TEXAS A&M FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS A&M FOUNDATION (EIN 74-2245072)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-10
- IRS object ID
- 202111309349301131
- Schema version
- 2019v5.1
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T10:52:48-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742245072 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas A&M Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN HUSER | InCareOfNm |
| Business Name Control | TEXA | BusinessNameControlTxt |
| Phone | 9798458161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 George Bush Drive | AddressLine1Txt |
| City | College Station | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 778402811 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HUSER | PersonNm |
| Person Title | VP AND CFO | PersonTitleTxt |
| Phone | 9798458161 | PhoneNum |
| Signature | 2021-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John W Steffes | PreparerPersonNm |
| PTIN | P00186434 | PTIN |
| Phone | 7134994600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TYSON VOELKEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GEORGE BUSH DRIVE | AddressLine1Txt |
| City | COLLEGE STATION | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 778402811 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $928,161,369 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | TXAMFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | FUNDRAISING AND ASSET MANAGEMENT FOR THE BENEFIT OF TEXAS A&M UNIVERSITY AT COLLEGE STATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 190 | TotalEmployeeCnt |
| Total Volunteers | 83 | TotalVolunteersCnt |
| Total Gross UBI | -$9,109,749 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $129,386,108 | PYContributionsGrantsAmt |
| CY Contributions Grants | $136,068,968 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $116,713,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $144,649,938 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,238,594 | PYOtherRevenueAmt |
| CY Other Revenue | $1,748,161 | CYOtherRevenueAmt |
| PY Total Revenue | $249,338,231 | PYTotalRevenueAmt |
| CY Total Revenue | $282,467,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $106,012,519 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $89,964,246 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,264,110 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,502,521 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $56,057 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $11,003 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,632,237 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,221,027 | PYOtherExpensesAmt |
| CY Other Expenses | $37,308,966 | CYOtherExpensesAmt |
| PY Total Expenses | $160,553,713 | PYTotalExpensesAmt |
| CY Total Expenses | $149,786,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $88,784,518 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $132,680,331 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,367,008,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,465,090,742 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $278,909,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $325,069,948 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,088,098,932 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,140,020,794 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TEXAS A&M FOUNDATION BUILDS A BRIGHTER FUTURE FOR TEXAS A&M UNIVERSITY, ONE RELATIONSHIP AT A TIME, BY UNITING GENEROSITY AND VISION TO RAISE SUPPORT AND MANAGE ENDOWED GIFTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $50,309,549 | ExpenseAmt |
| Grant | $50,309,549 | GrantAmt |
| Desc | DEPARTMENTAL SUPPORT: PROVIDE NEEDED FUNDS TO SUPPORT VARIOUS COLLEGE AND DEPARTMENTAL NEEDS AND ACTIVITIES THROUGH BOTH NON-ENDOWED FUNDS AND FUNDS GENERATED FROM ENDOWMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,011,025 | ExpenseAmt |
| Grant | $30,011,025 | GrantAmt |
| Desc | SCHOLARSHIPS/FELLOWSHIPS: PROVIDE FINANCIAL AID FOR BOTH UNDERGRADUATES AND GRADUATES WITH BOTH NON-ENDOWED SCHOLARSHIPS ANDFUNDS GENERATED FROM SCHOLARSHIP ENDOWMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,233,663 | ExpenseAmt |
| Grant | $9,233,663 | GrantAmt |
| Desc | FACULTY SUPPORT: PROVIDE FUNDING FOR FACULTY TEACHING AND RESEARCH WITH BOTH NON-ENDOWED FUNDS AND FUNDS GENERATED FROM ENDOWMENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $410,009 | ExpenseAmt |
| Grant | $410,009 | GrantAmt |
