2015-01-26T14:25:55-06:00 2014-06-30 464116137 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2013-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 RUSSELL H MEEKINS EXECUTIVE DIRECTOR 8037771466 2015-01-20 HARRY D DELOACH P00592698 8037393090 2015-01-21 X 2013 2016-04-25 22:37:26Z RUSSELL H MEEKINS 1027 BARNWELL STREET COLUMBIA SC 29208 80686353 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. 21 21 1 21 0 35363257 47631438 57793 76293 17051562 16395525 346688 784627 52819300 64887883 9893601 11765753 0 1419722 1593851 650703 579034 732754 22710984 19717784 34675010 33656422 18144290 31231461 384939525 455773739 29633863 29852602 355305662 425921137 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 29991675 11765753 47707731 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. 29991675 true true false false false false false false false true true true false true true false true true false false false 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 201 0 true 1 true false false false false true true true true true 3 false false false X 21 21 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 RUSSELL H MEEKINS EXECUTIVE DI 15.00 X X 194783 0 41020 FA LOWREY CHAIR EMERIT 0.50 X X 0 0 0 C JOHN WENTZELL CHAIR 1.00 1.00 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 JOE M ANDERSON JR DIRECTOR 1.00 X 0 0 0 JAMES P BARROW DIRECTOR 1.00 X 0 0 0 CHARLES L CALVERT DIRECTOR 1.00 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 WILLIAM J HOLMES III DIRECTOR 0.10 X 0 0 0 BOYD B JONES DIRECTOR 0.50 X 0 0 0 WILLIAM W JONES JR DIRECTOR 5.00 X 0 0 0 MENDEL W RAST DIRECTOR 1.00 X 0 0 0 CARL J SCHAPER DIRECTOR 1.00 X 0 0 0 H BRONSON SMITH DIRECTOR 1.00 X 0 0 0 A UMIT TAFTALI 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 KIMBERLY H ELLIOTT C.F.O. 30.00 X 152578 0 40818 SUSAN B SMITH C.O.O. 25.00 X 135469 0 30712 482830 112550 3 false true true RUFFALO CODY INC POST OFFICE BOX 3018 CEDAR RAPIDS IA 524043010 CALL CENTER 449023 SODEXHO INC SPIGNER HOUSE 2ND FLOOR COLUMBIA SC 29208 FOOD SERVICES 273015 FUND EVALUATION GROUP POST OFFICE BOX 71-5060 COLUMBUS OH 43217 INVESTMENT MGMT 244574 LCK CONSTRUCTION SERVICES LLC 1301 GERVAIS STREET SUITE 522 COLUMBIA SC 29201 ARCHITECT FEES 128077 4 265570 47365868 6171850 47631438 MUSICAL CONCERTS 711130 55343 55343 REGISTRATION FEES 611430 20950 20950 76293 5308416 5308416 26652869 15565760 11087109 11087109 11087109 149194 265570 232710 -83516 -83516 REIMBURSEMENT OF EXPENSES 293937 293937 ASSESSMENT FEES 18585 18585 555621 555621 868143 64887883 944436 16312009 11765753 11765753 631385 631385 678530 678530 120469 120469 69154 69154 94313 94313 3670 3670 27467 3000 24467 579034 579034 880982 61884 819098 1031344 963846 25848 41650 50481 50481 875156 768080 89092 17984 142251 109838 26413 6000 472116 279619 185734 6763 754613 744574 2123 7916 11931 11906 25 79199 67787 6556 4856 597650 597650 252073 220293 30475 1305 CONSTRUCTION & EQUIPMENT 7043950 6969897 72190 1863 SALARY / WAGE REIMB. 4198015 4198015 DIST. TO BENEFICIARY 1415616 1415616 FOOD SUPPLIES 988396 947087 7652 33657 892874 812679 48494 31701 33656422 29991675 2931993 732754 4211106 7153730 2348936 3489404 33348830 35733376 3991423 3882963 514307 613180 2497406 112760 2719411 2384646 186809792 216697399 87081437 116046091 63914283 69772950 384939525 455773739 7320942 9770108 22312921 20082494 29633863 29852602 X 49136994 76863037 122712841 149438612 183455827 199619488 355305662 425921137 384939525 455773739 31231461 36558341 2825673 X false true X true false X 21468736 31937612 26611376 35363257 47631438 163012419 21468736 31937612 26611376 35363257 47631438 163012419 4213759 158798660 4059842 4194199 4978771 5187931 5308416 23729159 186741578 388815 0.85040 0.81530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 141947128 7824005 14475341 3632547 1852984 1839611 156921332 0.77000 0.23000 false false 2384646 2384646 112760 112760 2384646 OTHER INVESTMENTS 59837764 F