BOISE STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BOISE STATE UNIVERSITY FOUNDATION INC (EIN 82-6010706)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-24
- IRS object ID
- 201620849349300807
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-24T11:59:14-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826010706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOISE STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOIS | BusinessNameControlTxt |
| Phone | 2084263276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS ANTON | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 2084263276 | PhoneNum |
| Signature | 2016-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM HUNWARDSEN CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 2083447150 | PhoneNum |
| Preparation | 2016-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRIS ANTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $196,118,870 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BOISESTATEFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE, GENERATE, AND PRUDENTLY MANAGE PRIVATE SUPPORT FOR BOISE STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 39 | TotalVolunteersCnt |
| Total Gross UBI | -$3,202 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,202 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,872,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,887,346 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,659,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,005,114 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,305,015 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,371,211 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,005 | PYOtherRevenueAmt |
| CY Other Revenue | $669,964 | CYOtherRevenueAmt |
| PY Total Revenue | $24,882,448 | PYTotalRevenueAmt |
| CY Total Revenue | $42,933,635 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,905,521 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $16,858,633 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,011,506 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,025,624 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,808,415 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,723,722 | PYOtherExpensesAmt |
| CY Other Expenses | $1,649,078 | CYOtherExpensesAmt |
| PY Total Expenses | $24,640,749 | PYTotalExpensesAmt |
| CY Total Expenses | $20,533,335 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $241,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $22,400,300 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $155,491,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,923,322 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,329,687 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,055,233 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $145,162,052 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $154,868,089 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO RAISE FUNDS AND SUPPORT FOR BOISE STATE UNIVERSITY'S ACADEMIC PROGRAMS, PRUDENTLY MANAGE ALL PRIVATE FUNDS DONATED TO THE UNIVERSITY AND ACT AS AN ENVOY AND LINK BETWEEN THE UNIVERSITY AND ITS CONSTITUENCIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,230,160 | ExpenseAmt |
| Grant | $4,230,160 | GrantAmt |
| Desc | DISTRIBUTION OF SCHOLARSHIPS TO 1,208 RECIPIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,238,016 | ExpenseAmt |
| Grant | $12,628,473 | GrantAmt |
| Revenue | $4,005,114 | RevenueAmt |
| Desc | GENERAL SUPPORT FOR BOISE STATE UNIVERSITY. SOME HIGHLIGHTS ARE THE CONTINUED SUPPORT OF THE PHD PROGRAM FOR MATERIALS SCIENCE AND ENGINEERING, COMPUTER SCIENCE, STEM, COLLEGE OF HEALTH SCIENCES, RESEARCH IN PUBLIC POLICY, EDUCATION, ARTS AND SCIENCES AND OTHER VARIOUS SUPPORT PROGRAMS AT BOISE STATE UNIVERSITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $17,468,176 | 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 | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | 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 | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | CHRIS ANTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2084262372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83706 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AJ BALUKOFF | ||||||
| CHAIR & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA OLSSON | ||||||
| SECRETARY & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON M CORONADO | ||||||
