STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC (EIN 75-1494062)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201413169349300701
- Schema version
- 2013v3.0
- 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 | 2014-11-12T04:49:56-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752966974 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJMR LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N UNIVERSITY SUITE A3 | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751494062 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 759626092 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MS WRIGHT III | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 9364682114 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY JOHNSON | PreparerPersonNm |
| PTIN | P00026197 | PTIN |
| Phone | 9365648186 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MS WRIGHT III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 759626092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,389,933 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT FOR STEPHEN F AUSTIN STATE UNIVERSITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,029,140 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,666,602 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $873,014 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,440,004 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,376 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,908,530 | PYTotalRevenueAmt |
| CY Total Revenue | $7,106,606 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $703,403 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $839,338 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $61,441 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,204 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $122,142 | PYOtherExpensesAmt |
| CY Other Expenses | $237,352 | CYOtherExpensesAmt |
| PY Total Expenses | $886,986 | PYTotalExpensesAmt |
| CY Total Expenses | $1,127,894 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,021,544 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,978,712 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,133,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,236,950 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,364,735 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $977,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,768,951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,259,023 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MANAGE ENDOWMENTS AND OTHER GIFTS THAT SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $992,744 | ExpenseAmt |
| Grant | $839,338 | GrantAmt |
| Desc | COSTS ASSOCIATED WITH MAINTENANCE OF ENDOWMENTS AND OTHER MAJOR GIFTS. EARNINGS FROM THE ENDOWMENTS FUND FACULTY SUPPLEMENTS, SCHOLARSHIPS, AND OUTSTANDING LECTURERS FOR STEPHEN F. AUSTIN STATE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $96,804 | ExpenseAmt |
| Desc | DONOR RECOGNITION AND DEVELOPMENT, INCLUDING THE COSTS ASSOCIATED WITH GATHERING, PROCESSING, AND MAINTAINING FINANCIAL AND DONOR INFORMATION. THIS ALSO INCLUDES THE COST OF ORGANIZING DONOR RECOGNITION ACTIVITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,089,548 | 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 | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | 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 | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | JILL STILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9364682114 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75962 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN ANDERSON | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ROY BLAKE JR | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RON COLLINS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WAYNE DAVIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| THAD FLOYD | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM GANDY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JANE GREEN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PATTYE GREER | ||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BETTIE GRIFFIN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMES P HUNTER III | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JACK LEDBETTER | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KATHY LEHMANN | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GORDON LEWIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JOHN LEWIS | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| AL MANGHAM JR | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| A TRAVIS MAST III | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| JAMES MIZE | ||||||
| SECRETARY | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JENNIFER CRISS MONTES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BANKER PHARES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ED POOL | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GEORGE RAY JR | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| RUSTY RUST | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DAVID SANDERSON | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GERALD SCHLIEF | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| BILL TEAGUE | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DANNY VINES | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DIANA WALKER | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| PEGGY WRIGHT | ||||||
| TRUSTEE | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MS WRIGHT | ||||||
| CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL STILL | ||||||
| EXECUTIVE DIRECTOR | 6.00 | $15,500 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $15,500 | 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 | $4,666,602 | AllOtherContributionsAmt |
| Noncash Contributions | $77,493 | NoncashContributionsAmt |
| Total Contributions | $4,666,602 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,624 | TotalRevenueColumnAmt |
| Exclusion | $467,624 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,249,707 | SecuritiesAmt |
| Other | $5,006,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,236,117 | SecuritiesAmt |
| Other | $4,047,210 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,013,590 | SecuritiesAmt |
| Other | $958,790 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,972,380 | TotalRevenueColumnAmt |
| Exclusion | $1,972,380 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,106,606 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,440,004 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $839,338 | TotalAmt |
| Program Services | $839,338 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,500 | TotalAmt |
| Program Services | $10,850 | ProgramServicesAmt |
| Management And General | $4,650 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,065 | TotalAmt |
| Program Services | $22,663 | ProgramServicesAmt |
| Management And General | $9,402 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,639 | TotalAmt |
| Program Services | $2,564 | ProgramServicesAmt |
| Management And General | $1,075 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,565 | TotalAmt |
| Program Services | $15,424 | ProgramServicesAmt |
| Management And General | $5,141 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,804 | TotalAmt |
| Program Services | $133,804 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,324 | TotalAmt |
| Program Services | $575 | ProgramServicesAmt |
| Management And General | $3,749 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,500 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $750 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,154 | TotalAmt |