| Desc | INSTITUTIONAL SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $410,009 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $410,009 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $89,964,246 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | 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 | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | 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 | Yes (true) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 193 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 190 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 3 | Form8282FiledCnt |
| 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 | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HUSER | PersonNm |
| Phone | 9798458161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GEORGE BUSH DRIVE | AddressLine1Txt |
| City | COLLEGE STATION | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77840 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| TYSON T VOELKEL | |||||||||
| PRESIDENT & CEO | 40.0 | 0.0 | Yes (X) | $658,952 | $0 | $62,161 | |||
| JAMES J PALINCSAR | |||||||||
| SR VP FOR DEVELOPMENT | 40.0 | 0.0 | Yes (X) | $362,706 | $0 | $64,702 | |||
| JOHN A HUSER | |||||||||
| VP & CFO | 40.0 | 0.0 | Yes (X) | $344,676 | $0 | $71,096 | |||
| BENJAMIN K WALL | |||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 0.0 | $299,159 | $0 | $53,109 | Yes (X) | |||
| JOSHUA BURGAN | |||||||||
| INVESTMENT DIRECTOR | 40.0 | 0.0 | $274,993 | $0 | $60,867 | Yes (X) | |||
| ROY HARVEY II | |||||||||
| INVESTMENT DIRECTOR | 40.0 | 0.0 | $272,599 | $0 | $61,980 | Yes (X) | |||
| WILLIAM L FUSSELMAN | |||||||||
| VP & GENERAL COUNSEL | 40.0 | 0.0 | Yes (X) | $230,141 | $0 | $55,788 | |||
| GEORGE GRAINGER | |||||||||
| ASST. VP, STRATEGIC PLANNING | 40.0 | 0.0 | $223,977 | $0 | $51,830 | Yes (X) | |||
| VIRGINIA L SCHLEMEYER | |||||||||
| VP FOR DEVELOPMENT SUPPORT | 40.0 | 0.0 | $223,485 | $0 | $43,231 | Yes (X) | |||
| GLENN R PITTSFORD | |||||||||
| VP FOR GIFT PLANNING | 40.0 | 0.0 | $213,625 | $0 | $46,217 | Yes (X) | |||
| KATHLEEN M GIBSON | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| OTWAY DENNY JR | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| JORGE A BERMUDEZ | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM LEMMONS | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| T RANDALL CAIN | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| LOUIS PALETTA | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| GINA LUNA | |||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,104,313 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $570,981 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 61 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GARDNER RUSSO | |||||
| 223 EAST CHESTNUT STREET | LANCASTER | PA | 17602 | INVESTMENT MANAGER | $1,164,880 |
| ADVENT LLC | |||||
| 2310 KLINE AVE FL 2 | NASHVILLE | TN | 37211 | ADVERTISING/BRANDING | $793,825 |
| EDGEWOOD MGMT CO | |||||
| 350 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGER | $789,643 |
| ARTISAN PARTNERS | |||||
| 875 E WISCONSIN AVE STE 800 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGER | $775,603 |
| ACADIAN SMALL CAP EM | |||||
| 260 FRANKLIN STREET | BOSTON | MA | 02110 | INVESTMENT MANAGER | $617,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $136,068,968 | AllOtherContributionsAmt |
| Noncash Contributions | $17,091,182 | NoncashContributionsAmt |
| Total Contributions | $136,068,968 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,452,170 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$13,200,748 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,652,918 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,409,291 | TotalRevenueColumnAmt |
| Exclusion | $1,409,291 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,412 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,412 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,412 | TotalRevenueColumnAmt |
| Exclusion | $10,412 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $719,975,843 | SecuritiesAmt |
| Other | $9,916,228 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $637,680,876 | SecuritiesAmt |
| Other | $8,013,426 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $82,294,967 | SecuritiesAmt |
| Other | $1,902,802 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,197,768 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,090,999 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,106,769 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Receipts | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $328,458 | TotalRevenueColumnAmt |
