2023-09-07T13:00:11+00:00 2021-06-30 990 2020-07-01 316026014 Miami University Foundation MIAM 5135296110 107 Roudebush Hall Oxford OH 45056 Bruce A Guiot Chief Financial Officer 2023-09-07 Bruce A Guiot 999009999 2020 2023-04-26 12:10:37Z X 107 Roudebush Hall Oxford OH 45056 107005126 false X www.forloveandhonor.org X 1948 OH SPUPORT OF MIAMI UNIVERSITY 27 19 0 36 0 0 17467408 26135967 0 0 11184837 13666323 -574228 2476444 28078017 42278734 15559285 15883574 0 0 0 0 0 0 1043918 3128202 3333014 18687487 19216588 9390530 23062146 601055716 768386384 245543985 306688558 355511731 461697826 SUPPORT OF MIAMI UNIVERSITY false false 15883574 MIAMI 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. 15883574 true true false false false false false false true false true false false true true true true false false true false false false false false false true false true false false false false false false false false true false false false false true false false false true 0 0 0 false false false false false false false false false false false false X 27 19 false false true false false false false true true false false true true true true true true false false false X BRUCE A GUIOT 5135296110 MIAMI UNIVERSITY OXFORD OH 45056 DAVID DAFOE SECRETARY 2.0 0.0 X X 0 0 0 DAVID KOSCHIK VICE CHAIR 2.0 0.0 X X 0 0 0 DR DAVID CREAMER TREASURER 1.0 39.0 X X 0 356621 60556 SHARON MITCHELL CHAIR 2.0 0.0 X X 0 0 0 THOMAS HERBERT PRESIDENT 20.0 20.0 X X 0 336212 53318 AARON RYAN DIRECTOR 1.0 0.0 X 0 0 0 ALISON SANGER DIRECTOR 1.0 0.0 X 0 0 0 BETH MCNELLIE DIRECTOR 1.0 0.0 X 0 0 0 BIFF BOWMAN DIRECTOR 1.0 0.0 X 0 0 0 BRENT SHOCK DIRECTOR 1.0 39.0 X 0 181542 13524 CYNTHIA HENDERSON DIRECTOR 1.0 0.0 X 0 0 0 DAVID BUDIG DIRECTOR 1.0 0.0 X 0 0 0 DAVID MEYER DIRECTOR 1.0 0.0 X 0 0 0 DONALD CRAIN DIRECTOR 1.0 0.0 X 0 0 0 DR GREGORY CRAWFORD DIRECTOR 1.0 39.0 X 0 439935 69005 JASON OSBORNE DIRECTOR 1.0 39.0 X 0 363668 62585 JAYNE BROWNELL DIRECTOR 1.0 39.0 X 0 206738 34829 JUDY GREFFIN DIRECTOR 1.0 0.0 X 0 0 0 JULIA POSTON DIRECTOR 1.0 0.0 X 0 0 0 LYNN LARSON DIRECTOR 1.0 0.0 X 0 0 0 LYNN PISTELL DIRECTOR 1.0 0.0 X 0 0 0 PETER MOGK DIRECTOR 1.0 0.0 X 0 0 0 RICHARD MCVEY DIRECTOR 1.0 0.0 X 0 0 0 RUTH MILLIGAN DIRECTOR 1.0 0.0 X 0 0 0 SCOTT SCHWEINFURTH DIRECTOR 1.0 0.0 X 0 0 0 STEVE ANDERSON DIRECTOR 1.0 0.0 X 0 0 0 TIM LLOYD DIRECTOR 1.0 0.0 X 0 0 0 BRAD BUNDY CHIEF DVLPMTOFF 20.0 20.0 X 0 212429 45222 BRUCE GUIOT CHIEF FINANCIAL 20.0 20.0 X 0 188576 26298 MACKENZIE RICE CHIEF ADMIN OFF 20.0 20.0 X 0 131890 26734 0 2417611 392071 0 false true false 0 26135967 2624086 26135967 0 0 0 0 0 1313455 0 0 1313455 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 77079260 0 64726392 0 12352868 0 12352868 0 0 12352868 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SPLIT INTEREST AGREEMENTS 525990 2476444 2476444 0 