2024-05-14T14:13:35-05:00 2023-06-30 FORVIS LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-07-01 480667209 KANSAS STATE UNIVERSITY FOUNDATION % GREG LOHRENTZ KANS 7857752000 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 GREG LOHRENTZ SR VP OPS/FINANCE 7855326266 2024-05-15 true GREG LOHRENTZ 999009999 Michael J Engle P00482834 8162216300 2024-05-15 2 2022 2023-04-26 12:10:37Z GREG LOHRENTZ 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 334833507 false X WWW.KSUFOUNDATION.ORG X 1944 KS KSU FOUNDATION ENCOURAGES AND PRUDENTLY MANAGES GIFTS DONATED FOR THE BENEFIT OF KSU AND FOSTERS A CULTURE THAT UNITES PHILANTHROPIC DESIRES WITH UNIVERSITY PRIORITIES. 15 15 236 500 1676839 0 170830403 141343170 1682989 1956818 63381483 16314267 20623802 25727471 256518677 185341726 78883007 81642354 0 0 16568084 19172013 0 0 14886475 30986725 38893996 126437816 139708363 130080861 45633363 1256682544 1336368901 86327466 112954690 1170355078 1223414211 X THE MISSION OF THE KANSAS STATE UNIVERSITY FOUNDATION IS TO SECURE AND PRUDENTLY MANAGE PRIVATE GIFTS IN SUPPORT OF KANSAS STATE UNIVERSITY AND FOSTER A CULTURE THAT UNITES PHILANTHROPIC DESIRES WITH UNIVERSITY PRIORITIES. false false 55518113 43249008 1888370 KANSAS STATE UNIVERSITY ADMINISTRATIVE SUPPORT FOR CENTRAL ADMINISTRATION, COLLEGES AND ATHLETICS. EXPENDITURES INCLUDE MONIES TRANSFERRED AND OR EXPENDED FOR SALARIES FOR FACULTY AND STAFF, TRAVEL FOR CONFERENCES, SEMINARS, SPEAKERS, VISITING PROFESSORS, EMPLOYEE RECRUITMENT, PROFESSIONAL AND CONSULTING SERVICES, EQUIPMENT AND COMPUTING PURCHASES. ADDITIONALLY, MONIES ARE TRANSFERRED TO ATHLETICS FOR USE IN SUPPORT OF ACADEMIC SERVICES, SPORTS MEDICINE, EQUIPMENT AND COMPUTER PURCHASES, TRAVEL COSTS AS WELL AS CAPITAL IMPROVEMENTS. 21427456 21084850 62456 KANSAS STATE UNIVERSITY SCHOLARSHIPS--GENEROUS DONORS TO KANSAS STATE UNIVERSITY FOUNDATION HAVE PROVIDED ENDOWED AND EXPENDABLE FUNDS TO BE USED FOR PROVIDING SCHOLARSHIPS TO UNDERGRADUATE AND GRADUATE STUDENTS OF KANSAS STATE UNIVERSITY. 7,257 STUDENTS RECEIVED SCHOLARSHIP ASSISTANCE DURING THE 22/23 ACADEMIC YEAR. 16920855 12282476 3250 KANSAS STATE UNIVERSITY ACADEMIC SUPPORT EXPENDITURES ARE MADE FOR THE PURCHASE OF COMPUTER HARDWARE AND SOFTWARE, FURNITURE AND EQUIPMENT, PROFESSIONAL SERVICES AND CONSULTATIONS, CLASSROOM AND LAB SUPPLIES. 9865628 5026020 2742 103732052 true true false true false false false false false true true true false false true false false true false false true true true false true false false true true true true false false false false false false false false false false true true false false true true true true false false true 309 0 true 236 true true true false false false false true true true 3 false false true false false false X 15 15 false false false false true true true true true false false true true true true true true true true