2019-04-25T14:10:37-05:00 2018-06-30 464116137 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2017-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 KIMBERLY H ELLIOTT C.F.O. 8037771466 2019-04-17 true HARRY D DELOACH P00592698 8037393090 2019-04-17 X 66.162.7.206 2019-04-25 14:10:37 CD P 517F09BB174387B75CE0370BA4B717622FABC72B 517F09BB174387B75CE0370BA4B717622FABC72B 2017 2019-02-21 02:37:17Z KIMBERLY H ELLIOTT 1027 BARNWELL STREET COLUMBIA SC 29208 95221527 false X WWW.SC.EDU/FOUNDATIONS/EDUCATIONAL X 1956 SC SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. 19 19 0 19 -525121 -525121 72006750 43921150 508459 404700 22889108 25719273 617223 16751 96021540 70061874 17313676 15430100 0 1585354 1693157 720773 748610 1125424 32597905 30598527 52217708 48470394 43803832 21591480 525487200 559241594 27441377 33835398 498045823 525406196 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 42550676 15430100 44325850 AID THE UNIVERSITY IN ACHIEVING ITS MISSION AS THE STATE'S FLAGSHIP INSTITUTION OF HIGHER EDUCATION THROUGH THE ESTABLISHMENT/IMPLEMENTATION OF LONG-RANGE FUNDRAISING PROGRAMS. 42550676 true true false false false false false false true true true false false true false false true true false false true false false true true false false true true true false false false false false false true false true true false false false true false false false true 254 0 true 0 true true false false false true true true true false false false false X 19 19 false false false false false false false true true false false true true true true true true true true false SC X X KIMBERLY H ELLIOTT 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 C JOHN WENTZELL CHAIR EMERIT 1.00 X X 0 0 0 BOYD B JONES CHAIR 1.00 X X 0 0 0 RITA B CAUGHMAN VICE CHAIR 1.00 X X 0 0 0 JAMES BENNETT SECRETARY/TR 1.00 X X 0 0 0 PATTI H ADDISON DIRECTOR 1.00 X 0 0 0 JAMES P BARROW DIRECTOR 1.00 X 0 0 0 TRACI Y COOPER DIRECTOR 1.00 X 0 0 0 THOMAS C DEAS JR DIRECTOR 1.00 X 0 0 0 SHARON I EDEN DIRECTOR 1.00 X 0 0 0 R KEITH ELLIOTT DIRECTOR 1.00 X 0 0 0 FRANCES GARDNER DIRECTOR 1.00 X 0 0 0 S STANLEY JUK JR DIRECTOR 1.00 X 0 0 0 SANDRA J KELLY DIRECTOR 1.00 X 0 0 0 KENDA M LAUGHEY DIRECTOR 1.00 X 0 0 0 LEAH B MOODY DIRECTOR 1.00 X 0 0 0 W HAIGH PORTER DIRECTOR 1.00 X 0 0 0 JEFF SPEARS DIRECTOR 1.00 X 0 0 0 TONY TAM DIRECTOR 1.00 X 0 0 0 J ALLEN WRIGHT DIRECTOR 1.00 X 0 0 0 RUSSELL H MEEKINS DECEASED EXECUTIVE DI 15.00 25.00 X 231177 0 54317 KIMBERLY H ELLIOTT C.F.O. 30.00 10.00 X 195931 0 56054 SUSAN B SMITH C.O.O. 30.00 10.00 X 170278 0 50624 RUTH ANN SHULER DIR OF PLANN 40.00 X X 106623 0 35629 704009 196624 4 false true true WEATHERS CONTRACTING COMPANY INC POST OFFICE BOX 3699 WEST COLUMBIA SC 29171 CONSTRUCTION 1077638 RUFFALO CODY HOLDINGS LLC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 CALL CENTER 656581 MEDALLION ATHLETIC PRODUCTS INC 150 RIVER PARK ROAD MOORESVILLE NC 28117 CONSTRUCTION 370048 JON D HAIR 525 13TH AVENUE NE ST PETERSBURG FL 33701 ARTIST 359750 FUND EVALUATION GROUP POST OFFICE BOX 639176 CINCINNATI OH 45263 INVESTMENT MGMT 220541 13 X 88180 43832970 8609494 43921150 REGISTRATION FEES 611430 195891 195891 MISCELLANEOUS SALES 900099 179438 179438 MUSICAL CONCERTS 711130 29371 29371 404700 7398493 7398493 43411211 25090431 18320780 18320780 18320780 65325 88180 69222 -3897 -3897 MISCELLANEOUS INCOME 167729 167729 GUARANTY FEE 150000 150000 REIMBURSEMENT OF EXPENSES 122618 122618 -419699 105422 -525121 20648 70061874 950469 -525121 25715376 15284157 15284157 145943 145943 684165 684165 669196 669196 160321 160321 86780 86780 92695 92695 180601 29550 151051 42376 4500 37876 748610 748610 1888105 2483 1885622 4224291 4056611 29261 138419 62814 62787 27 1055346 808922 188804 57620 600015 143004 368490 88521 1529264 1277320 242907 9037 1049868 1010232 26719 12917 179334 149362 12848 17124 198972 198972 122712 122712 258833 217632 41201 CONTRIBUTIONS 6222312 6222312 SALARY / WAGE REIMB. 