0 0 0 2476444 42278734 0 0 16142767 15883574 15883574 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATION EXPENSES 2899772 0 1855854 1043918 OTHER EXPENSE 433242 0 433242 0 0 0 0 0 19216588 15883574 2289096 1043918 0 0 0 0 19751139 24835067 32619319 30387985 26153262 18854458 14890158 10320304 0 0 0 0 30000 0 44429884 73144270 461099095 608964319 0 2082859 1879981 601055716 768386384 16253392 18554028 1515820 1106188 0 227774773 287028342 245543985 306688558 X 3803299 4925473 351708432 456772353 355511731 461697826 601055716 768386384 23062146 83123949 0 0 0 0 X false true X true false X 25497080 14877143 17615318 17467408 26135967 101592916 0 0 25497080 14877143 17615318 17467408 26135967 101592916 14486789 87106127 2773625 4728160 2951455 1930167 1313456 13696863 0 1066443 556186 367138 -574228 2476444 3891983 119181762 0 0.7309 0.8523 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - SPLIT INTEREST AGREEMENTS, COLUMN A - 1066443.0, COLUMN B - 556186.0, COLUMN C - 367138.0, COLUMN D - -574228.0, COLUMN E - 2476444.0, COLUMN F - 3891983.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 315019562 30512931 97228003 12918423 0 2899772 426942301 309603699 17702560 2323005 11893476 0 2716226 315019562 302514984 11995543 10935318 12913675 0 2928471 309603699 282886447 14490241 19319682 11326529 0 2854857 302514984 250846832 14601489 28740828 8691354 0 2611348 282886447 false false HEDGE FUNDS 155861708 F PRIVATE INVESTMENTS 117767680 F STRATEGIC INVESTMENT MGMT LLC FUND 335334931 F 608964319 FUNDS HELD IN TRUST FOR OTHERS 282419394 OBLIG. UNDER SPLIT-INTEREST AGREEMENTS 4608948 287028342 X 125402683 83123949 0 83123949 42278734 0 0 42278734 19216588 0 0 19216588 0 0 19216588 Schedule D, Part V, Line 4 Intended uses of endowment funds INVESTMENT EARNINGS ARE PERIODICALLY TRANSFERRED TO MIAMI UNIVERSITY TO FURTHER ITS EDUCATIONAL AND RESEARCH ACTIVITIES. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote AS OF JUNE 30, 2021, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. Central America and the Caribbean Investments 16596404 0 0 0 0 0 0 16596404 0 16596404 false false false false false false true MIAMI UNIVERSITY HIGH STREET OXFORD OH 45056 316402089 501(c)(3) 6335667 0 FMV SCHOLARSHIPS MIAMI UNIVERSITY HIGH STREEN Oxford OH 45056 316402089 501(c)(3) 5317841 0 FMV ACADEMIC SUPPORT MIAMI UNIVERSITY HIGH STREET Oxford OH 45056 316402089 501(c)(3) 443504 0 FMV STUDENT SERVICES/ATHLETICS MIAMI UNIVERSITY HIGH STREET Oxford OH 45056 316402089 501(c)(3) 1594848 0 FMV CAMPUS IMPROVEMENTS MIAMI UNIVERSITY HIGH STREET Oxford OH 45056 316402089 501(c)(3) 2191714 0 FMV INSTITUTIONAL SUPPORT 5 0 Schedule I, Part I, Line 2 Procedures for monitoring 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 PERFORM 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 WIHT DONOR