2017-05-09T15:02:46-04:00 2016-06-30 464116137 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2015-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 RUSSELL H MEEKINS EXECUTIVE DIRECTOR 8037771466 2017-05-04 true HARRY D DELOACH P00592698 8037393090 2017-05-09 X 2015 2021-01-29 14:40:06Z RUSSELL H MEEKINS 1027 BARNWELL STREET COLUMBIA SC 29208 63400284 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. 18 18 0 18 0 -415545 32721426 33414082 126636 474029 25106206 18036229 1330266 710879 59284534 52635219 12623943 11424219 0 1639936 1663732 601398 619050 964090 35220959 18305132 50086236 32012133 9198298 20623086 471425580 469092212 38891130 38053919 432534450 431038293 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 27563642 11424219 33888111 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. 27563642 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 false true false false false false false false true false true true false false false true false false false true 232 0 true 0 true true false false false true true true true true 2 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 SC X X RUSSELL H MEEKINS 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 FA LOWREY CHAIR EMERIT 1.00 X X 0 0 0 C JOHN WENTZELL CHAIR 2.00 X X 0 0 0 J CHRIS VERENES VICE CHAIR 1.00 X X 0 0 0 RITA B CAUGHMAN 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 JAMES BENNETT DIRECTOR 1.00 X 0 0 0 CHARLES L CALVERT 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 ELLIOT DIRECTOR 1.00 X 0 0 0 BOYD B JONES DIRECTOR 1.00 X 0 0 0 WILLIAM W JONES JR DIRECTOR 1.00 X 0 0 0 KENDA M LAUGHEY DIRECTOR 1.00 X 0 0 0 JOHN D OSTEEN DIRECTOR 1.00 X 0 0 0 W HAIGH PORTER DIRECTOR 1.00 X 0 0 0 J ALLEN WRIGHT DIRECTOR 1.00 X 0 0 0 RUSSELL H MEEKINS EXECUTIVE DI 15.00 25.00 X 213230 0 46455 KIMBERLY H ELLIOTT C.F.O. 30.00 10.00 X 177838 0 48803 SUSAN B SMITH C.O.O. 25.00 10.00 X 154544 0 44238 545612 139496 3 false true true SPORTS CONSTRUCTION MGMT INC 4509 S HWY 150 LEXINGTON NC 27295 CONSTRUCTION 719975 RUFFALOCODY HOLDINGS INC 1025 KIRKWOOD PKWY SW CEDAR RAPIDS IA 52404 CALL CENTER 664883 HOOD CONSTRUCTION COMPANY INC 1050 SHOP RD SUITE A COLUMBIA SC 29201 CONSTRUCTION 249784 SODEXO INC 915 GREGG STREET 2ND FLOOR COLUMBIA SC 29208 FOOD SERVICES 220141 FUND EVALUATION GROUP POST OFFICE BOX 639176 CINCINNATI OH 452639176 INVESTMENT MGMT 207576 11 210172 33203910 5572098 33414082 REGISTRATION FEES 611430 225459 225459 MISCELLANEOUS SALES 900099 195780 195780 MUSICAL CONCERTS 711130 52790 52790 474029 5828560 -415545 6244105 22799561 10591892 12207669 12207669 12207669 124901 210172 173173 -48272 -48272 GUARANTY FEE 500000 500000 ALL OTHER REVENUE 242925 242925 ASSESSMENT FEES 16226 16226 759151 52635219 1233180 -415545 18403502 11424219 11424219 707284 707284 625103 625103 142608 142608 91807 91807 96930 96930 21799 15662 6137 42851 600 42251 619050 619050 1007362 65907 941455 1964044 1738638 137211 88195 40957 40957 861392 663918 146337 51137 221210 68159 147051 6000 1104841 843156 224335 37350 846246 825649 4089 16508 118161 106985 9664 1512 357942 357942 188909 151158 37751 CONSTRUCTION & EQUIPMENT 4824543 4735095 89448 SALARY / WAGE REIMB. 