YOUNGSTOWN STATE UNIVERSITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- YOUNGSTOWN STATE UNIVERSITY FOUNDATION (EIN 34-6576610)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-10
- IRS object ID
- 202343149349304874
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T15:20:00-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346576610 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGSTOWN STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOUN | BusinessNameControlTxt |
| Phone | 3309413211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MCFADDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3309413211 | PhoneNum |
| Signature | 2023-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | MCFADDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA M PETERS CPA | PreparerPersonNm |
| PTIN | P00904574 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2023-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL MCFADDEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $105,069,641 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | YSUFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT YOUNGSTOWN STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS AND PROGRAMATIC SUPPORT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 24 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $44,807 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,617 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,873,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,837,814 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $20,060,538 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,142,972 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $38,933,738 | PYTotalRevenueAmt |
| CY Total Revenue | $28,980,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,561,532 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,286,223 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,488,138 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,588,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $712,969 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,623,494 | PYOtherExpensesAmt |
| CY Other Expenses | $1,653,504 | CYOtherExpensesAmt |
| PY Total Expenses | $19,673,164 | PYTotalExpensesAmt |
| CY Total Expenses | $19,528,304 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $19,260,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,452,482 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $318,269,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,927,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,673,768 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,831,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $306,595,360 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $322,096,526 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION IS DEVOTED TO THE SUPPORT, EXPANSION AND DEVELOPMENT OF EDUCATIONAL PROGRAMS AT YOUNGSTOWN STATE UNIVERSITY DEEMED USEFUL TO THE STUDENTS AND BENEFICIAL TO THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $17,092,894 | ExpenseAmt |
| Grant | $16,286,223 | GrantAmt |
| Desc | THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION IS AN INDEPENDENT, AUTONOMOUS, PRIVATE, NON-PROFIT CORPORATION THAT PURSUES, MANAGES AND DISTRIBUTES RESOURCES TO SUPPORT SCHOLARSHIPS AND STUDENT INITIATIVES, AS WELL AS THE GROWTH AND DEVELOPMENT OF YOUNGSTOWN STATE UNIVERSITY.THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION WILL BE A CATALYTIC FORCE FOR THE ADVANCEMENT OF YSU, THE YOUNGSTOWN COMMUNITY, AND NORTHEAST OHIO, AND WILL BE A CRITICAL SOURCE OF SUPPORT, OPPORTUNITY, AND EXCELLENCE FOR YSU STUDENTS AND UNIVERSITY PROGRAMS.THE COMPETITION FOR STUDENTS IN HIGHER EDUCATION HAS NEVER BEEN GREATER. THE YSU FOUNDATION, PROVIDING OVER $16.3 MILLION IN ANNUAL SCHOLARSHIP AID, HAS HISTORICALLY DESIGNED SCHOLARSHIP AWARDS TO PROVIDE ACCESS TO ATTEND YSU. TWO OF THE YSU FOUNDATION'S IMPORTANT INITIATIVES ARE THE MINORITY SCHOLARSHIP MATCH PROGRAM AND THE STUDENT INVESTMENT FUND. FOR THE PAST DECADE, THE YSU FOUNDATION HAS MATCHED ALL GIFTS TO MINORITY SCHOLARSHIPS. THIS HAS ATTRACTED OVER $2,269,267 IN GIFTS, HELPING YSU INCREASE THE DIVERSITY OF ITS STUDENT BODY. THE FOUNDATION ALSO PROVIDES GRANTS TO YOUNGSTOWN STATE UNIVERSITY FOR THE PURPOSE OF LECTURES AND SYMPOSIUMS AND FOR THE OPERATIONS OF VARIOUS DEPARTMENTS AND CENTERS. | Desc |
| Total Program Service Expenses | $17,092,894 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 24 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MCFADDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3309413211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 WICK AVENUE | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44502 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ED MURANSKY | ||||||||
| CHAIR/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| FRANK HIERRO | ||||||||
| IMMEDIATE PAST CHAIR/TRUST | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NADER ATWAY | ||||||||
| VICE CHAIR/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| THEODORE SCHMIDT | ||||||||
| TREASURER/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN MOLITERNO | ||||||||
| ASSISTANT TREASURER/TRUSTE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUDE NOHRA | ||||||||
| SECRETARY/TRUSTEE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BENJAMIN KECK | ||||||||