| Exclusion | $328,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $328,458 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $282,467,067 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$9,109,749 | UnrelatedBusinessRevenueAmt |
| Exclusion | $155,507,848 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,456,917 | TotalAmt |
| Program Services | $89,456,917 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $507,329 | TotalAmt |
| Program Services | $507,329 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,083,791 | TotalAmt |
| Management And General | $1,187,624 | ManagementAndGeneralAmt |
| Fundraising | $896,167 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,371,346 | TotalAmt |
| Management And General | $3,329,146 | ManagementAndGeneralAmt |
| Fundraising | $12,042,200 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,319,198 | TotalAmt |
| Management And General | $638,040 | ManagementAndGeneralAmt |
| Fundraising | $1,681,158 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,574,089 | TotalAmt |
| Management And General | $268,794 | ManagementAndGeneralAmt |
| Fundraising | $1,305,295 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154,097 | TotalAmt |
| Management And General | $265,224 | ManagementAndGeneralAmt |
| Fundraising | $888,873 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,174 | TotalAmt |
| Management And General | $10,021 | ManagementAndGeneralAmt |
| Fundraising | $25,153 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,046 | TotalAmt |
| Management And General | $216,664 | ManagementAndGeneralAmt |
| Fundraising | $4,382 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,003 | TotalAmt |
| Fundraising | $11,003 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,721,286 | TotalAmt |
| Management And General | $27,721,286 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,386,880 | TotalAmt |
| Management And General | $527,311 | ManagementAndGeneralAmt |
| Fundraising | $859,569 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,877,372 | TotalAmt |
| Management And General | $18,084 | ManagementAndGeneralAmt |
| Fundraising | $1,859,288 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,251 | TotalAmt |
| Management And General | $91,684 | ManagementAndGeneralAmt |
| Fundraising | $559,567 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,380 | TotalAmt |
| Management And General | $145,704 | ManagementAndGeneralAmt |
| Fundraising | $348,676 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $620,299 | TotalAmt |
| Management And General | $204,684 | ManagementAndGeneralAmt |
| Fundraising | $415,615 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,284 | TotalAmt |
| Management And General | $80,041 | ManagementAndGeneralAmt |
| Fundraising | $452,243 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,817 | TotalAmt |
| Management And General | $31,174 | ManagementAndGeneralAmt |
| Fundraising | $97,643 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,558 | TotalAmt |
| Management And General | $140,204 | ManagementAndGeneralAmt |
| Fundraising | $264,354 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,847 | TotalAmt |
| Management And General | $71,436 | ManagementAndGeneralAmt |
| Fundraising | $88,411 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| Bad Debt | $2,060,620 | $2,060,620 | |
| GFR General Fundraising | $264,370 | -$2,018 | $266,388 |
| Athletic Tickets | $191,610 | $2,200 | $189,410 |
| Recruiting Expense | $160,980 | $53,078 | $107,902 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,192 | TotalAmt |
| Management And General | $129,252 | ManagementAndGeneralAmt |
| Fundraising | $268,940 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,786,736 | TotalAmt |
| Program Services | $89,964,246 | ProgramServicesAmt |
| Management And General | $37,190,253 | ManagementAndGeneralAmt |
| Fundraising | $22,632,237 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,225,540 | BOYAmt |
| EOY | $42,430,117 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,435,352 | BOYAmt |
| EOY | $213,331,112 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,009,894 | BOYAmt |
| EOY | $2,372,363 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| 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 | $25,507,336 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,050,575 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,997,305 | BOYAmt |
| EOY | $17,456,761 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500,949,028 | BOYAmt |
| EOY | $1,531,885,681 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,661,567 | BOYAmt |
| EOY | $609,406,971 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,730,136 | BOYAmt |
