2014-04-30T13:34:03-05:00 2013-06-30 THE BRITTINGHAM GROUP LLP PO BOX 5949 WEST COLUMBIA SC 291715949 990 2012-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1027 BARNWELL STREET COLUMBIA SC 29208 RUSSELL H MEEKINS 8037771466 2014-04-28 false 2014-04-30 X 2012 2015-11-30 17:44:51Z X RUSSELL H MEEKINS 1027 BARNWELL STREET COLUMBIA SC 29208 82116778 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. 23 23 1 23 0 26611376 35363257 62564 57793 7433476 17051562 607336 346688 34714752 52819300 9821791 9893601 0 1273760 1419722 605396 650703 920705 13451382 22710984 25152329 34675010 9562423 18144290 340226394 384939525 35791639 29633863 304434755 355305662 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 31301359 9893601 35421050 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. 31301359 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 false false false false true false false false true 186 0 true 1 true false false false false true true true true true 1 false false false X 23 23 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 JEROME D ODOM 15.00 X X 174910 0 0 RUSSELL H MEEKINS 15.00 X X 155604 0 33369 FA LOWREY 0.25 X X 0 0 0 C JOHN WENTZELL 2.00 1.00 X X 0 0 0 J CHRIS VERENES 1.00 X X 0 0 0 RITA B CAUGHMAN 1.00 X X 0 0 0 PATTI H ADDISON 1.20 X 0 0 0 JOE M ANDERSON JR 1.00 X 0 0 0 JAMES P BARROW 1.00 X 0 0 0 CHARLES L CALVERT 1.00 X 0 0 0 TRACI Y COOPER 1.00 X 0 0 0 THOMAS C DEAS JR 1.00 X 0 0 0 SHARON I EDEN 1.00 X 0 0 0 R KEITH ELLIOT 1.00 X 0 0 0 WILLIAM J HOLMES 0.50 1.00 X 0 0 0 BOYD B JONES 1.00 X 0 0 0 WILLIAM W JONES JR 1.00 X 0 0 0 STEVEN S JUK 1.00 1.00 X 0 0 0 MENDEL W RAST 1.00 X 0 0 0 CARL J SCHAPER 1.00 X 0 0 0 H BRONSON SMITH 1.00 X 0 0 0 A UMIT TAFTALI 0.50 X 0 0 0 SAMUEL VICKERS 1.00 X 0 0 0 SARAH A WOODEN 1.00 X 0 0 0 J ALLEN WRIGHT X 0 0 0 KIMBERLY H ELLIOTT 25.00 X 126618 0 38110 SUSAN B SMITH 30.00 X 109452 0 23707 566584 95186 4 false true true RUFFALO CODY INC POST OFFICE BOX 3018 CEDAR RAPIDS IA 524043010 CALL CENTER 607626 LIGHTFOOT FRANKLIN AND WHITE LLC 400 20TH STREET BIRMINGHAM AL 352033200 LEGAL SERVICES 222575 SODEXO INC SPIGNER HOUSE 2ND FLOOR COLUMBIA SC 29208 FOOD SERVICES 219747 FUND EVALUATION GROUP POST OFFICE BOX 71-5060 COLUMBUS OH 43217 INVESTMENT MGMT 184273 MIDLANDS AUTHORITY 1100 LINCOLN STREET COLUMBIA SC 29201 FOOD SERVICES 111121 5 339392 35023865 6166695 35363257 MUSICAL CONCERTS 711130 54818 54818 REGISTRATION FEES 611430 2975 2975 57793 5187931 5187931 40769270 28905639 11863631 11863631 11863631 241779 339392 391839 -150060 -150060 REIMBURSEMENT OF EXPENSES 200030 200030 ASSESSMENT FEES 12055 12055 284663 284663 496748 52819300 554541 16901502 9893601 9893601 495793 495793 665436 665436 113764 113764 53311 53311 91418 91418 19233 16193 3040 28341 3440 24901 650703 650703 729207 37181 692026 932446 791239 37284 103923 51734 49234 2500 801637 672667 87773 41197 126448 85619 19471 21358 245194 219475 14323 11396 788441 765806 383 22252 1160 907 253 57411 46170 9421 1820 1221256 1221256 1729 1729 178368 168992 8218 1158 FOOD SUPPLIES 978139 943294 6135 28710 DIST. TO BENEFICIARY 5076985 5076985 CONSTRUCTION & EQUIPMENT 7400219 7302808 96562 849 SALARY/WAGE REIMBURSEMENT 3085198 3085198 987838 921294 31958 34586 34675010 31301359 2452946 