TEXAS STATE UNIVERSITY SYSTEM FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
TEXAS STATE UNIVERSITY SYSTEM FOUNDATION INC (EIN 74-1946138)
Tax period
2024-09-01 to 2025-08-31
Filed
2026-06-10
IRS object ID
202611619349301161
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-10T01:44:42-00:00ReturnTs
Tax Period End2025-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742809795PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MONDAY RUFUS & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11508 Dessau Ridge Ln Ste 405AddressLine1Txt
CityAustinCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78754ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN741946138EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS STATE UNIVERSITY SYSTEM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEXABusinessNameControlTxt
Phone5124634862PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL WINTEMUTEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5124634862PhoneNum
Signature2026-06-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMONDAY N RUFUS CPAPreparerPersonNm
PTINP00045725PTIN
Phone5123800799PhoneNum
Preparation2026-06-10PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL WINTEMUTEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,611,096GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TSUS.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateTXLegalDomicileStateCd
Activity Or MissionPUBLIC CHARITABLE USES AND PURPOSES FOR THE BENEFIT OF THE TEXAS STATE UNIVERSITY SYSTEMActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$23,482PYContributionsGrantsAmt
CY Contributions Grants$69,871CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,051,107PYInvestmentIncomeAmt
CY Investment Income$812,671CYInvestmentIncomeAmt
CY Other Revenue$728,554CYOtherRevenueAmt
PY Total Revenue$1,074,589PYTotalRevenueAmt
CY Total Revenue$1,611,096CYTotalRevenueAmt
PY Grants And Similar Paid$168,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$72,500CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$789,233CYTotalFundraisingExpenseAmt
PY Other Expenses$290,196PYOtherExpensesAmt
CY Other Expenses$1,181,592CYOtherExpensesAmt
PY Total Expenses$458,196PYTotalExpensesAmt
CY Total Expenses$1,254,092CYTotalExpensesAmt
PY Revenues Less Expenses$616,393PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$357,004CYRevenuesLessExpensesAmt
Total Assets BOY$7,429,089TotalAssetsBOYAmt
Total Assets EOY$7,687,605TotalAssetsEOYAmt
Total Liabilities BOY$164,084TotalLiabilitiesBOYAmt
Total Liabilities EOY$65,596TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,265,005NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$7,622,009NetAssetsOrFundBalancesEOYAmt
MissionPUBLIC CHARITABLE USES AND PURPOSES FOR THE BENEFIT OF THE TEXAS STATE UNIVERSITY SYSTEM AND ITS COMPONENTS BY PROVIDING, DIRECTLY OR INDIRECTLY, ASSISTANCE AND BENEFITS TO THE SYSTEM AND/ OR THE SYSTEMS COMPONENTS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$276,641ExpenseAmt
DescFOUNDATION PROVIDES SUPPORT VIA VARIOUS TYPES OF ASSISTANCE AND BENEFITS TO TEXAS STATE UNIVERSITY SYSTEM AND ITS COMPONENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$72,500ExpenseAmt
DescTHE INSTITUTIONAL ENHANCEMENT GRANT PROGRAM PROVIDED FUNDING FOR SPECIAL INITIATIVES OF THE SYSTEM AND/OR COMPONENT INSTITUTIONS, AT THE BOARDS DISCRETION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$349,141TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (true)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldTXStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMICHAEL WINTEMUTEPersonNm
Phone5124631808PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
CHARLIE AMATO
CHAIRMAN001.00001.00Yes (X)$0$0$0
DAVID MONTAGNE
BOARD MEMBER001.00001.00Yes (X)$0$0$0
RON MITCHELL
BOARD MEMBER001.00001.00Yes (X)$0$0$0
MIKE WINTEMUTE
EXECUTIVE DIRECTOR005.00005.00Yes (X)$0$0$0Yes (X)
ROSSANNA SALAZAR
BOARD MEMBER001.00001.00Yes (X)$0$0$0
WILLIAM F SCOTT
BOARD MEMBER001.00001.00Yes (X)$0$0$0
ALAN TINSLEY
BOARD MEMBER001.00001.00Yes (X)$0$0$0
DONNA WILLIAMS
BOARD MEMBER001.00001.00Yes (X)$0$0$0
DR BRIAN MCCALL
BOARD MEMBER001.00001.00Yes (X)$0$0$0
DANIEL HARPER
TREASURER001.00001.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Fundraising$19,223FundraisingAmt
All Other Contributions$50,648AllOtherContributionsAmt
Noncash Contributions$19,223NoncashContributionsAmt
Total Contributions$69,871TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$812,671TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$726,785FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$19,223ContriRptFundraisingEventAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$726,785TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,769TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,769OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,611,096TotalRevenueColumnAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$72,500TotalAmt
Program Services$72,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$61,618TotalAmt
Management And General$61,618ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$39,195TotalAmt
Management And General$39,195ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Fees For Services Prof FundraisingFeesForServicesProfFundraising