| TREASURER & DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARY C ADCOX | ||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN L BALLARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN L BARBER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK E BATES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM M BEITIA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLINT R BOLINDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC L BOUCHARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE R BOYLE-HUMMEL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERIE BUCKNER-WEBB | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY W CASEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL D CRAVEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES D CRAWFORD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN D DYKMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS B FITZPATRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY L FLETCHER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN R GALE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN A GRIZZAFFI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL L HALES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAY L HAWKINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT F HEFFNER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE S ILIFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE H JUETTEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOY M KEALEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES KISSLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MAYNARD | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROYANNE F MINSKOFF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARVEY L NEEF | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEIL W NELSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB R PEREZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER W ROTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONNIE P SCHWENKFELDER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRANDY N STEMMLER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID J TERRELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD VAN AUKER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS D VOULELIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LARRY D WILLIAMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICIA D PICCIONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT BEEDE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTIAN ANTON | ||||||
| CHIEF OPERATING & INVESTMENT OFFICER | 40.00 | Yes (X) | $150,855 | $0 | $37,583 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $150,855 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $37,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $499,243 | MembershipDuesAmt |
| All Other Contributions | $20,388,103 | AllOtherContributionsAmt |
| Noncash Contributions | $3,437,446 | NoncashContributionsAmt |
| Total Contributions | $20,887,346 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNT FEE & NON-CHARITABLE INCO | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $4,005,114 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,008,316 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,202 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,005,114 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,106,581 | TotalRevenueColumnAmt |
| Exclusion | $3,106,581 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $164,432,681 | SecuritiesAmt |
| Other | $2,867,952 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $153,010,030 | SecuritiesAmt |
| Other | $25,973 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,422,651 | SecuritiesAmt |
| Other | $2,841,979 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,264,630 | TotalRevenueColumnAmt |
| Exclusion | $14,264,630 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $819,196 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $149,232 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $669,964 | TotalRevenueColumnAmt |
| Exclusion | $669,964 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,933,635 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,008,316 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$3,202 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,041,175 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,628,473 | TotalAmt |
| Program Services | $12,628,473 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,230,160 | TotalAmt |
| Program Services | $4,230,160 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,266 | TotalAmt |
| Management And General | $161,339 | ManagementAndGeneralAmt |
| Fundraising | $17,927 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,357,422 | TotalAmt |
| Management And General | $432,776 | ManagementAndGeneralAmt |
| Fundraising | $924,646 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,938 | TotalAmt |
| Management And General | $68,354 | ManagementAndGeneralAmt |
| Fundraising | $91,584 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,119 | TotalAmt |
| Management And General | $92,287 | ManagementAndGeneralAmt |
| Fundraising | $128,832 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,879 | TotalAmt |
| Management And General | $41,913 | ManagementAndGeneralAmt |
| Fundraising | $65,966 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,499 | TotalAmt |
| Management And General | $3,499 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,925 | TotalAmt |
| Management And General | $31,925 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,585 | TotalAmt |
| Program Services | $317,648 | ProgramServicesAmt |
| Management And General | $186,937 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,386 | TotalAmt |