FIXED INCOME MUTUAL FUNDS 56208327 F 116046091 ASSETS HELD IN TRUST BY OTHERS 68971722 ASSETS HELD IN TRUST BY FOUNDATION 801228 69772950 FUNDS HELD FOR OTHERS 7880875 UNIVERSITY OF SOUTH CAROLINA 6445101 USC BUSINESS PARTNERSHIP FOUNDATION 5000000 USC ALUMNI ASSOCIATION 756518 20082494 104063480 36558341 2617256 39175597 64887883 64887883 33448005 -208417 -208417 33656422 33656422 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 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 FELLLOWSHIPS 2) CHAIRS AND/OR PROFESSORSHIPS 3) GENERAL PROGRAM SUPPORT FOR VARIOUS UNIVERSITY DEPARTMENTS, COLLEGES, INSTITUTES, AND OFFICES. SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGES IN PLEDGES RECEIVABLE 2,384,546 SPECIAL EVENTS 232,710 SCHEDULE D, PAGE 4, PART XII, LINE 2D ANNUITY ADJUSTMENT -441,127 SPECIAL EVENTS 232,710 X X X X X X true RUFFALOCODY INC CALL CENTER 1025 KIRKWOOD PARKWAY SW CEDAR RAPIDS IA 52404 MANAGEMENT false 609674 521400 88274 GRENZEBACH GLIER ASSOCIATES 401 N MICHIGAN AVENUE SUITE 2800 CHICAGO IL 60611 CONSULTANT false 53947 -53947 609674 575347 88274 SC BALL 150491 123513 26978 14726 15556 1500 46686 GALA 74230 32370 41860 3515 10919 3200 2663 9 190043 109687 80356 1752 4702 47250 725 79516 414764 265570 149194 1752 22943 73725 5425 128865 232710 -83516 SCHEDULE G, PART IV PART I LINE 2B, ROW 1 RUFFALOCODY, INC. - THE FOUNDATION PAID RUFFALOCODY, INC., A TOTAL OF 525,087. THIS CONSISTED OF 521,400 FOR PROFESSIONAL FUNDRAISING SERVICES AND 3,687 FOR FUNDRAISING EXPENSES(PRINTING, POSTAGE, ETC.). FUNDRAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICES PROVIDED BY RUFFALOCODY. PART I LINE 2B, ROW 2 GRENZEBACH GLIER & ASSOCIATES, INC. - THE FOUNDATION PAID GRENZEBACH GLIER, & ASSOCIATES, INC., A TOTAL OF 59,840. THIS CONSISTED OF 53,947 FOR PROFESSIONAL FUNDRAISING SERVICES AND 5,893 FOR FUNDRAISING EXPENSES. FUNDRAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICE PROVIDED BY GRENZEBACH GLIER & ASSOCIATES. false SPARTANBURG REG HEALTHCARE SYS FND 101 EAST WOOD STREET SPARTANBURG SC 29303 570937166 501C3 10750 COST CANCER SCREENINGS THE FREE MEDICAL CLINIC INC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501C3 26000 COST MEDICAL CARE UNIVERSITY OF SOUTH CAROLINA 1027 BARNWELL STREET COLUMBIA SC 29208 576001153 501C3 9158454 2355252 COST EQUIPMENT OPERATING - SCHOLARS NATIONAL MERIT SCHOLARSHIP CORP 1560 SHERMAN AVENUE SUITE 200 EVANSTON IL 602014897 362307745 501C3 69000 COST SCHOLARSHIPS HISTORIC COLUMBIA FOUNDATION 1601 RICHLAND STREET COLUMBIA SC 29201 576020250 501C3 10000 COST PROJECT SUPPORT FOUNDATION OF THE NATIONAL SNA 45 MAIN STREET SUITE 606 BROOKLYN NY 11201 133123125 501C3 15000 COST PROJECT SUPPORT COLLEGE OF CHARLESTON 66 GEORGE STREET CHARLESTON SC 29424 237069236 501C3 37500 COST PROJECT SUPPORT 7 X X X X false false false false false false false false false RUSSELL H MEEKINS EXECUTIVE DIRECTOR 194783 30370 10650 235803 KIMBERLY H ELLIOTT C.F.O. 152578 24296 16522 193396 SUSAN B SMITH C.O.O. 135469 21161 9551 166181 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 235,803 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 193,396 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 166,181 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. WENDI BRAZELL SEE SUPPLEMENT 10416 EMPLOYMENT false SCHEDULE L, PART V WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B. SMITH, A CURRENT OFFICER OF THE BOARD. X 1 2500 FMV X 129 5325400 FMV X 3 800000 APPRAISAL X PIANOS 2 43950 APPRAISAL 5 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 2,384,546 SPECIAL EVENTS 232,710 ANNUITY ADJUSTMENT 441,127 SPECIAL EVENTS -232,710 USC DEVELOPMENT FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 576026593 DEVELOPMNT SC 501C3 11C NA false CHARITABLE REMAINDER UNITRUST (5) 1027 BARNWELL STREET COLUMBIA SC 29208 CHARITABLE SC N/A TRUST false false false false true false false false false false false true false false true true true true true true