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,118TotalAmt
Management And General$4,118ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,283TotalAmt
Management And General$3,283ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,504TotalAmt
Management And General$7,504ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$207,837TotalAmt
Program Services$207,837ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$53,270TotalAmt
Fundraising$53,270FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
REGENTS PROFESSOR AWARDS$50,000$50,000
EVENT PRODUCTION COSTS$735,963$735,963
REGENTS SUPPORT$18,804$18,804

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,254,092TotalAmt
Program Services$349,141ProgramServicesAmt
Management And General$115,718ManagementAndGeneralAmt
Fundraising$789,233FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$946,706BOYAmt
EOY$467,652EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$18,500BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,463,883BOYAmt
EOY$7,219,953EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$7,429,089BOYAmt
EOY$7,687,605EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$73,984BOYAmt
EOY$65,596EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$90,100BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$164,084BOYAmt
EOY$65,596EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,220,655BOYAmt
EOY$7,585,159EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$44,350BOYAmt
EOY$36,850EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,265,005BOYAmt
EOY$7,622,009EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,429,089BOYAmt
EOY$7,687,605EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$357,004ReconcilationRevenueExpnssAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College OrganizationYes (X)CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$741,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,482CurrentTaxYearMinus1YearAmt
Current Tax Year$777,433CurrentTaxYearAmt
Total$1,597,268TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$40,800CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,400CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$741,153CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,482CurrentTaxYearMinus1YearAmt
Current Tax Year$777,433CurrentTaxYearAmt
Total$1,597,268TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,597,268PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$98,998CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$143,355CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$165,161CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$165,240CurrentTaxYearMinus1YearAmt
Current Tax Year$158,813CurrentTaxYearAmt
Total$731,567TotalAmt
FieldValueIRS element (for citing)
Total Support$2,328,835TotalSupportAmt
Public Support CY1700.68590PublicSupportCY170Pct
Public Support PY1700.70420PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,674,924BeginningYearBalanceAmt
Contributions$8,420ContributionsAmt
Investment Earnings Or Losses$812,671InvestmentEarningsOrLossesAmt
Grants Or Scholarships$72,500GrantsOrScholarshipsAmt
Administrative Expenses$115,718AdministrativeExpensesAmt
End Year Balance$5,307,797EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,877,044BeginningYearBalanceAmt
Contributions$16,182ContributionsAmt
Investment Earnings Or Losses$1,051,108InvestmentEarningsOrLossesAmt
Grants Or Scholarships$168,000GrantsOrScholarshipsAmt
Administrative Expenses$101,410AdministrativeExpensesAmt
End Year Balance$4,674,924EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,810,278BeginningYearBalanceAmt
Contributions$719,553ContributionsAmt
Investment Earnings Or Losses$567,874InvestmentEarningsOrLossesAmt
Grants Or Scholarships$58,000GrantsOrScholarshipsAmt
Administrative Expenses$162,661AdministrativeExpensesAmt
End Year Balance$3,877,044EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,084,879BeginningYearBalanceAmt
Contributions$2,550ContributionsAmt
Investment Earnings Or Losses-$1,005,325InvestmentEarningsOrLossesAmt
Grants Or Scholarships$190,225GrantsOrScholarshipsAmt
Administrative Expenses$81,601AdministrativeExpensesAmt
End Year Balance$2,810,278EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,771,600BeginningYearBalanceAmt
Contributions$19,700ContributionsAmt
Investment Earnings Or Losses$1,468,846InvestmentEarningsOrLossesAmt
Grants Or Scholarships$110,675GrantsOrScholarshipsAmt
Administrative Expenses$64,592AdministrativeExpensesAmt
End Year Balance$4,084,879EndYearBalanceAmt
FieldValueIRS element (for citing)
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc
Financial derivatives and other financial products
Closely-held equity interests

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc
Federal income taxes
SAM HOUSTON STATE UNIVERSITY - ENDOWMENT
FieldValueIRS element (for citing)
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,611,096TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$1,611,096RevenueSubtotalAmt
Total Revenue Per Form990$1,611,096TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,254,092TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$1,254,092ExpensesSubtotalAmt
Total Expenses Per Form990$1,254,092TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceX 2FormAndLineReferenceDesc
ExplanationTHE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE INTERNAL REVENUE CODEIRC AS AN ORGANIZATION DESCRIBED IN SECTION 501 C 3, EXCEPT ON ANY UNRELATED BUSINESS INCOME .AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. THE FOUNDATION, CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION, HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BT GAAP, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSTION THAT WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED THE TAX POSITIONS TAKEN IN ITS FILING WITH THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS WHERE IT OPERATED AND BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENT THAT WOILD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATIONS FINANCIAL POSITION, CHANGES IN NET ASSETS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT AUGUST 31,2024. THE FOUNDATION IS SUBJECT TO INCOME TAX AUDITS FOR THE PREVIOUS THREE YEARS WHICH ARE OPEN. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.ExplanationTxt

