STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC (EIN 75-1494062)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349307306
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T13:57:55-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752966974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halls Johnson McLemore & Redfield LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N University Drive Ste A-3 | AddressLine1Txt |
| City | Nacogdoches | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75961 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751494062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759626092 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES MIZE | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9364682114 | PhoneNum |
| Signature | 2016-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY JOHNSON | PreparerPersonNm |
| PTIN | P00026197 | PTIN |
| Phone | 9365648186 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES MIZE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 759626092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,222,782 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT FOR STEPHEN F AUSTIN STATE UNIVERSITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,754,640 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,445,684 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,190,267 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,133,371 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,944,907 | PYTotalRevenueAmt |
| CY Total Revenue | $5,579,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,475,154 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,457,889 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $279,158 | PYOtherExpensesAmt |
| CY Other Expenses | $476,933 | CYOtherExpensesAmt |
| PY Total Expenses | $1,754,312 | PYTotalExpensesAmt |
| CY Total Expenses | $1,934,822 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,190,595 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,644,233 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,758,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,488,496 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $761,565 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $718,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,997,213 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $36,769,748 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MANAGE ENDOWMENTS AND OTHER GIFTS THAT SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,793,594 | ExpenseAmt |
| Grant | $1,457,889 | GrantAmt |
| Desc | COSTS ASSOCIATED WITH MAINTENANCE OF ENDOWMENTS AND OTHER MAJOR GIFTS. EARNINGS FROM THE ENDOWMENTS FUND FACULTY SUPPLEMENTS, SCHOLARSHIPS, AND OUTSTANDING LECTURERS FOR STEPHEN F. AUSTIN STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $93,017 | ExpenseAmt |
| Desc | DONOR RECOGNITION AND DEVELOPMENT, INCLUDING THE COSTS ASSOCIATED WITH GATHERING, PROCESSING, AND MAINTAINING FINANCIAL AND DONOR INFORMATION. THIS ALSO INCLUDES THE COST OF ORGANIZING DONOR RECOGNITION ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,886,611 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILL STILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092SFA | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN ANDERSON | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROY BLAKE JR | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RON COLLINS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WAYNE DAVIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| THAD FLOYD | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM GANDY | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JANE GREEN | ||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PATTYE GREER | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BETTIE GRIFFIN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMES P HUNTER III | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JACK LEDBETTER | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KATHY LEHMANN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GORDON LEWIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOHN LEWIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| A TRAVIS MAST III | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMES MIZE | ||||||
| CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER CRISS MONTES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH NICHOLS PRUITT | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BANKER PHARES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ED POOL | ||||||
| SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GEORGE RAY JR | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RUSTY RUST | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DAVID SANDERSON | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GERALD SCHLIEF | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BILL TEAGUE | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DANNY VINES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DIANA WALKER | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PEGGY WRIGHT | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS WRIGHT | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL STILL | ||||||
| EXECUTIVE DIRECTOR | 6.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,445,684 | AllOtherContributionsAmt |
| Noncash Contributions | $488,842 | NoncashContributionsAmt |
| Total Contributions | $4,445,684 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $711,102 | TotalRevenueColumnAmt |
| Exclusion | $711,102 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,065,996 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,643,727 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $422,269 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $422,269 | TotalRevenueColumnAmt |
| Exclusion | $422,269 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,579,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,133,371 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,457,789 | TotalAmt |
| Program Services | $1,457,789 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,255 | TotalAmt |
| Program Services | $18,191 | ProgramServicesAmt |
| Management And General | $6,064 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,844 | TotalAmt |
| Program Services | $160,844 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,961 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $8,541 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,531 | TotalAmt |
| Management And General | $28,531 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,325 | TotalAmt |
| Management And General | $4,325 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| NET ANNUITY EXPENSE | $156,670 | $156,670 |
| DONOR RECOGNITION ACTIV | $63,675 | $63,675 |
| DONOR SOFTWARE (SHARED | $28,172 | $28,172 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,822 | TotalAmt |
| Program Services | $1,886,611 | ProgramServicesAmt |