true true AK AZ CA CO DC GA KS KY ME MD MA MI MN NV NH NJ NY OH OK PA SC TN UT WA WV WI X X GREG LOHRENTZ 7857752000 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 X LOIS COX VP FOR INVESTMENTS/CIO 40.0 1.0 X 631612 0 209986 GREG WILLEMS PRESIDENT/CEO 45.0 1.0 X 637442 0 128213 GREG LOHRENTZ SR VP OPERATIONS AND FINANCE 40.0 1.0 X 421208 0 67255 PAUL CHAI VP FOR INVESTMENTS/CIO 40.0 1.0 X 358329 0 48283 STEPHANIE FROEHLICH SR VP OF DEVELOPMENT 45.0 0.0 X 296243 0 53195 ERIC HOLDERNESS SR ASSOCIATE VP OF DEVELOPMENT 45.0 0.0 X 203737 0 44071 CHRISTOPHER MILLS AVP INFORMATION TECH AND INFRA 45.0 0.0 X 190666 0 48382 JILL TREGO VP CULTURE AND ENGAGEMENT 45.0 0.0 X 182937 0 48702 SHEILA WALKER AVP OF COLLEGIATE DEVELOPMENT 45.0 0.0 X 182051 0 48319 DEBORAH TUTTLE AVP FINANCE & ACCT, CONTROLLER 39.0 6.0 X 152858 0 41229 SUSAN BERHOW VP OF MARKETING & COMMUNICATIO 45.0 0.0 X 147555 0 45123 CHRISTY SCOTT AVP OF COMPLIANCE SERVICES 40.0 1.0 X 149538 0 17268 MARY VANIER CHAIR, BD OF DIRECTORS 1.0 1.5 X X 0 0 0 STEVE THEEDE MEMBER, BD OF DIRECTORS 1.0 1.0 X 0 0 0 GABE HERNANDEZ MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 SUE BARSAMIAN MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 CANDY DUNCAN MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 CHARLENE LAKE TREASURER, BD OF DIRECTORS 1.0 0.0 X X 0 0 0 DAMON HININGER MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 DAVID EVERITT TREASURER, BD OF DIRECTORS 1.0 1.0 X X 0 0 0 JP BILBREY MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 JIM JOHNSON MEMBER, BD OF DIRECTORS 1.0 1.0 X 0 0 0 KELLY LECHTENBERG MEMBER, BD OF DIRECTORS 1.0 1.0 X 0 0 0 LEANN CARET MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 TIM OSWALT MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 RAY DEMPSEY MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 SABRINA SCHRINER MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 TIM TAYLOR SECRETARY, BD OF DIRECTORS 1.0 2.0 X X 0 0 0 CHUCK WARTA MEMBER, BD OF DIRECTORS 1.0 0.0 X 0 0 0 3554176 0 800026 26 false true false HOEFER WELKER ARCHITECTS LLC 4622 PENNSYLVANIA AVE STE 1400 KANSAS CITY MO 64112 CONSTRUCTION 666938 HUTTON CONSTRUCTION CORPORATION 111 N SYCAMORE WICHITA KS 67203 CONSTRUCTION 646696 SALESFORCE 415 MISSION STREET SAN FRANCISCO CA 64105 HARDWARE/SOFTWARE 292200 WRAY ROOFING INC 1521 NW 36TH ST NEWTON KS 67114 CONSTRUCTION 298700 LATHROP GPM 2345 GRAND BLVD STE 2200 KANSAS CITY MO 64108 LEGAL 240112 38 1001546 2133756 745970 137461898 19048207 141343170 PROGRAM SERVICE REVENUES 900099 1956818 1956818 1956818 2964274 2964274 0 72443 72443 2661065 3593252 -932187 0 -932187 -932187 158696540 0 145027602 318945 13668938 -318945 13349993 13349993 1500345 2133756 551982 948363 948363 0 0 0 0 0 0 MANAGEMENT FEE REVENUES 900099 22824930 22824930 PARTNERSHIP & OTHER INVESTMENT INC 525990 2791219 1676839 1114380 