| EOY | $48,207,737 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,008,822 | BOYAmt |
| EOY | $2,465,090,742 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,633,552 | BOYAmt |
| EOY | $3,270,387 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,276,338 | BOYAmt |
| EOY | $321,799,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $278,909,890 | BOYAmt |
| EOY | $325,069,948 | 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 | $79,235,392 | BOYAmt |
| EOY | $78,662,145 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,008,863,540 | BOYAmt |
| EOY | $2,061,358,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,098,932 | BOYAmt |
| EOY | $2,140,020,794 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,367,008,822 | BOYAmt |
| EOY | $2,465,090,742 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $132,680,331 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$80,758,469 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $127,120,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,719,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,393,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,386,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,068,968 | CurrentTaxYearAmt |
| Total | $726,688,792 | 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 | $127,120,843 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $142,719,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,393,321 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,386,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $136,068,968 | CurrentTaxYearAmt |
| Total | $726,688,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $92,332,325 | SubstantialContributorsTotAmt |
| Public Support Total170 | $634,356,467 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,222,244 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,276,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,961,382 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,815,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,200,331 | CurrentTaxYearAmt |
| Total | $180,475,850 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $907,164,642 | TotalSupportAmt |
| Public Support CY170 | 0.69927 | PublicSupportCY170Pct |
| Public Support PY170 | 0.73395 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,964,246 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $89,964,246 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $14,354 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $14,354 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $19,377,372 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,621,450,072 | BeginningYearBalanceAmt |
| Contributions | $58,669,567 | ContributionsAmt |
| Investment Earnings Or Losses | $36,829,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,749,719 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,197,599 | OtherExpendituresAmt |
| Administrative Expenses | $36,336,236 | AdministrativeExpensesAmt |
| End Year Balance | $1,619,665,719 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,595,387,578 | BeginningYearBalanceAmt |
| Contributions | $74,138,809 | ContributionsAmt |
| Investment Earnings Or Losses | $42,661,161 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,980,178 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,006,082 | OtherExpendituresAmt |
| Administrative Expenses | $34,751,216 | AdministrativeExpensesAmt |
| End Year Balance | $1,621,450,072 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,459,219,409 | BeginningYearBalanceAmt |
| Contributions | $70,163,151 | ContributionsAmt |
| Investment Earnings Or Losses | $146,118,261 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,059,843 | GrantsOrScholarshipsAmt |
| Other Expenditures | $28,407,477 | OtherExpendituresAmt |
| Administrative Expenses | $27,645,923 | AdministrativeExpensesAmt |
| End Year Balance | $1,595,387,578 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,269,512,085 | BeginningYearBalanceAmt |
| Contributions | $82,290,980 | ContributionsAmt |
| Investment Earnings Or Losses | $180,729,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,579,882 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,434,173 | OtherExpendituresAmt |
| Administrative Expenses | $25,298,808 | AdministrativeExpensesAmt |
| End Year Balance | $1,459,219,409 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,276,968,798 | BeginningYearBalanceAmt |
| Contributions | $72,835,980 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,543,204 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,199,769 | GrantsOrScholarshipsAmt |
