COLORADO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO STATE UNIVERSITY FOUNDATION (EIN 23-7098397)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-15
- IRS object ID
- 201143199349302659
- Schema version
- 2010v3.4
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:00:33-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EHRHARDT KEEFE STEINER & HOTTMAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372843 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237098397 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colorado State University Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 9704917135 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1870 | AddressLine1 |
| City | Fort Collins | City |
| State | CO | State |
| ZIP Code | 80522 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN HENRY | Name |
| Title | PRESIDENT | Title |
| Phone | 9704917135 | Phone |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG R CHOUN | Name |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN HENRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1870 | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80522 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 92825969 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CSUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | Colorado State University Foundation receives, manages, and invests gifts to promote, develop, and enhance facilities and educational programs and opportunities of faculty, students, and alumni of CSU. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 14 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | -117546 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -414539 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25608677 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 45036387 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16832941 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12014065 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -70652 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2414 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 42370966 | TotalRevenuePriorYear |
| Total Revenue Current Year | 57052866 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 29531241 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 23482919 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1027360 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1050694 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5175287 | OtherExpensePriorYear |
| Other Expenses Current Year | 5979768 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35733888 | TotalExpensesPriorYear |
| Total Expenses Current Year | 30513381 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6637078 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 26539485 | RevenuesLessExpensesCY |
| Total Assets BOY | 254809590 | TotalAssetsBOY |
| Total Assets EOY | 327095080 | TotalAssetsEOY |
| Total Liabilities BOY | 12603739 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14081310 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 242205851 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 313013770 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | COLORADO STATE UNIVERSITY FOUNDATION (CSUF) ASSISTS IN THE PROMOTION, DEVELOPMENT AND ENHANCEMENT OF FACILITIES AND EDUCATIONAL PROGRAMS AND ENHANCEMENTS OF FACULTY, STUDENTS, AND ALUMNI OF COLORADO STATE UNIVERSITY (CSU). THIS IS ACCOMPLISHED THROUGH RECEIVING, MANAGING AND INVESTING GIFTS. PRINCIPAL AND/OR INCOME FROM THESE GIFTS ARE USED FOR SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WHICH DIRECTLY OR INDIRECTLY AID AND BENEFIT CSU. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 23685330 | Expense |
| Grants | 23482919 | Grants |
| Revenue | 0 | Revenue |
| Description | CSUF assisted in the promotion, development and enhancement of facilities and educational programs and enhancements of faculty, students, and alumni of Colorado State University. During the year, the foundation transferred approximately $23,000,000 to CSU. Because of this aid, CSU was able to award scholarships and fellowships to its students; provide for academic and instructional support, research efforts, institutional support; and operation and maintenance of facilities and equipment. | Description |
| Total Program Service Expense | 23685330 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | true | 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 | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | 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 | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | 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 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 14 | 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 | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | 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 | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | 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 | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN DUNBAR | NamePerson |
| Telephone Number | 9704917135 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 UNIVERSITY SERVICES CENTER | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 805239100 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES MARTELL | ||||||
| DIRECTOR/CHAIR | 1.0 | X | X | 0 | 0 | 0 |
| ROBERT CROMWELL | ||||||
| DIRECTOR/VICE-CHAIR | 1.0 | X | X | 0 | 0 | 0 |
| EDWIN MCDOWELL JR | ||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |
| KATHLEEN HENRY | ||||||
| PRESIDENT/CEO | 20.0 | X | X | 92500 | 0 | 15245 |
| KAREN DUNBAR | ||||||
| SECRETARY/TREASURER/CFO | 40.0 | X | 132413 | 0 | 31580 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 224913 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46825 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | 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 |
|---|---|---|---|---|---|
| WOODBERRY ASSOCIATES LLC | |||||
| 6227 EAGLE RIDGE RD | BETTENDORF | IA | 52722 | LEGISLATIVE RELATION | 182126 |
| WASHINGTON SPEAKERS BUREAU | |||||
| 1663 PRINCE STREET | ALEXANDRIA | VA | 22314 | PUBLIC SPEAKER | 180968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 45036387 | AllOtherContributions |
| Noncash Contributions | 1423928 | NoncashContributions |
