2018-04-09T11:12:50-05:00 2017-06-30 BKD LLP 190 E Capitol Street Ste 500 Jackson MS 392012190 990 2016-07-01 640410581 Mississippi State University Foundation % DAVID D EASLEY CFO MISS 6623257000 PO Drawer 6149 Mississippi State MS 39762 DAVID D EASLEY CFO 6623257000 2018-05-15 true Mary F Overstreet CPA P01270094 6019486700 2018-03-15 167.68.126.162 64248120180995000050 2018-04-09 P 62B19304B9E5286EF591649D1BFD0BA99E726324 7DC51956D2238C04C409C4EFF13BED64C01714B6 2016 2021-01-29 14:40:06Z David Easley PO Drawer 6149 Mississippi State MS 39762 57296470 false X www.msufoundation.com X 1962 MS Mississippi State University Foundation, Inc. is a non-profit organization that assists Mississippi State University in accomplishing its goals(see Schedule O for continuation) 42 42 78 42 -1032967 -1032967 44446603 40617693 0 0 3209513 12453344 4105930 4225433 51762046 57296470 38251475 32317500 0 0 1569502 1477197 0 0 4050270 8861021 9320656 48681998 43115353 3080048 14181117 471149018 510929908 12130463 12196149 459018555 498733759 THE MISSISSIPPI STATE UNIVERSITY FOUNDATION, INC. IS A NON-PROFIT ORGANIZATION THAT ASSISTS MISSISSIPPI STATE UNIVERSITY IN ACCOMPLISHING ITS GOALS AND MISSION BY CULTIVATING AND SOLICITING PRIVATE SUPPORT AND ENSURING STEWARDSHIP FOR ALL CONTRIBUTIONS BENEFITTING MISSISSIPPI STATE UNIVERSITY. false false 31477508 31477508 Grants to Mississippi State University. This includes amounts paid to Mississippi State University for scholarships and other requests such as research, teaching needs and other departmental requests. 596002 596002 Grants to MSU Alumni Association. This includes amounts paid to the Alumni Association to supplement their program in servicing the alumni of Mississippi State University. 243990 243990 Grants to Bulldog Club. This includes amounts paid to the Bulldog Club primarily for athletic needs. 32317500 true true false true false false false false false true true true false false true true false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true false false true 364 0 78 true true true false false false false true true false false false false false X 42 42 true false false false false false false true true false false true true true true true true true false false X DAVID D EASLEY CFO 6623257000 ONE HUNTER HENRY BLVD Mississippi State MS 39762 Richard C Adkerson Past-President 1.0 0.0 X 0 0 0 James J Rouse Past-President 1.0 0.0 X 0 0 0 LF Mallory Jr Past-President 1.0 0.0 X 0 0 0 CW Ritter Jr Past-President 1.0 0.0 X 0 0 0 Albert C Clark Past-President 1.0 0.0 X 0 0 0 Bobby P Martin Past-President 1.0 0.0 X 0 0 0 Bryce Griffis Past-President 1.0 0.0 X 0 0 0 Roderick A Moore Past-President 1.0 0.0 X 0 0 0 Robert P Bowen Director 1.0 0.0 X 0 0 0 D Hines Brannan Vice-President 1.0 0.0 X X 0 0 0 John N Dowdle Director 1.0 0.0 X 0 0 0 Jan L Gwin Director 1.0 0.0 X 0 0 0 Thomas G Hixon Sr Director 1.0 0.0 X 0 0 0 Bobby S Shackouls Past Chair of the Board 1.0 0.0 X 0 0 0 Earnest W Deavenport Jr President 1.0 0.0 X X 0 0 0 Herbert V Johnson Director 1.0 0.0 X 0 0 0 Linda F Parker Director 1.0 0.0 X 0 0 0 Richard H Puckett Sr Director 1.0 0.0 X 0 0 0 Gregory C Rader Director 1.0 0.0 X 0 0 0 Leo W Seal III Director 1.0 0.0 X 0 0 0 Richard A Rula Director 1.0 0.0 X 0 0 0 William B Berry Director 1.0 0.0 X 0 0 0 John D Davis IV Director 1.0 0.0 X 0 0 0 Michael E Dunlap Director 1.0 0.0 X 0 0 0 Virginia C Eiland Director 1.0 0.0 X 0 0 0 Rodger L Johnson Director 1.0 0.0 X 0 0 0 Rusty Linton Director 1.0 0.0 X 0 0 0 Thomas B Nusz Director 1.0 0.0 X 0 0 0 Cynthia W Simpson Director 1.0 0.0 X 0 0 0 Mark A Worthey Director 1.0 0.0 X 0 0 0 William A Taylor Treasurer 1.0 0.0 X X 0 0 0 Turner Wingo Director 1.0 0.0 X 0 0 0 Randy J Cleveland Director 1.0 0.0 X 0 0 0 Tommy Dulaney Director 1.0 0.0 X 0 0 0 Linda M Garrett Director 1.0 0.0 X 0 0 0 Mark S Jordan Director 1.0 0.0 X 0 0 0 Mike M McDaniel Director 1.0 0.0 X 0 0 0 Michael W Sanders Director 1.0 0.0 X 0 0 0 Paula A Schuerer Director 1.0 0.0 X 0 0 0 Robert L Qualls Director 1.0 0.0 X 0 0 0 Douglas T Terreson Director 1.0 0.0 X 0 0 0 Bryan S Wilson Director 1.0 0.0 X 0 0 0 John P Rush Chief Executive Officer 40.0 0.0 X 376315 0 38588 David D Easley Chief Financial Officer 40.0 0.0 X 186678 0 27156 Jack R McCarty Secretary 40.0 0.0 X 180370 0 24965 Judson H Skelton Director of Dev., CALS & RE 40.0 0.0 X 128964 0 17766 Janet H Carraway Director of Finance and Budget 40.0 0.0 X 127785 0 19415 Cathy Lammons Exec. Dir. of Communications 40.0 0.0 X 113622 0 16433 William B