ALL OTHER MISC REVENUE 900099 22703 22703 25638852 185341726 1956818 1676839 40364899 60398409 60398409 21084850 21084850 159095 159095 0 2322714 1958979 363735 0 12645489 1313080 3170925 8161484 1204911 120464 309094 775353 2099006 138198 690325 1270483 899893 85452 227244 587197 0 491571 2674 488897 153716 153716 58657 58657 0 9726080 9726080 10717947 9786222 336445 595280 1541333 105872 592325 843136 1265426 825320 92312 347794 2391819 919208 1464982 7629 0 1084992 463715 342100 279177 2026303 969642 101637 955024 0 384066 112635 71126 200305 155146 137872 17274 0 795006 397503 397503 405149 268572 136162 415 EQUIPMENT & FUNISHINGS 2451306 2415130 36121 55 OFFICIAL HOSPITALITY 1335670 1335670 FILING FEES & SERVICE CHARGES 605206 465217 139989 MISCELLANEOUS EXPENSES 3304603 2566098 636600 101905 139708363 103732052 21089836 14886475 0 0 101533440 58216326 137660436 143244018 0 0 0 0 0 0 10424021 10385321 0 0 0 0 69914559 6123234 55296210 63791325 382276186 516368787 560602823 535497532 8889428 8865592 0 0 0 0 1256682544 1336368901 9943334 11924054 0 0 0 0 15110000 14480000 0 0 0 0 19542384 42726893 0 0 41731748 43823743 86327466 112954690 X 85949039 56041174 1084406039 1167373037 1170355078 1223414211 1256682544 1336368901 45633363 7423138 2632 X false true X true false X 141547988 104969825 120464996 170830403 141343170 679156382 0 0 141547988 104969825 120464996 170830403 141343170 679156382 78246859 600909523 3307949 3607357 2676901 2798013 5697782 18088002 0 107783 86612 1259417 0 1453812 6928395 10399375 7092228 17248950 23962013 65630961 764329157 22382995 0.78619 0.80735 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 19397 19397 39260 39260 58657 58657 129923626 134167662 129982283 134226319 1000000 1706523 250000 426630 1000000 1000000 1000000 1000000 4000000 6000000 29874 4576 21972 39260 95682 250000 250000 250000 250000 1000000 1500000 9882 3454 5584 19397 38317 876993207 66048451 20922084 15572092 13982360 934409290 841404846 57205479 5537766 13714915 13439969 876993207 620299994 37258159 207183891 12219963 11117235 841404846 621009532 23323640 11587632 12541452 23079358 620299994 581746190 29381535 29644844 12145261 7617776 621009532 0.07000 0.74000 0.19000 false false 16816089 13195087 30011176 33594376 415996 2557610 31452762 1165246 4727765 3565624 2327387 63791325 PARTNERSHIPS & OTHER INVEST 535497532 F 535497532 0 UNITRUST/ANNUITY 23204217 ASSETS HELD FOR OTHERS 20619526 43823743 SCHEDULE D, PART V, LINE 4 THE FOUNDATION HOLDS PERMANENT ENDOWMENTS IN PERPETUITY, INVESTING THE PRINCIPAL AND USING A PORTION OF THE ANNUAL INVESTMENT RETURN TO SUPPORT THE PURPOSE DESIGNATED BY THE DONOR. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true Central America and the Caribbean 0 0 Investments 159233268 Europe (Including Iceland and Greenland) 0 0 Investments 93413286 Central America and the Caribbean 0 0 Grantmaking 6619 East Asia and the Pacific 0 0 Investments 2506783 Europe (Including Iceland and Greenland) 0 0 Grantmaking 57355 East Asia and the Pacific 0 0 Grantmaking 80495 South Asia 0 0 Grantmaking 5162 Sub-Saharan Africa 0 0 Grantmaking 9464 0 0 0 0 255312432 255312432 East Asia and the Pacific EQUIPMENT 80495 CASH Europe (Including Iceland and Greenland) TRAVEL 36386 CASH South Asia TRAVEL 5162 CASH 2 1 SCHOLARSHIPS Europe (Including Iceland and Greenland) 2 20969 CASH SCHOLARSHIPS Central America and the Caribbean 1 6619 CASH SCHOLARSHIPS Sub-Saharan Africa 1 9464 CASH true false false true true false SCHEDULE F, PART I, LINE 2 THE FOUNDATION REQUIRES DETAILED SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. ANNUAL TRAINING OF ACCOUNTING PERSONNEL IS PROVIDED TO ENSURE SPENDING IS IN ACCORDANCE WITH INTENT. SCHOLARSHIP REQUEST FROM FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL ASSISTANCE (SFA) FOR KANSAS STATE UNIVERSITY. SFA DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. Schedule F, Part I, Line 3, Column (F) THE ACCOUNTING METHOD USED FOR REPORTING EXPENDITURES IN THE REGION IS THE ACCRUAL METHOD. CATBACKER 893278 663818 229460 4589 90063 WABASH 738332 597026 141306 5913 9269 35022 2487 43483 42 1925694 868682 1057012 43208 16839 103343 13322 170530 3557304 2129526 1427778 49121 26108 142954 15809 304076 538068 889710 true KANSAS STATE UNIVERSITY ANDERSON HALL MANHATTAN KS 66502 480771751 GOVERNMENT 49984582 ADMINISTRATIVE SUPPORT KANSAS STATE UNIVERSITY ANDERSON HALL MANHATTAN KS 66502 480771751 GOVERNMENT 15940821 VARIOUS SEE PART IV SCHOLARSHIPS AND SUPPORT K-STATE ATHLETICS 1800 COLLEGE AVE MANHATTAN KS 66502 486098838 501(C)(3) 4913432 ADMINISTRATIVE SUPPORT K-STATE ATHLETICS 1800 COLLEGE AVE MANHATTAN KS 66502 486098838 501(C)(3) 1982756 VARIOUS SEE PART IV SUPPORT/SCHOLARSHIPS KANSAS STATE UNIVERSITY ALUMNI ASSOCIATION 1720 ALUMNI CENTER MANHATTAN KS 66502 480495058 501(C)(3) 5453144 ADMINISTRATIVE SUPPORT,DEPARTMENTAL SUPPORT, PROPE KANSAS STATE UNIVERSITY ALUMNI ASSOCATION 1720 ALUMNI CENTER MANHATTAN KS 66502 480495058 501(C)(3) 29702 VARIOUS SEE PART IV AWARD MANHATTAN CHAMBER OF COMMERCE 501 POYNTZ MANHATTAN KS 66502 480319620 501(C)(6) 20000 AWARD RUSSELL COUNTY HISTORICAL SOCIETY 825 N KANSAS ST RUSSELL KS 67665 486111608 501(C)(3) 10000 AWARD KSU CHARITABLE REAL ESTATE FOUNDATION 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 453417512 501(C)(3) 1791963 ADMINISTRATIVE SUPPORT SUPPORT 5 1 SCHOLARSHIPS 7257 21084850 SCHEDULE I, PART I, LINE 2 THE FOUNDATION REQUIRES DETAILED SUPPORTING DOCUMENTATION FOR ALL EXPENDITURES. ANNUAL TRAINING BY ACCOUNTING PERSONNEL IS PROVIDED TO ENSURE THAT SPENDING IS IN ACCORDANCE WITH DONOR INTENT. AWARDS ARE MADE AS PART OF VARIOUS ENTREPRENEURSHIP AND MENTORSHIP PROGRAMS THAT PROVIDE ACCESS TO KANSAS STATE FACULTY, STUDENTS, AND ALUMNI TO