| Program Services | $82,914 | ProgramServicesAmt |
| Management And General | $12,472 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,403 | TotalAmt |
| Program Services | $97,403 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,424 | TotalAmt |
| Program Services | $8,560 | ProgramServicesAmt |
| Management And General | $12,864 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,586 | TotalAmt |
| Management And General | $64,911 | ManagementAndGeneralAmt |
| Fundraising | $56,675 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,792 | TotalAmt |
| Management And General | $2,792 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,240 | TotalAmt |
| Program Services | $747 | ProgramServicesAmt |
| Management And General | $5,493 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,077 | TotalAmt |
| Program Services | $24,442 | ProgramServicesAmt |
| Fundraising | $7,635 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,740 | TotalAmt |
| Program Services | $20,000 | ProgramServicesAmt |
| Management And General | $87,740 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,012 | TotalAmt |
| Management And General | $8,012 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,983 | TotalAmt |
| Program Services | $1,059 | ProgramServicesAmt |
| Management And General | $9,924 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $580,791 | $52,761 | $12,880 | $515,150 |
| DUES, SUBSCRIPTIONS & O | $18,902 | $18,902 | ||
| PRINTING & PUBLICATIONS | $5,733 | $4,009 | $1,724 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,533,335 | TotalAmt |
| Program Services | $17,468,176 | ProgramServicesAmt |
| Management And General | $1,256,744 | ManagementAndGeneralAmt |
| Fundraising | $1,808,415 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,703,164 | BOYAmt |
| EOY | $6,410,472 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,024,020 | BOYAmt |
| EOY | $8,254,681 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,082,202 | BOYAmt |
| EOY | $9,891,752 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,269 | BOYAmt |
| EOY | $199,019 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,462 | BOYAmt |
| EOY | $1,239 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,586,848 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $601,432 | BOYAmt |
| EOY | $3,586,848 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,480,853 | BOYAmt |
| EOY | $112,674,733 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,618,208 | BOYAmt |
| EOY | $19,110,849 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,974,129 | BOYAmt |
| EOY | $8,793,729 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,491,739 | BOYAmt |
| EOY | $168,923,322 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,617,549 | BOYAmt |
| EOY | $1,611,016 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,297 | BOYAmt |
| EOY | $1,318,512 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,555,000 | BOYAmt |
| EOY | $6,158,709 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483,603 | BOYAmt |
| EOY | $2,941,458 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000,000 | BOYAmt |
| EOY | $2,000,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,238 | BOYAmt |
| EOY | $25,538 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,329,687 | BOYAmt |
| EOY | $14,055,233 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,332,629 | BOYAmt |
| EOY | $11,029,772 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,044,799 | BOYAmt |
| EOY | $64,745,872 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,784,624 | BOYAmt |
| EOY | $79,092,445 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,162,052 | BOYAmt |
| EOY | $154,868,089 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,491,739 | BOYAmt |
| EOY | $168,923,322 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $22,400,300 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$12,629,944 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$64,319 | 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 | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,211,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,702,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,276,489 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,872,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,887,346 | CurrentTaxYearAmt |
| Total | $110,949,632 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,211,446 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,702,223 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,276,489 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,872,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,887,346 | CurrentTaxYearAmt |
| Total | $110,949,632 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,604,703 | SubstantialContributorsTotAmt |
| Public Support Total170 | $95,344,929 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,331,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,455,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,368,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,174,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,106,581 | CurrentTaxYearAmt |
