MIAMI UNIVERSITY FOUNDATION INC: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MIAMI UNIVERSITY FOUNDATION INC (EIN 31-6026014)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-04-11
IRS object ID
202431029349301878
Schema version
2022v5.0
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)
Return2024-04-11T20:10:09-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FORVIS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 WALNUT STREET SUITE 3000AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN316026014EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIAMI UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% BRUCE A GUIOTInCareOfNm
Business Name ControlMIAMBusinessNameControlTxt
Phone5135296110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 ROUDEBUSH HALLAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRUCE GUIOTPersonNm
Person TitleCFOPersonTitleTxt
Phone5135296110PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRUCEPersonFirstNm
Person LastGUIOTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAARON HERSHBERGERPreparerPersonNm
PTINP00961884PTIN
Phone5136218300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerBRUCE GUIOTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 ROUDEBUSH HALLAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$113,781,427GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.FORLOVEANDHONOR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSUPPORT OF MIAMI UNIVERSITYActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI-$796,818TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$20,122,843PYContributionsGrantsAmt
CY Contributions Grants$25,912,901CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$9,877,223PYInvestmentIncomeAmt
CY Investment Income$514,327CYInvestmentIncomeAmt
PY Other Revenue-$1,356,627PYOtherRevenueAmt
CY Other Revenue$851,353CYOtherRevenueAmt
PY Total Revenue$28,643,439PYTotalRevenueAmt
CY Total Revenue$27,278,581CYTotalRevenueAmt
PY Grants And Similar Paid$17,894,968PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,635,060CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,113,799CYTotalFundraisingExpenseAmt
PY Other Expenses$4,153,093PYOtherExpensesAmt
CY Other Expenses$4,591,665CYOtherExpensesAmt
PY Total Expenses$22,048,061PYTotalExpensesAmt
CY Total Expenses$25,226,725CYTotalExpensesAmt
PY Revenues Less Expenses$6,595,378PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,051,856CYRevenuesLessExpensesAmt
Total Assets BOY$724,573,926TotalAssetsBOYAmt
Total Assets EOY$781,643,093TotalAssetsEOYAmt
Total Liabilities BOY$286,036,362TotalLiabilitiesBOYAmt
Total Liabilities EOY$307,809,562TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$438,537,564NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$473,833,531NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT OF MIAMI UNIVERSITYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$20,635,060ExpenseAmt
Grant$20,635,060GrantAmt
DescMIAMI UNIVERSITY FOUNDATION RECEIVES CONTRIBUTIONS FROM ALUMNI AND FRIENDS OF THE UNIVERSITY WHICH IT HOLDS AND USES ACCORDING TO DONOR INSTRUCTIONS. INVESTMENT EARNINGS ARE PERIODICALLY TRANSFERRED TO THE UNIVERSITY TO FURTHER ITS EDUCATIONAL AND RESEARCH ACTIVITIES.Desc
Total Program Service Expenses$20,635,060TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
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 SecYes (true)ReportInvestmentsOtherSecInd
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 StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
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 ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
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
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 Members33GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
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 CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBRUCE A GUIOTPersonNm
Phone5135296110PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1MIAMI UNIVERSITYAddressLine1Txt
CityOXFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45056ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Dr Gregory Crawford
Director1.039.0Yes (X)$0$547,406$79,929
Dr David Creamer
TREASURER1.039.0Yes (X)$0$400,579$64,522Yes (X)
Jason Osborne
FORMER DIRECTOR0.040.0$0$397,569$49,185Yes (X)
Thomas Herbert
FORMER PRESIDENT0.040.0$0$362,137$20,689Yes (X)
Brady Bundy
DIRECTOR1.039.0Yes (X)$0$295,152$59,703
Dr Elizabeth R Mullenix
Director1.039.0Yes (X)$0$303,995$47,823
Jayne Brownell
DIRECTOR1.039.0Yes (X)$0$235,773$39,049
Brent Shock
DIRECTOR1.039.0Yes (X)$0$217,947$48,172
Bruce Guiot
Chief Financial Officer20.020.0$0$198,647$23,565Yes (X)