| Other Expenditures | $27,434,320 | OtherExpendituresAmt |
| Administrative Expenses | $20,115,400 | AdministrativeExpensesAmt |
| End Year Balance | $1,269,512,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.84510 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,386,311 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $8,386,311 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,004,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,548,532 | DepreciationAmt |
| Book Value | $8,456,051 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,116,442 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,502,043 | DepreciationAmt |
| Book Value | $614,399 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $17,456,761 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-MARKETABLE SECURITIES | Desc |
| Book Value | $609,406,971 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $609,406,971 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| HELD FOR OTHER CHARITABLE ORGS | $264,858,106 |
| OTHER LIABILITIES | $202,871 |
| ANNUITIES & TRUSTS PAYABLE | $56,738,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $321,799,561 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $172,722,823 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$80,758,469 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$80,758,469 | RevenueNotReportedAmt |
| Revenue Subtotal | $253,481,292 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $28,985,775 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $28,985,775 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $282,467,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $120,800,961 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $120,800,961 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $28,985,775 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $28,985,775 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $149,786,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 4 | DESCRIPTION OF ORGANIZATION'S COLLECTION DONATED PAINTINGS AND GLASS ART ON PUBLIC EXHIBITION AND FOR EDUCATIONAL PURPOSES. |
| SCHEDULE D, PART V, LINE 4 | INTENDED USE OF ENDOWMENT FUNDS SUPPORT OF TEXAS A&M UNIVERSITY IN ACCORDANCE WITH THE ORGANIZATION'S MISSION STATEMENT. |
| SCHEDULE D, PART X, LINE 2 | PURSUANT TO DETERMINATION LETTERS RECEIVED FROM THE INTERNAL REVENUE SERVICE (IRS), THE FOUNDATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A PUBLIC FOUNDATION. THUS, GIFTS TO THE FOUNDATION ARE TAX DEDUCTIBLE. THE FOUNDATION IS SUBJECT TO INCOME TAX ON THE UNRELATED BUSINESS INCOME, CONSISTING OF CERTAIN INCOME FROM LIMITED PARTNERSHIP INTERESTS AND OIL AND GAS WORKING INTERESTS. UNRELATED BUSINESS INCOME IS NOT MATERIAL. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (25 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| Central America and the Caribbean | INVESTMENTS | $175,568,000 | |
| East Asia and the Pacific | INVESTMENTS | $8,264,000 | |
| Europe (Including Iceland and Greenland) | INVESTMENTS | $64,614,000 | |
| North America | INVESTMENTS | $29,938,000 | |
| South America | Investments | $3,013,426 | |
| Central America and the Caribbean | Program Services | $3,714 | BUSINESS MEETINGS |
| North America | Program Services | $4,628 | BUSINESS MEETINGS |
| Europe (Including Iceland and Greenland) | Program Services | $15,000 | FACULTY TRAVEL |
| Russia and the Newly Independent States | Program Services | $162,300 | PROGRAM SERVICES |
| Central America and the Caribbean | Program Services | $63,989 | STUDY ABROAD |
| East Asia and the Pacific | Program Services | $43,784 | STUDY ABROAD |
| Europe (Including Iceland and Greenland) | Program Services | $176,526 | STUDY ABROAD |
| Middle East and North Africa | Program Services | $1,000 | STUDY ABROAD |
| North America | Program Services | $16,231 | STUDY ABROAD |
| South America | Program Services | $7,933 | STUDY ABROAD |
| Russia and the Newly Independent States | Program Services | $6,667 | STUDY ABROAD |
| Sub-Saharan Africa | Program Services | $5,400 | STUDY ABROAD |
| South Asia | Program Services | $8,499 | STUDY ABROAD |
| Central America and the Caribbean | Program Services | $8,769,477 | CONTRIBUTIONS |
| East Asia and the Pacific | Program Services | $22,691 | CONTRIBUTIONS |
| Europe (Including Iceland and Greenland) | Program Services | $273,401 | CONTRIBUTIONS |
| North America | Program Services | $51,245 | CONTRIBUTIONS |
| South America | Program Services | $700 | CONTRIBUTIONS |
| Middle East and North Africa | Program Services | $330,175 | CONTRIBUTIONS |
| South Asia | Program Services | $583 | CONTRIBUTIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $281,904,598 | SubtotalSpentAmt |
