2021-11-01T13:42:49-07:00 2020-12-31 742483543 Hahn & Oldham PC 100 E Kleberg Ave Suite 200 Kingsville TX 78363 990 2020-01-01 237166534 Texas A&M University - Kingsville Foundation Inc TEXA 3615932208 P O Box 2202 Station 1 Kingsville TX 78363 LTG Ret Ricardo S Sanchez Chairman 2021-11-01 true LTG Ret Ricardo S Sanchez 999009999 Mary Ann Oldham P00116937 3615954211 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z LTG Ret Ricardo S Sanchez P O Box 2202 Station 1 Kingsville TX 783638301 50288829 false X www.javelinagiving.org/ X 1972 TX To build private support for the mission and vision of Texas A&M University-Kingsville. 20 20 5 605 6393536 5781022 0 3351445 4124442 8955 -15959 9753936 9889505 3939491 4011846 0 133749 201136 0 225346 1298052 1291720 5371292 5504702 4382644 4384803 96931167 109298613 324153 440300 96607014 108858313 The Foundation was formed to be a vital partner with Texas A&M University-Kingsville by developing donor relationships and linking resources in the pursuit of the University's goals of excellence.Values: Service to the University and the donors; Stewardship of the resources through careful and responsible management, consistent with donor intent;Integrity, by acting in a trustworthy, honest and moral fashion in all that is done;Impact, by supporting the Universitys goal, mission and vision;Duty, by maintaining a commitment to excellence in all that is done false false 4239253 4011846 The Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals; the proceeds are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research, faculty and department support. 4239253 true true false false false false false true false true true false false false true true true false false false false false false false true false false true false false false false false false false false false false true false false false false false false false false true 12 0 true 5 true true true false false false false false false 0 false false false false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false X Office Staff 3615932208 700 University Blvd MSC 173 Kingsville TX 78363 X X Balous Miller Director 1.00 0.00 X 0 0 0 Joe Henkel Director 1.00 0.00 X 0 0 0 Tom Best Director 1.00 0.00 X 0 0 0 S David Deanda Director 1.00 0.00 X 0 0 0 James McAllen Jr Director 1.00 0.00 X 0 0 0 John Michael Howard Director 1.00 0.00 X 0 0 0 Sandra Brown Director 1.00 0.00 X 0 0 0 Iris J Berthelot II Director 1.00 0.00 X 0 0 0 Tom Shockley III Director 1.00 0.00 X 0 0 0 Lisa Carrington Firmin Director 1.00 0.00 X 0 0 0 Jackie Collins Director 1.00 0.00 X 0 0 0 Alvaro Hinojosa Director 1.00 0.00 X 0 0 0 Alan Johnson Director 1.00 0.00 X 0 0 0 Romeo Perez Director 1.00 0.00 X 0 0 0 Roberto Montoya Director 1.00 0.00 X 0 0 0 LTG Ret Ricardo S Sanchez Chairman 5.00 0.00 X X 0 0 0 Bill Colston Jr 1st Vice-Chair 2.00 0.00 X X 0 0 0 Eugene Dawson Jr 2nd Vice-Chair 2.00 0.00 X X 0 0 0 Kevin Beasley Secretary 2.00 0.00 X X 0 0 0 Leonard A Bedell Treasurer 8.00 0.00 X X 0 0 0 Dr Mark A Hussey Ex Officio Mbr 0.00 0.00 X 0 0 0 Bradley Walker Executive Dir. 40.00 0.00 X 0 0 0 0 false false false CAPFinancial Partners LLC PO Box 600071 Raleigh NC 276756071 Investment Management 249513 1 62000 5719022 2000291 5781022 0 1664231 67262 1596969 0 7268 7268 0 42784308 40257440 66657 2526868 -66657 2460211 2526868 -66657 52000 62000 75227 -23227 -23227 0 0 0 9889505 2526868 605 1581010 4007346 4007346 4500 4500 0 0 0 0 194215 84158 110057 0 0 6921 2999 3922 300000 225000 75000 0 44997 44997 0 0 591420 591420 188790 187790 1000 0 13881 895 12194 792 0 0 0 32144 5430 26714 0 15914 15914 0 0 0 13415 10677 2738 #5283 - Dues & Subscriptions 31373 22512 8861 Foreign Tax W/H on Dividends 26038 26038 Printing and Publications 15995 15995 #5270 - Miscellaneous 7344 7344 10409 2007 8402 5504702 4239253 1040103 225346 316470 517611 3477994 3476618 3508535 1644892 141906 42907 0 0 0 0 70000 1462799 125489 1462799 87079961 101157980 0 0 0 2280812 925806 96931167 109298613 16359 65493 