| Total Contributions | 45036387 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4264979 | TotalRevenueColumn |
| Exclusion | $4,264,979 | 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 | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43522189 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 35773103 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7749086 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7749086 | TotalRevenueColumn |
| Exclusion | $7,749,086 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
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 (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 119960 | 119960 | |
| ORDINARY LOSS FROM PARTNERSHIPS | 523000 | -117546 | -117546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2414 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 57052866 | TotalRevenueColumn |
| Related Or Exempt Function Income | 119960 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -117546 | UnrelatedBusinessRevenue |
| Exclusion | $12,014,065 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23482919 | Total |
| Program Services | 23482919 | 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 | 278275 | Total |
| Management And General | 278275 | ManagementAndGeneral |
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 | 583036 | Total |
| Management And General | 583036 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45130 | Total |
| Management And General | 45130 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89510 | Total |
| Management And General | 89510 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54743 | Total |
| Management And General | 54743 | ManagementAndGeneral |
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 | 50052 | Total |
| Program Services | 12196 | ProgramServices |
| Management And General | 37856 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46991 | Total |
| Management And General | 46991 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250110 | Total |
| Management And General | 250110 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4150320 | Total |
| Management And General | 4150320 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9757 | Total |
| Program Services | 9398 | ProgramServices |
| Management And General | 359 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113967 | Total |
| Program Services | 27398 | ProgramServices |
| Management And General | 86569 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25403 | Total |
| Management And General | 25403 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5797 | Total |
| Program Services | 790 | ProgramServices |
| Management And General | 5007 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5165 | Total |
| Program Services | 755 | ProgramServices |
| Management And General | 4410 | ManagementAndGeneral |
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 | 12428 | Total |
| Management And General | 12428 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10503 | Total |
| Management And General | 10503 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CULTIVATION & DEVELOPMENT | 29568 | 29568 | |
| GIFT PROCESSING SERVICES | 408300 | 408300 | |
| MISCELLANEOUS EXPENSE | 97866 | 80783 | 17083 |
| INS. PREM. ON DONATED POLICIES | 41523 | 41523 | |
| INC IN DOUBTFUL ACCT ALLOW | 722018 | 722018 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30513381 | Total |
| Program Services | 23685330 | ProgramServices |
| Management And General | 6828051 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 750 | BOY |
| EOY | 24294 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1230748 | BOY |
| EOY | 466252 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19583281 | BOY |
| EOY | 28937081 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11193 | BOY |
| EOY | 14504 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40756 | BOY |
| EOY | 33586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 220520 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 203676 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272312 | BOY |
| EOY | 16844 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 108154323 | BOY |
| EOY | 144371486 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124693903 | BOY |
| EOY | 152322786 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143938 | BOY |
| EOY | 206765 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 678386 | BOY |
| EOY | 701482 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254809590 | BOY |
| EOY | 327095080 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136908 | BOY |
| EOY | 182200 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902167 | BOY |
| EOY | 768950 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10692171 | BOY |
| EOY | 12244661 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 872493 | BOY |
| EOY | 885499 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12603739 | BOY |
| EOY | 14081310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14216601 | BOY |
| EOY | 31514021 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106925923 | BOY |
| EOY | 148167066 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121063327 | BOY |
| EOY | 133332683 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 242205851 | BOY |
| EOY | 313013770 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 254809590 | BOY |
| EOY | 327095080 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 26539485 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 44268434 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27494077 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40057120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36910340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25608677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45036387 | CurrentTaxYear |
| Total | 175106601 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27494077 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40057120 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36910340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25608677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45036387 | CurrentTaxYear |
| Total | 175106601 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 9369303 | AmountsSubstContributorsTotal |
