2018-12-14T13:21:01-06:00 2018-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2017-07-01 346576610 YOUNGSTOWN STATE UNIVERSITY FOUNDATION YOUN 3309413211 655 WICK AVENUE YOUNGSTOWN OH 44502 PAUL MCFADDEN PRESIDENT 3309413211 2018-12-12 1 TINA M PETERS CPA P00904574 6148493000 2018-12-12 67.59.56.30 2018-12-12 09:42:57 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 737380BCD7AD51223FD12A91753DF01CE9F34789 2017 2019-02-21 02:37:17Z PAUL MCFADDEN 655 WICK AVENUE YOUNGSTOWN OH 44502 60778113 0 X YSUFOUNDATION.ORG X 1966 OH TO SUPPORT YOUNGSTOWN STATE UNIVERSITY BY PROVIDING SCHOLARSHIPS AND PROGRAMATIC SUPPORT. 44 44 23 44 -11315 -17423 13695527 15200061 0 0 8234166 5733082 0 0 21929693 20933143 12208543 13702473 0 0 1041467 1171602 0 0 739029 1811969 1539413 15061979 16413488 6867714 4519655 241139408 258886094 8731380 9160347 232408028 249725747 X THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION IS DEVOTED TO THE SUPPORT, EXPANSION AND DEVELOPMENT OF EDUCATIONAL PROGRAMS AT YOUNGSTOWN STATE UNIVERSITY DEEMED USEFUL TO THE STUDENTS AND BENEFICIAL TO THE COMMUNITY. 0 0 14103343 13702473 0 THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION IS AN INDEPENDENT, AUTONOMOUS, PRIVATE, NON-PROFIT CORPORATION THAT PURSUES, MANAGES AND DISTRIBUTES RESOURCES TO SUPPORT SCHOLARSHIPS AND STUDENT INITIATIVES, AS WELL AS THE GROWTH AND DEVELOPMENT OF YOUNGSTOWN STATE UNIVERSITY.THE YOUNGSTOWN STATE UNIVERSITY FOUNDATION WILL BE A CATALYTIC FORCE FOR THE ADVANCEMENT OF YSU, THE YOUNGSTOWN COMMUNITY, AND NORTHEAST OHIO, AND WILL BE A CRITICAL SOURCE OF SUPPORT, OPPORTUNITY, AND EXCELLENCE FOR YSU STUDENTS AND UNIVERSITY PROGRAMS.THE COMPETITION FOR STUDENTS IN HIGHER EDUCATION HAS NEVER BEEN GREATER. THE YSU FOUNDATION, PROVIDING OVER $8 MILLION IN ANNUAL SCHOLARSHIP AID, HAS HISTORICALLY DESIGNED SCHOLARSHIP AWARDS TO PROVIDE ACCESS TO ATTEND YSU. TWO OF THE YSU FOUNDATION'S IMPORTANT INITIATIVES ARE THE MINORITY SCHOLARSHIP MATCH PROGRAM AND THE STUDENT INVESTMENT FUND. FOR THE PAST DECADE, THE YSU FOUNDATION HAS MATCHED ALL GIFTS TO MINORITY SCHOLARSHIPS. THIS HAS ATTRACTED OVER $1,500,000 IN GIFTS, HELPING YSU INCREASE THE DIVERSITY OF ITS STUDENT BODY. THE FOUNDATION ALSO PROVIDES GRANTS TO YOUNGSTOWN STATE UNIVERSITY FOR THE PURPOSE OF LECTURES AND SYMPOSIUMS AND FOR THE OPERATIONS OF VARIOUS DEPARTMENTS AND CENTERS. 14103343 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAUL MCFADDEN 3309413211 655 WICK AVENUE YOUNGSTOWN OH 44502 RICHARD J SCHIRALDI CHAIR/TRUSTEE 1.00 0.00 X X 0 0 0 FRANK HIERRO VICE CHAIR/TRUSTEE 1.00 0.00 X X 0 0 0 PETER J ASIMAKOPOULOS TREASURER/TRUSTEE 1.00 0.00 X X 0 0 0 ED MURANSKY ASSISTANT TREASURER/TRUSTEE 1.00 0.00 X X 0 0 0 JOHN L POGUE SECRETARY/TRUSTEE 1.00 0.00 X X 0 0 0 THOMAS J FLEMING ASSISTANT SECRETARY/TRUSTEE 1.00 0.00 X X 0 0 0 EUGENIA C ATKINSON TRUSTEE 1.00 0.00 X 0 0 0 NADER ATWAY TRUSTEE 1.00 0.00 X 0 0 0 A GARY BITONTE TRUSTEE 1.00 0.00 X 0 0 0 RICHARD BLASE TRUSTEE 1.00 0.00 X 0 0 0 SUSAN BRINEY TRUSTEE 1.00 0.00 X 0 0 0 RAYMOND J BRIYA TRUSTEE 1.00 0.00 X 0 0 0 LEE BURDMAN TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY M CAFARO SR TRUSTEE 1.00 0.00 X 0 0 0 THOMAS J CAVALIER TRUSTEE 1.00 0.00 X 0 0 0 Y T CHIU JR TRUSTEE 1.00 0.00 X 0 0 0 DOMENIC L CONSTANTINI TRUSTEE 1.00 0.00 X 0 0 0 ALAN W COPE TRUSTEE 1.00 0.00 X 0 0 0 MILLICENT S COUNTS TRUSTEE 1.00 0.00 X 0 0 0 REX A FERRY TRUSTEE 1.00 0.00 X 0 0 0 ALFRED J FLEMING TRUSTEE 1.00 0.00 X 0 0 0 JOHN F GELETKA TRUSTEE 1.00 0.00 X 0 0 0 JAMES GELLER TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN J GURGOVITS TRUSTEE 1.00 0.00 X 0 0 0 NATHANIEL R JONES TRUSTEE 1.00 0.00 X 0 0 0 MITCHELL J JOSEPH TRUSTEE 1.00 0.00 X 0 0 0 BENJAMIN KECK TRUSTEE 1.00 0.00 X 0 0 0 JOCELYNE KOLLAY LINSALATA TRUSTEE 1.00 0.00 X 0 0 0 GARRY L MROZEK TRUSTEE 1.00 0.00 X 0 0 0 JUDE NOHRA TRUSTEE 1.00 0.00 X 0 0 0 CARL A NUNZIATO TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY PAYIAVLAS TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM POOLE TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM A RUSSELL TRUSTEE PART YEAR 1.00 0.00 X 0 0 0 MARY PAT SALOMONE TRUSTEE 1.00 0.00 X 0 0 0 THEODORE SCHMIDT TRUSTEE 1.00 0.00 X 0 0 0 JAMES H SISEK TRUSTEE 1.00 0.00 X 0 0 0 MARTIN SOLOMON TRUSTEE 1.00 0.00 X 0 0 0 DOUG SWEENEY TRUSTEE 1.00 0.00 X 0 0 0 RAJIV TANEJA TRUSTEE 1.00 0.00 X 0 0 0 RICHARD B THOMPSON TRUSTEE 1.00 0.00 X 0 0 0 FRANK C WATSON TRUSTEE 1.00 0.00 X 0 0 0 ANDREW WELLER TRUSTEE 1.00 0.00 X 0 0 0 PAUL J WILLIAMS TRUSTEE 1.00 0.00 X 0 0 0 STUART WISE TRUSTEE 1.00 0.00 X 0 0 0 PAUL MCFADDEN PRESIDENT 40.00 0.00 X 179515 0 53253 179515 0 53253 1 0 1 0 GRAYSTONE CONSULTING 4449 EASTON WAY SUITE 300 COLUMBUS OH 43219 INVESTMENT MANAGEMENT 366067 SKYBRIDGE CAPITAL LLC 527 MADISON AVE 16 NEW YORK NY 10022 INVESTMENT MANAGEMENT 168429 2 X 15200061 1690129 15200061 2611105 -11315 2622420 42966947 39844970 3121977 3121977 3121977 20933143 0 -11315 5744397 13702473 13702473 241720 24172 72516 145032 722867 211981 224608 286278 26306 7841 8167 10298 115645 41541 35078 39026 65064 16920 20062 28082 82484 82484 48975 48975 900627 900627 36444 34469 1975 233141 76054 4955 152132 70469 16533 53936 8838 8838 66667 66667 34898 3230 31668 59616 4592 10486 44538 12862 12862 16509 16509 MEMBERSHIP DUES 10322 1236 9086 OTHER EXEPNSES 8505 8505 PLEDGE DISCOUNT -50944 -50944 16413488 14103343 1571116 739029 1707990 3120370 9581751 10593536 656 0 985794 977505 92583 54855 50590 37728 228395689 243921774 416938 235181 241139408 258886094 570180 837598 8161200 8322749 8731380 9160347 X 147197446 152312802 13018654 16037771 72191928 81375174 232408028 249725747 241139408 258886094 X 4519655 12794257 3807 X X 0 1 X 1 0 X 3331947 8082371 14395061 13695527 15200061 54704967 3331947 8082371 14395061 13695527 15200061 54704967 54704967 2848423 2892079 2578653 2613288 2611105 13543548 68248515 0.80160 0.71140 X 0 0 225044989 8957920 18026169 10840078 241189000 204701206 5100602 24098923 8855742 225044989 215954152 6177412 -6946246 10484112 204701206 224094887 4049680 -2563843 9626572 215954152 203009376 3591050 26083985 8589524 224094887 0.65130 0.31690 0.03180 0 0 92583 54855 37728 37728 33731207 