LAMAR UNIVERSITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAMAR UNIVERSITY FOUNDATION INC (EIN 23-7298265)
- Tax period
- 2018-09-01 to 2019-08-31
- Filed
- 2020-01-30
- IRS object ID
- 202020309349300722
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-30T17:16:41-08:00 | ReturnTs |
| Tax Period End | 2019-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAUREN G BROOKS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 PARK ST STE 900 | AddressLine1Txt |
| City | BEAUMONT | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237298265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lamar University Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAMA | BusinessNameControlTxt |
| Phone | 4098802117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 11500 | AddressLine1Txt |
| City | Beaumont | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77710 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Juan J Zabala | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4098802117 | PhoneNum |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Brooks | PreparerPersonNm |
| PTIN | P00536551 | PTIN |
| Phone | 4098327413 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.143.207.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-30 | IPDt |
| IP Tm | 17:16:30 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3A3605F06E7420C45B535EC79E934FCA8A17F492 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3A3605F06E7420C45B535EC79E934FCA8A17F492 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Juan Zabala | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 11500 | AddressLine1Txt |
| City | Beaumont | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77710 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,114,630 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | https://www.lamar.edu/advancement/foundation/index.html | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Foundation supports the development and promotion of Lamar University, its students, faculty and staff. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,891,630 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,511,186 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,098,009 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,967,618 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93,463 | PYOtherRevenueAmt |
| CY Other Revenue | $108,834 | CYOtherRevenueAmt |
| PY Total Revenue | $10,083,102 | PYTotalRevenueAmt |
| CY Total Revenue | $8,587,638 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,397,855 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,029,136 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $191,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,460,275 | PYOtherExpensesAmt |
| CY Other Expenses | $3,015,318 | CYOtherExpensesAmt |
| PY Total Expenses | $6,858,130 | PYTotalExpensesAmt |
| CY Total Expenses | $5,044,454 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,224,972 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,543,184 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $89,726,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $95,686,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,407,722 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $89,718,272 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $94,278,672 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Lamar University Foundation supports and enhances Lamar University by encouraging the commitment of personal and financial resources to further the education of Lamar University students. The foundation promotes the stewardship of donors to enhance the quality of services provided by the university to student, faculty, alumni and friends. The Lamar University Foundation manages the investments, serves as trustee of the endowment funds and other private assets contributed for the benefit of Lamar University. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,022,175 | ExpenseAmt |
| Grant | $2,022,175 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Scholarships provided to Lamar University students as specified by donor restrictions | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $958,263 | ExpenseAmt |
| Grant | $6,961 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Support provided to Lamar University faculty as specified by donor restrictions | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $148,806 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other support provided to Lamar University students and student organizations as specified by donor restrictions. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $817,860 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other support provide to Lamar University programs as specified by donor restrictions | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $817,860 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,947,104 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| 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 | false | 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 | Yes (true) | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| 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 | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | 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 | 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 | false | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Juan Zabala | PersonNm |
| Phone | 4098802117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 11500 | AddressLine1Txt |
| City | Beaumont | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77710 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Michael Burrow | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nicholas Carter | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sandra Clark | ||||||
| Secretary | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James G Crump | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Barry Davis | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Dearing | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Domino | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vernon Durden | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Tyrrell L Garth | ||||||
| Committee Chair | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dr Ann Die Hasselmo | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Elaine Henry | ||||||
| Vice Chairman of the Board | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Gisela Houseman | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Jenkins | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Jones | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carmen Jordan | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Clayton Lau | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Bill Macatee | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Becky Mason | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Sina Nejad | ||||||
| Past President | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Larry Norwood | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Pat Parson | ||||||
| Treasurer | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dr Anita Riddle | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ellen Reinstra | ||||||
| Committee Chair | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Lori Ryerkerk | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Don Shaver | ||||||
| Committee Chair | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jay Bart Simmons | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Mark Smith | ||||||