| ASSISTANT SECRETARY/TRUSTE | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER J ASIMAKOPOULOS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY BEEGHLY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GERMAINE BENNETT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| A GARY BITONTE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXA SWEENEY BLACKANN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BLASE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE BURDMAN | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA BUSHEY | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CAPRI CAFARO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NIKKI CARTER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J CAVALIER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOMENIC L CONSTANTINI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN W COPE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALFRED J FLEMING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS J FLEMING | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN F GELETKA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES GELLER | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN J GURGOVITS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN HELMICK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHANDRER KOHLI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOCELYNE KOLLAY LINSALATA | ||||||||
| TRUSTEE - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARRY L MROZEK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELBA NAVARRO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CARL A NUNZIATO | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN PADGITT | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY PAYIAVLAS | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN L POGUE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM POOLE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD J SCHIRALDI | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHULICK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES H SISEK | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTIN SOLOMON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG SWEENEY | ||||||||
| TRUSTEE - PART YEAR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAJIV TANEJA | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD B THOMPSON | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STUART WISE | ||||||||
| TRUSTEE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL MCFADDEN | ||||||||
| PRESIDENT | 40.00 | 0.00 | Yes (X) | $316,000 | $0 | $26,278 | ||
| HEATHER CHUNN | ||||||||
| VICE PRESIDENT | 40.00 | 0.00 | $135,742 | $0 | $20,416 | Yes (X) | ||
| LEONARD MORRIS | ||||||||
| CONTROLLER | 40.00 | 0.00 | $105,246 | $0 | $9,198 | Yes (X) | ||
| BRIAN NORD | ||||||||
| SENIOR DEVELOPMENT OFFICER | 40.00 | 0.00 | $115,524 | $0 | $15,396 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $672,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,288 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAYSTONE CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 300 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $362,197 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| All Other Contributions | $15,837,814 | AllOtherContributionsAmt |
| Noncash Contributions | $2,306,269 | NoncashContributionsAmt |
| Total Contributions | $15,837,814 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,754,895 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $44,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,710,088 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $81,476,932 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $76,088,855 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,388,077 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,388,077 | TotalRevenueColumnAmt |
| Exclusion | $5,388,077 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,980,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $44,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,098,165 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,286,223 | TotalAmt |
| Program Services | $16,286,223 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,250 | TotalAmt |
| Program Services | $86,739 | ProgramServicesAmt |
| Management And General | $92,647 | ManagementAndGeneralAmt |
| Fundraising | $113,864 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,585 | TotalAmt |
| Program Services | $453,402 | ProgramServicesAmt |
| Management And General | $258,740 | ManagementAndGeneralAmt |
| Fundraising | $323,443 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,945 | TotalAmt |
| Program Services | $19,877 | ProgramServicesAmt |
| Management And General | $13,629 | ManagementAndGeneralAmt |
| Fundraising | $14,439 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,436 | TotalAmt |
| Program Services | $48,112 | ProgramServicesAmt |
| Management And General | $38,542 | ManagementAndGeneralAmt |
| Fundraising | $32,782 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,361 | TotalAmt |
| Program Services | $38,032 | ProgramServicesAmt |
| Management And General | $24,407 | ManagementAndGeneralAmt |
| Fundraising | $29,922 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,619 | TotalAmt |
| Management And General | $18,619 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,305 | TotalAmt |
| Management And General | $59,305 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $915,653 | TotalAmt |
| Management And General | $915,653 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,025 | TotalAmt |
| Management And General | $19,225 | ManagementAndGeneralAmt |
| Fundraising | $31,800 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,047 | TotalAmt |
| Program Services | $132,580 | ProgramServicesAmt |
| Management And General | $3,024 | ManagementAndGeneralAmt |
| Fundraising | $85,443 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,576 | TotalAmt |
| Program Services | $13,334 | ProgramServicesAmt |
| Management And General | $21,868 | ManagementAndGeneralAmt |
| Fundraising | $15,374 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,062 | TotalAmt |
| Program Services | $12,492 | ProgramServicesAmt |
| Management And General | $48,367 | ManagementAndGeneralAmt |
| Fundraising | $18,203 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,750 | TotalAmt |
| Management And General | $66,750 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,774 | TotalAmt |
| Program Services | $761 | ProgramServicesAmt |
| Management And General | $9,155 | ManagementAndGeneralAmt |