RYAN ELIAS
CHEIF DEVELOPMENT OFFICER20.020.0$0$186,203$23,631Yes (X)
Mackenzie Rice
PRESIDENT20.020.0Yes (X)$0$163,637$36,789Yes (X)
BRIAN FURNISH
CHEIF ADMINISTRATIVE OFFICER20.020.0$0$82,422$27,165Yes (X)
Biff Bowman
Director1.00.0Yes (X)$0$0$0
Stephanie Byrd
Director1.00.0Yes (X)$0$0$0
Mary Beth Canfield
Director1.00.0Yes (X)$0$0$0
David Dafoe
DIRECTOR1.00.0Yes (X)$0$0$0
Judy Greffin
Director1.00.0Yes (X)$0$0$0
Zain Haider
Director1.00.0Yes (X)$0$0$0
Brad Hunkler
Director1.00.0Yes (X)$0$0$0
Dave Koschik
Chair2.00.0Yes (X)$0$0$0Yes (X)
Lynn Larson
Director1.00.0Yes (X)$0$0$0
Tim Lloyd
DIRECTOR1.00.0Yes (X)$0$0$0
Chris Lorenzen
DIRECTOR1.00.0Yes (X)$0$0$0
Kim Lubel
DIRECTOR1.00.0Yes (X)$0$0$0
Suraj Maraboyina
DIRECTOR1.00.0Yes (X)$0$0$0
David Meyer
DIRECTOR1.00.0Yes (X)$0$0$0
Beth Mikes
DIRECTOR1.00.0Yes (X)$0$0$0
Ruth Milligan
DIRECTOR1.00.0Yes (X)$0$0$0
Sharon Mitchell
DIRECTOR1.00.0Yes (X)$0$0$0
Peter Mogk
DIRECTOR1.00.0Yes (X)$0$0$0
Edward O'Reilly
DIRECTOR1.00.0Yes (X)$0$0$0
Lynn Pistell
DIRECTOR1.00.0Yes (X)$0$0$0
Julia Poston
DIRECTOR1.00.0Yes (X)$0$0$0
Nichole Prescott
SECRETARY2.00.0Yes (X)$0$0$0Yes (X)
Aaron Ryan
DIRECTOR1.00.0Yes (X)$0$0$0
Mary Schell
DIRECTOR1.00.0Yes (X)$0$0$0
Scott Schweinfurth
Vice Chair2.00.0Yes (X)$0$0$0Yes (X)
Lisa Shade
DIRECTOR1.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$3,391,467TotReportableCompRltdOrgAmt
Total Other Compensation$520,222TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$25,912,901AllOtherContributionsAmt
Noncash Contributions$4,569,191NoncashContributionsAmt
Total Contributions$25,912,901TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,021,624TotalRevenueColumnAmt
Unrelated Business Revenue-$796,818UnrelatedBusinessRevenueAmt
Exclusion$2,818,442ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$84,995,549SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$86,502,846SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,507,297SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,507,297TotalRevenueColumnAmt
Exclusion-$1,507,297ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescSPLIT INTEREST AGREEMENTSDesc
Business525990BusinessCd
Total Revenue Column$851,353TotalRevenueColumnAmt
Exclusion$851,353ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$851,353OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,278,581TotalRevenueColumnAmt
Unrelated Business Revenue-$796,818UnrelatedBusinessRevenueAmt
Exclusion$2,162,498ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$20,635,060TotalAmt
Program Services$20,635,060ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

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$0TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

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$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
ADMINISTRATIVE EXPENSES$4,313,876$0$2,200,077$2,113,799
OTHER EXPENSES$277,789$0$277,789$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,226,725TotalAmt
Program Services$20,635,060ProgramServicesAmt
Management And General$2,477,866ManagementAndGeneralAmt
Fundraising$2,113,799FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$22,350,711BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,716,799BOYAmt
EOY$41,311,343EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$18,475,171BOYAmt
EOY$19,808,822EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,427,855BOYAmt
EOY$7,625,976EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$67,986,223BOYAmt
EOY$64,131,873EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$593,781,227BOYAmt
EOY$646,960,578EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,835,940BOYAmt
EOY$1,804,501EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$724,573,926BOYAmt
EOY$781,643,093EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,999,547BOYAmt
EOY$25,413,052EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,362,295BOYAmt
EOY$1,135,500EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$264,674,520BOYAmt
EOY$281,261,010EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$286,036,362BOYAmt
EOY$307,809,562EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,304,502BOYAmt
EOY$4,457,648EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$434,233,062BOYAmt
EOY$469,375,883EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$438,537,564BOYAmt
EOY$473,833,531EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$724,573,926BOYAmt
EOY$781,643,093EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,051,856ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$33,244,111NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
