MIAMI UNIVERSITY FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MIAMI UNIVERSITY FOUNDATION INC (EIN 31-6026014)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202223189349316577
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T16:32:33-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316026014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Miami University Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIAM | BusinessNameControlTxt |
| Phone | 5135296110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Roudebush Hall | AddressLine1Txt |
| City | Oxford | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Guiot | PersonNm |
| Person Title | Assoc Treasurer/Chief Financial Off | PersonTitleTxt |
| Phone | 5135296110 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce | PersonFirstNm |
| Person Last | Guiot | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce Guiot | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Roudebush Hall | AddressLine1Txt |
| City | Oxford | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $92,268,264 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.forloveandhonor.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | SUPPORT OF MIAMI UNIVERSITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $26,135,967 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,122,843 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,666,323 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,877,223 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,476,444 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,356,627 | CYOtherRevenueAmt |
| PY Total Revenue | $42,278,734 | PYTotalRevenueAmt |
| CY Total Revenue | $28,643,439 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $15,883,574 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $17,894,968 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,929,367 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,333,014 | PYOtherExpensesAmt |
| CY Other Expenses | $4,153,093 | CYOtherExpensesAmt |
| PY Total Expenses | $19,216,588 | PYTotalExpensesAmt |
| CY Total Expenses | $22,048,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,062,146 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,595,378 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $768,386,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $724,573,926 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $306,688,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $286,036,362 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $461,697,826 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $438,537,564 | NetAssetsOrFundBalancesEOYAmt |
| Mission | SUPPORT OF MIAMI UNIVERSITY | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $17,894,968 | ExpenseAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $17,894,968 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE A GUIOT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5135296110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MIAMI UNIVERSITY | AddressLine1Txt |
| City | OXFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45056 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID DAFOE | ||||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID KOSCHIK | ||||||||
| VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DAVID CREAMER | ||||||||
| TREASURER | 1.0 | 39.0 | Yes (X) | Yes (X) | $0 | $370,510 | $67,289 | |
| MACKENZIE RICE | ||||||||
| INTERIM PRESIDENT | 20.0 | 20.0 | Yes (X) | Yes (X) | $0 | $135,722 | $30,422 | |
| SHARON MITCHELL | ||||||||
| CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AARON RYAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ALISON SANGER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BETH MCNELLIE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BIFF BOWMAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRENT SHOCK | ||||||||
| DIRECTOR | 1.0 | 39.0 | Yes (X) | $0 | $197,128 | $42,086 | ||
| CYNTHIA HENDERSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MEYER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DONALD CRAIN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| DR GREGORY CRAWFORD | ||||||||
| DIRECTOR | 1.0 | 39.0 | Yes (X) | $0 | $542,587 | $86,981 | ||
| EDWARD O'REILLY | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JASON OSBORNE | ||||||||
| DIRECTOR | 1.0 | 39.0 | Yes (X) | $0 | $373,885 | $63,830 | ||
| JAYNE BROWNELL | ||||||||
| DIRECTOR | 1.0 | 39.0 | Yes (X) | $0 | $214,830 | $35,954 | ||
| JUDY GREFFIN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| JULIA POSTON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| KIM LUBEL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LISA SHADE | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LYNN LARSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| LYNN PISTELL | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Mary Schell | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLE PRESCOTT | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| PETER MOGK | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| RUTH MILLIGAN | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT SCHWEINFURTH | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| Stephanie Byrd | ||||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| STEVE ANDERSON | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| TIM LLOYD | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| ZAIN HAIDER | ||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE GUIOT | ||||||||
| CHIEF FINANCIAL OFFICER | 20.0 | 20.0 | Yes (X) | $0 | $192,660 | $26,593 | ||
| BRAD BUNDY | ||||||||
