2018-05-15T08:17:21-05:00 2017-06-30 540504608 BROWN EDWARDS & COMPANY LLP 1715 PRATT DRIVE STE 2700 BLACKSBURG VA 24060 990 2016-07-01 237219782 RADFORD UNIVERSITY FOUNDATION INC RADF 5408316714 6226 UNIVERSITY PARK DR RADFORD VA 24141 JOHN F COX JR CHIEF EXECUTIVE OFFICER 5408316714 2018-05-08 1 MARK WOOLWINE P00647446 5404433606 2018-05-08 2016 2022-09-23 18:48:47Z JOHN F COX JR 6226 UNIVERSITY PARK DR RADFORD VA 24141 10183991 0 X WWW.RADFORDUNIVERSITYFOUNDATION.ORG X 1972 VA TO SUPPORT RADFORD UNIVERSITY 17 16 7 50 -145836 -154986 2615114 4676130 36195 499700 1764182 3846372 32576 52815 4448067 9075017 2722615 2947187 0 0 403806 419689 0 0 79562 1399377 1549915 4525798 4916791 -77731 4158226 70617955 76600777 3195163 2433461 67422792 74167316 TO SUPPORT RADFORD UNIVERSITY 0 0 2587157 1249530 552515 UNIVERSITY SUPPORT: PURCHASE OF EQUIPMENT AND SUPPLIES FOR THE COLLEGES AND DEPARTMENTS CAPITAL UPGRADE OF THE UNIVERSITY'S FACILITIES AND BASEBALL FIELD PAYMENTS TO SUPPLEMENT UNIVERSITY PERSONNEL SALARIES AND BENEFITS SPEAKERS FOR AND SPONSORSHIP OF UNIVERSITY EVENTS 1697657 1697657 SCHOLARSHIPS AND SPECIAL AWARDS: BENEFITTING STUDENTS AND FACULTY MEMBERS OF RADFORD UNIVERSITY 4284814 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 46 0 1 7 1 1 1 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X X JOHN F COX JR 5408316714 6226 UNIVERSITY PARK DRIVE RADFORD VA 24141 DALE PARRIS BOARD CHAIR 2.00 2.00 X X 0 0 0 NANCY E ARTIS VICE CHAIR 2.00 2.00 X X 0 0 0 CHRISTOPHER HUTHER SECRETARY 2.00 2.00 X X 0 0 0 MARQUETT SMITH TREASURER 2.00 2.00 X X 0 0 0 BRIAN HEMPHILL RU PRESIDENT DIRECTOR 2.00 2.00 X 0 0 0 RICHARD S ALVAREZ RU CFO VP DIRECTOR 2.00 2.00 X 0 0 0 JOSEPH SCARTELLI RU PROVOSTVP DIRECTOR 2.00 2.00 X 0 0 0 MELISSA WOHLSTEIN RU VP OF ADVANCEM DIRECTOR 2.00 2.00 X 0 0 0 NATAHNIEL L BISHOP DIRECTOR 2.00 2.00 X 0 0 0 CALLIE M DALTON DIRECTOR 2.00 2.00 X 0 0 0 KEITH FINCH DIRECTOR 2.00 2.00 X 0 0 0 MARY ANN HOVIS DIRECTOR 2.00 2.00 X 0 0 0 GEORGE P KITE III DIRECTOR 2.00 2.00 X 0 0 0 WAYNE P KLOTZ DIRECTOR 2.00 2.00 X 0 0 0 MICHELLE O'CONNOR DIRECTOR 2.00 2.00 X 0 0 0 DOUG JUANARENA DIRECTOR 2.00 2.00 X 0 0 0 KENT T WARREN DIRECTOR 2.00 2.00 X 0 0 0 RICHARD D SCHWEIN DIRECTOR 2.00 2.00 X 0 0 0 RICHARD B CUNNINGHAM INT RU VP OF A DIRECTOR 2.00 2.00 X 0 0 0 JOHN F COX JR CHIEF EXECUTIVE OFFICER 40.00 8.00 X 147850 0 1335 DEREK NEAL CONTROLLER 40.00 0.00 X 103635 0 1113 251485 0 2448 2 0 0 0 CHARTWELLS DINING SERVICES PO BOX 417632 BOSTON MA 022417632 UNIVERSITY EVENT CATERING 138892 1 200 4675930 564629 4676130 499700 499700 499700 485030 -145836 630866 600948 548133 52815 52815 52815 3549283 372900 0 560841 3549283 -187941 3361342 3361342 9075017 552515 -145836 3992208 1249530 1249530 1697657 1697657 365995 365995 27540 27540 26154 26154 166014 158424 2350 5240 34258 15278 10178 8802 27070 500 26570 2818 2818 535386 535386 29176 26584 2592 4248 1193 2274 781 58568 24752 33816 125423 120803 2041 2579 391145 331053 15775 44317 12645 12645 699 699 30086 4757 25329 INCOME TAXES 6324 6258 66 EQUIPMENT AND SUPPLIES 57475 49865 7510 100 DUES 49836 44175 3064 2597 BANK AND ONLINE FEES 16778 1242 390 15146 1966 1195 771 4916791 4284814 552415 79562 736466 1198939 1843311 2736921 118306 160885 238012 530466 50244 23906 12077545 1994523 5809917 10083022 1843862 2108981 52762773 56772854 7215064 2984803 70617955 76600777 1368794 927414 1043165 761496 783204 744551 3195163 2433461 X 15084875 15938114 25492780 28730686 26845137 29498516 67422792 74167316 70617955 76600777 4158226 2586298 0 X X 0 1 X 1 0 X 2801778 2911076 2499721 2615114 4676130 15503819 2801778 2911076 2499721 2615114 4676130 15503819 890502 14613317 1762651 3083858 4920408 2383177 1085978 13236072 91850 84337 89221 36196 499700 801304 29541195 0.49470 0.46290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 2818 2818 0 PART II-B, LINE 1: PAYMENTS TO A LOBBYIST FOR ACTIVITIES RELATED TO LEGISLATION OF INTEREST TO RADFORD UNIVERSITY FOUNDATION, INC. AND TO RADFORD UNIVERSITY. 