| Management And General | $11,154 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425 | TotalAmt |
| Management And General | $2,425 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DONOR RECOGNITION ACTIV | $57,522 | $57,522 |
| DONOR SOFTWARE (SHARED | $6,058 | $6,058 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,127,894 | TotalAmt |
| Program Services | $1,089,548 | ProgramServicesAmt |
| Management And General | $38,346 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,187,283 | BOYAmt |
| EOY | $5,537,184 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,703,055 | BOYAmt |
| EOY | $2,142,612 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,082 | BOYAmt |
| EOY | $14,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,638,966 | BOYAmt |
| EOY | $24,400,154 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,634 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,666 | BOYAmt |
| EOY | $1,142,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,133,686 | BOYAmt |
| EOY | $33,236,950 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,599 | BOYAmt |
| EOY | $17,977 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,349,136 | BOYAmt |
| EOY | $959,950 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,364,735 | BOYAmt |
| EOY | $977,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,970 | BOYAmt |
| EOY | $499,568 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,110,849 | BOYAmt |
| EOY | $9,636,327 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,117,132 | BOYAmt |
| EOY | $22,123,128 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,768,951 | BOYAmt |
| EOY | $32,259,023 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,133,686 | BOYAmt |
| EOY | $33,236,950 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,978,712 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,511,360 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,411,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $901,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,311,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,029,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,440,004 | CurrentTaxYearAmt |
| Total | $8,093,966 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,000 | CurrentTaxYearAmt |
| Total | $80,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,427,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $917,316 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,327,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,045,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,456,004 | CurrentTaxYearAmt |
| Total | $8,173,966 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,460,527 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,713,439 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $430,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $410,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $879,390 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,473,534 | CurrentTaxYearAmt |
| Total | $6,586,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,760,289 | TotalSupportAmt |
| Public Support CY170 | 0.31930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52740 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
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) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,245,885 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,162,353 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,567,037 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,911,687 | BeginningYearBalanceAmt |
| Contributions | $9,379,202 | ContributionsAmt |
| Investment Earnings Or Losses | $2,526,455 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $483,729 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $32,937 | AdministrativeExpensesAmt |
| End Year Balance | $26,300,678 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,074,111 | BeginningYearBalanceAmt |
| Contributions | $209,167 | ContributionsAmt |
| Investment Earnings Or Losses | $1,220,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $467,327 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $124,580 | AdministrativeExpensesAmt |
| End Year Balance | $14,911,687 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,792,995 | BeginningYearBalanceAmt |
| Contributions | $1,068,984 | ContributionsAmt |
| Investment Earnings Or Losses | -$239,831 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $427,440 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $120,597 | AdministrativeExpensesAmt |
| End Year Balance | $14,074,111 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,946,159 | BeginningYearBalanceAmt |
| Contributions | $457,401 | ContributionsAmt |
| Investment Earnings Or Losses | $1,179,867 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $679,365 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $111,067 | AdministrativeExpensesAmt |
| End Year Balance | $13,792,995 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,343,294 | BeginningYearBalanceAmt |
| Contributions | $507,759 | ContributionsAmt |
| Investment Earnings Or Losses | $1,669,653 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $506,335 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $68,212 | AdministrativeExpensesAmt |
| End Year Balance | $12,946,159 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITIES PAYABLE | Desc |
| Amt | $959,950 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $959,950 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $8,291,097 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,511,360 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,511,360 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,779,737 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $133,801 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $193,068 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $326,869 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,106,606 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $801,025 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $801,025 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $133,801 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $193,068 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $326,869 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,127,894 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part XI, Line 4b - Other Adjustments: | ANNUITY GAINS 193,068. |
| Part XII, Line 4b - Other Adjustments: | CHANGE IN ANNUITY VALUE 193,068. |
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 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6108 | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75962 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 756002514 | RecipientEIN |
| IRC Section | SFA STATE UNIV | IRCSectionDesc |
| Cash Grant | $836,623 | CashGrantAmt |
| Valuation Method Used | Book | ValuationMethodUsedDesc |
| Purpose Of Grant | PROVIDE SUPPORT FOR UNIVERSITY ACADEMIC DEPARTMENTS | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $77,493 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET VALUES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | THE EXECUTIVE DIRECTOR AND DEVELOPMENT DIRECTOR REVIEW FORM 990 WITH THE CPA WHO PREPARED THE RETURN. |
| Form 990, Part VI, Section B, line 15 | WAGES ARE VERY SMALL, SO NO COMPARABILITY STUDY IS MADE. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PAGE 11, PART XI, LINE 2C | THE FOUNDATION DOES NOT HAVE A SEPARATE COMMITTEE THAT REVIEWS THE AUDITED FINANCIAL STATEMENTS. INSTEAD, THE AUDIT IS PRESENTED TO THE ENTIRE BOARD. |
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