WEST TEXAS A & M UNIVERSITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WEST TEXAS A & M UNIVERSITY FOUNDATION (EIN 75-6036665)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-01-12
- IRS object ID
- 201500129349300415
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-12T14:10:21-06:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 751386677 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN GRAHAM & COMPANY PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20210 | AddressLine1 |
| City | AMARILLO | City |
| State | TX | State |
| ZIP Code | 791142210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756036665 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A&M UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 8066512070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 60766 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA STREET | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8066512070 | PhoneNum |
| Signature | 2015-01-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID W MOONEY CPA | PreparerPersonNm |
| PTIN | P00543821 | PTIN |
| Phone | 8063558241 | PhoneNum |
| Preparation | 2015-01-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DYKE ROGERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU BOX 60766 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,031,186 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION SUPPORTS WEST TEXAS A & M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,081,863 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,166,066 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,644,427 | PYInvestmentIncomeAmt |
| CY Investment Income | -$372,674 | CYInvestmentIncomeAmt |
| PY Other Revenue | $117,020 | PYOtherRevenueAmt |
| CY Other Revenue | $105,773 | CYOtherRevenueAmt |
| PY Total Revenue | $7,843,310 | PYTotalRevenueAmt |
| CY Total Revenue | $4,899,165 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,684,255 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,734,707 | 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 | $245,922 | PYOtherExpensesAmt |
| CY Other Expenses | $283,242 | CYOtherExpensesAmt |
| PY Total Expenses | $2,930,177 | PYTotalExpensesAmt |
| CY Total Expenses | $3,017,949 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,913,133 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,881,216 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,665,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,636,014 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $81,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,727 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,584,680 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,559,287 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION SUPPORTS WEST TEXAS A&M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,400,905 | ExpenseAmt |
| Grant | $1,400,905 | GrantAmt |
| Desc | SCHOLARSHIPS PAID DIRECTLY TO WTAMU FOR THE BENEFIT OF SPECIFIC STUDENTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,333,802 | ExpenseAmt |
| Grant | $1,333,802 | GrantAmt |
| Desc | UNIVERSITY SUPPORT FOR VARIOUS EDUCATION NEEDS AND MATCHING FUNDS FOR WTAMU ENDOWMENT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,734,707 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | 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 | WEST TEXAS A & M UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8066512065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU CAMPUS OLD MAIN BLDG | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| MR ROGER WILLIAMS | |||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR BILL CHUDEJ | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MS KATHY CORNETT | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR WALES MADDEN JR | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR STANLEY SCHAEFFER | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MRS LAURA STREET | |||||
| IMMEDIATE PAST PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR PAUL ENGLER | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR DON HODGES | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR DYKE ROGERS | |||||
| PRESIDENT | 0.00 | Yes (X) | $0 | $0 | $0 |
| DR PAT O'BRIEN | |||||
| EX-OFFICIO | 0.00 | Yes (X) | $0 | $0 | $0 |
| TIM BYNUM | |||||
| EXECUTIVE DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR GREGG BYNUM | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MS ELEANOR GLAZENER | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR JOHN BROADFOOT JR | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR JOHN FRANTZ | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR MIKE FRIEMEL | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR ANDREW MITCHELL | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MS PUFF NIEGOS | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR JEFF NUNN | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| DR STEVE URBAN | |||||
| PRESIDENT ELECT | 0.00 | Yes (X) | $0 | $0 | $0 |
| JJ CAWELTI | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| MR PARMAN REYNOLDS | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| SHERRIE BAYS | |||||
| EX OFFICIO | 0.00 | Yes (X) | $0 | $0 | $0 |
| MARK BIVINS | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| LILITH BRAINARD | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| JIM J BREWER | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| KRISTIE BRITTEN | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| LILIA ESCAJEDA | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| ALAN RHODES | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| J PAT RICHMOND | |||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 |
| DON PATTERSON | |||||
| TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 |
| 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 | $5,166,066 | AllOtherContributionsAmt |
| Total Contributions | $5,166,066 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $477,580 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $477,580 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,281,767 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,132,021 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$850,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$850,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$850,254 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $105,773 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $105,773 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $105,773 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,899,165 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$266,901 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,333,802 | TotalAmt |
| Program Services | $1,333,802 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,905 | TotalAmt |
| Program Services | $1,400,905 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,350 | TotalAmt |
| Management And General | $12,350 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,290 | TotalAmt |
| Management And General | $15,290 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,310 | TotalAmt |
| Management And General | $29,310 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,756 | TotalAmt |
| Management And General | $33,756 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,372 | TotalAmt |
| Management And General | $2,372 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,523 | TotalAmt |
| Management And General | $2,523 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| OUTSIDE SERVICES | $98,724 | $98,724 |
| DONOR DEVELOPMENT | $71,656 | $71,656 |