HELP LAUNCH AND GROW KANSAS BUSINESS. SCHOLARSHIP REQUESTS FROM FUNDS ARE COORDINATED THROUGH THE OFFICE OF STUDENT FINANCIAL ASSISTANCE (SFA) FOR KANSAS STATE UNIVERSITY. SFA DETERMINES WHETHER THE STUDENT MEETS THE REQUIREMENTS STIPULATED BY THE DONOR. SCHEDULE I, PART II, COLUMN H - DESCRIPTION OF NONCASH ASSISTANCE LINE 2 - ADMINISTRATIVE SUPPORT, DEPARTMENTAL SUPPORT, PROPERTY PLANT & EQUIPMENT, RESEARCH, OPERATIONAL MAINTENANCE, RESEARCH, CONSTRUCTION LINE 4 - ADMINISTRATIVE SUPPORT, DEPARTMENTAL SUPPORT, PROPERTY PLANT & EQUIPMENT LINE 6 - ADMINISTRATIVE SUPPORT, DEPARTMENTAL SUPPORT, PROPERTY PLANT & EQUIPMENT X X X true true X X X X X X false true false false false false false false false CHRISTY SCOTT AVP OF COMPLIANCE SERVICES 147514 0 1000 0 1024 0 14661 0 2607 0 166806 0 0 0 DEBORAH TUTTLE AVP FINANCE & ACCT, CONTROLLER 151898 0 0 0 960 0 15771 0 25458 0 194087 0 0 0 GREG LOHRENTZ SR VP OPERATIONS AND FINANCE 367308 0 40000 0 13900 0 37304 0 29951 0 488463 0 0 0 GREG WILLEMS PRESIDENT/CEO 399137 0 129313 0 108992 0 102914 0 25299 0 765655 0 84384 0 LOIS COX VP FOR INVESTMENTS/CIO 315546 0 315000 0 1066 0 178035 0 31951 0 841598 0 0 0 PAUL CHAI VP FOR INVESTMENTS/CIO 177599 0 180000 0 730 0 18332 0 29951 0 406612 0 0 0 CHRISTOPHER MILLS AVP INFORMATION TECH AND INFRA 189840 0 0 0 826 0 19989 0 28393 0 239048 0 0 0 ERIC HOLDERNESS SR ASSOCIATE VP OF DEVELOPMENT 203079 0 0 0 658 0 20769 0 23302 0 247808 0 0 0 JILL TREGO VP CULTURE AND ENGAGEMENT 182291 0 0 0 646 0 18799 0 29903 0 231639 0 0 0 SUSAN BERHOW VP OF MARKETING & COMMUNICATIO 146525 0 0 0 1030 0 15225 0 29898 0 192678 0 0 0 SHEILA WALKER AVP OF COLLEGIATE DEVELOPMENT 181525 0 0 0 526 0 18692 0 29627 0 230370 0 0 0 STEPHANIE FROEHLICH SR VP OF DEVELOPMENT 290906 0 0 0 5337 0 29351 0 23844 0 349438 0 0 0 SCHEDULE J, PART I, LINE 1A KANSAS STATE UNIVERSITY FOUNDATION PAID FOR COUNTRY CLUB DUES FOR GREG WILLEMS AND GREG LOHRENTZ. THE AMOUNT PAID FOR CLUB DUES WAS INCLUDED AS TAXABLE COMPENSATION ON THEIR W-2S. OCCASSIONALLY, A CHARTER FLIGHT IS USED TO ATTEND BUSINESS ACTIVITIES WITH DONORS TO THE FOUNDATION. THE SPOUSE FOR THE CEO IS EXPECTED TO ATTEND SOME FUNDRAISING EVENTS. THESE EVENTS ARE LEGITIMATE BUSINESS FUNCTIONS THAT SERVE TO ACCOMPLISH THE ORGANIZATION'S MISSION AND, THEREFORE, THESE EXPENSES ARE NOT INCLUDED IN THE TAXABLE WAGES OF THE CEO. SCHEDULE J, PART I, LINE 4B GREG WILLEMS PARTICIPATES IN A 457(F) PLAN WITH KANSAS STATE UNIVERSITY FOUNDATION. VESTED ACCRUED -------- --------- GREG WILLEMS 84,384 54,389 A KANSAS DEVELOPMENT FINANCE AUTHORITY 481066589 485429WEO 2013-09-12 7982005 SEE PART VI false false false B KANSAS DEVELOPMENT FINANCE AUTHORITY 481066589 48542RFV1 2019-08-15 8751145 SEE PART VI false false false A 1425000 0 7982349 0 542108 0 140183 0 0 7300000 58 0 2014 false false true true B 315000 0 8785616 0 388401 0 165395 0 0 8200000 