920705 5734473 4211106 2105405 2348936 22166808 33348830 2270734 3991423 129962 514307 2832171 112760 1564913 2719411 167514196 186809792 76718705 87081437 62021198 63914283 340226394 384939525 7933019 7320942 27858620 22312921 35791639 29633863 X 26290509 49136994 104649861 122712841 173494385 183455827 304434755 355305662 340226394 384939525 18144290 21033660 11692957 X false true X true false X 15711607 21468736 31937612 26611376 35363257 131092588 15711607 21468736 31937612 26611376 35363257 131092588 5037302 126055286 5101984 4059842 4194199 4978771 5187931 23522727 154615315 0.81530 0.72600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 177446490 8908520 -36821404 7586478 141947128 0.86000 0.14000 false false 2719411 2719411 112760 112760 2719411 87081437 ASSETS HELD IN TRUST BY OTHERS 63192348 ASSETS HELD IN TRUST BY FOUNDATION 721935 63914283 UNIVERSITY OF SOUTH CAROLINA 9419288 FUNDS HELD FOR OTHERS 6657707 USC BUSINESS PARTNERSHIP FOUNDATION 5000000 USC ALUMNI ASSOCIATION 1235926 22312921 85426821 21033660 11573861 32607521 52819300 52819300 34555914 -119096 -119096 34675010 34675010 INTENDED USES FOR ENDOWMENT FUNDS 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 FELLOWSHIPS 2) CHAIRS AND/OR PROFESSORSHIPS 3) GENERAL PROGRAM SUPPORT FOR VARIOUS UNIVERSITY DEPARTMENTS, COLLEGE, INSTITUTES, AND OFFICES REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XI, LINE 2D CHANGES IN PLEGDES RECEIVABLE 11,182,022 SPECIAL EVENTS 391,839 EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER SCHEDULE D, PAGE 4, PART XII, LINE 2D ANNUITY ADJUSTMENT -510,935 SPECIAL EVENTS 391,839 X X X X X X true RUFFALOCODY INC CALL CENTER MANEGMENT false 601359 587275 14084 GRENZEBACH GLIER ASSOCIATES CONSULTANT false 57503 -57503 ANNE MANNER MCLARTY CONSULTANT false 5925 -5925 601359 650703 14084 BALL 209825 162426 147966 29631 15983 1500 198637 GALA 86965 40551 47399 3261 10242 3200 4027 7 284381 136415 46414 475 7822 40768 14975 61318 581171 339392 241779 475 40714 66993 19675 263982 391839 -150060 PART I LINE 2B ROW 1 RUFFALOCODY INC THE FOUNDATION PAID RUFFALOCODY INC A TOTAL OF 601359 THIS CONSISTED OF 587275 FOR PROFESSIONAL FUNDRAISING SERVICES AND 14084 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 67050 THIS CONSISTED OF 57503 FOR PROFESSIONAL FUND RAISING SERVICES AND 9547 FOR FUNDRAISING EXPENSES FUND RAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICE PROVIDED BY GRENZEBACH GLIER ASSOCIATES PART I LINE 2B ROW 3 ANNE MANNERMCLARTY THE FOUNDATION PAID ANNE MANNERMCLARTY A TOTAL OF 6435 THIS CONSISTED OF 5925 FOR PROFESSIONAL FUND RAISING SERVICES AND 420 FOR FUND RAISING EXPENSES FUND RAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICES PROVIDED BY ANNE MANNERMCLARTY true SPARTANBURG REG HEALTHCARE SYS FND 101 EAST WOOD STREET SPARTANBURG SC 29303 570937166 501C3 10000 COST CANCER SCREENINGS THE FREE MEDICAL CLINIC INC 1875 HARDEN STREET COLUMBIA SC 29204 570779279 501C3 32000 COST MEDICAL CARE UNIVERSITY OF SOUTH CAROLINA 1027 BARNWELL STREET COLUMBIA SC 29208 576001153 501C3 8883095 546762 COST EQUIPMENT OPERATING - SCHOLARS SC HIGHER EDUCATION FOUNDATION 1122 LADY STREET SUITE 300 COLUMBIA SC 29201 571112286 501C3 25000 COST PROJECT SUPPORT NATIONAL MERIT SCHOLARSHIP