 30930670 9881443 6350437 3701273 6145533 4851984 30930670 16450703 14479967 1298187 1217909 1052805 829928 827741 5226570 4543 2471 1308 2616 2912 13850 626811 552384 804965 802306 853412 3639878 39810968 0.36370 0.59870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26142761 1343266 5283590 1712986 31056631 34761891 1164218 -7887424 1895924 26142761 1 0 62728 62728 795666 264889 530777 282660 172730 109930 53864 18480 35384 738819 REAL ESTATE TRUSTS 633827 F HEDGE FUNDS 10904233 F PRIVATE EQUITY PARTNERSHIPS 2035690 F 13573750 ACCRUED INTEREST 3183 AGENCY LIABILITY 191360 PRESENT VALUE OF ANNUITIES 231271 425814 7410135 5400823 2009312 5346837 5346837 7356149 12756972 5346837 5346837 7410135 0 7410135 5400823 0 5400823 0 5400823 Part V, Line 4: Description of Intended Use of Endowment Funds: 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 1845221 BOOK SUPPORT THE COLLEGE 1 SCHOLARSHIPS TO STUDENTS THAT ATTEND PITTSBURG STATE UNIVERSITY 2615 2586492 COST N/A Other Information: Part IV: THE FOUNDATION PROVIDED ASSISTANCE TO PITTSBURG STATE UNIVERSITY TOTALING 1,859,353 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 2,586,492 TO ELIGIBLE STUDENTS ATTENDING THE UNIVERSITY. ELIGIBILITY WAS DETERMINED BY THE UNIVERSITY FINANCIAL AID DEPARTMENT BY FOLLOWING SCHOLARSHIP STIPULATIONS ESTABLISHED BY THE DONORS. X 12 102372 AVERAGE PRICE 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. FORM 990, PART XI, LINE 2C AN AUDIT COMMITTEE HISTORICALLY SELECTS THE FOUNDATION'S ANNUAL AUDIT FIRM AND MEETS WITH THE AUDITOR AFTER COMPLETION OF THE ANNUAL AUDIT PITTSBURG STATE UNIVERSITY 1701 SOUTH BROADWAY PITTSBURG KS 66762 486119268 COLLEGE EDUCATION KS 115 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PITTSBUG STATE UNIVERSITY B 4445845 PITTSBUG STATE UNIVERSITY K 4213451