2016-05-12T10:25:56-05:00 2015-06-30 464116137 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2014-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 RUSSELL H MEEKINS EXECUTIVE DIRECTOR 8037771466 2016-05-12 HARRY D DELOACH P00592698 8037393090 2016-05-12 X 2014 2016-08-17 19:52:53Z RUSSELL H MEEKINS 1027 BARNWELL STREET COLUMBIA SC 29208 106766718 false X WWW.SC.EDU/FOUNDATIONS/EDUCATIONAL X 1956 SC SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. 20 20 0 20 0 47631438 32721426 76293 126636 16395525 25106206 784627 1330266 64887883 59284534 11765753 12623943 0 1593851 1639936 579034 601398 1066989 19717784 35220959 33656422 50086236 31231461 9198298 455773739 472128358 29852602 39593908 425921137 432534450 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 45410455 12623943 32848062 AID THE UNIVERSITY IN ACHIEVING ITS MISSION AS THE STATE'S FLAGSHIP INSTITUTION OF HIGHER EDUCATION THROUGH THE ESTABLISHMENT/IMPLEMENTATION OF LONG-RANGE FUNDRAISING PROGRAMS. 45410455 true true false false false false false false true true true false false true true false true true false false true false false true true false false true false true false false false false false false true false true true false false false true false false false true 198 0 true 0 true true false false false true true true true true 2 false false false X 20 20 false false false false false false false true true false false true true true true true true true true false SC X X RUSSELL H MEEKINS 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 FA LOWREY CHAIR EMERIT 1.00 X X 0 0 0 C JOHN WENTZELL CHAIR 3.00 X X 0 0 0 J CHRIS VERENES VICE CHAIR 1.00 X X 0 0 0 RITA B CAUGHMAN SECRETARY/TR 1.00 X X 0 0 0 PATTI H ADDISON DIRECTOR 1.00 X 0 0 0 JAMES P BARROW DIRECTOR 1.00 X 0 0 0 JAMES BENNETT DIRECTOR 1.00 X 0 0 0 CHARLES L CALVERT DIRECTOR 2.00 X 0 0 0 TRACI Y COOPER DIRECTOR 1.00 X 0 0 0 THOMAS C DEAS JR DIRECTOR 1.00 X 0 0 0 SHARON I EDEN DIRECTOR 1.00 X 0 0 0 R KEITH ELLIOT DIRECTOR 1.00 X 0 0 0 BOYD B JONES DIRECTOR 1.00 X 0 0 0 WILLIAM W JONES JR DIRECTOR 5.00 X 0 0 0 KENDA M LAUGHEY DIRECTOR 1.00 X 0 0 0 JOHN D OSTEEN DIRECTOR 1.00 X 0 0 0 WILLIAM H PORTER DIRECTOR 1.00 X 0 0 0 CARL J SHAPER DIRECTOR 1.00 X 0 0 0 SAMUEL VICKERS DIRECTOR 1.00 X 0 0 0 J ALLEN WRIGHT DIRECTOR 1.00 X 0 0 0 RUSSELL H MEEKINS EXECUTIVE DI 15.00 25.00 X 203924 0 43500 KIMBERLY H ELLIOTT C.F.O. 30.00 10.00 X 172343 0 46265 SUSAN B SMITH C.O.O. 25.00 10.00 X 149759 0 39474 526026 129239 3 false true true RUFFALO CODY INC POST OFFICE BOX 718 DES MOINES IA 503030718 CALL CENTER 572151 SODEXHO INC 915 GREGG STREET COLUMBIA SC 29208 FOOD SERVICES 246943 FUND EVALUATION GROUP POST OFFICE BOX 71-5060 COLUMBUS OH 43217 INVESTMENT MGMT 201590 W GRAHAM ARADER III 1000 BOXWOOD COURT KING OF PRUSSIA PA 19406 RESTORATION 100100 4 217626 32503800 7036699 32721426 MUSICAL CONCERTS 711130 72660 72660 REGISTRATION FEES 611430 53976 53976 126636 5702837 5702837 66688637 47285268 19403369 19403369 19403369 66520 217626 196916 -130396 -130396 GUARANTY FEE 750000 750000 REIMBURSEMENT OF EXPENSES 247105 247105 ASSESSMENT FEES 16525 16525 447032 447032 1460662 59284534 1587298 24975810 12623943 12623943 671690 671690 652198 652198 133408 133408 85756 85756 96884 96884 20436 11624 8812 41135 9702 31433 601398 601398 995353 67640 927713 1667816 1412464 7195 248157 34960 34960 938395 808540 110958 18897 183170 56782 104308 22080 1115837 1092259 16611 6967 850039 825291 1433 23315 109032 99335 5859 3838 312298 312298 609162 551450 57712 CONSTRUCTION & EQUIPMENT 19286459 19080656 107968 97835 SALARY / WAGE REIMB. 