CORP 1560 SHERMAN AVENUE SUITE 200 EVANSTON IL 602014897 362307745 501C3 62000 COST SCHOLARSHIPS ALSTON MIDDLE SCHOOL 500 BRYAN STREET SUMMERVILLE SC 29483 576001626 25000 COST PROJECT SUPPORT COLLEGE PARK MIDDLE SCHOOL 713 COLLEGE PARK ROAD LADSON SC 29456 576000313 25000 COST PROJECT SUPPORT ST GEORGE MIDDLE SCHOOL 600 MINUS STREET ST GEORGE SC 29477 570847060 25000 COST PROJECT SUPPORT WEST ASHLEY MIDDLE SCHOOL 1776 WILLIAM KINNERTY DRIVE CHARLESTON SC 29407 576000322 25000 COST PROJECT SUPPORT RODRICK SAMUELS DBA PROF BARBER INS 622 OLD TROLLEY ROAD SUITE 112 SUMMERVILLE SC 29485 204441331 10000 COST PROJECT SUPPORT 9 1 X X X X X false false false false false false false false false JEROME D ODOM 174910 174910 RUSSELL H MEEKINS 155604 33369 188973 KIMBERLY H ELLIOTT 126618 38110 164728 OTHER ADDITIONAL INFORMATION 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 188,973 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF 164,728 FROM USC. MRS. SMITH RECEIVED A TOTAL OF 133,159 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THSES COSTS. WENDI BRAZELL SEE SUPPLEMENT 10265 EMPLOYMENT false ADDITIONAL INFORMATION SCHEDULE L PART V WENDI BRAZELL IS A FAMILY MEMBER OF SUSAN B SMITH A CURRENT OFFICER OF THE BOARD X 28500 FMV X 5232195 FMV X 906000 FMV 7 false true false ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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. ENFORCEMENT OF CONFLICTS POLICY 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. COMPENSATION PROCESS FOR TOP OFFICIAL 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. GOVERNING DOCUMENTS DISCLOSURE EXPLANATION 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. RECONCILIATION OF CHANGES - OTHER FORM 990, PART XI, LINE 9 CHANGES IN PLEGDES RECEIVABLE 11,182,022 SPECIAL EVENTS 391,839 ANNUITY ADJUSTMENT 510,935 SPECIAL EVENTS -391,839 USC DEVELOPMENT FOUNDATION 1027 BARNWELL STREET COLUMBIA SC 29208 576026593 DEVELOPMNT SC 501C3 11C NA false CLARKE W MCCANTS JR CRUT 1600 HAMPTON STEET SUITE 814 COLUMBIA SC 29208 566558891 CHARITABLE SC N/A TRUST false CRT OF ELIZABETH TODD HECKEL 208 OSBORNE ADMINISTRATION BUILDING COLUMBIA SC 29208 206119185 CHARITBALE SC N/A TRUST false CRUT OF EDITH SCHWARTZ JOEL 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 586393718 CHARITABLE SC N/A TRUST false SCUSC - ANNE H DOBSON CRUT 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 586425662 CHARITABLE SC N/A TRUST false CRT OF THE PERRIN FAMILY 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 576185286 CHARITABLE SC N/A TRUST false CLARKE W MCCANTS JR CRUT 1600 HAMPTON STEET SUITE 814 COLUMBIA SC 29208 566558891 CHARITABLE SC N/A TRUST false CRT OF ELIZABETH TODD HECKEL 208 OSBORNE ADMINISTRATION BUILDING COLUMBIA SC 29208 206119185 CHARITBALE SC N/A TRUST false CRUT OF EDITH SCHWARTZ JOEL 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 586393718 CHARITABLE SC N/A TRUST false SCUSC - ANNE H DOBSON CRUT 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 586425662 CHARITABLE SC N/A TRUST false CRT OF THE PERRIN FAMILY 1600 HAMPTON STREET SUITE 814 COLUMBIA SC 29208 576185286 CHARITABLE SC N/A TRUST false false false false true false false false false false false false false false true true true true true true