2016-12-15T17:10:24-06:00 2016-07-31 580673524 MOORE STEPHENS TILLER LLC 1960 SATELLITE BOULEVARD STE 3600 DULUTH GA 30097 990 2015-08-01 581662222 UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION INC UNIV 9146665121 1201 W PEACHTREE STREET ATLANTA GA 30309 DR PETER HIRST MBE TREASURER 9146665121 2016-12-15 1 GREGORY W HAYES P00054246 7709958800 2015 2017-02-10 21:41:12Z LYNN BUTCHER 21 CRAG BURN ROAD EAST AURORA NY 14052 7805772 0 X WWW.ST-ANDREWS.AC.UK/ALUMNI/AMERICANFOUNDATION/ X 1985 GA THE FOUNDATION EXISTS TO DEVELOP AND STRENGTHEN ST. ANDREWS UNIVERSITY'S POSITION AT THE FOREFRONT OF TEACHING, LEARNING, AND RESEARCH BY INSPIRING ACTIVE PARTICIPATION, INVESTMENT AND LOYALTY IN THE UNIVERSITY OF ST. ANDREWS FROM OUR NORTH AMERICAN ALUMNI AND FRIENDS. 17 17 0 30 0 0 4812767 7805763 0 0 344 9 -375122 0 4437989 7805772 3988989 2173820 0 0 0 0 337264 219371 337580 289264 154775 4615517 2547966 -177528 5257806 692080 6012899 21316 15679 670764 5997220 X THE FOUNDATION EXISTS TO DEVELOP AND STRENGTHEN ST. ANDREWS UNIVERSITY'S POSITION AT THE FOREFRONT OF TEACHING, LEARNING AND RESEARCH BY INSPIRING ACTIVE PARTICIPATION, INVESTMENT AND LOYALTY IN THE UNIVERSITY OF ST. ANDREWS FROM OUR NORTH AMERICAN ALUMNI AND FRIENDS. 0 0 2173820 2173820 0 SUPPORT OF EXEMPT CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES OF THE UNIVERSITY OF ST. ANDREWS, IN SCOTLAND. THE UNIVERSITY OF ST. ANDREWS HAS BEEN RECOGNIZED BY THE IRS AS A TAX-EXEMPT SECTION 501(C)(3) EDUCATIONAL INSTITUTION, AND THE FOUNDATION PROVIDES SUPPORT IN RESPONSE TO REQUESTS FROM THE UNIVERSITY. 2173820 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 GA X DR PETER HIRST MBE 9146665121 49 ROWE STREET MILTON MA 02186 X LYNN BUTCHER PRESIDENT 0.00 X X 0 0 0 PETER DRUMMOND-HAY VICE PRESIDENT 0.00 X X 0 0 0 ALEX YABROFF SECRETARY 0.00 X X 0 0 0 DR PETER HIRST MBE TREASURER 0.00 X X 0 0 0 SIR EWAN BROWN CBE FRSE TRUSTEE (EX-OFFICIO) 0.00 X 0 0 0 MICHAEL DIPAULA-COYLE TRUSTEE 0.00 X 0 0 0 TAYLOR COPE TRUSTEE 0.00 X 0 0 0 JEFF COX TRUSTEE 0.00 X 0 0 0 JEREMY EVANS TRUSTEE 0.00 X 0 0 0 OLIVIA FLATTO TRUSTEE 0.00 X 0 0 0 RICK GROVE TRUSTEE 0.00 X 0 0 0 SOPHIA LATTORRE-ZENGIERSKI TRUSTEE 0.00 X 0 0 0 DR ROB MACINNIS TRUSTEE 0.00 X 0 0 0 MARY PRRESSMAN TRUSTEE 0.00 X 0 0 0 PROF LOUISE RICHARDSON FRSE TRUSTEE (EX-OFFICIO) 0.00 X 0 0 0 OLIVER SARKOZY TRUSTEE 0.00 X 0 0 0 KONRAD WOS TRUSTEE 0.00 X 0 0 0 DR ALEXANDER FLEMING EMERITUS TRUSTEE 0.00 X 0 0 0 CAROLINE HILL THATCHER EMERITUS TRUSTEE 0.00 X 0 0 0 ELEANOR KINGSBURY EMERITUS TRUSTEE 0.00 X 0 0 0 DR ROBIN LESTER EMERITUS TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 MITCHELL ADVANCEMENT CONSULTING INC 611 RIDGE ROAD LANSING NY 01488 FUNDRAISING SERVICES 178484 1 7805763 231737 7805763 9 9 7805772 0 0 9 2173820 2173820 13269 13269 17500 17500 219371 219371 3622 3622 2175 2175 FUNDRAISING EXPENSE 118209 118209 2547966 2173820 36566 337580 264202 0 8128 484726 419750 5528173 692080 6012899 21316 15679 21316 15679 X 103470 289608 567294 5707612 670764 5997220 692080 6012899 X 5257806 68650 X X 0 1 X 1 0 X 809461 1983017 2340366 4812767 7805763 17751374 809461 1983017 2340366 4812767 7805763 17751374 2412308 15339066 161 170 253 344 9 937 17752311 0.86410 0.82700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 7883993 78221 78221 7805772 0 7805772 2626187 78221 78221 2547966 0 2547966 PART X, LINE 2: FROM AUDIT NOTE 1: "GAAP PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED AND DISCLOSED IN THE FOUNDATION'S FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE IMPLICATIONS OF THESE STANDARDS AND HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS FOR THE FOUNDATION; THEREFORE, NO TAX EXPENSE OR ACCRUALS ARE INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS." FORM 990, PART XI, LINE 2B AND PART XII, LINE 2A: DONATED SERVICES: THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. ALL INDIVIDUALS WHO MANAGE AND PERFORM THE DAY-TO-DAY OPERATIONAL WORK OF THE FOUNDATION ARE EMPLOYED BY THE UNIVERSITY AND PAID BY THE UNIVERSITY, A RELATED / SUPPORTED ORGANIZATION. ALL COMPENSATION DECISIONS ARE HANDLED BY THE UNIVERSITY UNDER THE UNIVERSITY'S COMPENSATION POLICIES AND PROCEDURES. THE FOUNDATION SHOWS A CONTRIBUTION FROM THE UNIVERSITY OF "DONATED SERVICES" ON SCHEDULE D AND A CORRESPONDING EXPENSE RELATED TO THESE "DONATED SERVICES" ALSO ON SCHEDULE D. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 SUPPORT OF THE CHARITABLE AND EDUCATIONAL PROGRAMS OF THE UNIVERSITY OF ST. ANDREWS, SCOTLAND. 2173820 0 0 0 0 0 0 2173820 0 2173820 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FOR THE UNIVERSITY OF ST. ANDREWS, SCOTLAND, FROM NORTH AMERICAN ALUMNI AND FRIENDS. 2173820 DIRECT TRANSFER OF FUNDS TO THE UNIVERSITY 1 0 0 0 0 0 0 0 FORM 990, SCHEDULE F, PART I, LINE 2: THE FOUNDATION IS A "FRIENDS OF ORGANIZATION THAT PROVIDEDS FINANCIAL SUPPORT TO THE UNIVERSITY OF ST. ANDREWS, SCOTLAND, FROM NORTH AMERICAN ALUMNI AND FRIENDS. THE UNIVERSITY OF ST. ANDREWS IS A TAX-EXEMPT SECTION 501(C)(3) UNIVERSITY IN SCOTLAND WITH ALUMNI, FRIENDS, AND OTHER CONSTITUENTS THROUGHOUT THE UNITED STATES. THE UNIVERSITY OF ST. ANDREWS APPLIES TO THE UNIVERSITY OF ST. ANDREWS AMERICAN FOUNDATION FOR SUPPORT OF THE UNIVERSITY'S CHARITABLE AND EDUCATIONAL PROGRAMS AND ACTIVITIES IN THE UNITED STATES, IN SCOTLAND, AND ELSEWHERE. THE BOARD OF TRUSTEES OF THE FOUNDATION REVIEWS, CONSIDERS, AND EVALUATES THE UNIVERSITY'S REQUESTS FOR FUNDS AND DECIDES WHETHER AND TO WHAT EXTENT TO PROVIDE THE REQUESTED FUNDS ON THE BASIS OF ITS REVIEW AND EVALUATION AND ON THE RESOURCES OF THE FOUNDATION. 1 MITCHELL ADVANCEMENT CONSULTING INC 611 RIDGE ROAD LANSING NY 01488 FUNDRAISING SERVICES 0 0 178484 0 SARAH BOYLE 1965 PINE ROAD LISLE IL 60532 FUNDRAISING SERVICES 0 0 40887 0 219371 NY SCHEDULE G, PART I, LINE 2B, COLUMN (V) BOTH PROFESSIONAL FUNDRAISERS ARE UNDER WRITTEN INDEPENDENT CONTRACTOR ARRANGMENTS AS UNRELATED PARTIES. THEIR CONTRACTS ALLOW FOR A MONTHLY SET PAYMENT FOR SERVICES RENDERED UP TO A MAXIMUM ANNUAL AMOUNT. THESE PROFESSIONAL FUNDRAISER CONTRACTS ALSO ALLOW FOR THE REIMBURSEMENT OF EXPENSES APPROVED BY THE FOUNDATION'S BOARD OF DIRECTORS. X 6 208811 FMV OF SHARES GIVEN X DONATED SUPPLIES FOR LOCAL FUNDRAISING EVENTS 15 22926 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS DELIVERED TO EACH MEMBER OF THE BOARD BEFORE FILING. EACH TRUSTEE IS INSTRUCTED TO REVIEW THE FORM 990 AND LET THE FOUNDATION'S OFFICERS KNOW OF ANY QUESTIONS, COMMENTS OR CORRECTIONS TO BE DISCUSSED BY THE BOARD OR TO ASK OF THE PREPARING CPA BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE THROUGH ALSTON & BIRD, ATTORNEYS AT THE ADDRESS UNDER WHICH THE FORM 990 IS FILED. FORM 990, PART VI, LINE 2: THE BOARD OF TRUSTEES IS COMPOSED OF BUSINESS, GOVERNMENT, AND COMMUNITY LEADERS THAT MAY HAVE A COMMON INTEREST IN THE FOUNDATION AND THE ORGANIZATION THAT IT SUPPORTS. THE TRUSTEES MAY HAVE NORMAL BUSINESS RELATIONSHIPS THAT MIGHT BE EXPECTED OF INDIVIDUALS WHO CALL ON EACH OTHER FOR THEIR PARTICULAR SERVICE OR TRADE EXPERTISE. THESE BUSINESS RELATIONSHIPS ARE AND SHALL BE CONDUCTED AT ARMS' LENGTH, PURSUANT TO NORMAL BUSINESS TERMS IN ALL INSTANCES. FORM 990, PART XI, LINE 9: PY AUDIT ADJUSTMENT TO PLEDGES RECEIVABLE 68,650. FORM 990, PART XII, LINE 2C: THE PROCESS BY WHICH THE BOARD OF TRUSTEES REVIEWS THE FINANCIALS AND CHOOSES ITS AUDITOR HAS NOT CHANGED SINCE THE PRIOR YEAR.