| Chairman of the Board | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michele Smith | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Roy Steinhagen | ||||||
| Committee Chair | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Henry Strait | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J Michael Turner | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Vernon | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Williams | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Herman T Wilson Jr | ||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Juan Zabala | ||||||
| Chief Executive Officer | 6.00 | $0 | $157,077 | $29,908 | Yes (X) | |
| Karen Nichols | ||||||
| Chief Operating Officer | 34.00 | $0 | $69,535 | $7,472 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $226,612 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,380 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $5,511,186 | AllOtherContributionsAmt |
| Noncash Contributions | $138,637 | NoncashContributionsAmt |
| Total Contributions | $5,511,186 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,194,232 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,194,232 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,779 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $68,779 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,300,378 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,526,992 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $773,386 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $773,386 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $773,386 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Change in value of oil & gas override | 900099 | $18,798 | $0 | $0 | $18,798 |
| Increase in cash value of life insurance | 900099 | $316 | $0 | $0 | $316 |
| Miscellaneous | 900099 | $20,941 | $0 | $0 | $20,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,055 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,587,638 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,076,452 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,029,136 | TotalAmt |
| Program Services | $2,029,136 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,397 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,397 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,350 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,350 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,310 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $462,310 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,291 | TotalAmt |
| Program Services | $126,012 | ProgramServicesAmt |
| Management And General | $1,279 | ManagementAndGeneralAmt |
| Fundraising | $25,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,785 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $9,958 | ManagementAndGeneralAmt |
| Fundraising | $33,827 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,324 | TotalAmt |
| Program Services | $38,613 | ProgramServicesAmt |
| Management And General | $2,111 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,375 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,375 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,469 | TotalAmt |
| Program Services | $56,109 | ProgramServicesAmt |
| Management And General | $8,232 | ManagementAndGeneralAmt |
| Fundraising | $20,128 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,465 | TotalAmt |
| Program Services | $177,424 | ProgramServicesAmt |
| Management And General | $22,810 | ManagementAndGeneralAmt |
| Fundraising | $55,231 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,559 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,559 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,420 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $8,420 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Personnel | $921,134 | $605,744 | $271,451 | $43,939 |
| Equipment & supplies | $375,667 | $375,667 | $0 | $0 |
| General operational support | $234,664 | $234,664 | $0 | $0 |
| Research support | $190,513 | $190,513 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,595 | TotalAmt |
| Program Services | $113,222 | ProgramServicesAmt |
| Management And General | $57,705 | ManagementAndGeneralAmt |
| Fundraising | $12,668 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,044,454 | TotalAmt |
| Program Services | $3,947,104 | ProgramServicesAmt |
| Management And General | $905,957 | ManagementAndGeneralAmt |
| Fundraising | $191,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,117 | BOYAmt |
| EOY | $229,401 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,258,296 | BOYAmt |
| EOY | $3,140,637 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,500 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $182,186 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,244 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,419 | BOYAmt |
| EOY | $161,942 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,397,822 | BOYAmt |
| EOY | $85,480,175 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,617,834 | BOYAmt |
| EOY | $5,625,459 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,464 | BOYAmt |
| EOY | $1,048,780 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,726,452 | BOYAmt |
| EOY | $95,686,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,180 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,407,722 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,180 | BOYAmt |
| EOY | $1,407,722 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,722,045 | BOYAmt |
| EOY | $3,925,250 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,589,239 | BOYAmt |
| EOY | $35,787,021 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,406,988 | BOYAmt |
| EOY | $54,566,401 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,718,272 | BOYAmt |
| EOY | $94,278,672 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,726,452 | BOYAmt |
| EOY | $95,686,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,543,184 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,010,838 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,378 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| 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 |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,254,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,040,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,891,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,923,348 | CurrentTaxYearAmt |
| Total | $24,752,377 | 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 | $4,254,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,641,608 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,040,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,891,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,923,348 | CurrentTaxYearAmt |
| Total | $24,752,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,225,399 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,526,978 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,337,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,365,092 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,528,302 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,862,831 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,194,232 | CurrentTaxYearAmt |
| Total | $8,287,484 | 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 | $33,039,861 | TotalSupportAmt |
| Public Support CY170 | 0.71210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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 | $88,012,715 | BeginningYearBalanceAmt |