| Fundraising | $31,858 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,136 | TotalAmt |
| Program Services | $1,342 | ProgramServicesAmt |
| Management And General | $11,953 | ManagementAndGeneralAmt |
| Fundraising | $15,841 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,259 | TotalAmt |
| Management And General | $31,259 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,669 | TotalAmt |
| Management And General | $37,669 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| FEDERAL INCOME TAX | $46,314 | $46,314 |
| MEMBERSHIP DUES | $2,917 | $2,917 |
| SUBSCRIPTIONS | $735 | $735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663 | TotalAmt |
| Management And General | $1,663 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,528,304 | TotalAmt |
| Program Services | $17,092,894 | ProgramServicesAmt |
| Management And General | $1,722,441 | ManagementAndGeneralAmt |
| Fundraising | $712,969 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,630,642 | BOYAmt |
| EOY | $7,288,180 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,152,452 | BOYAmt |
| EOY | $12,562,431 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,469 | BOYAmt |
| EOY | $526,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $371,476 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $162,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,391 | BOYAmt |
| EOY | $209,156 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,805,770 | BOYAmt |
| EOY | $272,325,321 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,310,708 | BOYAmt |
| EOY | $38,418,582 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,696 | BOYAmt |
| EOY | $2,597,639 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,269,128 | BOYAmt |
| EOY | $333,927,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $766,394 | BOYAmt |
| EOY | $929,318 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,907,374 | BOYAmt |
| EOY | $10,902,150 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,673,768 | BOYAmt |
| EOY | $11,831,468 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,593,219 | BOYAmt |
| EOY | $163,890,047 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,002,141 | BOYAmt |
| EOY | $158,206,479 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,595,360 | BOYAmt |
| EOY | $322,096,526 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,269,128 | BOYAmt |
| EOY | $333,927,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,452,482 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,054,984 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$6,300 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,920,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,449,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,043,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,873,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,837,814 | CurrentTaxYearAmt |
| Total | $75,124,364 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,920,660 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,449,028 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,043,662 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,873,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,837,814 | CurrentTaxYearAmt |
| Total | $75,124,364 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,394,165 | SubstantialContributorsTotAmt |
| Public Support Total170 | $63,730,199 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,875,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,747,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,493,820 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,470,719 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,710,088 | CurrentTaxYearAmt |
| Total | $26,297,346 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $175,969 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,807 | CurrentTaxYearAmt |
| Total | $284,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,706,210 | TotalSupportAmt |
| Public Support CY170 | 0.62660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,359,903 | BeginningYearBalanceAmt |
| Contributions | $4,637,850 | ContributionsAmt |
| Investment Earnings Or Losses | $17,320,507 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $13,753,925 | OtherExpendituresAmt |
| End Year Balance | $310,564,335 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $320,615,451 | BeginningYearBalanceAmt |
| Contributions | $13,173,249 | ContributionsAmt |
| Investment Earnings Or Losses | -$19,735,930 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,692,867 | OtherExpendituresAmt |
| End Year Balance | $302,359,903 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $251,128,065 | BeginningYearBalanceAmt |
| Contributions | $7,995,392 | ContributionsAmt |
| Investment Earnings Or Losses | $72,815,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $11,323,528 | OtherExpendituresAmt |
| End Year Balance | $320,615,451 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $255,732,176 | BeginningYearBalanceAmt |
| Contributions | $7,510,668 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,692,772 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,422,007 | OtherExpendituresAmt |
| End Year Balance | $251,128,065 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $241,189,000 | BeginningYearBalanceAmt |
| Contributions | $10,965,173 | ContributionsAmt |
| Investment Earnings Or Losses | $13,508,397 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,930,394 | OtherExpendituresAmt |
| End Year Balance | $255,732,176 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.53981 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46019 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,656 | OtherCostOrOtherBasisAmt |
| Book Value | $64,656 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $306,820 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,320 | DepreciationAmt |