| CHIEF DVLPMENT OFF | 20.0 | 20.0 | $0 | $223,154 | $48,376 | Yes (X) | ||
| THOMAS HERBERT | ||||||||
| PRESIDENT | 20.0 | 20.0 | $0 | $335,129 | $54,739 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,585,605 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $456,270 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $20,122,843 | AllOtherContributionsAmt |
| Total Contributions | $20,122,843 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,314,869 | TotalRevenueColumnAmt |
| Exclusion | $1,314,869 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,187,179 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,624,825 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,562,354 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,562,354 | TotalRevenueColumnAmt |
| Exclusion | $8,562,354 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPLIT INTEREST AGREEMENTS | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | -$1,356,627 | TotalRevenueColumnAmt |
| Exclusion | -$1,356,627 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$1,356,627 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,643,439 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,520,596 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,894,968 | TotalAmt |
| Program Services | $17,894,968 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| ADMINISTRATION EXPENSES | $3,858,735 | $1,929,368 | $1,929,367 |
| OTHER EXPENSE | $294,358 | $294,358 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,048,061 | TotalAmt |
| Program Services | $17,894,968 | ProgramServicesAmt |
| Management And General | $2,223,726 | ManagementAndGeneralAmt |
| Fundraising | $1,929,367 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,835,067 | BOYAmt |
| EOY | $22,350,711 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,387,985 | BOYAmt |
| EOY | $9,716,799 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,854,458 | BOYAmt |
| EOY | $18,475,171 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,320,304 | BOYAmt |
| EOY | $10,427,855 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,144,270 | BOYAmt |
| EOY | $67,986,223 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,964,319 | BOYAmt |
| EOY | $593,781,227 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,981 | BOYAmt |
| EOY | $1,835,940 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,386,384 | BOYAmt |
| EOY | $724,573,926 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,554,028 | BOYAmt |
| EOY | $19,999,547 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,188 | BOYAmt |
| EOY | $1,362,295 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,028,342 | BOYAmt |
| EOY | $264,674,520 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,688,558 | BOYAmt |
| EOY | $286,036,362 | EOYAmt |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,925,473 | BOYAmt |
| EOY | $4,304,502 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,772,353 | BOYAmt |
| EOY | $434,233,062 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $461,697,826 | BOYAmt |
| EOY | $438,537,564 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,386,384 | BOYAmt |
| EOY | $724,573,926 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,595,378 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$29,755,640 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,877,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,615,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,467,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,135,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,122,843 | CurrentTaxYearAmt |
| Total | $96,218,679 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,877,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,615,318 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,467,408 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,135,967 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,122,843 | CurrentTaxYearAmt |
| Total | $96,218,679 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,320,133 | SubstantialContributorsTotAmt |
| Public Support Total170 | $81,898,546 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,728,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,951,455 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,930,167 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,313,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,314,869 | CurrentTaxYearAmt |
| Total | $12,238,107 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $556,186 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $367,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$574,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,476,444 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$1,356,627 | CurrentTaxYearAmt |
| Total | $1,468,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $109,925,699 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $0 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.7450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.8523 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - SPLIT INTEREST AGREEMENTS, COLUMN A - 556186.0, COLUMN B - 367138.0, COLUMN C - -574228.0, COLUMN D - 2476444.0, COLUMN E - -1356627.0, COLUMN F - 1468913.0; | ExplanationTxt |
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 | $426,942,301 | BeginningYearBalanceAmt |
| Contributions | $18,070,557 | ContributionsAmt |
| Investment Earnings Or Losses | -$20,230,835 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,075,539 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,858,735 | AdministrativeExpensesAmt |