| Continuation Spent | $9,456,771 | ContinuationSpentAmt |
| Total Spent | $291,361,369 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt |
|---|---|---|
| Central America and the Caribbean | STUDY ABROAD | $63,989 |
| East Asia and the Pacific | STUDY ABROAD | $43,784 |
| Europe (Including Iceland and Greenland) | STUDY ABROAD | $176,526 |
| North America | STUDY ABROAD | $16,231 |
| Russia and the Newly Independent States | STUDY ABROAD | $6,667 |
| Sub-Saharan Africa | STUDY ABROAD | $5,400 |
| South America | STUDY ABROAD | $7,933 |
| South Asia | STUDY ABROAD | $8,499 |
| Europe (Including Iceland and Greenland) | FACULTY TRAVEL | $15,000 |
| Russia and the Newly Independent States | PROGRAM SERVICES | $162,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | MONITORING OF FUNDS AND ASSISTANCE OUTSIDE OF THE U.S. THE FOUNDATION HAS POLICIES AND PROCEDURES AND REQUIRES ITEMIZED RECEIPTS TO MONITOR FOUNDATION DIRECT PAYMENTS TO TAMU STAFF FOR REIMBURSEMENT OF TRAVEL ACTIVITY OUTSIDE OF THE UNITED STATES. QUALIFYING EXPENSES ARE APPROVED AT A HIGHER LEVEL OF AUTHORITY THAN THE TRAVELER. THE FOUNDATION ALSO TRANSFERS FUNDS DIRECTLY TO TEXAS A&M UNIVERSITY FOR SUPPORT WHICH MAY OR MAY NOT INCLUDE FOREIGN ACTIVITIES. |
| SCHEDULE F, PARTS I & II | THE ORGANIZATION PROVIDES GRANTS AND OTHER ASSISTANCE TO TEXAS A&M UNIVERSITY. BASED ON THE IRS INSTRUCTIONS FOR SCHEDULE F, THESE GRANTS WERE MADE "TO A PARTICULAR U.S. ORGANIZATION OR ENTITY FOR THE UNDERSTOOD PURPOSE OF ENGAGING DIRECTLY OR INDIRECTLY IN FOREIGN ACTIVITY" THEY ARE REPORTED ON SCHEDULE F PART I AND PART II. THE FUNDS WERE ULTIMATELY USED IN MORE THAN ONE REGION. ALL REGIONS WHOSE SUPPORT EXCEEDED THE $5,000 MINIMUM REPORTING THRESHOLD FOR PART II ARE LISTED IN SCHEDULE F, PART II, LINE 1. REGIONS REPORTED ON SCHEDULE F, PART I BELOW THE $5,000 THRESHOLD ARE NOT REPORTED IN PART II. |
| SCHEDULE F, PART I, LINE 3, COLUMN (F) | THE EXPENDITURES ARE REPORTED USING THE ACCRUAL METHOD AS REPORTED IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | ||||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | STATE OF TX | $50,147,249 | DEPARTMENTAL SUPPORT |
| TEXAS A&M UNIVERSITY | ||||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | STATE OF TX | $29,680,995 | SCHOLARSHIPS & FELLOWSHIPS |
| TEXAS A&M UNIVERSITY | ||||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | STATE OF TX | $9,218,663 | FACULTY SUPPORT |
| TEXAS A&M UNIVERSITY | ||||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | STATE OF TX | $410,007 | INSTITUTIONAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS IN THE UNITED STATES TEXAS A&M FOUNDATION REQUIRES A FULL-TIME SENIOR STAFF OR FACULTY MEMBER OF TEXAS A&M UNIVERSITY TO SUBMIT DOCUMENTATION SHOWING THE INTENDED USE FUNDS, AND TO PROVIDE RECEIPTS AND INVOICES WHEN APPLICABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | Yes (true) | InitialContractExceptionInd |
| Rebuttable Presumption Proc | Yes (true) | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TYSON T VOELKEL | ||||||||||||||
| PRESIDENT & CEO | $472,558 | $0 | $176,250 | $0 | $10,144 | $0 | $51,000 | $0 | $11,161 | $0 | $721,113 | $0 | $0 | $0 |
| JAMES J PALINCSAR | ||||||||||||||
| SR VP FOR DEVELOPMENT | $291,915 | $0 | $66,600 | $0 | $4,191 | $0 | $47,253 | $0 | $17,449 | $0 | $427,408 | $0 | $0 | $0 |
| JOHN A HUSER | ||||||||||||||
| VP & CFO | $273,783 | $0 | $63,000 | $0 | $7,893 | $0 | $47,940 | $0 | $23,156 | $0 | $415,772 | $0 | $0 | $0 |
| WILLIAM L FUSSELMAN | ||||||||||||||
| VP & GENERAL COUNSEL | $187,256 | $0 | $42,075 | $0 | $810 | $0 | $33,745 | $0 | $22,043 | $0 | $285,929 | $0 | $0 | $0 |
| BENJAMIN K WALL | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $218,487 | $0 | $0 | $0 | $80,672 | $0 | $34,573 | $0 | $18,536 | $0 | $352,268 | $0 | $0 | $0 |
| ROY HARVEY II | ||||||||||||||
| INVESTMENT DIRECTOR | $214,175 | $0 | $57,938 | $0 | $486 | $0 | $38,824 | $0 | $23,156 | $0 | $334,579 | $0 | $0 | $0 |
| JOSHUA BURGAN | ||||||||||||||
| INVESTMENT DIRECTOR | $216,623 | $0 | $57,938 | $0 | $432 | $0 | $38,824 | $0 | $22,043 | $0 | $335,860 | $0 | $0 | $0 |
| GEORGE GRAINGER | ||||||||||||||
| ASST. VP, STRATEGIC PLANNING | $201,841 | $0 | $18,572 | $0 | $3,564 | $0 | $35,297 | $0 | $16,533 | $0 | $275,807 | $0 | $0 | $0 |
| GLENN R PITTSFORD | ||||||||||||||
| VP FOR GIFT PLANNING | $190,023 | $0 | $19,411 | $0 | $4,191 | $0 | $33,156 | $0 | $13,061 | $0 | $259,842 | $0 | $0 | $0 |
| VIRGINIA L SCHLEMEYER | ||||||||||||||
