2019-08-27T09:33:47-07:00 2018-12-31 742483543 Hahn & Oldham PC 100 E Kleberg Ave Suite 200 Kingsville TX 78363 990 2018-01-01 237166534 Texas A&M University - Kingsville Foundation Inc TEXA 3615932208 P O Box 2202 Station 1 Kingsville TX 78363 Leonard A Bedell Treasurer 2019-08-24 true Mary Ann Oldham P00116937 3615954211 2018 2019-02-21 02:37:17Z P O Box 2202 Station 1 Kingsville TX 783638301 37955181 false false X http://www.tamukfoundation.org/ X 1972 TX The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. 18 18 3 -67325 -62795 3145366 2631214 0 4109250 5200402 12054 111921 7266670 7943537 3038638 3355134 0 98274 22918 0 208023 972968 1341652 4109880 4719704 3156790 3223833 85257851 79277779 1365089 192005 83892762 79085774 The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. false false 3592262 3355134 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. 3592262 true true false false false false false false false true true false false true true true true false false false false false false false true false false true true false false false false false false false false false false false false true false false false false false false false false true 13 0 true 3 true false false false false false false false false 0 false false false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X Office Staff 3615932208 1050 W Santa Gertrudis 3rd Floor MS 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 Mr J Philip McCormick Director 1.00 0.00 X 0 0 0 Gloria Buff Director 1.00 0.00 X 0 0 0 Eugene Dawson Jr Director 1.00 0.00 X 0 0 0 Iris J Berthelot II Director 1.00 0.00 X 0 0 0 Mr Richard P Ritchie Director 1.00 0.00 X 0 0 0 Christopher Kleberg 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 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 Mrs Jean Claire Turcotte 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 Steven H Tallant PhD 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 South Texas Money Management Ltd 700 N St Marys Street Suite 100 San Antonio TX 78205 Investment Mgt 224889 1 2631214 228632 2631214 0 1431870 -62795 1494665 0 17264 17264 0 33524927 79906 29742385 93916 3782542 -14010 3768532 3773062 -4530 270000 175343 94657 94657 0 0 0 7943537 3773062 -67325 1606586 3338492 3338492 16642 16642 0 0 0 0 21140 10570 10570 0 0 1778 889 889 300000 225000 75000 0 100836 100836 0 0 510931 510931 126217 126217 60 30 30 8449 2807 2806 2836 1680 1680 0 0 13170 6843 6327 0 64864 28751 36113 4859 4859 0 0 18083 14608 3475 #5245.9 - Campaign Kick-Off 93612 93612 #5245 - Fund Raising -Subscrip 22500 11250 11250 Foreign Tax W/H on Dividends 22050 22050 #5290 - Supplies Other 20554 20554 33787 8729 17519 7539 4719704 3592262 919419 208023 214170 68901 4565782 3875346 6415949 4291420 16305 16305 0 0 0 0 0 125849 125849 125849 70838155 66872305 0 0 0 3081641 4027653 85257851 79277779 17893 4191 1316397 162688 30799 25126 1365089 192005 X 11958864 10877097 15403764 9327733 56530134 58880944 83892762 79085774 85257851 79277779 X 3223833 -8030825 4 X false true X true false X X 1 Texas A&M University - Kingsville 746001530 10 true 3338492 0 1 3338492 0 true false false false false false false false false false false false false false false true false true X true true Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs. The president of the University serves as an ex-officio member of the board of directors. An affiliation agreement exists between the organization and the supported University. The Executive Director of the Organization is an employee of the Supported Organization. Under the affiliation agreement, the supported organization provides facilities and staffs an office in which the organization conducts operations. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played Endowment funds held by the organization are designated for various colleges and departments within the universiity. Annually, department heads are tasked with providing a listing of their needs; the organization determines available funds based upon a formula applied to endowments and then fulfills annual requests based upon availability of such funds. If a donor specifically designates a donation for a particular department to be dispersed upon request rather than added to an endowment, the donation is transferred upon request, in addition to the annual requests. Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu The organization's sole mission is to support Texas A&M University Kingsville and, as such, holds funds dedicated to the support of programs within the University. Donations received are identified and held for the purpose of support of different departments and programs within the University. These funds are held either in endowments or as temporarily restricted funds. Periodically, capital campaigns are held to increase available funds for both short term and long term use by the University. Part IV, Section E, Line 2b: Reasons For The Organization's Position Were it not for this organization, Texas A&M University Kingsville could have a similar department within the University system to perform fundraising activities as well as to hold and administer funds collected for the growth of the endowments and distributions to various recipients. 78241823 2166567 -3284359 2539515 736647 73847869 68684431 2930749 9377705 2073189 677873 78241823 64194571 2917298 3975566 1839770 7666 555568 68684431 62111565 8520455 -3739627 1917779 -30769 810812 64194571 58439000 3033326 3002807 1555395 808173 62111565 0.10960 0.79730 0.09310 false false false 125849 125849 125849 Eagle Income Appreciation Partners LP 2314526 Lizard International 1713127 4027653 Acct #2010.1 - TAMUK Assessment 25000 Payroll Liabilities 126 25126 X 7912775 7912775 30762 30762 7943537 4688942 4688942 30762 30762 4719704 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 (2015 through 2018), 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 $22050 Add Back Foreign Tax on Partnership Invs $2647 Add Back Royalty Tax Netted Against Inc $1454 Add Back Misc Investment Fee $4611 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $22050 Add Back Foreign Tax on Partnership Invs $2647 Add Back Royalty Tax Netted Against Inc $1454 Add Back Misc Investment Fee $4611 Increase in Miscellaneous Distributions $0 Rounding $0 false Bandon Dunes Golf Trip 270000 270000 34214 12593 46301 82235 270000 270000 34214 12593 46301 82235 175343 94657 true Texas A&M University Kingsville 700 University Avenue Kingsville TX 78363 746001530 3338492 0 Scholarships/ Program Support, etc. 1 0 Faculty Awards 2 4000 Javelina Student Emergency Relief 40 9642 IBEW LU Scholarship 1 3000 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 3 16352 Fair Market Value X 1 77500 Net Realizable Value X Pledge to Give 1 50000 Present Value X Pledge to Give 1 40000 Present Value X Gift in Kind 1 2280 Market Value X Pledge to Give 1 25000 Present Value X Pledge to Give 1 17500 Present Value false false false Form 990, Part VI, Line 11b: Form 990 Review Process The treasurer and the audit committee were provided copies of the 2018 Form 990 and Form 990-T for review prior to filing. Additionally, Form 990 and Form 990-T were made available to the full board for their review, prior to filing. 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 comparative salary surveys which are provided each year by the Association of Fundraising Professionals, the Association of Small Foundations, and the Council for Advancement and Support of Education. These surveys permit salary comparisons based on region, staff size, operating budget, asset size and experience levels. The board has an affiliation agreement with Texas A&M University Kingsville (TAMUK)- the supported organization. Under this agreement, TAMUK provides services of employees to perform management functions and staff duties to the organization. The board of directors, in addition to being involved with the managment of the organization assesses the performance of the Executive Director and staff provided by TAMUK under the affiliation agreement. 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 Increases rounding Adjustment = $4