5413475 5412725 750 CONSTRUCTION & EQUIPMENT 5008528 4965130 43398 FOOD SUPPLIES 1502292 1434627 32186 35479 1059389 1001695 40747 16947 48470394 42550676 4794294 1125424 X 400 400 13316239 7375983 38517150 30667642 4299215 4604821 7827460 12480588 5733731 242457 905658 5491274 428418956 466064601 421686 421686 1002 1002 31779434 32133597 525487200 559241594 9679094 12290469 8809923 11611924 8952360 9933005 27441377 33835398 X 102743387 111055555 111089042 120650733 284213394 293699908 498045823 525406196 525487200 559241594 X 21591480 13618401 -7849508 X false true X true false X 47631438 32721426 33414082 72006750 43921150 229694846 47631438 32721426 33414082 72006750 43921150 229694846 6174412 223520434 5308416 5702837 5828560 6714912 7398493 30953218 66520 124901 131187 65325 387933 261035997 950469 0.85630 0.87170 X PART II, LINE 10 FUNDRAISING 387,933 false true X 348340768 6937289 26696655 4641168 3569100 273109 373491335 264993455 59887646 35228061 4426723 3883931 3457740 348340768 268897251 12444435 -5632550 4110257 3372530 3232894 264993455 255843185 12769586 10743535 3981431 3300519 3177105 268897251 211090754 15832200 35538171 3570498 236048 2811394 255843185 0.78000 0.22000 false false 3868527 3868527 1708328 113889 1594439 112760 112760 44116 15808 28308 5491274 ASSETS HELD IN TRUST BY OTHERS 26357903 OTHER ASSETS 2679097 LIFE INSURANCE POLICIES (CSV) 2412542 ASSETS HELD IN TRUST BY FOUNDATION 684055 32133597 75899989 13618401 -7780286 5838115 70061874 70061874 48539616 69222 69222 48470394 48470394 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE USC EDUCATIONAL FOUNDATION HAS ENTERED INTO AN AGREEMENT WITH THE EDUCATIONAL FOUNDATION OF USC LANCASTER (A SEPERATE 501(C)3 ENTITY) WHEREBY THE USC EDUCATIONAL FOUNDATION HOLDS, RECEIVES, RECORDS, MANAGES, INVESTS AND DISBURSES ALL PRIVATE FUNDS DONATED TO THE EDUCATIONAL FOUNDATION OF USC LANCASTER. THE EDUCATIONAL FOUNDATION OF USC LANCASTER MAY WITHDRAW THEIR FUNDS AT ANY POINT. THIS AGREEMENT WAS INITIATED TO ENJOY THE ECONOMIES OF SCALE IN REGARDS TO STAFFING, RESOURCES AND ADMINISTRATIVE COSTS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE NET INCOME OF THE FOUNDATION'S ENDOWMENT FUNDS IS UTILIZED AS DIRECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION IN ACCORDANCE WITH THE ESTABLISHED PRIORITIES AND GIFT RESTRICTIONS FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA. THESE USES INCLUDE BUT ARE NOT LIMITED TO: 1) SCHOLARSHIPS AND/OR FELLOWSHIPS 2) CHAIRS AND/OR PROFESSORSHIPS 3) GENERAL PROGRAM SUPPORT FOR VARIOUS UNIVERSITY DEPARTMENTS, COLLEGES, INSTITUTES AND OFFICES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGES IN PLEDGES RECEIVABLE -7,849,508 SPECIAL EVENTS 69,222 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS 69,222 false CENTRAL AMERICA/CARRIBEAN INVESTMENT N/A 8869850 8869850 8869850 true false true true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA/CARRIBEAN 0 8,869,850 X X X X X X true RUFFALO CODY INC CALL CENTER POST OFFICE BOX 718 DES MOINES IA 50303 CALL CNTR false 458367 681922 -223555 458367 681922 -223555 SC GALA 79756 33019 46737 5631 21521 3250 8764 GALA 73749 55161 18588 1519 12693 5120 10724 153505 88180 65325 7150 34214 8370 19488 69222 -3897 true CHILDREN'S CENTER AT USC 1530 WHEAT STREET COLUMBIA SC 29205 203404109 501C3 671000 COST PROJECT SUPPORT DARLINGTON COUNTY SCHOOL DISTRICT 120 E SMITH AVENUE DARLINGTON SC 29532 576000341 115 51570 COST PROJECT SUPPORT NATIONAL MERIT SCHOLARSHIP CORP 1560 SHERMAN AVENUE SUITE 200 EVANSTON IL 602014897 362307745 501C3 71500 COST SCHOLARSHIPS ST MATTHEWS K-8 SCHOOL 135 SAINTS AVENUE ST MATTHEWS SC 29135 576000864 115 25000 COST PROJECT SUPPORT TRI-COUNTY CRADLE TO CAREER 6296 RIVERS AVE SUITE 308 NORTH CHARLESTON SC 29406 462902337 115 12500 COST PROJECT SUPPORT UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET COLUMBIA SC 29208 576001153 115 12865713 1462695 COST EQUIPMENT OPERATING - SCHOLARS WILLIAMSBURG COUNTY SCHOOL DISTRICT 423 SCHOOL STREET KINGSTREE SC 29556 576000411 115 65310 COST PROJECT SUPPORT 7 SCHOLARSHIPS 9 145943 SCHEDULE I, PAGE 1, PART I, LINE 2 SCHOLARSHIPS ARE PROVIDED ON BEHALF OF THE GRANTEE DIRECTLY TO THE UNIVERSITY FOR APPLICATION AGAINST EDUCATIONAL EXPENSES. PART III, COLUMN (B) SELECTION OF GRANTEES IS CHOSEN BASED ON AVAILABILITY OF FUNDING AND PREDETERMINED SCHOLARSHIP CRITERIA. X X X false false false false false false false false false RUSSELL H MEEKINS DECEASED EXECUTIVE DIRECTOR 231177 42353 11964 285494 KIMBERLY H ELLIOTT C.F.O. 195931 36506 19548 251985 SUSAN B SMITH C.O.O. 170278 31796 18828 220902 SCHEDULE J, PART III PART VII LINE 5 RUSSELL H. MEEKINS (DECEASED), KIMBERLY H. ELLIOTT AND SUSAN B. SMITH RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS (DECEASED) RECEIVED A TOTAL OF 285,494 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 251,985 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 220,902 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. WENDI BRAZELL SEE SUPPLEMENT 44804 EMPLOYMENT false SCHEDULE L, PART V WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B. SMITH, A CURRENT OFFICER OF THE FOUNDATION. X 4 1085000 FMV X 118 3324494 FMV X 1 3000000 FMV X PROMISSORY NOTE 1 1200000 5 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE EDUCATIONAL FOUNDATION HIRES REAL ESTATE AGENTS TO SELL RESIDENTIAL PROPERTIES. SCHEDULE M, PAGE 2, PART II ART - WORKS OF ART: 4 CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: 118 CONTRIBUTORS REAL ESTATE - RESIDENTIAL: 1 PIECE OF REAL ESTATE RECEIVED OTHER-PROMISSORY NOTE: 1 PROMISSORY NOTE RECEIVED FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING. BOARD MEMBERS ARE REQUESTED TO REVIEW THE FORM AND NOTIFY THE FOUNDATION PRIOR TO THE FORM DUE DATE IF THEY HAVE ANY COMMENTS OR CORRECTIONS TO THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS AT A FULL BOARD MEETING. ATTACHED TO THE COPY OF THE CONFLICT OF INTEREST POLICY IS A SIGNATURE FORM FOR EACH BOARD MEMBER TO SIGN AND INDICATE THAT THEY HAVE READ, AND COMPLIED WITH, THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR THE YEAR. THE SIGNATURE FORMS ARE COLLECTED AND KEPT BY THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 15A THE TOP OFFICER'S COMPENSATION IS DETERMINED BASED ON PERFORMANCE AND BOARD REVIEWS. THE SALARY IS DERIVED FROM COMPARABLE INDUSTRY DATA AND ACHIEVEMENT OF PERFORMANCE STANDARDS ESTABLISHED AT THE BEGINNING OF EACH FISCAL YEAR. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS BASED ON PERFORMANCE AND BOARD REVIEWS. THE SALARY IS DERIVED FROM COMPARABLE INDUSTRY DATA AND ACHIEVEMENT OF PERFORMANCE STANDARDS ESTABLISHED AT THE BEGINNING OF EACH FISCAL YEAR. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOUNDATION'S WEBSITE AND UPON REQUEST. FORM 990, PART VIII LINE 11D ALL OTHER REVENUE COLUMN A COLUMN B COLUMN C COLUMN D ASSESSMENT FEES 13,281 13,281 REUNION FEES 31,076 31,076 MEMBERSHIP FEES 1,583 1,583 PATENT 4,327 4,327 RENTAL 4,672 4,672 ENDOWMENT REVENUE 50,483 50,483 UBTI -525,121 -525,121 TOTAL -416,699 105,422 -525,121 FORM 990, PART XI, LINE 9 CHANGES IN PLEDGES RECEIVABLE -7,849,508 SPECIAL EVENTS 69,222 SPECIAL EVENTS -69,222 TOTAL -7,849,508 USC DEVELOPMENT FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 576026593 DEVELOPMNT SC 501C3 12C NA false CHARITABLE REMAINDER UNITRUST (3) 1027 BARNWELL STREET COLUMBIA SC 29208 CHARITABLE SC N/A TRUST false WHEELER HILL DEVELOPMENT LLC 1027 BARNWELL STREET COLUMBIA SC 29208 204996416 DEVELOPMEN SC USCDF C CORP false USC INNOVATION LLC 1027 BARNWELL STREET COLUMBIA SC 29208 465676518 DEVELOPMEN SC USCDF C CORP false false false false true false false false false false false true false false true true true true true true