| Management And General | $48,211 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | -$3 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,627,344 | BOYAmt |
| EOY | $4,180,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,092,379 | BOYAmt |
| EOY | $2,187,191 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,105 | BOYAmt |
| EOY | $14,715 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,784,748 | BOYAmt |
| EOY | $29,876,705 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,236,202 | BOYAmt |
| EOY | $1,229,731 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,758,778 | BOYAmt |
| EOY | $37,488,496 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,641 | BOYAmt |
| EOY | $16,272 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,924 | BOYAmt |
| EOY | $702,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $761,565 | BOYAmt |
| EOY | $718,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,762 | BOYAmt |
| EOY | $745,112 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,206,698 | BOYAmt |
| EOY | $8,750,369 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,158,753 | BOYAmt |
| EOY | $27,274,267 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,997,213 | BOYAmt |
| EOY | $36,769,748 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,758,778 | BOYAmt |
| EOY | $37,488,496 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,644,233 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$871,698 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,311,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,029,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,666,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,713,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,354,061 | CurrentTaxYearAmt |
| Total | $14,074,563 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,000 | CurrentTaxYearAmt |
| Total | $80,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,327,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,045,140 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,682,602 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,729,060 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,370,061 | CurrentTaxYearAmt |
| Total | $14,154,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,300,481 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,854,082 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $410,680 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $879,390 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,440,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,190,267 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,133,374 | CurrentTaxYearAmt |
| Total | $6,053,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,208,278 | TotalSupportAmt |
| Public Support CY170 | 0.53710 | PublicSupportCY170Pct |
| Public Support PY170 | 0.44300 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part VI, List of Unusual Grants: | FormAndLineReferenceDesc |
| Explanation | Description: ENDOWMENT Date: 07/30/15 Amount: 3000000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $231,118 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $431,060 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,232,116 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,087,582 | BeginningYearBalanceAmt |
| Contributions | $4,115,514 | ContributionsAmt |
| Investment Earnings Or Losses | $104,465 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,008,517 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $249,249 | AdministrativeExpensesAmt |
| End Year Balance | $31,049,795 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,300,678 | BeginningYearBalanceAmt |
| Contributions | $1,057,126 | ContributionsAmt |
| Investment Earnings Or Losses | $1,451,883 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $554,393 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $167,712 | AdministrativeExpensesAmt |
| End Year Balance | $28,087,582 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,911,687 | BeginningYearBalanceAmt |
| Contributions | $9,379,202 | ContributionsAmt |
| Investment Earnings Or Losses | $2,526,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $483,729 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $32,937 | AdministrativeExpensesAmt |
| End Year Balance | $26,300,678 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,074,111 | BeginningYearBalanceAmt |
| Contributions | $209,167 | ContributionsAmt |
| Investment Earnings Or Losses | $1,220,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $467,327 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $124,580 | AdministrativeExpensesAmt |
| End Year Balance | $14,911,687 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,792,995 | BeginningYearBalanceAmt |
| Contributions | $1,068,984 | ContributionsAmt |
| Investment Earnings Or Losses | -$239,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $427,440 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $120,597 | AdministrativeExpensesAmt |
| End Year Balance | $14,074,111 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $702,476 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $702,476 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,546,512 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$871,698 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$871,698 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,418,210 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $160,845 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $160,845 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,579,055 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,773,977 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,773,977 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $160,845 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $160,845 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,934,822 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6108 | AddressLine1Txt |
| City | NACOGDOCHES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 756002514 | RecipientEIN |
| IRC Section | SFA STATE UNIV | IRCSectionDesc |
| Non Cash Assistance | $1,454,875 | NonCashAssistanceAmt |
| Valuation Method Used | Book | ValuationMethodUsedDesc |
| Purpose Of Grant | PROVIDE SUPPORT FOR UNIVERSITY ACADEMIC DEPARTMENTS | PurposeOfGrantTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $488,842 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET VALUES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | SCHEDULE M REPORTS NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE EXECUTIVE DIRECTOR AND DEVELOPMENT DIRECTOR REVIEW FORM 990 WITH THE CPA WHO PREPARED THE RETURN. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE FOUNDATION DOES NOT HAVE A SEPARATE COMMITTEE THAT REVIEWS THE AUDITED FINANCIAL STATEMENTS. INSTEAD, THE AUDIT IS PRESENTED TO THE ENTIRE BOARD. |
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