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$17,615,318CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,467,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,135,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,122,843CurrentTaxYearMinus1YearAmt
Current Tax Year$25,912,901CurrentTaxYearAmt
Total$107,254,437TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,615,318CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,467,408CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,135,967CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,122,843CurrentTaxYearMinus1YearAmt
Current Tax Year$25,912,901CurrentTaxYearAmt
Total$107,254,437TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,302,844SubstantialContributorsTotAmt
Public Support Total170$91,951,593PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,951,455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,930,167CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,313,456CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,314,869CurrentTaxYearMinus1YearAmt
Current Tax Year$2,021,624CurrentTaxYearAmt
Total$9,531,571TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$367,138CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$574,228CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,476,444CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$1,356,627CurrentTaxYearMinus1YearAmt
Current Tax Year$851,353CurrentTaxYearAmt
Total$1,764,080TotalAmt
FieldValueIRS element (for citing)
Total Support$118,550,088TotalSupportAmt
Public Support CY1700.77563PublicSupportCY170Pct
Public Support PY1700.74500PublicSupportPY170Pct
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)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$405,847,749BeginningYearBalanceAmt
Contributions$21,732,044ContributionsAmt
Investment Earnings Or Losses$33,410,181InvestmentEarningsOrLossesAmt
Grants Or Scholarships$17,209,329GrantsOrScholarshipsAmt
Administrative Expenses$4,313,876AdministrativeExpensesAmt
End Year Balance$439,466,769EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$426,942,301BeginningYearBalanceAmt
Contributions$18,070,557ContributionsAmt
Investment Earnings Or Losses-$20,230,835InvestmentEarningsOrLossesAmt
Grants Or Scholarships$15,075,539GrantsOrScholarshipsAmt
Administrative Expenses$3,858,735AdministrativeExpensesAmt
End Year Balance$405,847,749EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$315,019,562BeginningYearBalanceAmt
Contributions$30,512,931ContributionsAmt
Investment Earnings Or Losses$97,228,003InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,918,423GrantsOrScholarshipsAmt
Administrative Expenses$2,899,772AdministrativeExpensesAmt
End Year Balance$426,942,301EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$309,603,699BeginningYearBalanceAmt
Contributions$17,702,560ContributionsAmt
Investment Earnings Or Losses$2,323,005InvestmentEarningsOrLossesAmt
Grants Or Scholarships$11,893,476GrantsOrScholarshipsAmt
Administrative Expenses$2,716,226AdministrativeExpensesAmt
End Year Balance$315,019,562EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$302,514,984BeginningYearBalanceAmt
Contributions$11,995,543ContributionsAmt
Investment Earnings Or Losses$10,935,318InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,913,675GrantsOrScholarshipsAmt
Administrative Expenses$2,928,471AdministrativeExpensesAmt
End Year Balance$309,603,699EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.01020BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.70510PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28470TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp
Other Land BuildingsOtherLandBuildingsGrp
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Strategic Investments$478,335,979F
Private Investments$168,624,599F
FieldValueIRS element (for citing)
Total Book Value Securities$646,960,578TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Funds Held in Trust for others$277,951,890
Split Interest Obligations$3,309,120
FieldValueIRS element (for citing)
Total Liability$281,261,010TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$60,522,692TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$33,244,111NetUnrealizedGainsInvstAmt
Revenue Not Reported$33,244,111RevenueNotReportedAmt
Revenue Subtotal$27,278,581RevenueSubtotalAmt
Total Revenue Per Form990$27,278,581TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,226,725TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$25,226,725ExpensesSubtotalAmt
Total Expenses Per Form990$25,226,725TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART V, LINE 4INTENDED USE OF ENDOWMENT FUNDS INVESTMENT EARNINGS ARE PERIODICALLY TRANSFERRED TO MIAMI UNIVERSITY TO FURTHER ITS EDUCATIONAL AND RESEARCH ACTIVITIES.