| End Year Balance | $405,847,749 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $315,019,562 | BeginningYearBalanceAmt |
| Contributions | $30,512,931 | ContributionsAmt |
| Investment Earnings Or Losses | $97,228,003 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,918,423 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,899,772 | AdministrativeExpensesAmt |
| End Year Balance | $426,942,301 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $309,603,699 | BeginningYearBalanceAmt |
| Contributions | $17,702,560 | ContributionsAmt |
| Investment Earnings Or Losses | $2,323,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,893,476 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,716,226 | AdministrativeExpensesAmt |
| End Year Balance | $315,019,562 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $302,514,984 | BeginningYearBalanceAmt |
| Contributions | $11,995,543 | ContributionsAmt |
| Investment Earnings Or Losses | $10,935,318 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,913,675 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,928,471 | AdministrativeExpensesAmt |
| End Year Balance | $309,603,699 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $282,886,447 | BeginningYearBalanceAmt |
| Contributions | $14,490,241 | ContributionsAmt |
| Investment Earnings Or Losses | $19,319,682 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,326,529 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $2,854,857 | AdministrativeExpensesAmt |
| End Year Balance | $302,514,984 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| HEDGE FUNDS | ||
| PRIVATE INVESTMENTS | $151,578,480 | F |
| STRATEGIC INVESTMENT MGMT LLC FUND | $442,202,747 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $593,781,227 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS HELD IN TRUST FOR OTHERS | $261,261,753 |
| OBLIG. UNDER SPLIT-INTEREST AGREEMENTS | $3,412,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $264,674,520 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$1,112,201 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$29,755,640 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | -$29,755,640 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,643,439 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,643,439 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,048,061 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,048,061 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,048,061 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2022, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $21,165,527 | RegionTotalExpendituresAmt |
| 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 | $21,165,527 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $21,165,527 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements | FormAndLineReferenceDesc |
| Explanation | CENTRAL AMERICA AND THE CARIBBEAN-Accrual | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Miami University | |||||||
| 501 E High Street | Oxford | OH | 45056 | 316402089 | $6,990,603 | FMV | SCHOLARSHIPS |
| Miami University | |||||||
| 501 E High Street | Oxford | OH | 45056 | 316402089 | $6,728,858 | FMV | ACADEMIC SUPPORT |
| Miami University | |||||||
| 501 E High Street | Oxford | OH | 45056 | 316402089 | $457,491 | FMV | STUDENT SERVICES/ATHLETICS |
| Miami University | |||||||
| 501 E High Street | Oxford | OH | 45056 | 316402089 | $1,833,732 | FMV | CAMPUS IMPROVEMENTS |
| Miami University | |||||||
| 501 E High Street | Oxford | OH | 45056 | 316402089 | $1,884,284 | FMV | INSTITUTIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MACKENZIE RICE | ||||||||||||||
| INTERIM PRESIDENT | $0 | $135,400 | $0 | $0 | $0 | $322 | $0 | $0 | $0 | $30,422 | $0 | $166,144 | $0 | $0 |
| DR DAVID CREAMER | ||||||||||||||
| TREASURER | $0 | $369,973 | $0 | $0 | $0 | $537 | $0 | $10,721 | $0 | $56,568 | $0 | $437,799 | $0 | $0 |
| DR GREGORY CRAWFORD | ||||||||||||||
| DIRECTOR | $0 | $541,789 | $0 | $0 | $0 | $798 | $0 | $27,518 | $0 | $59,463 | $0 | $629,568 | $0 | $0 |
| JASON OSBORNE | ||||||||||||||
| DIRECTOR | $0 | $373,087 | $0 | $0 | $0 | $798 | $0 | $12,245 | $0 | $51,585 | $0 | $437,715 | $0 | $0 |
| JAYNE BROWNELL | ||||||||||||||
| DIRECTOR | $0 | $214,337 | $0 | $0 | $0 | $493 | $0 | $0 | $0 | $35,954 | $0 | $250,784 | $0 | $0 |
| BRENT SHOCK | ||||||||||||||
| DIRECTOR | $0 | $196,663 | $0 | $0 | $0 | $465 | $0 | $0 | $0 | $42,086 | $0 | $239,214 | $0 | $0 |
| BRUCE GUIOT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $192,227 | $0 | $0 | $0 | $433 | $0 | $0 | $0 | $26,593 | $0 | $219,253 | $0 | $0 |
| BRAD BUNDY | ||||||||||||||
| CHIEF DVLPMENT OFF | $0 | $222,641 | $0 | $0 | $0 | $513 | $0 | $0 | $0 | $48,376 | $0 | $271,530 | $0 | $0 |
| THOMAS HERBERT | ||||||||||||||
| PRESIDENT | $0 | $334,371 | $0 | $0 | $0 | $758 | $0 | $0 | $0 | $54,739 | $0 | $389,868 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part II, Column (D) | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4 Significant changes to organizational documents | There were changes to the governing documents involving separation of duties, voting and bylaws. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | OXFORD | OH | 45056 | 316032815 | SUPPORT MIAMI UNIVERSITY | OH | 501(c)(3) | 5 | NA | false | 107 |
| WESTERN COLLEGE ALUMNAE ASSCO | |||||||||||
| 325 PATTERSON AVENUE | OXFORD | OH | 45056 | 237401551 | SUPPORT MIAMI UNIVERSITY | OH | 501(c)(3) | 5 | NA | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MIAMI UNIVERSITY | ||
| B | $17,894,968 | FAIR MARKET VALUE |
| MIAMI UNIVERSITY | ||
| O | $3,041,875 | FAIR MARKET VALUE |
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