2104782 X 0 44934000 2736625 4973949 2298065 50346509 52724448 752799 -6314984 2228263 44934000 47237511 1131551 6338226 1982840 52724448 40619047 846865 7552919 1781320 47237511 37131062 713276 4265276 1490567 40619047 0.58590 0.41410 1 0 2059843 2059843 9096116 1633229 7462887 558294 165845 392449 325392 195449 129943 37900 37900 10083022 LTD PARTNERSHIPS & OTHER INVESTMENTS 56772854 F 56772854 DEFERRED RENTAL INCOME 295230 ANNUITY OBLIGATIONS 265247 UNITRUST OBLIGATIONS 184074 744551 X 13020376 2586298 1376314 548133 4510745 8509631 535386 30000 565386 9075017 6275852 1376314 548133 1924447 4351405 535386 30000 565386 4916791 PART III, LINE 4: THE FOUNDATION MAINTAINS A PERMANENT ART COLLECTION FOR DISPLAY AS PART OF AND IN SUPPORT OF THE UNIVERSITY'S COLLEGE OF VISUAL AND PERFORMING ARTS. PART V, LINE 4: THE FOUNDATION PLANS TO USE ENDOWMENT FUNDS FOR THE BENEFIT OF RADFORD UNIVERSITY. PART X, LINE 2: RADFORD UNIVERSITY FOUNDATION, INC. IS EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA. HOWEVER, WHEN APPLICABLE, ANY INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION HAS DETERMINED THAT THEY DO NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER 1 RADFORD UNIVERSITY EAST MAIN STREET RADFORD VA 24142 546001789 215904 CAPITAL IMPROVEMENTS TO RADFORD UNIVERSITY FACILITIES RADFORD UNIVERSITY EAST MAIN STREET RADFORD VA 24142 546001789 673014 SALARY SUPPORT RADFORD UNIVERSITY EAST MAIN STREET RADFORD VA 24142 546001789 344612 OTHER OPERATIONAL SUPPORT WOMEN'S RESOURCE CENTER PO BOX 447 RADFORD VA 24143 541121334 16000 OPERATIONAL SUPPORT SCHOLARSHIPS AND SPECIAL AWARDS 665 1697657 PART I, LINE 2: THE FOUNDATION MAKES GRANTS TO RADFORD UNIVERSITY FOR CAPITAL AND OPERATING EXPENSES AS WELL AS SCHOLARSHIPS TO STUDENTS ATTENDING THE UNIVERSITY. THE BOARD REVIEWS FINANCIAL INFORMATION FROM THE UNIVERSITY AND REPORTS FROM UNIVERSITY OFFICIALS IN ORDER TO MONITOR GRANT AGREEMENTS THROUGHOUT THE YEAR. SEVERAL UNIVERSITY SCHOLARSHIPS ARE AVAILABLE WITH VARIOUS CRITERIA THAT MUST BE MET AND MAINTAINED IN ORDER TO CONTINUE RECEIVING FUNDS, SUCH AS ACADEMIC PERFORMANCE BENCHMARKS. THE BOARD REVIEWS GRANT AND SCHOLARSHIP POLICIES ON AN ANNUAL BASIS AND SCHOLARSHIP AND GRANT AMOUNTS ARE ULTIMATELY DETERMINED BY THE BOARD. X 2 10000 FMV X 9757 FMV X 25 436805 FMV X EQUIPMENT/SUPPLIES 6 77880 FMV X VEHICLE LEASE 2 10000 FMV X DONOR CULTIVATION 4 8621 COST X EQUIPMENT/SUPPLIES 23 7795 COST X FACULTY/STAFF DEVELOPEMNT 3 3772 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF VISITORS OF RADFORD UNIVERSITY HAS THE RIGHT TO APPOINT ONE MEMBER TO THE FOUNDATION BOARD. ALSO, RADFORD UNIVERSITY FOUNDATION REAL ESTATE MANAGEMENT LLC HAS THE RIGHT TO APPOINT ONE MEMBER TO THE FOUNDATION BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS GENERALLY REVIEWED BY THE AUDIT COMMITTEE AND THEN PROVIDED TO THE BOARD OF DIRECTORS (EXCLUDING SCHEDULE B) PRIOR TO FILING FOR AN OPPORTUNITY TO COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EMPLOYEE MUST SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. THE BOARD SHALL DETERMINE BY MAJORITY VOTE IF A CONCLICT EXISTS. IF A CONFLICT IS DEEMED TO EXIST, THE PERSON HAVING THE CONFLICT SHALL NOT PARTICIPATE, ATTEND, VOTE ON, OR USE HIS OR HER PERSONAL INFLUENCE IN CONNECTION WITH THE CONFLICT AND THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER ON AN ANNUAL BASIS. THIS INCLUDES ANY PERFORMANCE BONUS AND/OR RETIREMENT STIPEND. THE CHIEF EXECUTIVE OFFICER CONSULTS WITH THE EXECUTIVE COMMITTEE ON COMPENSATION FOR THE CONTROLLER, INCLUDING ANY RETIREMENT STIPEND. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, CONSOLIDATED AUDIT REPORT, AND FORM 990 AVAILABLE TO THE GENERAL PUBLIC VIA THEIR WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FOR THE PRIOR YEAR. 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