| Book Value | $144,500 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $209,156 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $38,418,582 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $38,418,582 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $34,073,805 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,054,984 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$46,314 | OtherRevenueAmt |
| Revenue Not Reported | $6,008,670 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,065,135 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $915,651 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $915,651 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,980,786 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $18,572,639 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,300 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,300 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,566,339 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $915,651 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $46,314 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $961,965 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,528,304 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S USE OF ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND OTHER SPECIFIED USES FOR THE BENEFIT OF STUDENTS AND RELATED ACTIVITIES AND PROGRAMS AT YOUNGSTOWN STATE UNIVERSITY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FEDERAL TAX NET WITH INCOME -46,314. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 6,300. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FEDERAL TAX NET WITH INCOME 46,314. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EUROPE | 0 | 0 | INVESTMENTS | $2,950,469 |
| CENTRAL AMERICA AND THE CARRIBEAN | 0 | 0 | INVESTMENTS | $52,449,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $55,399,508 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $55,399,508 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNGSTOWN STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE UNIVERSITY PLAZA | AddressLine1Txt |
| City | YOUNGSTOWN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44555 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 341011998 | RecipientEIN |
| IRC Section | 170(B)(I)(A)(II) | IRCSectionDesc |
| Cash Grant | $16,232,424 | CashGrantAmt |
| Non Cash Assistance | $53,799 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | EQUIPMENT | NonCashAssistanceDesc |
| Purpose Of Grant | TO EXCLUSIVELY SUPPORT YOUNGSTOWN STATE UNIVERSITY. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION EXCLUSIVELY SUPPORTS YOUNGSTOWN STATE UNIVERSITY WHICH IS LOCATED WITHIN THE UNITED STATES. YSU FOUNDATION ANNUALLY FOLLOWS UP WITH THE UNIVERSITY ON THE USE OF AWARDED GRANTS TO ASSURE THEY ARE USED FOR THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL MCFADDEN | ||||||||||||||
| PRESIDENT | $220,000 | $0 | $96,000 | $0 | $0 | $0 | $11,859 | $0 | $14,419 | $0 | $342,278 | $0 | $0 | $0 |
| HEATHER CHUNN | ||||||||||||||
| VICE PRESIDENT | $129,858 | $0 | $5,884 | $0 | $0 | $0 | $5,430 | $0 | $14,986 | $0 | $156,158 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ALL BONUSES PAID ARE REVIEWED AND DEEMED APPROPRIATE BY THE FINANCE AND AUDIT COMMITTEE PRIOR TO PAYOUT. BONUSES ARE NECESSARY TO STAY COMPETITIVE IN REGARD TO RETENTION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $315,679 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATIONS | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,936,790 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,799 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN LINE 9, COLUMN B IS THE NUMBER OF DONORS WHO CONTRIBUTED SHARES OF PUBLICLY TRADED STOCK OR BONDS TO THE FOUNDATION. THE AMOUNT REPORTED IN LINE 17, COLUMN B IS THE NUMBER OF DONORS WHO CONTRIBUTED PARCELS OF LAND TO THE FOUNDATION. THE AMOUNT REPORTED IN LINE 25, COLUMN B IS THE NUMBER OF DONORS WHO CONTRIBUTED EQUIPMENT TO THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | IRS FORM 990 IS REVIEWED AND APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE AND AUDIT COMMITTEE. THE FOUNDATION ALSO PROVIDED THE FORM 990 TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES IN PAPER AND/OR ELECTRONIC FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES OF THE ORGANIZATION SIGN CONFLICT OF INTEREST POLICIES ANNUALLY. CONFLICTS OF INTEREST ARE IDENTIFIED DURING BOARD MEETINGS BY THE TRUSTEES AND BOARD MEMBERS ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT. BOARD MEMBERS ARE AWARE OF THE NEED TO DISCLOSE CONFLICTS OF INTEREST AS SOON AS THEY ARISE, AND THE PRESIDENT ALSO MONITORS THE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. THE BOARD CHAIR REVIEWS THE PRESIDENT'S COMPLETED CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE PROVIDES TO THE BOARD CHAIR A SALARY RANGE BASED UPON THE REVIEW OF COMPENSATION PAID TO SIMILAR POSITIONS REPORTED ON THE FORM 990 OF OTHER ORGANIZATIONS TO DETERMINE THE PRESIDENT'S AND VICE PRESIDENT OF OPERATIONS/HR'S COMPENSATION. THE BOARD CHAIR DETERMINES, REVIEWS AND APPROVES THE COMPENSATION AMOUNT AND COMMUNICATES IT TO THE PRESIDENT AND VICE PRESIDENT OF OPERATIONS/HR THROUGH E-MAIL. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN JUNE 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 1: | EFFECTIVE APRIL 1, 2015, THE FOUNDATION ENTERED INTO A DEVELOPMENTAL AGREEMENT WITH YOUNGSTOWN STATE UNIVERSITY WHEREIN THE FOUNDATION RAISES AND MAINTAINS DONATIONS ON BEHALF OF THE UNIVERSITY. THE FOUNDATION REMITS ALL RELATED FUNDS WHICH HAVE BEEN RECEIVED TO THE UNIVERSITY ON A MONTHLY BASIS. FOR THE YEAR ENDED JUNE 30, 2023, THE FOUNDATION RECORDED CONTRIBUTION REVENUE OF $3,434,254 AND DISTRIBUTION EXPENSES OF $5,188,684. |
| FORM 990, PART XI, LINE 9: | UNCOLLECTIBLE PLEDGES -6,300. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S BOARD OF TRUSTEES PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED OR BEEN REVISED FROM THE PRIOR YEAR TO THE CURRENT YEAR. |