31819 0 2021 false false true true A false true false false 0.00000 0.00000 0.00000 false false false true B false true false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true SCHEDULE K, PART I, LINE A, COLUMN (F) THE 2013D BONDS WERE ISSUED TO FINANCE CONSTRUCTION OF AN OFFICE BUILDING. SCHEDULE K, PART I, LINE B, COLUMN (F) THE 2019A-1 BONDS WERE ISSUED TO FINANCE CONSTRUCTION OF LABORATORY AND OFFICE BUILDING AND A PARKING LOT. SCHEDULE K, PART IV, LINE 2C, COLUMN (A) A rebate computation was completed for the Series 2013D Bonds as of September 1, 2021. No rebate had been generated as of that date. SCHEDULE K, PART IV, LINE 2C, COLUMN (B) A rebate computation was completed for the Series 2019D Bonds on October 1, 2022. No rebate had been generated as of that daTE. X 13 27666 APPRAISAL X 1386 COST OR SALES X 23278 COST OR SALES X 1 135000 APPRAISAL X 175 18153773 SELLING PRICE X 4 28404 COST OF SALES X 4 148066 COST OR SALES X 1 554 COST OF SALES X FUNDRAISING AUCTION ITEMS 66 162293 COST OR SALES X EQUIPMENT 6 63534 COST OR SALES X LIVESTOCK 31 291151 APPRAISAL/SALES X MISCELLANEOUS 6 13102 COST OR SALES 1 false true true SCHEDULE M, PART I, COLUMN B THE AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 32B A THIRD-PARTY AUCTIONEER IS SOMETIMES USED FOR THE SALE OF LIVESTOCK AND AUCTION ITEMS. FORM 990, PART III, LINE 4D KANSAS STATE UNIVERSITY CONSTRUCTION PROJECTS, INCLUDING CONSTRUCTION AND PROFESSIONAL SERVICES, ASSOCIATED WITH THE CONSTRUCTION & IMPROVEMENT OF BUILDINGS LOCATED ON THE CAMPUS OF KANSAS STATE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE KANSAS STATE UNIVERSITY FOUNDATION INCLUDE ALUMNI AND FRIENDS OF KANSAS STATE UNIVERSITY WITH A DEMONSTRATED RECORD OF DEDICATION AND/OR CONTRIBUTION TO THE WELL-BEING AND DEVELOPMENT OF KANSAS STATE UNIVERSITY. THESE INDIVIDUALS ARE ELECTED TO THE BOARD OF TRUSTEES OF THE KANSAS STATE UNIVERSITY FOUNDATION BY CURRENT MEMBERS OF THE BOARD OF TRUSTEES (A MAXIMUM OF 500 MEMBERS IS PROVIDED FOR IN THE BYLAWS). SERVING AS A MEMBER OF THE BOARD OF TRUSTEES IS MORE THAN HONORARY, IT ENCOURAGES ACTIVE PARTICIPATION IN A VARIETY OF ACTIVITIES CONTRIBUTING TO THE EDUCATIONAL AND FINANCIAL SUCCESS OF THE UNIVERSITY AND THE FOUNDATION. HOWEVER, MEMBERS OF THE BOARD OF TRUSTEES SHALL NOT HAVE ANY FIDUCIARY DUTY TO THE FOUNDATION OR THE OTHER MEMBERS. THE MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD OF DIRECTORS. THE MEMBERS ARE NOT ENTITLED TO RECEIVE A SHARE OF KANSAS STATE UNIVERSITY'S NET ASSETS UPON DISSOLUTION. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ELECT FROM ITS MEMBERSHIP UP TO 14 PERSONS TO SERVE ON THE BOARD OF DIRECTORS, WHICH SHALL BE A SEPARATE AND DISTINCT BODY FROM THE BOARD OF TRUSTEES. THE CHIEF EXECUTIVE OFFICER OF THE ALUMNI ASSOCIATION BOARD OF DIRECTORS (OR DESIGNATE), MAKES UP THE 15TH MEMBER TO THE BOARD OF DIRECTORS. THE MANAGEMENT, CONTROL AND SUPERVISION OF THE BUSINESS AND AFFAIRS OF THE FOUNDATION SHALL BE VESTED IN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS FOR THE FOUNDATION MAY BE AMENDED BY (I) A TWO-THIRDS (2/3) VOTE OF THOSE MEMBERS PRESENT AND ENTITLED TO VOTE AT ANY ANNUAL OR DULY CALLED SPECIAL MEETING OF THE BOARD OF TRUSTEES, PROVIDED THE PROPOSED AMENDMENTS HAVE BEEN SUBMITTED TO THE MEMBERS AT LEAST THIRTY (30) DAYS PRIOR TO SUCH MEETING; OR (II) A MAJORITY VOTE OF THOSE DIRECTORS PRESENT AND ENTITLED TO VOTE AT ANY MEETING OF THE BOARD OF DIRECTORS. OTHERWISE, NO DECISIONS OF THE BOARD OF DIRECTORS ARE SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES (MEMBERS). FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS PREPARED BY THE COMPLIANCE SERVICES TEAM OF THE KANSAS STATE UNIVERSITY FOUNDATION. THE FORM 990 IS THEN REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. ANY QUESTIONS OR CONCERNS THAT THE INDEPENDENT ACCOUNTANT HAS ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS THAT NEED TO BE MADE ARE MADE. THE COMPLETED DRAFT OF THE RETURN IS THEN REVIEWED BY THE FOUNDATION'S SR. VICE-PRESIDENT, OPERATIONS AND FINANCE. ONCE ALL REVIEWS ARE COMPLETED, THE FINAL RETURN IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING THE RETURN WITH THE IRS. THE RETURN IS FILED ELECTRONICALLY WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MEMBERS OF THE BOARD OF DIRECTORS, OFFICERS OF THE FOUNDATION, MEMBERS OF ANY FOUNDATION COMMITTEE WITH BOARD-DELEGATED POWERS, AND KEY EMPLOYEES MUST COMPLETE THE CONFLICT OF INTEREST STATEMENT. ANY POTENTIAL CONFLICTS THAT ARE DISCLOSED ON THE COMPLETED STATEMENT ARE DISCUSSED AT A BOARD OF DIRECTORS MEETING. IT IS THE RESPONSIBILITY OF EACH PERSON WHO IS REQUIRED TO COMPLETE THE QUESTIONNAIRE TO NOTIFY THE CHAIR OF THE BOARD OF DIRECTORS AS SOON AS ANY POTENTIAL CONFLICT OF INTEREST MEASURE, CONTRACT, RESOLUTION, GRANT, OR OTHER TRANSACTION OCCURS. THE FOLLOWING PROCEDURES ARE REQUIRED FOR BOARD ACTION WHEN A CONFLICT OF INTEREST EXISTS; THE INTERESTED PERSON MAY MAKE A PRESENTATION AT A BOARD MEETING, BUT AFTER MUST LEAVE THE MEETING DURING THE VOTE ON THE TRANSACTION; THE BOARD MAY APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES; THE BOARD SHALL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED MEMBERS WHETHER THE TRANSACTION IS IN THE FOUNDATION'S BEST INTEREST; THE BOARD WILL FOLLOW ALL CONFLICTS OF INTEREST LAWS TO THE EXTENT THEY APPLY TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE COMPENSATION COMMITTEE OF THE KANSAS STATE UNIVERSITY FOUNDATION WILL FOLLOW THE REBUTTABLE PRESUMPTION PROCEDURE WHEN DETERMINING AND APPROVING THE COMPENSATION OF THE CEO. CONTEMPORANEOUS MINUTES ARE MAINTAINED. FORM 990, PART VI, SECTION B, LINE 15B ANNUALLY, THE COMPENSATION COMMITTEE OF THE KANSAS STATE UNIVERSITY FOUNDATION WILL FOLLOW THE REBUTTABLE