| Total | $16,437,918 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,769 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $807 | CurrentTaxYearMinus3YearsAmt |
| Total | $10,576 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $127,398,126 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,368,607 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,665,945 | BeginningYearBalanceAmt |
| Contributions | $5,967,765 | ContributionsAmt |
| Investment Earnings Or Losses | $1,408,562 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,223,133 | GrantsOrScholarshipsAmt |
| Other Expenditures | $267,381 | OtherExpendituresAmt |
| Administrative Expenses | $1,531,036 | AdministrativeExpensesAmt |
| End Year Balance | $98,020,722 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $83,399,459 | BeginningYearBalanceAmt |
| Contributions | $3,807,491 | ContributionsAmt |
| Investment Earnings Or Losses | $13,191,625 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,568,064 | GrantsOrScholarshipsAmt |
| Other Expenditures | $739,633 | OtherExpendituresAmt |
| Administrative Expenses | $1,424,933 | AdministrativeExpensesAmt |
| End Year Balance | $95,665,945 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,966,014 | BeginningYearBalanceAmt |
| Contributions | $3,633,148 | ContributionsAmt |
| Investment Earnings Or Losses | $8,310,350 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,400,910 | GrantsOrScholarshipsAmt |
| Other Expenditures | $849,999 | OtherExpendituresAmt |
| Administrative Expenses | $1,259,144 | AdministrativeExpensesAmt |
| End Year Balance | $83,399,459 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,473,526 | BeginningYearBalanceAmt |
| Contributions | $1,926,134 | ContributionsAmt |
| Investment Earnings Or Losses | -$798,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,096,308 | GrantsOrScholarshipsAmt |
| Other Expenditures | $340,780 | OtherExpendituresAmt |
| Administrative Expenses | $1,198,360 | AdministrativeExpensesAmt |
| End Year Balance | $75,966,014 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,859,180 | BeginningYearBalanceAmt |
| Contributions | $1,615,929 | ContributionsAmt |
| Investment Earnings Or Losses | $14,449,876 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,628,250 | GrantsOrScholarshipsAmt |
| Other Expenditures | $655,776 | OtherExpendituresAmt |
| Administrative Expenses | $1,167,433 | AdministrativeExpensesAmt |
| End Year Balance | $78,473,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05160 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.80690 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,608,457 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,608,457 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,978,391 | OtherCostOrOtherBasisAmt |
| Book Value | $1,978,391 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,586,848 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (7 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PRIVATE EQUITY FUND INVESTMENTS | $3,031,967 | F |
| REAL ESTATE AND SPECIALTY ASSETS | $6,224,687 | F |
| SILVER CREEK LOW VOL STRATEGIES II, LTD. | $1,025,105 | F |
| INVESTMENT IN DEER POINT TOWER VENTURE LLC | $485,798 | F |
| SANDERSON INTERNATIONAL VALUE | $6,943,893 | F |
| MONTAUK TRIGUARD FUND V | $660,096 | F |
| NEWBURY EQUITY PARTNERS | $739,303 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $19,110,849 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (7 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,767,126 |
| OTHER ASSETS | $422,710 |
| NONCURRENT RESTRICTED CASH AND CASH EQUIVALENTS | $3,625,541 |
| NET INVESTMENT IN LEASE - TECHNOLOGY BUILDING | $812,932 |
| INTEREST RECEIVABLE | $236,340 |
| FUNDS HELD BY TRUSTEE | $556,489 |
| INSURANCE ANNUITIES | $372,591 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $8,793,729 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST PAYABLE | Desc |
| Amt | $25,538 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $25,538 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,019,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$12,629,944 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $14,680 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$64,319 | OtherRevenueAmt |
| Revenue Not Reported | -$12,679,583 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,698,833 | RevenueSubtotalAmt |