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

FieldValueIRS element (for citing)
PersonTEXAS STATE UNIVERSITY SYSTEMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
ActivityBiennial BenefitActivityTxt
Fundraiser Control Of FundsfalseFundraiserControlOfFundsInd
Gross Receipts$746,008GrossReceiptsAmt
Retained By Contractor$735,963RetainedByContractorAmt
Net To Organization$10,045NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$746,008TotalGrossReceiptsAmt
Total Retained By Contractors$735,963TotalRetainedByContractorsAmt
Total Net To Organization$10,045TotalNetToOrganizationAmt

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1BIENNIAL BENEFITEvent1Nm
Gross Receipts Event1$746,008GrossReceiptsEvent1Amt
Charitable Contri Event1$19,223CharitableContriEvent1Amt
Gross Revenue Event1$726,785GrossRevenueEvent1Amt
Rent Facility Costs Event1$119,684RentFacilityCostsEvent1Amt
Food And Beverage Event1$62,703FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$3,576OtherDirectExpensesEvent1Amt
Gross Receipts Total$746,008GrossReceiptsTotalAmt
Charitable Contributions Tot$19,223CharitableContributionsTotAmt
Gross Revenue Total Events$726,785GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$119,684RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$62,703FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$3,576OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$185,963DirectExpenseSummaryEventsAmt
Net Income Summary$540,822NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TEXAS STATE UNIVERSITY SYSTEMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
Recipient EIN746000079RecipientEIN
Cash Grant$61,618CashGrantAmt
Valuation Method UsedBookValuationMethodUsedDesc
Purpose Of GrantGENERAL ADMIN SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total Other Org1TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient16RecipientCnt
Cash Grant$72,500CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Line 2VICE -PRESIDENTS OF THE GRANTEES UNIVERSITY VERIFY ACADEMIC STANDING ANNUALLY AND SUBMIT REIMBURSMENT REQUESTS WHICH ARE VERIFIED IN FOUNDATION OFFICE PRIOR TO PAYMENT.
Part II Line 1ATHE FOUNDATION SIGNED THE TEXAS STATE UNIVERSITY ENDOWNMENT AND WILL MAKE ANNUAL CONTRIBUTIONS IN THE AMOUNT OF 100,000 FOR EACH OF THE TEN YEARS STARTING ON OR BEFORE MARCH 1,2014.
Part III Line BPOTENTIAL RECIPIENTS OF SCHOLARSHIPS AWARDED FROM THE EDMUND KUEMPEL AND FERNANDO GOMEZ SCHOLARSHIP PROGRAMS MUST MEET SPECIFIC CRITERIA IN THE PROGRAMS GUIDELINES. SUCH CRITERIA INCLUDE THE NOMINATION OF THE CANDIDATE BY A UNIVERSITY PRESIDENT, MAINTAINING GOOD ACADEMIC STANDING, AND SUBMITTING AN ESSAY PROVIDING A STRONG JUSTIFICATION FOR THEIR CANDIDACY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part I, Line 1DESCRIPTION OF ORGANIZATION MISSION TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY SYSTEM AND ITS MEMBER INSTITUTIONS.
Form 990, Part IV, Section B, Line 11EACH BOARD MEMBER RECEIVES AND REVIEWS A COPY OF THE FORM 990 BEFORE THE BOARD MEETING AND ALL BOARD MEMBERS REVIEW AND DISCUSS THE FORM 990 TOGETHER AT THE ANNUAL MEETING BEFORE FILING.
Form 990, Part VI, Section B, Line 12CTHE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part VI, Section B, Line 15ATHE EXECUTIVE DIRECTORS COMPENSATION IS APPROVED BY THE FOUNDATIONS BOARD.
Form 990, Part VI, Section C, Line 19EACH BOARD MEMBER RECEIVES AND REVIEWS A COPY OF THE FORM 990 BEFORE THE BOARD MEETING AND ALL BOARD MEMBERS REVIEW AND DISCUSS THE FORM 990 TOGETHER AT THE ANNUAL MEETING BEFORE FILING. THE DIRECTORS REVIEW THE POLICY AND CERTIFY COMPLIANCE ANNUALLY. THE EXECUTIVE DIRECTORS COMPENSATION IS APPROVED BY THE FOUNDATIONS BOARD. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
Form 990, Part XII, Line 2CTHE PROCESS OF SELECTING AND OVERSEEING THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1TEXAS STATE UNIVERSITY SYSTEMBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 COLORADO STREETAddressLine1Txt
CityAUSTINCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78701ZIPCd
FieldValueIRS element (for citing)
EIN746000079EIN
Primary ActivitiesHIGHER EDUCATIONPrimaryActivitiesTxt
Legal Domicile StateTXLegalDomicileStateCd
Exempt Code Section501 C 3ExemptCodeSectionTxt
Public Charity Status170 B 1 APublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1TX STATE UNIVERSITY SYSTEM BOARD OF REGENTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxt
TEXAS STATE UNIVERSITY SYSTEM
p
TEXAS STATE UNIVERSITY SYSTEM
c

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