| DUES FEES AND REGISTRAT | $7,866 | $7,866 |
| POSTAGE | $7,579 | $7,579 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,816 | TotalAmt |
| Management And General | $1,816 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,017,949 | TotalAmt |
| Program Services | $2,734,707 | ProgramServicesAmt |
| Management And General | $283,242 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,415,366 | BOYAmt |
| EOY | $7,076,430 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,216,654 | BOYAmt |
| EOY | $3,631,013 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,033,706 | BOYAmt |
| EOY | $39,928,571 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,665,726 | BOYAmt |
| EOY | $50,636,014 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,046 | BOYAmt |
| EOY | $76,727 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,046 | BOYAmt |
| EOY | $76,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,606 | BOYAmt |
| EOY | $63,299 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,185,546 | BOYAmt |
| EOY | $13,142,445 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,232,528 | BOYAmt |
| EOY | $37,353,543 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,584,680 | BOYAmt |
| EOY | $50,559,287 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,665,726 | BOYAmt |
| EOY | $50,636,014 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,881,216 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,093,391 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $2,095,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,275,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,212,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,081,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,166,066 | CurrentTaxYearAmt |
| Total | $19,832,476 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,095,997 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,275,915 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,212,635 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,081,863 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,166,066 | CurrentTaxYearAmt |
| Total | $19,832,476 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $19,832,476 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $883,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,812,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,633,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,644,427 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$372,674 | CurrentTaxYearAmt |
| Total | $7,602,392 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $66,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,020 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $105,773 | CurrentTaxYearAmt |
| Total | $380,754 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,815,622 | TotalSupportAmt |
| Public Support CY170 | 0.71300 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65790 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,232,528 | BeginningYearBalanceAmt |
| Contributions | $3,484,713 | ContributionsAmt |
| Investment Earnings Or Losses | $6,636,302 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $37,353,543 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,007,842 | BeginningYearBalanceAmt |
| Contributions | $1,365,809 | ContributionsAmt |
| Investment Earnings Or Losses | $858,877 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $27,232,528 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,772,800 | BeginningYearBalanceAmt |
| Contributions | $1,043,668 | ContributionsAmt |
| Investment Earnings Or Losses | $191,374 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $25,007,842 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,587,441 | BeginningYearBalanceAmt |
| Contributions | $1,624,645 | ContributionsAmt |
| Investment Earnings Or Losses | $1,560,714 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $23,772,800 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,637,277 | BeginningYearBalanceAmt |
| Contributions | $871,011 | ContributionsAmt |
| Investment Earnings Or Losses | $1,079,153 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,587,441 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKETABLE SECURITIES | Desc |
| Book Value | $39,928,571 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $39,928,571 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYABLE | Desc |
| Amt | $76,727 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,727 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,379,104 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,093,391 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $386,548 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $7,479,939 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,899,165 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,899,165 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,404,497 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $386,548 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $386,548 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,017,949 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,017,949 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE EARNINGS FROM ENDOWMENT FUNDS ARE TO BE USED TO HELP PROVIDE SCHOLARSHIPS FOR STUDENTS AND SUPPORT FOR UNIVERSITY PROGRAMS THROUGH THE FOUNDATION. |
| PART X, LINE 2: | THE FOUNDATION DOES NOT BELIEVE THAT IT HAS ENGAGED IN ANY ACTIVITY THAT WOULD RESULT IN AN UNCERTAIN TAX POSITION. AS A RESULT, MANAGEMENT DOES NOT BELIEVE THAT ANY UNCERTAIN TAX POSITIONS CURRENTLY EXIST AND NO LOSS CONTINGENCY HAS BEEN RECOGNIZED IN THE FINANCIAL STATEMENTS. |
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 | WEST TEXAS A&M UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WT BOX 60999 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 756031405 | RecipientEIN |
| Cash Grant | $1,333,802 | CashGrantAmt |
| Purpose Of Grant | SUPPORT OF UNIVERSITY PROJECTS AND MISSION | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS AT WEST TEXAS A&M UNIVERSITY | GrantTypeTxt |
| Recipient | 1000 | RecipientCnt |
| Cash Grant | $1,400,905 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR RECEIVES A COPY OF THE FORM 990 AND REVIEWS WITH THE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST STATEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VII | MR. ROGER WILLIAMS - WTAMU BOX 60760, CANYON, TX 79016. MR. BILL CHUDEJ - WTAMU BOX 60760, CANYON, TX 79016. MS. KATHY CORNETT - WTAMU BOX 60760, CANYON, TX 79016. MR. WALES MADDEN, JR - WTAMU BOX 60760, CANYON, TX 79016. MR. STANLEY SCHAEFFER - WTAMU BOX 60760, CANYON, TX 79016. MRS. LAURA STREET - WTAMU BOX 60760, CANYON, TX 79016. MR. PAUL ENGLER - WTAMU BOX 60760, CANYON, TX 79016. MR. DON HODGES - WTAMU BOX 60760, CANYON, TX 79016. MR. DYKE ROGERS - WTAMU BOX 60760, CANYON, TX 79016. DR. PAT O'BRIEN - WTAMU BOX 60760, CANYON, TX 79016. TIM BYNUM - WTAMU BOX 60760, CANYON, TX 79016. MR. GREGG BYNUM - WTAMU BOX 60760, CANYON, TX 79016. MS. ELEANOR GLAZENER - WTAMU BOX 60760, CANYON, TX 79016. MR. JOHN BROADFOOT, JR. - WTAMU BOX 60760, CANYON, TX 79016. MR. JOHN FRANTZ - WTAMU BOX 60760, CANYON, TX 79016. MR. MIKE FRIEMEL - WTAMU BOX 60760, CANYON, TX 79016. MR. ANDREW MITCHELL - WTAMU BOX 60760, CANYON, TX 79016. MS. PUFF NIEGOS - WTAMU BOX 60760, CANYON, TX 79016. MR. JEFF NUNN - WTAMU BOX 60760, CANYON, TX 79016. DR. STEVE URBAN - WTAMU BOX 60760, CANYON, TX 79016. JJ CAWELTI - WTAMU BOX 60760, CANYON, TX 79016. MR. PARMAN REYNOLDS - WTAMU BOX 60760, CANYON, TX 79016. |
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