2014-11-14T13:27:55-08:00 2013-12-31 Hahn & Oldham PC 100 E Kleberg Ave Suite 200 Kingsville TX 78363 990 2013-01-01 237166534 Texas A&M University - Kingsville Foundation Inc TEXA 3615932208 P O Box 2202 Station 1 Kingsville TX 78363 Leonard A Bedell Treasurer 2014-11-14 true Mary Ann Oldham P00116937 3615954211 2013 2015-11-30 17:44:51Z 32052750 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. 16 16 0 90184 222527 5952026 3233251 0 3746202 2448964 123247 135061 9821475 5817276 2122509 1679555 0 4616 185602 0 25319 578942 530878 2706067 2396035 7115408 3421241 49886291 60679742 687170 201179 49199121 60478563 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 1872823 1679555 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. 1872823 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 false false false false false false 1 false false false false false false false false false false X 16 16 false false false false false false false true true false false true true true true true true true false false X Office Staff 3615932208 825 W S Gertrudis Seale Hall 203 Kingsville TX 78363 Mrs Maria Crowley Director 1.00 0.00 X 0 0 0 Mr Al Gonzalez 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 Mrs Joyce Bynum-Resigned 913 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 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 Barbara Caganich Executive Dir. 40.00 0.00 X 138985 0 14987 138985 14987 1 false true false Stephens Inc 100 Congress Ave Suite 750 Austin TX 78701 Investment Managemen 237940 1 3233251 566630 3233251 0 440167 440167 0 33250 33250 0 28102912 141359 26235474 1867438 141359 2008797 1918613 90184 0 0 0 Life Insurance Proceeds 100000 100000 Securities Litigation 201 201 USDA-Dept of Agriculture 1610 1610 101811 5817276 1918613 90184 575228 1676055 1676055 3500 3500 0 0 153972 10731 137876 5365 0 18419 6262 10131 2026 1226 417 674 135 711 242 391 78 11274 1466 9160 648 0 0 98808 64225 23714 10869 0 0 242476 242476 101355 86577 14778 388 388 10591 3412 6222 957 0 0 6630 4310 1591 729 9800 9280 520 0 14565 14565 3479 3479 0 1115 1115 18337 10950 7387 UBTI Tax 70035 70035 Director Moving Expense Reimb 11053 11053 Foreign Tax W/H on Dividends 10599 10599 Director Relocation Expense 5000 5000 -73353 -79437 2092 3992 2396035 1872823 497893 25319 759299 697185 3717428 3904577 2384688 1899815 33833 34732 0 0 0 0 8165 242711 16786 220885 225925 35795982 41277698 0 0 0 6974176 12631645 49886291 60679742 21500 56867 633168 144312 32502 687170 201179 X 6706936 9965387 5378841 11748370 37113344 38764806 49199121 60478563 49886291 60679742 3421241 7858201 X false true X true false X X X false false false Texas A&M University - Kingsville 746001530 University true true true 1675030 1 1675030 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42851986 2859831 152118 45863935 34369329 4993418 3489239 42851986 32823177 946041 610336 10225 34369329 27859917 623083 4340177 32823177 26808587 1059123 -12793 -5000 27859917 0.15480 0.84520 false false false 223909 223909 18802 16786 2016 225925 Eagle Income Appreciation Partners LP 10391848 Majesty II--QP, LP 2239797 12631645 X 13661526 7858201 8 7858209 5803317 13959 13959 5817276 2382079 3 3 2382076 13959 13959 2396035 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 (2010 through 2013), 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 2d: Other revenue amounts included in F/S but not included on form 990 Rounding $8 Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $10599 Add Back Foreign Tax on Partnership Invs $1983 Add Back Royalty Tax Netted Against Inc $1298 Add Back Misc Investment Fee $79 Partnership K-1 Net Loss - Not Included $0 Expense Included as Capital Loss $0 Part XII, Line 2d: Other expenses and losses per audited F/S Rounding $3 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $10599 Add Back Foreign Tax on Partnership Invs $1983 Add Back Royalty Tax Netted Against Inc $1298 Add Back Misc Investment Fee $79 Expense Included in Income $0 true Texas A&M University Kingsvil 700 University Avenue Kingsville TX 78363 746001530 51015 0 Miscellaneous Support Texas A&M University Kingsville 700 University Avenue MSC 101 Kingsville TX 78363 746001530 37155 0 President's Support Texas A&M University Kingsville 700 University Avenue MSC 117 Kingsville TX 78363 746001530 72750 0 Arts & Sciences Support & Sch Texas A&M University Kingsville 700 University Avenue MSC 134 Kingsville TX 78363 746001530 40380 0 Hall of Natural History Texas A&M University Kingsville 700 University Avenue MSC 156 Kingsville TX 78363 746001530 26870 0 Agriculture & Human Sciences Texas A&M University Kingsville 700 University Avenue MSC 182 Kingsville TX 78363 746001530 67200 0 College of Bus Supp & Sch Texas A&M University Kingsville 700 University Avenue MSC 188 Kingsville TX 78363 746001530 287933 0 Engineering Sch & Support Texas A&M University Kingsville 700 University Avenue MSC 195 Kingsville TX 78364 746001530 10500 0 College of Ed Scholarships Texas A&M University Kingsville 700 University Avenue MSC 202 Kingsville TX 78363 746001530 83710 0 Athletic Department Texas A&M University Kingsville 700 University Avenue MSC 218 Kingsville TX 78363 746001530 39900 0 Scholarship Support Texas A&M University Kingsville 700 University Avenue MSC 218 Kingsville TX 78363 746001530 956551 0 Caes Kleberg Wildlife Res Inst 11 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 Executive Dir. 138985 8980 6007 153972 X 4 550630 X Pledge to Give 1 5000 Present Value X Pledge to Give 1 4000 Present Value X Pledge to Give 1 5000 Present Value X Pledge to Give 1 2000 Present Value FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process The treasurer and the audit committee reviewed the 2013 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 15a: Compensation Review & Approval Process - CEO, Top Management 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.