| Public Support Total170 | 165737298 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2381188 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3068723 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2827626 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3322760 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4264979 | CurrentTaxYear |
| Total | 15865276 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 216516 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 108627 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63711 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4081 | CurrentTaxYearMinus1Year |
| Current Tax Year | 119960 | CurrentTaxYear |
| Total | 512895 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 191484772 | TotalSupport |
| Public Support Pertcentage170 | 0.86554 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77633 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250110 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250110 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26112951 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 26363061 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 364771 | CurrentYearMinus3 |
| Current Year Minus2 | 260556 | CurrentYearMinus2 |
| Current Year Minus1 | 214367 | CurrentYearMinus1 |
| Current Year | 250110 | CurrentYear |
| Total | 1089804 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
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 | true | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 181835528 | BeginningOfYearBalance |
| Contributions | 12326771 | Contributions |
| Investment Earnings Or Losses | 44214351 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5843926 | GrantsOrScholarships |
| Other Expenditures | -2149510 | OtherExpenditures |
| End Of Year Balance | 234682234 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 151644975 | BeginningOfYearBalance |
| Contributions | 6113047 | Contributions |
| Investment Earnings Or Losses | 19257909 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4254108 | GrantsOrScholarships |
| Other Expenditures | -9073705 | OtherExpenditures |
| End Of Year Balance | 181835528 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 190740729 | BeginningOfYearBalance |
| Contributions | 11457294 | Contributions |
| Investment Earnings Or Losses | -45379257 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5786615 | GrantsOrScholarships |
| Other Expenditures | -612824 | OtherExpenditures |
| End Of Year Balance | 151644975 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.26012 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73988 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 220520 | OtherCostOrOtherBasis |
| Depreciation | 203676 | Depreciation |
| Book Value | 16844 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 16844 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH/CASH EQUIV UNDER INV MGMT | 4018406 | F |
| HEDGED EQUITIES | 23018036 | F |
| ABSOLUTE RETURN | 59154519 | F |
| PRIVATE EQUITY | 66131825 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 152322786 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INCOME AGREEMENTS | Description |
| Amount | $885,499 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 885499 | TotalOfAmounts |
| Total Revenue | 57052866 | TotalRevenue |
| Total Expenses | 30513381 | TotalExpenses |
| Excess Or Deficit For Year | 26539485 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 46287321 | NetUnrealizedGLOnInvestments |
| Other | -$2,018,887 | OtherAmount |
| Total Adjustments | 44268434 | TotalAdjustments |
| Excess Or Deficit Per FS | 70807919 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 97270980 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 46287321 | NetUnrealizedGainsInvestments |
| Other Revenues | -2018887 | OtherRevenues |
| Revenue Not Rptd F990 | 44268434 | RevenueNotRptdF990 |
| Revenue Subtotal | 53002546 | RevenueSubtotal |
| Investment Expenses Not Included | 4050320 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4050320 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 57052866 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26463061 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 26463061 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 4050320 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 4050320 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 30513381 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART X | FIN 48 | The Foundation is a not-for-profit entity exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and a public charity under Section 509(a)(1). Accordingly, no provision for income taxes is made in these financial statements. The Foundation applies a more-likely-than-not measurement methodology to reflect the financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of June 30, 2011 and 2010. If incurred, interest and penalties associated with tax positions are recorded in the period assessed in management and general expenses. No interest or penalties have been assessed as of June 30, 2011 and 2010. Tax years that remain subject to examination include 2008 through 2011 for the federal return and 2007 through 2011 for the Colorado return. |
| PART IV, LINE 2B | DEPOSITS HELD IN CUSTODY ARRANGEMENT | The Foundation has been designated by the Board of Governors of the Colorado State University (CSU) System as the official repository for all gifts of cash, securities, and other assets given to CSU for the use and benefit of CSU, other than those required by law to be kept by CSU. Endowments and the related expendable fund are held by the Foundation for investment safekeeping. The Foundation reports on these funds to CSU regularly. |
| PART V, LINE 4 | INTENDED USES OF ENDOWMENT FUND | ENDOWMENT FUNDS SHALL BE USED BY CSU FOR PURPOSES SET FORTH BY THE ENDOWMENT DONOR(S). SUCH USES INCLUDE BUT ARE NOT LIMITED TO SCHOLARSHIP, RESEARCH, ACADEMIC INSTRUCTION, AND OUTREACH. |
| PART XI, LINE 8 | RECONCILIATION OF NET ASSETS | ACTUARIAL CHANGE IN VALUE OF LIFE INCOME AGREEMENTS $ (36,033) NET INVESTMENT GAINS ON DEPOSITS HELD IN CUSTODY FOR CSU (2,100,400) UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 117,546 ---------- TOTAL $ (2,018,887) |