| VP FOR DEVELOPMENT SUPPORT | $195,670 | $0 | $24,251 | $0 | $3,564 | $0 | $33,151 | $0 | $10,080 | $0 | $266,716 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | JOHN HUSER RECEIVED A PORTION OF HIS RELOCATION BONUS IN 2019 THAT HAD ORIGINALLY BEEN OUTLINED AS MOVING ALLOWANCE IN 2017 WHEN OFFERED EMPLOYMENT PRIOR TO TAX LAW CHANGES THAT ELIMINATED DEDUCTIBLE MOVING ALLOWANCES. THE TEXAS A&M FOUNDATION GROSSED UP THE BONUS PAYMENT IN LIEU OF A MOVING ALLOWANCE TO COVER THE PAYROLL RELATED TAXES THAT OTHERWISE WOULD HAVE BEEN NETTED. THE AMOUNT WAS REPORTED AS TAXABLE COMPENSATION. SOCIAL CLUB DUES PAID BY TEXAS A&M FOUNDATION ARE REPORTED AS TAXABLE FRINGE BENEFITS ON APPLICABLE FORM W2 FOR TYSON VOELKEL. |
| SCHEDULE J, PART I, LINE 1B | THE BOARD SPECIFICALLY APPROVED THE SOCIAL CLUB DUES FRINGE BENEFIT FOR OUR PRESIDENT. |
| SCHEDULE J, PART I, LINE 4A | SEVERANCE WAS SUBJECT TO SUCCESSFUL COMPLETION OF SEVERAL DEPARTURE TRANSITION RESPONSIBILITIES AND AGREEMENT TO ADHERE TO GENERAL CONFIDENTIALITY STANDARDS. BENJAMIN WALL RECEIVED SEVERANCE PAYMENT OF $71,308. |
| SCHEDULE J, PART I, LINE 7 | THESE EMPLOYEES RECEIVED MERIT AWARDS FOR ACCOMPLISHMENTS TOWARDS STRATEGIC PRIORITIES AND SIGNIFICANT WORK PERFORMANCE DETERMINED IN THE COURSE OF AN ANNUAL PERFORMANCE REVIEW AND THIS WAS INCLUDED IN REPORTED COMPENSATION. THESE INDIVIDUALS WERE NOT PRESENT DURING DISCUSSION RELATED TO THEIR COMPENSATION. THESE AWARD AMOUNTS WERE DETERMINED AND CALIBRATED BY EXECUTIVE STAFF USING FACTORS SUCH AS THE IMPACTFUL PERFORMANCE OUTCOMES, EXTRA EFFORT EXTENDED, AND SIGNIFICANT CONTRIBUTIONS TO MISSION. MERIT AWARDS ARE AVAILABLE AND AWARDED AS APPLICABLE TO ANY STAFF MEMBERS OF TEXAS A&M FOUNDATION. VIRGINIA SCHLEYEMER - $3,000 GEORGE GRAINGER - $10,000 GLENN PITTSFORD - $5,000 |
| SCHEDULE J, PART I, LINE 8 | TYSON VOELKEL RECEIVED $75,000 INCLUDED IN THE REPORTED TAXABLE COMPENSATION, PURSUANT TO TERMS OF HIS INITIAL EMPLOYMENT CONTRACT THAT PROVIDED FOR INCENTIVES BASED ON SPECIFIC PERFORMANCE ACCOMPLISHMENTS. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 167 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,457,361 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HI/LO ON GIFT DT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,341,613 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | TRUST NPV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp |
Real Estate Residential RealEstateResidentialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,055,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $180,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NOMINAL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT IN KIND - WINE | 1 | $2,311 | RETAIL PRICE |
| Yes (X) | LIFE INSURANCE | 1 | $54,892 | NET CASH VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE M, PART I, LINE 32B | THIRD PARTY USE FOR REAL ESTATE PARCELS, THE FOUNDATION USUALLY LISTS THE PROPERTY WITH A LOCAL PROFESSIONAL REAL ESTATE BROKER TO FACILITATE SALES. |
| SCHEDULE M, Part I, Column (b) | Texas A&M Foundation received various types of noncash contributions. The information reported in column b represents a combination of both the number of items and contributions received of each type of property. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD POWER TO ELECT OR APPOINT: EACH YEAR AS ONE TRUSTEE TERM ENDS, A NEW TRUSTEE IS SELECTED BY THE ASSOCIATION OF FORMER STUDENTS, A SEPARATE ORGANIZATION THAT ALSO SUPPORTS TEXAS A&M UNIVERSITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS DISCUSSION OF THE FORM 990 WAS AN AGENDA ITEM AT THE MARCH 2021 BOARD OF TRUSTEE MEETING. ALL MEMBERS OF THE BOARD OF TRUSTEES RECEIVED A COPY OF THE 990 PRIOR TO THE MEETING FOR THEIR REVIEW. THE VICE PRESIDENT AND CHIEF FINANCIAL OFFICER PRESENTED THE FORM 990 AND ANSWERED ALL QUESTIONS POSED. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND A DISCLOSURE FORM EACH YEAR. THE DISCLOSURE FORMS ARE RETURNED AND REVIEWED BY THE ORGANIZATION'S IN-HOUSE COUNSEL AND REPORTED TO THE CHAIRMAN OF THE AUDIT COMMITTEE. WITH A BOARD OF ONLY SEVEN TRUSTEES, IT IS NOT DIFFICULT TO DISCERN WHO AMONG THE MEMBERS OF THE BOARD, OFFICERS, AND KEY EMPLOYEES MAY HAVE A RELATIONSHIP, WHICH REQUIRES DISCLOSURE. IF REVIEW OF THE DISCLOSURE FORM DOES NOT REVEAL WHAT IS EXPECTED TO BE DISCLOSED, THE INDIVIDUAL IS CONTACTED BY AN OFFICER OF THE ORGANIZATION FAMILIAR WITH THE REPORTING REQUIREMENTS TO PROVIDE ADDITIONAL EXPLANATION AND A REVISED DISCLOSURE FORM IS RETURNED. THE FORM STATES THAT IT IS THE RESPONSIBILITY OF THE OFFICER, TRUSTEE, OR KEY EMPLOYEE TO UPDATE THE DISCLOSURE IF CIRCUMSTANCES OCCUR THROUGHOUT THE YEAR WHICH NECESSITATE A CHANGE IN THE INFORMATION SUPPLIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE ORGANIZATION REVIEWS AND APPROVES TOTAL COMPENSATION OF ALL OFFICERS, THE VICE PRESIDENT OF DEVELOPMENT SUPPORT, THE CHIEF INVESTMENT OFFICER, AND DIRECTORS OF INVESTMENTS. THE OFFICERS INCLUDED IN THIS REVIEW ARE THE PRESIDENT, SENIOR VICE PRESIDENT FOR DEVELOPMENT, VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, AND VICE PRESIDENT AND GENERAL COUNSEL. COMPARABILITY DATA FOR ALL POSITIONS UNDER REVIEW IS PRESENTED TO THE COMMITTEE. THE COMPENSATION COMMITTEE IS COMPOSED OF THREE MEMBERS OF THE BOARD OF TRUSTEES WHO ARE UNCOMPENSATED VOLUNTEERS. THE PRESIDENT (CHIEF EXECUTIVE) OF THE ORGANIZATION IS PRESENT FOR A PORTION OF THE COMMITTEE MEETING TO PRESENT PERFORMANCE AND ACCOMPLISHMENTS OF THE EXECUTIVE STAFF AND INVESTMENT TEAM. NONE OF THE REMAINING OFFICERS, THE VICE PRESIDENT OF DEVELOPMENT SUPPORT, CHIEF INVESTMENTS OFFICER, NOR DIRECTORS OF INVESTMENTS ARE PRESENT FOR ANY PORTION OF THIS DISCUSSION. THE PRESIDENT IS EXCUSED FROM THE MEETING FOR THE COMMITTEE TO DISCUSS HIS PERFORMANCE AND THE DECISION REGARDING HIS SALARY. NONE OF THE OFFICERS, THE VICE PRESIDENT OF DEVELOPMENT SUPPORT, CHIEF INVESTMENTS OFFICER, NOR DIRECTORS OF INVESTMENTS ARE VOTING MEMBERS OF THE COMPENSATION COMMITTEE OR THE BOARD OF TRUSTEES. THE DISCUSSION, DELIBERATION, AND DECISION FOR ALL POSITIONS UNDER REVIEW BY THE COMPENSATION COMMITTEE IS RECORDED IN THE MINUTES OF THE COMMITTEE PREPARED BY THE PRESIDENT AND SIGNED BY THE CHAIR OF THE COMMITTEE FOR PRESENTATION AND APPROVAL AT THE NEXT MEETING OF THE COMMITTEE. THE FULL BOARD OF TRUSTEES RECEIVES AN ORAL REPORT OF THE COMMITTEE MEETING FROM THE COMMITTEE CHAIRMAN, GENERALLY WITHIN 24 HOURS OF THE COMPENSATION COMMITTEE MEETING. EVERY 3-5 YEARS THE FOUNDATION ENGAGES AN OUTSIDE INDEPENDENT CONSULTANT HIRED TO REVIEW COMPENSATION PRACTICES INCLUDING BASE & TOTAL CASH COMPENSATION TO ENSURE SALARIES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND MARKET CONDITIONS. DURING 2019-2020 INDEPENDENT CONSULTANT, PEARL MEYER, CONDUCTED A COMPREHENSIVE STUDY FOCUSING ON EXECUTIVE, INVESTMENT, AND OTHER KEY POSITION COMPENSATION WITHIN OUR ORGANIZATION. RESULTS WERE PROVIDED AND PRESENTED IN MAY, 2020. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS MADE AVAILABLE TO THE PUBLIC: THE ARTICLES OF INCORPORATION FOR THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC ON REQUEST FROM THE OFFICE OF THE SECRETARY OF STATE AND ARE FREQUENTLY REQUESTED AND SUPPLIED IN THE COURSE OF GRANT APPLICATIONS TO PRIVATE FOUNDATIONS AND CORPORATE FOUNDATIONS. THE BYLAWS ARE AVAILABLE ON REQUEST TO THE ORGANIZATION BY MEMBERS OF THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS MAINTAINED WITHIN THE ORGANIZATION'S GENERAL POLICIES AND PROCEDURES AND HAS NOT BEEN PRESENTED TO THE PUBLIC IN ANY MANNER. HOWEVER, IF REQUESTED, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY WOULD BE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC REQUESTING THIS INFORMATION. THE FOUNDATION PRODUCES AN ANNUAL REPORT WHICH INCLUDES THE STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THIS REPORT IS MAILED TO MANY DONORS. THE COMPLETE AUDITED FINANCIALS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | CHANGES IN OVERSIGHT PROCESS OR SELECTION PROCESS THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S AUDIT COMMITTEE'S RESPONSIBILITIES. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PILLAR II-B LP | ||||||||||||||
| 207 SOUTH STREET 5TH FLOOR | BOSTON | MA | 02111 | 832304909 | PORTFOLIO MGMT | DE | TAMF | EXCLUDED | -$221,605 | $3,132,860 | false | $0 | false | 0.78084 |
| SYSTEM HIGH COINVEST SPV LP | ||||||||||||||
| 4445 WILLARD AVE SUITE 950 | CHEVY CHASE | MA | 20815 | 833424310 | PORTFOLIO MGMT | DE | TAMF | EXCLUDED | $81,261 | $2,995,125 | false | $0 | false | 0.66667 |
| VPC ONSHORE SPECIALTY FINANCE FUND III | ||||||||||||||
| 150 NORTH RIVERSIDE PLAZA SUITE 52 | CHICAGO | IL | 60606 | 843340493 | PORTFOLIO MGMT | DE | TAMF | EXCLUDED | -$135,598 | $16,673,489 | false | $10,703 | false | 0.79456 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (37) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | TX | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | TRUST | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| 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 | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PILLAR II-B LP | ||
| B | $3,375,000 | BOOK VALUE |
| SYSTEM HIGH COINVEST SVP LP | ||
| B | $3,000,000 | BOOK VALUE |
| SYSTEM HIGH COINVEST SVP LP | ||
| S | $89,636 | BOOK VALUE |
| VPC ONSHORE SPECIALTY FINANCE FUND III LP | ||
| B | $15,000,000 | BOOK VALUE |
Comments