4788690 4788690 DIST. TO BENEFICIARY 1496094 1496094 FOOD SUPPLIES 1011995 983961 7747 20287 1760088 1154766 581107 24215 50086236 45410455 3608792 1066989 7153730 8819346 3489404 3350574 35733376 43049096 3882963 2959435 613180 2423891 1927406 112760 2384646 1814646 216697399 337863730 116046091 1094756 1001 69772950 70751883 455773739 472128358 9770108 8875118 8561564 15000000 20082494 7157226 29852602 39593908 X 76863037 67192144 149438612 151969814 199619488 213372492 425921137 432534450 455773739 472128358 X 9198298 -9760164 7175179 X false true X true false X 31937612 26611376 35363257 47631438 32721426 174265109 31937612 26611376 35363257 47631438 32721426 174265109 3797593 170467516 4194199 4978771 5187931 5308416 5702837 25372154 66520 66520 199703783 1587298 0.85360 0.85040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true X 255843185 12769586 10743535 3981431 3300519 3177105 268897251 211090754 15832200 35538171 3570498 236048 2811394 255843185 183696528 10123746 24810151 3634258 1575404 2330009 211090754 188522844 5857398 -4256614 3675702 649631 2101767 183696528 156921332 9183055 29719402 3546877 1682093 2071975 188522844 0.79000 0.21000 false false 1814646 1814646 112760 112760 1814646 ASSETS HELD IN TRUST BY OTHERS 66714159 LIFE INSURANCE POLICIES (CSV) 1865246 ASSETS HELD IN TRUST BY FOUNDATION 745053 OTHER ASSETS 724647 ANNUITY REINSURANCE CONTRACTS 702778 70751883 USC BUSINESS PARTNERSHIP FOUNDATION 5000000 USC ALUMNI ASSOCIATION 2157226 UNIVERSITY OF SOUTH CAROLINA OTHER 7157226 57037006 -9760164 7512636 -2247528 59284534 59284534 50423693 337457 337457 50086236 50086236 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE USC EDUCATIONAL FOUNDATION HAS ENTERED INTO AN AGREEMENT WITH THE EDUCATIONAL FOUNDATION OF USC LANCASTER (A SEPARATE 501(C)3 ENTITY) WHEREBY THE USC EDUCATIONAL FOUNDATION HOLDS, RECEIVES, RECORDS, MANAGES, INVESTS, AND DISBURSES ALL PRIVATE FUNDS DONATED TO THE EDUCATIONAL FOUNDATION OF USC LANCASTER. THE EDUCATIONAL FOUNDATION OF USC LANCASTER MAY WITHDRAW THEIR FUNDS AT ANY POINT. THIS AGREEMENT WAS INITIATED TO ENJOY ECONOMIES OF SCALE IN REGARDS TO STAFFING, RESOURCES, AND ADMINISTRATIVE COSTS. SCHEDULE D, PAGE 2, PART V, LINE 4 THE NET INCOME OF THE FOUNDATION'S ENDOWMENT FUNDS IS UTILIZED AS DIRECTED BY THE BOARD OF DIRECTORS OF THE FOUNDATION IN ACCORDANCE WITH THE ESTABLISHED PRIORITIES AND GIFT RESTRICTIONS FOR THE EXCLUSIVE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA. THESE USES INCLUDE BUT ARE NOT LIMITED TO: 1) SCHOLARSHIPS AND/OR FELLOWSHIPS 2) CHAIRS AND/OR PROFESSORSHIPS 3) GENERAL PROGRAM SUPPORT FOR VARIOUS UNIVERSITY DEPARTMENTS, COLLEGE, INSTITUTES AND OFFICES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGES IN PLEDGES RECEIVABLE 7,315,720 SPECIAL EVENTS 196,916 SCHEDULE D, PAGE 4, PART XII, LINE 2D ANNUITY ADJUSTMENT 140,541 SPECIAL EVENTS 196,916 false CENTRAL AMERICA/CARIBBEAN INVESTMENT N/A 5796691 5796691 5796691 true false true true true false SCHEDULE F, PAGE 1, PART I, LINE 3 CENTRAL AMERICA/CARIBBEAN 0 5,796,691 X X X X X X true RUFFALO CODY INC CALL CENTER POST OFFICE BOX 718 DES MOINES IA 50303 MGMT false 596780 594084 2696 GRENZEBACH GLIER ASSOCIATES 401 N MICHIGAN AVENUE CHICAGO IL 60611 CONSULTANT false 32105 -32105 596780 626189 2696 SC BALL 108495 106527 1968 13284 26599 3345 38093 GALA 83739 43343 40396 3272 12539 3841 2988 4 91912 67756 24156 12448 41254 6450 32803 284146 217626 66520 29004 80392 13636 73884 196916 -130396 false THE FREE MEDICAL CLINIC INC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501C3 30000 COST MEDICAL CARE UNIVERSITY OF SOUTH CAROLINA 1027 BARNWELL STREET COLUMBIA SC 29208 576001153 501C3 10017856 1406040 COST EQUIPMENT OPERATING - SCHOLARS NATIONAL MERIT SCHOLARSHIP CORP 1560 SHERMAN AVENUE SUITE 200 EVANSTON IL 602014897 362307745 501C3 75250 COST SCHOLARSHIPS ALSTON MIDDLE SCHOOL 500 BRYAN STREET SUMMERVILLE SC 29483 