| PART XII, LINE 2D | RECONCILIATION OF REVENUE | ACTUARIAL CHANGE IN VALUE OF LIFE INCOME AGREEMENTS $ (36,033) NET INVESTMENT GAINS ON DEPOSITS HELD IN CUSTODY FOR CSU (2,100,400) UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 117,546 ---------- TOTAL $ (2,018,887) |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | N/A | 0 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| COLORADO STATE UNIVERSITY | |||||||||
| OVAL DRIVE | FORT COLLINS | CO | 80523 | 846000545 | 21773126 | 1423928 | FMV | Securities | EDUCATION |
| CSU RESEARCH FOUNDATION | |||||||||
| 601 S Howes Street Room 410 | Fort Collins | CO | 80523 | 840600653 | 35865 | 250000 | COST | LAND | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART I, LINE 2 | MONITORING PROCEDURES | Upon new fund establishment, a designated CSU representative receives fund documentation including donor's intentions and agrees to ensure donor intent is met. Regular, periodic certifications are generated by CSU Foundation and disseminated to CSU representatives for review and attestation that all amounts or items transferred to CSU during the reporting period have been expended or used in accordance with donor's intentions. |
| PART II, LINE 1G | NON-CASH ASSISTANCE | CSU Foundation receives gifts of securities (i.e. non-cash gifts) on behalf of CSU. See Schedule M for valuation and description of non-cash assistance received on behalf of CSU. |
| PART II, LINE 1H | PURPOSE OF GRANTS OR ASSISTANCE | Purposes set forth by the donor are communicated to CSU for all cash and non-cash assistance provided from CSU Foundation to CSU. Such purposes include but are not limited to scholarship, research, academic instruction, capital improvements, and discretionary use. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| 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 | KAREN DUNBAR | NamePerson |
| Base Compensation Filing Org | 132203 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 210 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 14158 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 18564 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 165135 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| 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 | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1423928 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Average of High Low | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts | |
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 32A | Identifier |
| Return Reference | ORGANIZATIONS USED FOR NON-CASH CONTRIBUTIONS | ReturnReference |
| Explanation | THE FOUNDATION RECEIVES GIFTS OF SECURITIES FOR THE BENEFIT OF COLORADO STATE UNIVERSITY. COLORADO STATE UNIVERSITY EMPLOYEES CONDUCT ALL RELATED FUNDRAISING FOR GIFTS OF SECURITIES RECEIVED BY THE FOUNDATION. CSU PROCESSES ALL GIFTS RECEIVED BY THE FOUNDATION PER ANNUALLY NEGOTIATED AGREEMENT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PART VI-B, LINE 15 | COMPENSATION POLICY | The Foundation's process for determining compensation of all of its employees begins with identifying responsibilities of the position. Salaries associated with comparable positions within the nonprofit sector and geographic area are considered, as well as the employee's relevant experience and education. Salary and wage rates for new employees and any changes to pay rates are approved by the President/CEO or his/her designee. The chairperson of the Foundation's board of directors determines compensation for the President/CEO using the forementioned process and proposes the compensation or changes to compensation to the voting directors for approval. The President/CEO determines the compensation for other top officials. The Board of Directors then approves the compensation on an individual position basis for other top officials in conjunction with its review and approval of the Foundation's budget. Board-approved compensation and changes in compensation are communicated by the chairperson to the President/CEO and CFO. Appropriate documentation of the compensation process is maintained in the Foundation's records. |
| PART VI-B, LINE 11A | REVIEW OF 990 | As documented in meeting minutes, the Foundation's board of directors has been engaged in the reporting requirements of Form 990. Each director received a copy of the completed 990 for review prior to its filing and the board meeting at which the 990 was approved. |
| PART VI-B, LINE 12 | CONFLICT OF INTEREST POLICY | Directors of the Foundation's board and employees of the Foundation are provided company policies on or before their first date of service for the Foundation. All directors and key employees of the Foundation's board are requested to complete and submit a Disclosure of Potential and Known Conflict(s) of Interest annually or more frequently if conflicts arise sooner. Any disclosed relationships are discussed with legal counsel and a determination made as to whether the relationship constitutes a conflict of interest. Should a conflict of interest be determined to exist, the board is informed and the board determines appropriate action if necessary. Such action may include prohibiting the director from participating in certain deliberations and decisions or recusing the director from the board. |
| PART VI-C, LINE 19 | DISCLOSURE OF DOCUMENTS TO THE PUBLIC | The Foundation's audited financial statements, IRS Form 990, and IRS Form 1023 are available via the Foundation's website at www.csufoundation.org. Also available on its website is the Foundation's open records policy which addresses what records are considered public records open for inspection and the process for requesting such records. |
| PART VI-A, LINES 1A & 1B | COMPOSITION OF THE BOARD OF DIRECTORS | The Board of Directors of the Foundation consists of five voting members and three, ex-officio, non-voting members. Voting board members consist of four community members and the President of the Foundation. As of June 30, 2011, one of the voting member positions was vacant. Non-voting board members consist of the President of Colorado State University, the Vice President for Administrative Services, and the Vice President for University Advancement. |
| PART XI, LINE 4 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES | NET UNREALIZED GAINS ON INVESTMENTS: $46,287,321 ACTUARIAL CHANGE IN VALUE OF LIFE INCOME AGREEMENTS (36,033) NET INVESTMENT GAINS ON DEPOSITS HELD IN CUSTODY FOR CSU (2,100,400) UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 117,546 ---------- TOTAL $ 44,268,434 |