44000 79902 263794 294905 324153 440300 X 14441694 15791202 82165320 93067111 96607014 108858313 96931167 109298613 X 4384803 7866498 -2 X false true X true false X 3500388 3145366 2631214 6393536 5781022 21451526 0 0 3500388 3145366 2631214 6393536 5781022 21451526 7306501 14145025 1153593 1689181 1449134 1670054 1626979 7588941 0 0 29040467 0.48710 0.34360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 91298976 5113507 11297125 3330950 859173 103519485 73847869 5845858 15493158 3056650 831259 91298976 78241823 2166567 -3284359 2539515 736647 73847869 68684431 2930749 9377705 2073189 677873 78241823 64194571 2917298 3975566 1839770 7666 555568 68684431 0.11000 0.64000 0.25000 false false false 1051612 1051612 411187 411187 1462799 Acct #2010.1 - TAMUK Assessment 25000 Acct #2016 - Payables 60 Days 267539 Payroll Liabilities 2366 294905 X 17721813 7866498 7866498 9855315 34190 34190 9889505 5504702 5504702 5504702 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o The Foundation's collection consists of 200 original prints which were donated in order to become a part of the permanent collection of art at Texas A&M University - Kingsville. It is to remain intact in order to enrich the University campus and the Kingsville community in perpetuity. The Foundation has entered into a Memorandum of Understanding with the University for the care and preservation of this collection. A value for the contributed collection items is not reflected within Form 990. Part X : FIN48 Footnote The Foundation adopted provisions of FASB ASC 740-10-25, Income Taxes - Overall - Recognition, which requires recognition and disclosure of uncertain tax positions in the financial statements and footnotes. Management of the Foundation has analyzed the Foundation's tax positions taken with respect to all appplicable income tax issues for all open tax years (2017 through 2020), and has concluded that it has appropriate support for any tax positions taken or expected to be taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $26038 Add Back Foreign Tax on Partnership Invs $1936 Add Back Royalty Tax Netted Against Inc $4 Add Back Misc Investment Fee $6212 Add Royalty Revenue Not Included $0 false Pinehurst Resort Golf Trip 114000 62000 52000 31756 3031 4180 36260 114000 62000 52000 31756 3031 4180 36260 75227 -23227 true Texas A&M University Kingsville 700 University Avenue Kingsville TX 78363 746001530 3999846 0 Scholarships/ Program Support, etc. 1 0 Grantmaker's Description of How Grants are Used Funds are transferred into the University accounts,and at that time, the University personnel assume responsibility for oversight of the funds. X 6 224209 Fair Market Value X 1 565000 Appraisal X 4 750000 Appraisal X Pledge to Give 1 27500 Present Value X Pledge to Give 1 24000 Present Value X Pledge to Give 1 25000 Present Value X Pledge to Give 1 384582 Present Value false false false Form 990, Part VI, Line 11b: Form 990 Review Process The treasurer and the audit committee are provided copies of Forms 990 and Form 990-T for review prior to filing. After initial review by the treasurer and audit committee, the Forms are made available to the full board for their review. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts At the beginning of each fiscal year, members of the board are required by the chairman or his representative to complete and submit disclosure statements for any perceived or actual conflicts of interest, in accordance with the Foundation Conflict of Interest Policy. The disclosure statements are kept on file. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees When considering compensation, the Foundation uses salaries comparative to Texas A&M University Kingsville. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Foundation maintains copies of governing documents including Bylaws, Conflict of Interest policies and audited financials that are made available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Rounding Difference = -$2