Evans Sr. Director of Dev. Eng. 40.0 0.0 X 126726 0 18205 Vickie Brown Exec. Director of Info Svcs 40.0 0.0 X 112798 0 16732 1353258 0 179260 11 false true true Probity Contracting Group LLC 809 N Church St FLORENCE MS 39073 Construction 563131 Hederman Brothers PO Box 6100 RIDGELAND MS 39158 Printing 118452 KPMG LLP Dept 0608 PO Box 120608 DALLAS TX 753120060 Accounting 107500 3 X 779676 39838017 11722624 40617693 0 11652055 -1032967 12685022 0 0 1581722 1581722 0 1581722 1581722 462046 339243 801289 801289 0 0 0 0 0 0 0 0 0 OTHER 900099 2643711 2643711 2643711 57296470 -1032967 17711744 32317500 32317500 0 0 0 121533 61595 59938 0 436875 242501 194374 0 870824 303596 567228 47965 29299 18666 0 60041 48243 11798 57500 57500 0 0 3055660 3055660 427309 280277 147032 2520 2520 538142 156018 382124 27382 9382 18000 0 1618 624 994 254157 36329 217828 0 0 0 0 487205 487205 99305 99305 PURCHASED LABOR 3818799 1615567 2203232 TRANSFERS 245805 138842 106963 MEALS AND ENTERTAINMENT 113705 90455 23250 DUES AND SUBSCRIPTIONS 93071 28563 64508 38437 6622 31815 43115353 32317500 6747583 4050270 0 0 8300201 8702237 38418418 39461790 0 0 0 0 0 0 384009 344725 0 0 0 0 47812913 12181424 37038126 35631489 0 0 387008264 426789667 0 0 0 0 0 0 471149018 510929908 1537646 987217 0 0 0 50000 0 0 0 0 0 0 0 0 0 0 10592817 11158932 12130463 12196149 X 37520770 41665507 81381257 103032871 340116528 354035381 459018555 498733759 471149018 510929908 14181117 25534087 X false true X true false X 47530026 39049972 37021064 44446603 40617693 208665358 0 0 47530026 39049972 37021064 44446603 40617693 208665358 7227507 201437851 11663334 11494679 13737555 12221978 11652055 60769601 0 2554968 2173116 2368350 2330199 2643711 12070344 281505303 0.71557 0.68410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 77180 false false 77180 false Schedule C, Part II-B, line 1: Lobbying expenses were incurred primarily through the entertainment of legislators and government officials while informing them of university needs and priorities. 328315933 8377346 28857976 16010451 -4659008 354199812 340903623 14801649 -13862030 14993896 -1466587 328315933 331806539 5188428 407482 13420598 -2885105 326866956 287180293 12907398 46316624 15762308 -1164532 331806539 244838939 26904011 27587895 12486919 -336367 287180293 0.05240 0.82660 0.12100 true false 27098091 192500 27290591 11955487 5695598 6259889 8566835 6485826 2081009 35631489 NON-POOLED PLANNED GIVING INV 50228587 F NATURAL RESOURCES 40154649 F SHORT-TERM INVESTMENTS 4970398 F CASH SURR VAL OF LIFE INS 1925702 F INVESTMENT IN MSIP 329510331 F 426789667 0 LIAB UNDER SPLIT INTEREST AGRE 4990708 AGENCY PAYABLE 5572458 PAYABLE TO MISSISSIPPI STATE U 595766 11158932 X 83347882 25534087 -3055660 22478427 60869455 -3572985 -3572985 57296470 40059693 40059693 3055660 3055660 43115353 Part V, Line 4: The vast majority (approximately 95 percent) of Mississippi State University Foundation's (MSU Foundation) endowment is classified as either "permanently restricted"temporarily restricted the earnings from these restricted endowments support Mississippi State University in ways specified by individual and corporate donors in written gift agreements on file with MSU Foundation. The earnings from MSU Foundation's unrestricted endowment (approximately 5 percent of the total) is used to partially support the daily operations of MSU Foundation. Part X, Line 2: As of June 30, 2017, there were no material uncertain tax positions. Part XI, Line 2d: Investment management fees of ($3,055,660) were netted with investment income on the financial statements but included in expense on Form 990. Part XI, Line 4b: Elimination of subsidiaries ($3,572,985) Part XII, Line 4b: Investment management fees of $3,055,660 were netted with investment income on the financial statements but included in expense on Form 990. true Mississippi State University PO Drawer BT Mississippi State MS 39762 646000819 MS 31477508 See Part IV Bulldog Club PO Box 5227 Mississippi State MS 39762 510163622 501(c)(3) 243990 See Part IV MSU Alumni Association PO Box AA Mississippi State MS 39762 582006453 501(c)(3) 596002 See Part IV 3 Part I, Line 2: The MSU Foundation monitors expenditures of funds, serves on scholarship committees and becomes involved in other numerous ways. Part II, Column (h): Mississippi State University - Provide funds for learning/scholarships, service and research Bulldog Club - Provide contributed funds designated to support the MSU Athletic Programs MSU Alumni Association - Provide funds to the organization to help support MSU through programs and activities for alumni X true true X X false false false false false false false false false John P Rush Chief Executive Officer 240589 127494 8232 38588 0 414903 0 David D Easley Chief Financial Officer 162512 24166 0 27156 0 213834 0 Jack R McCarty Secretary 158356 22014 0 24965 0 205335 0 Judson H Skelton Director of Dev., CALS & RE 112682 16282 0 17766 0 146730 0 Janet H Carraway Director of Finance and Budget 111002 16783 0 19415 0 147200 0 Cathy Lammons Exec. Dir. of Communications 97306 16316 0 16433 0 130055 0 William B Evans Sr. Director of Dev. Eng. 106334 20392 0 18205 0 144931 0 Vickie Brown Exec. Director of Info Svcs 96967 15831 0 16732 0 129530 0 Schedule J, Part I: The organization has an incentive compensation program whereby an individual is paid a percentage of their salary as incentive compensation when certain benchmarks set by the organization are met. The incentive compensation is grossed up for taxes so that the individual receives a percentage of their salary after taxes. Schedule J, Part II: Compensation listed in Part II, Column (b)(i) & (iii) was paid by Mississippi State University. X 3 6300 FMV X 118279 FMV X 1 2500 FMV X 6 4474063 FMV X 58 3391205 Stock Quote X 8 258935 Appraisal X 6 117241 FMV X Livestock 9 125500 FMV X Equipment 20 3204180 FMV X Landscaping 1 325 FMV X Miscellaneous 15 24095 FMV 2 false true true Part I, Line 32b: The Foundation hires a stock broker and real estate agents to sell stock and real estate that is given. Form 990, Page 1, Part I, Line 1: and mission by cultivating and soliciting private support and ensuring stewardship for all contributions benefitting Mississippi State University. FORM 990, PAGE 6, PART VI, SECTION A, LINE 2: BOBBY SHACKOULS AND THOMAS NUSZ - BUSINESS RELATIONSHIP Form 990, Page 6, Part VI, Section B, Line 11b: The Foundation's Executive Committee conducts the primary inspection of the Form 990. The full board of directors then reviews it at its annual spring meeting prior to filing with the IRS. It is available for inspection no fewer than 14 days prior to the spring meeting. Form 990, Page 6, Part VI, Section B, Line 12c: At least annually, each member of the board of directors and each officer shall complete, sign, and furnish to the foundation a disclosure form specifying any conflicts of interest. Any person failing to furnish the form may not participate in any board or committee meeting and may be subject to dismissal from the board for any continuing failure. The form is reviewed by the Secretary. If a conflict exists, the transaction that gave rise to the conflict shall be presented by the interested person and investigated by the remaining disinterested persons to see if a more appropriate transaction is available. The interested person is not present during the discussion of, and the vote on, the transaction that results in the conflict of interest. Form 990, Page 6, Part VI, Section B, Line 15: Compensation was reviewed in 2007 and approved by the board of trustees of State Institutions of Higher Learning as documented in their board meeting; this compensation package was modified in 2010 to include incentive compensation. The total compensation package is reviewed by the Mississippi State University Foundation's (MSU Foundation) Executive Committee and its President, the President of Mississippi State University, and the Human Resources Department at Mississippi State University. Additionally, the MSU Foundation annually participates in a national compensation study conducted by McConnell & Company; data from this study is utilized to insure the reasonableness of the total compensation package. Form 990, Page 6, Part VI, Section C, Line 19: The Mississippi State University Foundation's audited financial statements are available on its website. Governing documents and conflict of interest policy are available upon request. Form 990, Page 9, Part VIII, Line 7d: A breakout of proceeds and basis is not readily available. Therefore, only a total for gain or loss is being reported. MS State Investment Pool PO Box 423 Mississippi State MS 39762 640869097 Investments MS NA Investment 6839571 312477494 false -1032967 true 0.89260 Charitable Remainder Trust (16) Charitable Tr MS na Trust false true false false false false false false false false false false false false false false false false true Mississippi State Investment Pool b 16000000 FMV Mississippi State Investment Pool s 9321465 FMV