576001626 115 25000 COST PROJECT SUPPORT COLLEGE PARK MIDDLE SCHOOL 713 COLLEGE PARK ROAD LADSON SC 29456 576000313 115 25000 COST PROJECT SUPPORT ST GEORGE MIDDLE SCHOOL 600 MINUS STREET ST GEORGE SC 29477 570847060 115 50000 COST PROJECT SUPPORT WEST ASHLEY MIDDLE SCHOOL 1776 WILLIAM KINNERTY DRIVE CHARLESTON SC 29407 576000322 115 25000 COST PROJECT SUPPORT BLENHEIM ELEMENTARY MIDDLE SCHOOL 143 HIGHLAND STREET BLENHEIM SC 29516 576000387 115 25000 COST PROJECT SUPPORT CLIO ELEMENTARY SCHOOL 2635 SC-9 CLIO SC 29525 570752576 115 25000 COST PROJECT SUPPORT COLLETON COUNTY MIDDLE SCHOOL 1379 TUSKEGEE AIRMAN DRIVE WALTERBORO SC 29488 576000338 115 25000 COST PROJECT SUPPORT SIMS MIDDLE SCHOOL 2200 WHITMIRE HWY UNION SC 29379 576004861 115 25000 COST PROJECT SUPPORT AMERICAN CANCER SOCIETY 128 STONEMARK LANE COLUMBIA SC 29210 131788491 501C3 7500 COST PROJECT SUPPORT AMERICAN SOCIETY FOR ENGINEERING ED 1818 N ST 600 WASHINGTON DC 20036 370730118 501C3 7500 COST PROJECT SUPPORT COLUMBIA CITY BALLET 1545 MAIN STREET COLUMBIA SC 29201 237133145 501C3 6750 COST PROJECT SUPPORT 14 X X X X false false false false false false false false false RUSSELL H MEEKINS EXECUTIVE DIRECTOR 203924 32301 11199 247424 KIMBERLY H ELLIOTT C.F.O. 172343 28138 18127 218608 SUSAN B SMITH C.O.O. 149759 24508 14966 189233 SCHEDULE J, PART III PART VII LINE 5 RUSSEL H. MEEKINS, KIMBERLY H. ELLIOTT AND SUSAN B. SMITH RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS RECEIVED A TOTAL OF 247,424 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 218,608 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 189,233 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. WENDI BRAZELL SEE SUPPLEMENT 36202 EMPLOYMENT false SCHEDULE L, PART V WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B. SMITH, A CURRENT OFFICER OF THE BOARD. X 2 784500 FMV X 222 5936099 FMV X 3 316100 APPRAISAL 3 false true true SCHEDULE M, PAGE 1, PART I, LINE 32B THE EDUCATIONAL FOUNDATION HIRES REAL ESTATE AGENTS TO SELL RESIDENTIAL PROPERTIES. FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS EMAILED TO EACH BOARD MEMBER PRIOR TO FILING. BOARD MEMBERS ARE REQUESTED TO REVIEW THE FORM AND NOTIFY THE FOUNDATION PRIOR TO THE FORM DUE DATE IF THEY HAVE ANY COMMENTS OR CORRECTIONS TO THE FORM. FORM 990, PAGE 6, PART VI, LINE 12C THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY TO BOARD MEMBERS AT A FULL BOARD MEETING. ATTACHED TO THE COPY OF THE CONFLICT OF INTEREST POLICY IS A SIGNATURE FORM FOR EACH BOARD MEMBER TO SIGN AND INDICATE THAT THEY HAVE READ, AND COMPLIED WITH, THE FOUNDATION'S CONFLICT OF INTEREST POLICY FOR THE YEAR. THE SIGNATURE FORMS ARE COLLECTED AND KEPT BY THE FOUNDATION. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE OFFICER'S COMPENSATION IS DETERMINED BASED ON PERFORMANCE AND BOARD REVIEWS. THE SALARY IS DERIVED FROM COMPARABLE INDUSTRY DATA AND ACHIEVEMENT OF PERFORMANCE STANDARDS ESTABLISHED AT THE BEGINNING OF EACH FISCAL YEAR. FORM 990, PAGE 6, PART VI, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH THE FOUNDATION'S WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9 CHANGES IN PLEDGES RECEIVABLE 7,315,720 SPECIAL EVENTS 196,916 ANNUITY ADJUSTMENT -140,541 SPECIAL EVENTS -196,916 USC DEVELOPMENT FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 576026593 DEVELOPMNT SC 501C3 11C NA false CHARITABLE REMAINDER UNITRUST (4) 1027 BARNWELL STREET COLUMBIA SC 29208 CHARITABLE SC N/A TRUST false WHEELER HILL DEVELOPMENT LLC 1027 BARNWELL STREET COLUMBIA SC 29208 204996416 DVLPMNT SC N/A C CORP false USC INNOVATION LLC 1027 BARNWELL STREET COLUMBIA SC 29208 465676518 DVLPMNT SC N/A C CORP false false false false true false false false false false false true false false true true true true true true