PRESUMPTION PROCEDURE WHEN DETERMINING AND APPROVING THE COMPENSATION OF THE VP OF INVESTMENTS/CIO. CONTEMPORANEOUS MINUTES ARE MAINTAINED. FORM 990, PART VI, SECTION C, LINE 19 THE KANSAS STATE UNIVERSITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON ITS WEBSITE AT WWW.KSUFOUNDATION.ORG 1880 KIMBALL LLC 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 821781264 REAL ESTATE KS -532488 13993098 KSU FOUND 1960 KIMBALL LLC 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 921825525 REAL ESTATE KS 4185023 7988965 KSU FOUND KSU GOLF COURSE MGMT AND RESEARCH FOUND 5200 COLBERT HILLS DR MANHATTAN KS 66503 742830002 GOLF COURSE KS 501(C)(3) 12A KSU FOUND true KSU CHARITABLE REAL ESTATE FOUNDATION 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 453417512 REAL ESTATE KS 501(C)(3) 12A KSU FOUND true FOUNDATION FOR ENGINEERING AT KSU 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 263520449 SUPPORT KS 501(C)(3) 12A KSU FOUND true JACK GOLDSTEIN CHARITABLE TRUST 555 POYNTZ MANHATTAN KS 66502 480889646 GRANTMAKING KS 501(C)(3) 12A NA false 1998 JACK GOLDSTEIN CHARITABLE TRUST 555 POYNTZ AVE MANHATTAN KS 66502 481208174 GRANTMAKING KS 501(C)(3) 12A NA false MARVIN S ROBINSON CHARITABLE TRUST 555 POYNTZ AVE MANHATTAN KS 66502 481005604 GRANTMAKING KS 501(C)(3) 12A NA false CHARITABLE REMAINDER TRUST (75) 832151748 CHARITABLE TRUST KS KSU FOUNDATION true THE 1880 KIMBALL OFFICE CONDOMINIUM ASSO 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 832151748 CONDOMINIUM ASSOC KS KSU FOUNDATION C CORP 0 0 1.00000 true THE 1800 KIMBALL OFFICE CONDOMINIUM ASSO 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 810821703 CONDOMINIUM ASSOC KS KSU FOUNDATION C CORP 0 0 1.00000 true DUDREY CATTLE CO INC 1800 Kimball Ave Suite 200 Manhattan KS 66502 480824542 AGRICULTURE KS NA C CORP 0 0 0.00000 false false true true false false false false false false true false true true true true true true true true KSU CHARITABLE REAL ESTATE FOUNDATION B 1791963 CASH KSU FOUNDATION FOR ENGINEERING C 1250200 CASH KSU CHARITABLE REAL ESTATE FOUNDATION J 73015 CASH KSU CHARITABLE REAL ESTATE FOUNDATION O 248131 Cash KSU CHARITABLE REAL ESTATE FOUNDATION Q 322741 CASH KSU CHARITABLE REAL ESTATE FOUNDATION S 973406 CASH KANSAS STATE UNIVERSITY FOUN 1800 KIMBALL AVE STE 200 MANHATTAN KS 66502 480667209 X 19397 39260 58657 129923626 129982283 1000000 250000 0 0 58657 FOUNDATION FOR ENGINEERING A 1800 KIMBALL AVENUE STE 200 MANHATTAN KS 66502 263520449 0 0 0 1250200 1250200 200020 50005 0 0 0 KSU CHARITABLE REAL ESTATE F 1800 KIMBALL AVENUE STE 200 MANHATTAN KS 66502 453417512 0 0 0 642378 642378 121357 30339 0 0 0 KSU GOLF COURSE MANAGMENT & 5200 COLBERT HILLS DR MANHATTAN KS 66503 742830002 0 0 0 1275126 1275126 202513 50628 0 0 0 JACK GOLDSTEIN CHARITABLE TR 555 POYNTZ MANHATTAN KS 66502 480889646 0 0 0 1076332 1076332 182633 45658 0 0 0