4301388 4301388 FOOD SUPPLIES 1166285 1035184 10270 120831 DIST. TO BENEFICIARY 863008 863008 374194 326017 24670 23507 32012133 27563642 3484401 964090 X 400 400 8124278 8294873 43049096 44824519 980599 1540409 4402727 8460122 1814287 112760 1814646 1701527 341908972 336747002 1094756 774303 1001 1002 70049105 66748055 471425580 469092212 8172340 5302480 8561564 7876456 22157226 24874983 38891130 38053919 X 67192144 64618244 151969814 141213469 213372492 225206580 432534450 431038293 471425580 469092212 X 20623086 -23894666 1775423 X false true X true false X 26611376 35363257 47631438 32721426 33414082 175741579 26611376 35363257 47631438 32721426 33414082 175741579 2727867 173013712 4978771 5187931 5308416 5702837 5828560 27006515 66520 124901 191421 202939515 1233180 0.85250 0.85360 X PART II, LINE 10 OTHER INCOME 191,421 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 268897251 12444435 -5632550 4110257 3372530 3232894 264993455 255843185 12769586 10743535 3981431 3300519 3177105 268897251 211090754 15832200 35538171 3570498 236048 2811394 255843185 183696528 10123746 24810151 3634258 1575404 2330009 211090754 188522844 5857398 -4256614 3675702 649631 2101767 183696528 0.84000 0.16000 false false 1701527 1701527 112760 112760 1701527 ASSETS HELD IN TRUST BY OTHERS 63057371 LIFE INSURANCE POLICIES (CSV) 1967764 OTHER ASSETS 1024096 ASSETS HELD IN TRUST BY FOUNDATION 698824 66748055 30689149 -23894666 1948596 -21946070 52635219 52635219 32185306 173173 173173 32012133 32012133 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 SEPARATE 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 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, COLLEGE, INSTITUTES AND OFFICES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGES IN PLEDGES RECEIVABLE 1,775,423 SPECIAL EVENTS 173,173 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENTS 173,173 false CENTRAL AMERICA/CARIBBEAN INVESTMENT N/A 5276559 5276559 5276559 true false true true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA/CARIBBEAN 0 5,276,559 X X X X X X true RUFFALO CODY INC CALL CENTER POST OFFICE BOX 718 DES MOINES IA 50303 MGMT false 536061 561322 -25261 GRENZEBACH GLIER ASSOCIATES 401 N MICHIGAN AVENUE CHICAGO IL 60611 CONSULTANT false 29344 -29344 536061 590666 -54605 SC GALA 80293 34751 45542 4230 15244 3200 4137 BALL 57975 52935 5040 4215 32715 7 196805 122486 74319 1425 1791 7873 51973 8875 37495 335073 210172 124901 1425 1791 12103 71432 12075 74347 173173 -48272 false THE FREE MEDICAL CLINIC INC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501C3 26000 COST MEDICAL CARE UNIVERSITY OF SOUTH CAROLINA 1600 HAMPTON STREET COLUMBIA SC 29208 576001153 115 10026887 869679 COST EQUIPMENT OPERATING - SCHOLARS NATIONAL MERIT SCHOLARSHIP CORP 1560 SHERMAN AVENUE SUITE 200 EVANSTON IL 602014897 362307745 501C3 73250 COST SCHOLARSHIPS ALSTON MIDDLE SCHOOL 500 BRYAN STREET SUMMERVILLE SC 29483 576001626 115 25000 COST PROJECT SUPPORT COLLEGE PARK MIDDLE SCHOOL 713 COLLEGE PARK ROAD LADSON SC 29456 576000313 115 25000 COST PROJECT SUPPORT WEST ASHLEY MIDDLE SCHOOL 1776 WILLIAM KINNERTY DRIVE CHARLESTON SC 29407 576000322 115 25000 COST PROJECT SUPPORT TRI-COUNTY CRADLE TO CAREER COL 66 