| Other Revenues Not Included | $234,802 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $234,802 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,933,635 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,313,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $14,680 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $14,680 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,298,533 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $234,802 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $234,802 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,533,335 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE FOUNDATION ACTS AS TRUSTEE FOR VARIOUS REVOCABLE AND IRREVOCABLE TRUSTS. THESE TRUSTS ARE GOVERNED BY THE RESPECTIVE TRUST AGREEMENTS, WHICH GENERALLY PROVIDE FOR EITHER AN INCOME STREAM OR A FUTURE DISTRIBUTION OF CASH OR OTHER ASSETS TO THE FOUNDATION, IN WHOLE OR IN PART, FOR A SPECIFIED PERIOD OR UPON THE OCCURRENCE OF A SPECIFIC EVENT, RESPECTIVELY. IF A TRUST IS REVOCABLE, OR IF THE MAKER OF THE TRUST RESERVES THE RIGHT TO REPLACE THE FOUNDATION AS THE BENEFICIARY OF THE TRUST, THE FOUNDATION RECORDS THE ASSETS PLACED IN TRUST AT FAIR VALUE, WITH AN EQUAL AND OFFSETTING LIABILITY UNTIL SUCH TIME THE FOUNDATION RECEIVES DISTRIBUTIONS FROM THE TRUST IN ACCORDANCE WITH ITS TERMS. IF THE TRUST IS IRREVOCABLE, THE TRUST ASSETS ARE RECORDED AT FAIR VALUE, AND A RELATED LIABILITY FOR FUTURE PAYMENTS TO BE MADE TO THE SPECIFIED BENEFICIARIES IS RECORDED AT FAIR VALUE USING PRESENT VALUE TECHNIQUES AND RISK-ADJUSTED DISCOUNT RATES. THE EXCESS OF CONTRIBUTED ASSETS OVER THE TRUST LIABILITY IS RECORDED AS A TEMPORARILY OR PERMANENTLY RESTRICTED CONTRIBUTION UNTIL SUCH AMOUNT IS RECEIVED VIA TRUST DISTRIBUTION AND/OR IS EXPENDED IN SATISFACTION OF THE RESTRICTED PURPOSE STIPULATED BY THE TRUST AGREEMENT, IF ANY, AT WHICH TIME TEMPORARILY RESTRICTED NET ASSETS ARE RELEASED TO UNRESTRICTED NET ASSETS AND PERMANENTLY RESTRICTED NET ASSETS ARE TRANSFERRED TO THE ENDOWMENT. IN SUBSEQUENT YEARS, THE LIABILITY FOR FUTURE TRUST PAYMENTS TO THE DONOR IS REDUCED BY PAYMENTS MADE TO THE DONOR AND IS ADJUSTED TO REFLECT CHANGES IN THE FAIR VALUE OF THE LIABILITY AT THE END OF THE YEAR. UPON TERMINATION OF THE TRUST, THE REMAINING LIABILITY IS REMOVED AND RECOGNIZED AS INCOME. |
| PART V, LINE 4: | THE INTENT OF THE ENDOWMENT FUND IS TO MAINTAIN PERMANENTLY FUNDS THAT ARE LIMITED BY DONOR-IMPOSED RESTRICTIONS THAT NEITHER EXPIRE BY THE PASSAGE OF TIME NOR CAN BE FULFILLED OR OTHERWISE REMOVED BY ACTION OF THE FOUNDATION. THE RESTRICTIONS STIPULATE THAT RESOURCES BE MAINTAINED PERMANENTLY, BUT PERMIT THE FOUNDATION TO EXPEND THE INVESTMENT REVENUES AND GAINS GENERATED THROUGH THE INVESTED FUNDS WITH THE PURPOSE OF PROVIDING DISTRIBUTIONS THAT WILL BE USED TO PROVIDE SCHOLARSHIP AND OPERATING FUNDS FOR THE UNIVERSITY AND THE FOUNDATION (QUASI-ENDOWMENT). |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS AN IDAHO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3), QUALIFYING FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTIONS 509(A)(1) AND (3), RESPECTIVELY. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. CURRENTLY, THE FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE FOUNDATION'S FORMS 990 TAX FILING REQUIRED BY STATE, LOCAL, FEDERAL OR NON-U.S. TAX AUTHORITIES IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2011. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST TRUSTS -64,319. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PREVIOUSLY UNCOLLECTIBLE PLEDGE EXPENSE COLLECTED 234,802. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PREVIOUSLY UNCOLLECTIBLE PLEDGE EXPENSE COLLECTED 234,802. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BRONCO DAIRY BOOSTERS | Event1Nm |
| Gross Receipts Event1 | $84,259 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $84,259 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $19,469 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $7,657 | OtherDirectExpensesEvent1Amt |
| Event2 | BAA AUCTION | Event2Nm |
| Gross Receipts Event2 | $723,717 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $723,717 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,701 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $40,753 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $43,088 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,930 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $11,220 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $11,220 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $634 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $819,196 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $819,196 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,701 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $60,222 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $43,088 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $26,221 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $149,232 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $669,964 | NetIncomeSummaryAmt |
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 | BOISE STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1910 UNIVERSITY DR | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 820290701 | RecipientEIN |
| IRC Section | STATE OF IDAHO | IRCSectionDesc |
| Cash Grant | $12,628,473 | CashGrantAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Purpose Of Grant | SUPPORT OF ACADEMIC, ATHLETIC AND ADMINISTRATIVE DEPARTMENTS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1208 | RecipientCnt |