| Contributions | $7,223,479 | ContributionsAmt |
| Investment Earnings Or Losses | $3,900,142 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,028,442 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,323,380 | AdministrativeExpensesAmt |
| End Year Balance | $93,784,514 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,106,970 | BeginningYearBalanceAmt |
| Contributions | $5,578,810 | ContributionsAmt |
| Investment Earnings Or Losses | $8,498,090 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,862,451 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,308,704 | AdministrativeExpensesAmt |
| End Year Balance | $88,012,715 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,445,918 | BeginningYearBalanceAmt |
| Contributions | $4,770,286 | ContributionsAmt |
| Investment Earnings Or Losses | $6,944,065 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,885,738 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,167,561 | AdministrativeExpensesAmt |
| End Year Balance | $81,106,970 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,912,332 | BeginningYearBalanceAmt |
| Contributions | $3,737,597 | ContributionsAmt |
| Investment Earnings Or Losses | $3,543,944 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,642,567 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,105,388 | AdministrativeExpensesAmt |
| End Year Balance | $73,445,918 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,148,771 | BeginningYearBalanceAmt |
| Contributions | $4,980,153 | ContributionsAmt |
| Investment Earnings Or Losses | $57,595 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,156,823 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,117,364 | AdministrativeExpensesAmt |
| End Year Balance | $70,912,332 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.03440 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.86870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.09690 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $150,859 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $150,859 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $31,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,244 | DepreciationAmt |
| Book Value | $11,083 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $161,942 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Balbec Insolve Global Credit Feeder Fund III | $1,887,357 | F |
| Portfolio Advisors Credit Strategies Fund Offshore Ltd | $2,585,212 | F |
| Blackstone Strategic Partners Offshore Real Estate Fd VI LP | $1,152,890 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,625,459 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Funds held as agency endowments | Desc |
| Amt | $1,407,722 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,407,722 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,102,360 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,010,838 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,378 | OtherRevenueAmt |
| Revenue Not Reported | $1,017,216 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,085,144 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $502,494 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $502,494 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,587,638 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,541,960 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,541,960 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $502,494 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $502,494 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,044,454 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | Earnings from the endowment funds support scholarships, faculty, and programs at Lamar University as specified by donor restrictions. |
| Pt XI, Line 2d | Realized and unrealized gains (losses) attributable to agency funds. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| Lamar University | ||||||
| P O Box 10009 | Beaumont | TX | 77710 | 746000298 | $867,954 | Faculty support |
| Lamar University | ||||||
| P O Box 10009 | Beaumont | TX | 77710 | 746000298 | $272,064 | Facility & equipment |
| Lamar University | ||||||
| P O Box 10009 | Beaumont | TX | 77710 | 746000298 | $217,745 | Students & Student organizations |
| Lamar University | ||||||
| P O Box 10009 | Beaumont | TX | 77710 | 746000298 | $220,526 | Other |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 851 | RecipientCnt |
| Cash Grant | $1,916,606 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | Assistance is provided to Lamar University in accordance with restrictions and criteria established by various donors. All expenditures, including reimbursements to Lamar University, require supporting documentation and a statement from the requestor that the expenditure is in compliance with the donor restrictions prior to disbursement. |
| Pt III, col (b) | Scholarship recipients are selected by the University scholarship committee in accordance with criteria established by the donor. The Foundation monitors compliance with donor specified criteria by reveiwing the qualifications of a random sample of recipients each year. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Juan Zabala | PersonNm |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $157,077 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $15,289 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $14,619 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $186,985 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 3 | FormAndLineReferenceDesc |
| Explanation | Lamar University is a state-supported university that sets and compares its compensation levels to other universities of similar size and mission. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $138,637 | NoncashContributionsRptF990Amt |
| 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 | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The Foundation's form 990 is reviewed and approved by the Audit Committe then submitted to the Executive Committe for approval prior to filing. |
| Pt VI, Line 12c | All board members and staff members must read and sign the conflict of interest statement each year and disclose any conflicts. Board members and employees are also required to report conflicts throughout the year as they arise. |
| Pt VI, Line 15a | The Lamar University Foundation uses the Lamar University salary system. Lamar University is a state-supported university that sets and compares its compensation levels to other universities of similar size and mission. |
| Pt VI, Line 15b | The Lamar University Foundation uses the Lamar University salary system. Lamar University is a state-supported university that sets and compares its compensation levels to other universities of similar size and mission. |
| Pt VI, Line 19 | The Lamar University Foundation makes governing documents, conflict of interests policy, and financial statements available upon request after approval of the Executive Committee. |
| Pt XI | Realized and unrealized gains (losses) allocated to funds held as agency endowments. |
| Form 990, Part III, Line 4d | Other support provide to Lamar University programs as 817860. 0. 0. |
| Form 990, Part IX, Line 24e | Awards 8255. 8255. 0. 0. |
| Form 990, Part IX, Line 24e | Foreign taxes 40184. 0. 40184. 0. |
| Form 990, Part IX, Line 24e | Printing and publications 35466. 35336. 0. 130. |
| Form 990, Part IX, Line 24e | Recruitment 24504. 24504. 0. 0. |
| Form 990, Part IX, Line 24e | Other 75186. 45127. 17521. 12538. |
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