SCHEDULE D, PART X, LINE 2The Foundation is a not-for-profit organization as defined under Section 501(c)(3) of the Internal Revenue Code (the Code) and is generally exempt from federal income taxes pursuant to Section 501(a) of the Code, except on unrelated business income. The Foundation has evaluated its tax positions at June 30 with respect to accounting for uncertainties in income taxes and has determined that there was no material impact to the Foundation's financial statements.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCENTRAL AMERICA AND THE CARIBBEANRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedINVESTMENTSTypeOfActivitiesConductedTxt
Region Total Expenditures$25,019,825RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$25,019,825SubtotalSpentAmt
Total Spent$25,019,825TotalSpentAmt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
MIAMI UNIVERSITY
501 E HIGH STREETOXFORDOH45056316402089$7,884,665SCHOLARSHIPS
MIAMI UNIVERSITY
501 E HIGH STREETOXFORDOH45056316402089$7,407,333ACADEMIC SUPPORT
MIAMI UNIVERSITY
501 E HIGH STREETOXFORDOH45056316402089$583,620ATHLETICS
MIAMI UNIVERSITY
501 E HIGH STREETOXFORDOH45056316402089$1,238,205CAMPUS IMPROVEMENTS
MIAMI UNIVERSITY
501 E HIGH STREETOXFORDOH45056316402089$3,521,237INSTITUTIONAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS TO ENSURE THE PROPER EXPENDITURE OF GIFT FUNDS, THE MIAMI UNIVERSITY FOUNDATION AND MIAMI UNIVERSITY, THROUGH THE OFFICE OF STEWARDSHIP AND DONOR RELATIONS, WILL PREFORM THE FOLLOWING: -PERFORM RANDOM ANNUAL DONOR INTENT AUDITS TO ASSIST THE VARIOUS DIVISIONS IN ENSURING ALL RESTRICTED GIFT MONEY IS EXPENDED IN ACCORDANCE WITH THE DONOR'S WISHES. -PROVIDE COURTESY, NON-TECHNICAL, AND INFORMATIONAL REPORTING OF THE USE OF GIFT FUNDS VIA ENDOWMENT REPORTS, AS THE INFORMATION IS REQUESTED BY THE DONOR OR AS REQUIRED BY THE ENDOWMENT GIFT AGREEMENT. -CONDUCT EDUCATION AND AWARENESS PROGRAMS FOR MIAMI UNIVERSITY DEANS, DEPARTMENT CHAIRS AND STAFF BY THE DIVISION OF UNIVERSITY ADVANCEMENT SO WE CAN PROVIDE CONSISTENT MANAGEMENT OF THE FUNDS THROUGHOUT ALL DIVISIONS. WHEN GIFTS ARE NOT BEING EXPENDED ON A TIMELY BASIS AND BECOME INACTIVE, THE FUND ADMINISTRATOR REVIEWS THE PURPOSE OF THE GIFT FOR WAYS IT MAY BE EXPENDED. IF THE FUNDS CANNOT BE USED IN A MANNER CONSISTENT WITH DONOR RESTRICTIONS, THE FUND ADMINISTRATOR DISCUSSES POSSIBLE ALTERNATIVES WITH THE DIRECTOR OF STEWARDSHIP AND DONOR RELATIONS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Dr Gregory Crawford
Director$0$544,052$0$0$0$3,354$0$55,866$0$24,063$0$627,335
Dr David Creamer
TREASURER$0$366,027$0$0$0$34,552$0$46,024$0$18,498$0$465,101
Jason Osborne
FORMER DIRECTOR$0$370,575$0$0$0$26,994$0$25,227$0$23,958$0$446,754
Dr Elizabeth R Mullenix
Director$0$301,352$0$0$0$2,643$0$26,022$0$21,801$0$351,818
Thomas Herbert
FORMER PRESIDENT$0$180,888$0$126,180$0$55,069$0$20,689$0$0$0$382,826
Brady Bundy
DIRECTOR$0$290,899$0$0$0$4,253$0$41,712$0$17,991$0$354,855
Jayne Brownell
DIRECTOR$0$233,572$0$0$0$2,201$0$27,751$0$11,298$0$274,822
Brent Shock
DIRECTOR$0$216,839$0$0$0$1,108$0$31,564$0$16,608$0$266,119
Bruce Guiot
Chief Financial Officer$0$197,695$0$0$0$952$0$22,993$0$572$0$222,212
Mackenzie Rice
PRESIDENT$0$163,209$0$0$0$428$0$19,834$0$16,955$0$200,426
RYAN ELIAS
CHEIF DEVELOPMENT OFFICER$185,844$0$359$22,339$1,292$209,834

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution4ContributionCnt
Noncash Contributions Rpt F990$1,000,003NoncashContributionsRptF990Amt
Method Of Determining RevenuesMU ART DIRECTORMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1NoncashContributionsRptF990Amt
Method Of Determining RevenuesWE JUST VALUED $1MethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution59ContributionCnt
Noncash Contributions Rpt F990$3,569,187NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp
Form8283 Received5Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (true)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE M, PART I, COLUMN BNUMBER THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS.