| Cash Grant | $4,230,160 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING PROCEDURES ARE FOLLOWED FOR ALL PHILANTHROPIC GRANT AWARDS RECEIVED BY THE FOUNDATION UNLESS AN EXCEPTION IS GRANTED BY THE EXECUTIVE DIRECTOR. GOVERNMENTAL AND OTHER NON-PHILANTHROPIC GRANTS TO THE UNIVERSITY ARE ADMINISTERED BY THE OFFICE OF SPONSORED PROGRAMS INSTEAD OF THE FOUNDATION. TWO OUTSIDE ORGANIZATIONS, THE UNIVERSITY OF IDAHO AND THE IDAHO ASSOCIATION OF BILINGUAL EDUCATION, WORK WITH THE FOUNDATION WITH REGARD TO ANNUAL AWARDS AND THE FOUNDATION TRANSFERS FUNDS DIRECTLY TO THE UNIVERSITY FINANCIAL AID OFFICE. 1. GRANT PROPOSALS FOR AWARDS TO COME TO THE FOUNDATION ARE COMPLETED BY THE UNIVERSITY PROGRAM AND THE FOUNDATION USUALLY WITH INVOLVEMENT OF THE UNIVERSITY ADVANCEMENT DEVELOPMENT DIRECTOR. 2. GRANT AGREEMENTS ARE OFTEN SIGNED BY BOTH THE UNIVERSITY AND THE FOUNDATION, BUT SOMETIMES SIGNED BY ONE OR THE OTHER. 3. WHEN GRANT AWARD IS RECEIVED, SEPARATE FUNDS IN RE AND FE ARE SET UP TO TRACK ALL TRANSACTIONS ASSOCIATED WITH THAT SPECIFIC GRANT. 4. THE FOUNDATION SETS UP REMINDERS ON ITS OPERATIONS CALENDAR TO TRACK ALL REQUIRED GRANT REPORTING. 5. EXPENDITURES RELATED TO THESE GRANTS ARE USUALLY MADE THROUGH THE UNIVERSITY ACCOUNTING SYSTEM AND INTERNAL CONTROLS, BUT OCCASIONALLY, THE FOUNDATION DOES PAY SOME EXPENSES DIRECTLY. 6. THE UNIVERSITY EMPLOYEE RESPONSIBLE FOR THE GRANT ACTIVITIES MUST SUBMIT A FOUNDATION CHECK REQUEST TO THE FOUNDATION FOR IT TO EITHER REIMBURSE UNIVERSITY ACCOUNTS FOR GRANT-RELATED EXPENDITURES OR PAY THEM DIRECTLY. 7. THE FOUNDATION REQUIRES THAT ITS CHECK REQUEST PROCEDURES BE FOLLOWED FOR THESE REQUESTS, INCLUDING THAT THE REQUEST MUST HAVE AN AUTHORIZED SIGNATURE AND PROPER DOCUMENTATION. 8. FOUNDATION EMPLOYEES REVIEW EACH CHECK REQUEST TO MAKE SURE THAT THE REQUESTED EXPENDITURES COMPLY WITH THE GRANT AGREEMENT AND FOLLOW UP FOR MORE INFORMATION/DOCUMENTATION AS NEEDED. 9. FOUNDATION EMPLOYEES WORK WITH UNIVERSITY PROGRAMS AS NEEDED TO COMPLETE THE REQUIRED REPORTING AND SUBMIT BY THE DEADLINES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTIAN ANTON | PersonNm |
| Title | CHIEF OPERATING & INVESTMENT OFFICER | TitleTxt |
| Base Compensation Filing Org | $150,855 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $21,433 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $16,150 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $188,438 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IDAHO HOUSING AND FINANCE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 820302333 | BondIssuerEIN |
| Bond Issued | 2015-04-29 | BondIssuedDt |
| Issue Price | $5,000,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF THE ALUMNI & FRIENDS CENTER | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $5,000,000 | TotalProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,437,446 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE GOVERNING BODY OF THE ORGANIZATION DELEGATES AUTHORITY TO ACT ON ITS BEHALF TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, IMMEDIATE PAST CHAIR, AND THE CHAIRS OF THE FOLLOWING BOARD COMMITTEES: AUDIT; DEVELOPMENT; GOVERNANCE; REAL ESTATE; INVESTMENT; SCHOLARSHIP. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE VOTING DIRECTORS. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD BETWEEN THE MEETINGS OF SAID BOARD, EXCEPT THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS: (I) AUTHORIZE DISTRIBUTIONS, (II) APPROVE DISSOLUTION, MERGER OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS, (III) ELECT, APPOINT, OR REMOVE DIRECTORS OR FILL VACANCIES ON THE BOARD OF DIRECTORS ON ANY OF ITS COMMITTEES, OR (IV) ADOPT, AMEND, OR REPEAL THE ARTICLES OF THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE FOUNDATION STAFF FOR REVIEW THEN IT IS PROVIDED TO THE BOARD AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. PER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD. THE BOARD IS INFORMED OF THE EXECUTIVE COMMITTEE'S DECISION, AND A COPY OF THE FORM 990 IS PROVIDED TO ANY DIRECTOR WHO REQUESTS IT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, ALL EMPLOYEES AND OTHERS WHO CAN INFLUENCE THE ACTIONS OF THE FOUNDATION. DETERMINATIONS ARE MADE BY THE BOARD OR A COMMITTEE OF THE BOARD IF APPROPRIATE. THE BOARD OR EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE FOUNDATION. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE FOUNDATION AND ADVANCEMENT OF ITS PURPOSE. IF A CONFLICT OF INTEREST WERE TO ARISE INVOLVING A MEMBER OF THE BOARD OR EXECUTIVE COMMITTEE, THE INDIVIDUAL IS REQUIRED TO RECUSE THEMSELVES FROM VOTING ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF OPERATING AND CHIEF INVESTMENT OFFICER IS AN EMPLOYEE OF BOISE STATE UNIVERSITY WHO IS LOANED TO THE FOUNDATION AND IS RESPONSIBLE FOR FOUNDATION OPERATIONS. THE UNIVERSITY PERFORMS COMPENSATION STUDIES AND COORDINATES COMPENSATION IN CONJUNCTION WITH STATE LEGISLATURE APPROPRIATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE FOR PUBLIC REVIEW. FORM 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST TRUSTS -64,319. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT TAX YEAR. |
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