GEORGE STREET CHARLESTON SC 29424 462902337 501C3 12500 COST PROJECT SUPPORT BLENHEIM ELEMENTARY MIDDLE SCHOOL 143 HIGHLAND STREET BLENHEIM SC 29516 576000387 115 25000 COST PROJECT SUPPORT CLIO ELEMENTARY SCHOOL 2635 SC-9 CLIO SC 29525 570752576 115 25000 COST PROJECT SUPPORT COLLETON COUNTY MIDDLE SCHOOL 1379 TUSKEGEE AIRMAN DRIVE WALTERBORO SC 29488 576000338 115 25000 COST PROJECT SUPPORT SIMS MIDDLE SCHOOL 2200 WHITMIRE HWY UNION SC 29379 576004861 115 25000 COST PROJECT SUPPORT AMERICAN CANCER SOCIETY 250 WILLIAMS ST NW ATLANTA GA 30303 131788491 501C3 8000 COST PROJECT SUPPORT CHARLESTON CHARTER FOR MATH & SCIEN 1002 KING STREET CHARLESTON SC 29403 841720146 115 25000 COST PROJECT SUPPORT ST MATTHEWS K-8 SCHOOL 135 SAINTS AVENUE ST MATTHEWS SC 29135 576000864 115 25000 COST PROJECT SUPPORT SOUTHERN CITY INSTITUTE 3497 DWYER LANE AIKEN SC 29801 473727225 501C3 15000 COST PROJECT SPPORT SANTA ELENA PROJECT FOUNDATION PO BOX 1005 BEAUFORT SC 29901 464222074 501C3 6300 COST PROJECT SUPPORT 16 X X X false false false false false false false false false RUSSELL H MEEKINS EXECUTIVE DIRECTOR 213230 34971 11484 259685 KIMBERLY H ELLIOTT C.F.O. 177838 29801 19002 226641 SUSAN B SMITH C.O.O. 154544 25956 18282 198782 SCHEDULE J, PART III PART VII LINE 5 RUSSEL H. MEEKINS, KIMBERLY H. ELLIOTT AND SUSAN B. SMITH RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS RECEIVED A TOTAL OF 259,685 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 226,641 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 198,782 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. WENDI BRAZELL SEE SUPPLEMENT 38336 EMPLOYMENT false SCHEDULE L, PART V WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B. SMITH, A CURRENT OFFICER OF THE BOARD. X 2 395590 FMV X 1 X 101 5129558 FMV X 3 46590 APPRAISAL X PIANO 1 FMV 2 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE EDUCATIONAL FOUNDATION HIRES REAL ESTATE AGENTS TO SELL RESIDENTIAL PROPERTIES. ART - WORKS OF ART: THE NUMBER OF CONTRIBUTIONS INTELLECTUAL PROPERTY: THE NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED: THE NUMBER OF CONTRIBUTIONS REAL ESTATE - RESIDENTIAL: THE NUMBER OF ITEMS RECEIVED OTHER - PIANO: THE NUMBER OF ITEMS 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 OFFICERS COMPENSATION ARE 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 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 XI, LINE 9 FORM 990, PART X - BALANCE SHEET CERTAIN BALANCES WERE RESTATED IN ACCORDANCE WITH RESTATED FINANCIAL STATEMENT BALANCES. FORM 990, PART XI, LINE 9 - RECONCILIATION OF CHANGES - OTHER CHANGES IN PLEDGES RECEIVABLE 1,775,423 SPECIAL EVENTS 173,173 SPECIAL EVENTS -173,173 USC DEVELOPMENT FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 576026593 DEVELOPMNT SC 501C3 11C NA false CHARITABLE REMAINDER UNITRUST (4) 1027 BARNWELL STREET COLUMBIA SC 29208 CHARITABLE SC N/A TRUST false WHEELER HILL DEVELOPMENT LLC 1027 BARNWELL STREET COLUMBIA SC 29208 204996416 DVLPMNT SC USCDF C CORP false USC INNOVATION LLC 1027 BARNWELL STREET COLUMBIA SC 29208 465676518 DVLPMNT SC USCDF C CORP false false false false true false false false false false false true false false true true true true true true