RESTRICTIONS, THE FUND ADMINISTRATOR DISCUSSES POSSIBLE ALTERNATIVES WITH THE DIRECTOR OF STEWARDSHIP AND DONOR RELATIONS. false true false false false false false false false DR DAVID CREAMER TREASURER 0 356079 0 0 0 542 0 10019 0 50537 0 417177 0 0 THOMAS HERBERT PRESIDENT 0 335461 0 0 0 751 0 0 0 53318 0 389530 0 0 DR GREGORY CRAWFORD DIRECTOR 0 439137 0 0 0 798 0 18215 0 50790 0 508940 0 0 JASON OSBORNE DIRECTOR 0 362870 0 0 0 798 0 11604 0 50981 0 426253 0 0 JAYNE BROWNELL DIRECTOR 0 206259 0 0 0 479 0 0 0 34829 0 241567 0 0 BRENT SHOCK DIRECTOR 0 181119 0 0 0 423 0 0 0 13524 0 195066 0 0 BRAD BUNDY CHIEF DVLPMTOFF 0 211925 0 0 0 504 0 0 0 45222 0 257651 0 0 BRUCE GUIOT CHIEF FINANCIAL 0 188150 0 0 0 426 0 0 0 26298 0 214874 0 0 MACKENZIE RICE CHIEF ADMIN OFF 0 131574 0 0 0 316 0 0 0 26734 0 158624 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan MIAMI UNIVERSITY - A RELATED ORGANIZATION, PROVIDES A 457(F) FOR ITS PRESIDENT, DR. GREGORY CRAWFORD. MIAMI UNIVERSITY NOT MIAMI UNIVERSITY FOUNDATION PROVIDES THE FUNDING FOR THE PLAN. Schedule J, Part II, Column (D) MIAMI UNIVERSITY (A RELATED ORGANIZATION), PROVIDES HOUSING (NONTAXABLE) TO ITS PRESIDENT, DR. GREGORY CRAWFORD. THIS RESIDENCE HAS BEEN PROVIDED TO ALL PRESIDENTS OF MIAMI UNIVERSITY FOR OVER 100 YEARS. THE BUILDING IS VERY UNIQUE TO THE AREA AND THEREFORE THE UNIVERSITY IS NOT CAPABLE OF ASCERTAINING ITS VALUE. X 3 2624086 Market value false true false Form 990, Part I, Line 7a Part I Line 7a, Part V Line 3a, and Part VIII Column C THE FOUNDATION DOES HAVE UBI FROM PARTNERSHIPS THAT IT INVESTS IN. HOWEVER, AT THE TIME THE FORM 990 IS FILED NOT ALL FORM K-1'S HAVE BEEN RECEIVED IN ORDER TO PREPARE A COMPLETE AND ACCURATE FORM 990-T. THEREFORE, THE FORM 990-T IS FILED AFTER THE FILING OF THE FORM 990. TO BE IN COMPLIANCE, WE HAVE FILED FOR AN EXTENSION FOR FORM 990-T WHILE WE WAIT TO RECEIVE THE K-1S. ACCORDINGLY, WE HAVE INDICATED -0- UNRELATED BUISNESS INCOME SINCE THE AMOUNT IS UNKNOWN AT THIS TIME. Form 990, Part VI, Line 11b Review of form 990 by governing body THE MIAMI UNIVERSITY FOUNDATION 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, Line 12c Conflict 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, Line 19 Required 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 PART X, LINES 11, 12, AND 25 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. MIAMI UNIVERSITY 501 HIGH STREET OXFORD OH 45056 316402089 EDUCATION OH 501(c)(3) 2 NA false MU PAPER SCIENCE AND ENGINEERING F ROUDEBUSH HALL 107 OXFORD OH 45056 316032815 SUPPORT MIAMI UNIVERSITY OH 501(c)(3) 5 NA false WESTERN COLLEGE ALUMNAE ASSCO 325 PATTERSON AVENUE OXFORD OH 45056 237401551 SUPPORT MIAMI UNIVERSITY OH 501(c)(3) 5 NA false false true false false false false false false false false false true true true true true false false false