12794257 3807 12798064 20933143 0 20933143 16413488 0 16413488 0 16413488 PART V, LINE 4: THE ORGANIZATION'S USE OF ENDOWMENT FUNDS ARE TO BE USED FOR SCHOLARSHIPS AND OTHER SPECIFIED USES FOR THE BENEFIT OF STUDENTS, AND RELATED ACTIVITIES AND PROGRAMS AT YOUNGSTOWN STATE UNIVERSITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUSTS 3,807. CENTRAL AMERICA AND THE CARRIBEAN 0 0 INVESTMENTS 52397880 0 0 0 0 0 0 52397880 0 52397880 1 0 1 1 1 0 0 YOUNGSTOWN STATE UNIVERSITY ONE UNIVERSITY PLAZA YOUNGSTOWN OH 44555 341011998 170(B)(I)(A)(II) 13702473 TO EXCLUSIVELY SUPPORT YOUNGSTOWN STATE UNIVERSITY. 1 0 PART I, LINE 2 THE FOUNDATION EXCLUSIVELY SUPPORTS YOUNGSTOWN STATE UNIVERSITY WHICH IS LOCATED WITHIN THE UNITED STATES. YSU FOUNDATION ANNUALLY FOLLOWS UP WITH THE UNIVERSITY ON THE USE OF AWARDED GRANTS TO ASSURE THEY ARE USED FOR THE INTENDED PURPOSES. X X X 0 0 0 0 0 0 0 0 0 PAUL MCFADDEN PRESIDENT 179515 0 0 0 0 0 40344 0 12909 0 232768 0 0 0 X 23 1640867 MARKET QUOTATIONS X AUCTION ITEMS 10 49262 FMV 0 0 0 PART I, COLUMN (B): YOUNGSTOWN STATE UNIVERSITY FOUNDATION IS REPORTING SCHEDULE M USING THE NUMBER OF CONTRIBUTIONS FOR EACH LINE ITEM. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS REVIEWED AND APPROVED BY THE FOUNDATION'S EXECUTIVE COMMITTEE AND AUDIT COMMITTEE. THE FOUNDATION ALSO PROVIDED THE FORM 990 TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES IN PAPER AND/OR ELECTRONIC FORM. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES OF THE ORGANIZATION SIGN CONFLICT OF INTEREST POLICIES ANNUALLY. CONFLICTS OF INTEREST ARE IDENTIFIED DURING BOARD MEETINGS BY THE TRUSTEES AND BOARD MEMBERS ABSTAIN FROM VOTING IF THEY HAVE A CONFLICT. BOARD MEMBERS ARE AWARE TO DISCLOSE CONFLICTS OF INTEREST AS SOON AS THEY ARISE, AND THE PRESIDENT ALSO MONITORS THE CONFLICTS OF INTEREST THROUGHOUT THE YEAR. THE BOARD CHAIR REVIEWS THE PRESIDENT'S COMPLETED CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE PROVIDES TO THE BOARD CHAIR A SALARY RANGE BASED UPON THE REVIEW OF COMPENSATION PAID TO SIMILAR POSITIONS REPORTED ON THE FORM 990 OF OTHER ORGANIZATIONS TO DETERMINE THE PRESIDENT'S COMPENSATION. THE BOARD CHAIR DETERMINES, REVIEWS AND APPROVES THE COMPENSATION AMOUNT AND COMMUNICATES IT TO THE PRESIDENT THROUGH E-MAIL. THE COMPENSATION REVIEW PROCESS WAS LAST COMPLETED IN JULY 2018. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VIII, LINE 1: EFFECTIVE APRIL 1, 2015, THE FOUNDATION ENTERED INTO A DEVELOPMENTAL AGREEMENT WITH YOUNGSTOWN STATE UNIVERSITY WHEREIN THE FOUNDATION RAISES AND MAINTAINS DONATIONS ON BEHALF OF THE UNIVERSITY. THE FOUNDATION REMITS ALL RELATED FUNDS WHICH HAVE BEEN RECEIVED TO THE UNIVERSITY ON A MONTHLY BASIS. FOR THE YEAR ENDED JUNE 30, 2018, THE FOUNDATION RECORDED CONTRIBUTION REVENUE AND DISTRIBUTION EXPENSES OF $1,862,222. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN REMAINDER TRUSTS 3,807. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF TRUSTEES PROCESS OF ASSUMING RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED OR BEEN REVISED FROM THE PRIOR YEAR TO THE CURRENT YEAR.