SCHEDULE M, PART I, LINE 32BUSE OF THIRD PARTIES GIFTS IN KIND AND VEHICLES ARE SOLD BY AUCTION USING A THIRD PARTY.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4Significant Changes to the Governing Documents The maximum number of elected directors increased from 25 to 30. Extended the maximum length of the terms of certain currently serving Directors from seven (7) to eight (8) years. Requires approval of the Miami University Board of Trustees for any amendment to Section 6.1 of the Code of Regulations. Section 6.1 of the Code of Regulations states, "The additional officers of the Foundation shall be the President, Treasurer, Chief Financial Officer, Chief Development Officer, Chief Administrative Officer, and any other officers as the Board may designate or determine. The Persons serving as additional officers may hold more than one office and shall be employees of the University."
FORM 990, PART VI, SECTION A, LINE 7APower to Appoint Members of the Governing Body According to the Miami University Foundation's ("Foundation") Code of Regulations dated May 10, 2023, the Foundation shall have up to nine persons appointed as Directors. The Directors are appointed pursuant to Section 4.3.1 of Code of Regulations. The following persons shall serve as appointed Directors: a) The Chair of the Board of Trustees of Miami University ("University") or a member of University Board of Trustees appointed by the Chair of the University Board of Trustees; b) A second member of the University Board of Trustees appointed by the University Chair of the Board of Trustees; c) The President of the University; d) The President of the Foundation; e) The Vice President or, if there is one serving, the Senior Vice President for Advancement of the University or, if neither is serving, then the most senior officer position leading the Advancement of the University; f) Executive Vice President for Academic Affairs and Provost of the University; g) The Vice President or, if there is one serving, the Senior Vice President for Finance and Business Services of the University; h) The Vice President or, if there is one serving, the Senior Vice President for Student Life of the University; and i) The Vice President or, if there is one serving, the Senior Vice President for Enrollment Management and Student Success.
FORM 990, PART VI, SECTION A, LINE 7BGovernance Decisions Reserved to Other Persons The Code of Regulations Articles III and IV, providing for the selection of Directors and defining Members, and Section 6.1, naming additional officers of the Foundation, shall not be amended without the approval and consent of the Board of Trustees of Miami University given by the affirmative vote of two thirds (2/3) of all members of the Board of Trustees of the University. The Foundation shall be dissolved only with approval of two-thirds of the members of the Board of Trustees of Miami University voting at a regular meeting of the Board of Trustees of the University.
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF THE FORM 990 THE MIAMI UNIVERSITY FOUNDATION FORM 990 IS PREPARED AND REVIEWED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE DURING THE ANNUAL REVIEW OF THE FINANCIAL ACTIVITY FOR THE YEAR. THE FORM 990 IS ALSO SENT TO THE FULL BOARD BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY OFFICERS, DIRECTORS OR TRUSTEES, AND KEY EMPLOYEES SIGN AN ANNUAL STATEMENT STATING THAT THEY HAVE RECEIVED, READ, UNDERSTAND AND AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION C, LINE 19REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC THE MIAMI UNIVERSITY FOUNDATION PROVIDES COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS UPON REQUEST.
FORM 990, PART X, LINE 11, 12, & 25BALANCE SHEET AS OF JULY 1, 2011, THE FOUNDATION AND MIAMI UNIVERSITY ENTERED INTO A POOLED INVESTMENT AGREEMENT THAT COMBINES THEIR RESPECTIVE ENDOWMENT POOLS WITH OVERSIGHT PROVIDED BY THE FOUNDATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
MIAMI UNIVERSITY
501 E HIGH STOXFORDOH45056316402089EDUCATIONOH501(C)(3)2NAfalse
MU PAPER SCIENCE AND ENGINEERING FDTN
107 ROUDEBUSH HALLOXFORDOH45056316032815SUPPORT MIAMIOH501(C)(3)5NAfalse
WESTERN COLLEGE ALUMNAE ASSOC
325 PATTERSON AVEOXFORDOH45056237401551SUPPORT MIAMIOH501(C)(3)5NAfalse
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 OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
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 OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
MIAMI UNIVERSITY
B$20,635,060COST
MIAMI UNIVERSITY
M$2,113,799COST
MIAMI UNIVERSITY
O$632,663COST
MIAMI UNIVERSITY
P$1,845,203COST

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