2015-11-11T15:46:42-08:00 2014-12-31 Hahn & Oldham PC 100 E Kleberg Ave Suite 200 Kingsville TX 78363 990 2014-01-01 237166534 Texas A&M University - Kingsville Foundation Inc TEXA 3615932208 P O Box 2202 Station 1 Kingsville TX 78363 Leonard A Bedell Treasurer 2015-11-10 true Mary Ann Oldham P00116937 3615954211 2014 2016-02-25 16:41:14Z 31156218 false false X http://www.tamukfoundation.org/ X 1972 TX The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. 15 15 0 199050 316954 3233251 4515450 0 2448964 5139038 135061 29025 5817276 9683513 1679555 2870348 0 185602 0 0 65120 530878 919568 2396035 3789916 3421241 5893597 60679742 65691438 201179 1082411 60478563 64609027 The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. false false 3265522 2870348 The Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals; the proceeds are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research and faculty and department support. 3265522 true true false false false false false false false true true false false true false true true false false false false false false false false false false true false true false false false false false false false false false false false true false false false false false false false false false true 7 0 true 0 false true true false false false false false false 0 false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true false true false X Office Staff 3615932208 825 W S Gertrudis Seale Hall 203 Kingsville TX 78363 X Mrs Maria Crowley Director 1.00 0.00 X 0 0 0 Mr J Philip McCormick Director 1.00 0.00 X 0 0 0 Mr A C Jones IV Director 1.00 0.00 X 0 0 0 Bill Colston Jr Director 1.00 0.00 X 0 0 0 Mr Al Gonzalez-Resigned 1114 Director 1.00 0.00 X 0 0 0 Mr Richard P Ritchie Director 1.00 0.00 X 0 0 0 Alvaro Hinojosa Director 1.00 0.00 X 0 0 0 Mr Chuck Weil -Resigned 1114 Director 1.00 0.00 X 0 0 0 Mr Stevens Herbst Director 1.00 0.00 X 0 0 0 LTG Ret Ricardo S Sanchez Director 1.00 0.00 X 0 0 0 Mr Joe Henkel Chairman 5.00 0.00 X X 0 0 0 Mr Stephen J Kleberg 1st Vice-Chair 2.00 0.00 X X 0 0 0 Mrs Jean Claire Turcotte 2nd Vice-Chair 2.00 0.00 X X 0 0 0 Mr Hugh Morrison Secretary 2.00 0.00 X X 0 0 0 Leonard A Bedell Treasurer 8.00 0.00 X X 0 0 0 Dr Steven H Tallant PhD Ex Officio Mbr 0.00 0.00 X 0 0 0 Bradley Walker Executive Dir. 40.00 0.00 X 160680 0 19911 Barbara Caganich Former Executive Director 0.00 0.00 X 23333 0 2921 184013 22832 1 true true true Stephens Inc 100 Congress Ave Suite 750 Austin TX 78701 Investment Managemen 149971 1 4515450 541927 4515450 0 875888 875888 0 28871 28871 0 25358305 377550 21356954 115751 4001351 261799 4263150 2672123 199050 1391977 0 0 0 Securities Litigation 154 154 154 9683513 2672123 199050 2296890 2870348 2870348 0 0 0 0 0 0 0 0 0 191813 19180 134270 38363 0 82505 61879 20626 0 0 207287 207287 168448 109781 43589 15078 1689 702 987 11890 4098 5967 1825 0 0 5041 3277 1210 554 10868 6849 660 3359 0 16743 16743 4859 4859 0 913 913 17697 10650 7047 UBTI Tax 106862 106862 AVID CENTER - Program for PISD 23407 23407 Director Relocation Expense 20000 2000 14000 4000 Foreign Tax W/H on Dividends 19876 19876 29670 22456 6260 954 3789916 3265522 459274 65120 697185 33916 3904577 7781868 1899815 1041663 34732 2266844 0 0 0 0 8165 1303 144651 17699 225925 126952 41277698 45489036 0 0 0 12631645 8949856 60679742 65691438 56867 35563 144312 1046848 201179 1082411 X 9965387 10639574 11748370 12154141 38764806 41815312 60478563 64609027 60679742 65691438 X 5893597 -1763121 -12 X false true X true false X X 1 Texas A&M University - Kingsville 746001530 University true 2869233 0 1 2869233 true false false false false false false false false false false false false false false true false true X true true false false Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs. The president of the University serves as an ex-officio member of the board of directors. An affiliation agreement exists between the organization and the supported University. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played Endowment funds held by the organization are designated various colleges and departments within the universiity. Annually, department heads are tasked with providing a listing of their needs; the organization determines available funds based up upon a formula applied to endowments and then fulfills annual requests based upon availability of such funds. If a donor specifically designates a donation for a particular department to be dispersed upon request rather than added to an endowment, the donation is transferred upon request, in addition to the annual requests. Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu The organization's sole mission is to support Texas A&M University Kingsville and as such, holds funds dedicated to the support of programs within the University. Donations received are identified and held for the purpose of support of different deparments and programs within the University. These funds are held either in endowments or as temporarily restricted funds. Periodically, capital campaigns are held to increase available funds for both short term and long term use by the University. Part IV, Section E, Line 2b: Reasons For The Organization's Position Were it not for this organization, Texas A&M University Kingsville could have a similar department within the University system. The executive director of the organization is an employee of the University, with reimbursement by the organization to the University. Additionally, some office staff is compensated by the University, with the organization reimbursing the university for that compensation. Offices are located on the campus of the University and payment is made to the University for use of the space. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58439000 3033326 3002807 1555395 808173 62111565 47911313 2859831 9668822 1309893 691073 58439000 37817696 8594346 3436708 1451691 485746 47911313 39276581 950697 -941755 1235460 232367 37817696 32916677 592784 6079934 93500 219314 39276581 0.14200 0.67300 0.18500 false false false 125849 125849 18802 17699 1103 126952 Eagle Income Appreciation Partners LP 8949856 8949856 X 7895396 -1763121 -1763121 9658517 24996 24996 9683513 3764929 9 9 3764920 24996 24996 3789916 Part X : FIN48 Footnote The Foundation adopted provisions of FASB ASC 740-10-25, Income Taxes - Overall - Recognition, which requires recognition and disclosure of uncertain tax positions in the financial statements and footnotes. Management of the Foundation has analyzed the Foundation's tax positions taken with respect to all appplicable income tax issues for all open tax years (2011 through 2014), and has concluded that it has appropriate support for any tax positions taken or expected to be taken and, as such, does not have any uncertain tax positions that are material to the financial statements. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $19876 Add Back Foreign Tax on Partnership Invs $2084 Add Back Royalty Tax Netted Against Inc $2282 Add Back Misc Investment Fee $754 Part XII, Line 2d: Other expenses and losses per audited F/S Rounding $9 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $19876 Add Back Foreign Tax on Partnership Invs $2084 Add Back Royalty Tax Netted Against Inc $2282 Add Back Misc Investment Fee $754 true Texas A&M University Kingsville 700 University Avenue Kingsville TX 78363 746001530 2869233 0 Scholarships/Program Support, etc. 1 0 Grantmaker's Description of How Grants are Used Funds are transferred into the University accounts,and at that time, the University personnel assume responsibility for oversight of the funds. false false false false false false false false false false Barbara Caganich Former Executive Director 23333 1540 1381 26254 Bradley Walker Executive Dir. 160680 14109 5802 180591 Part II, Compensation from Unrelated Organizations The supported organization, Texas A&M University - Kingsville (TAMU Kingsville) is the employer of the Executive Director. The organization compensates TAMU Kingsville for the services rendered by the Executive Director to the organization. X 7 522327 Fair Market Value X Pledge to Give 1 9000 Present Value X Pledge to Give 1 600 Present Value X Pledge to Give 1 10000 Present Value FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process The treasurer and the audit committee reviewed the 2014 Form 990 and Form 990-T. The Form 990 and Form 990-T were made available to the full board prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts At the beginning of each fiscal year, members of the board are required by the chairman or his representative to complete and submit disclosure statements for any perceived or actual conflicts of interest, in accordance with the Foundation Conflict of Interest Policy. The disclosure statements are kept on file. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees When considering compensation, the Foundation uses comparative salary surveys which are provided each year by the Association of Fundraising Professionals, the Association of Small Foundations, and the Council for Advancement and Support of Education. These surveys permit salary comparisons based on region, staff size, operating budget, asset size and experience levels. In addition, the Foundation uses the university salary matrix to compare compensation of employees with that of university exempt employees in positions of similar responsibilities. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Foundation maintains copies of governing documents including Bylaws, Conflict of Interest policies and audited financials that are made available upon request. Other Changes In Net Assets Or Fund Balances - Other Decreases Rounding Difference = -$12