LAMAR UNIVERSITY FOUNDATION INC: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: LAMAR UNIVERSITY FOUNDATION INC (EIN 23-7298265)
Tax period: 2013-09-01 to 2014-08-31
Filed: 2014-12-24
IRS object ID: 201443589349300709
Schema version: 2013v3.1
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule G
Schedule I
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-12-24T12:37:46-08:00	ReturnTs
Tax Period End	2014-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LAUREN G BROOKS & ASSOCIATES PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	390 PARK ST STE 900	AddressLine1
City	BEAUMONT	City
State	TX	State
ZIP Code	77701	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237298265	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Lamar University Foundation Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	LAMA	BusinessNameControlTxt
Phone	4098802117	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 11500	AddressLine1
City	Beaumont	City
State	TX	State
ZIP Code	77710	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JUAN ZABALA	PersonNm
Person Title	EXECUTIVE DIRECTOR	PersonTitleTxt
Phone	4098802117	PhoneNum
Signature	2014-12-18	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAUREN BROOKS	PreparerPersonNm
Phone	4098327413	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	JUAN ZABALA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 1150	AddressLine1
City	Beaumont	City
State	TX	State
ZIP Code	77710	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$43,293,596	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	http://advancement.lamar.edu/lamar-university-foundation	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1972	FormationYr
Legal Domicile State	TX	LegalDomicileStateCd
Activity Or Mission	The Foundation supports the development and promotion of Lamar University, its students, faculty and staff.	ActivityOrMissionDesc
Voting Members Governing Body	35	VotingMembersGoverningBodyCnt
Voting Members Independent	35	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	35	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$9,304,842	PYContributionsGrantsAmt
CY Contributions Grants	$3,719,372	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$3,407,526	PYInvestmentIncomeAmt
CY Investment Income	$12,286,418	CYInvestmentIncomeAmt
PY Other Revenue	$221,204	PYOtherRevenueAmt
CY Other Revenue	$195,651	CYOtherRevenueAmt
PY Total Revenue	$12,933,572	PYTotalRevenueAmt
CY Total Revenue	$16,201,441	CYTotalRevenueAmt
PY Grants And Similar Paid	$797,799	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$957,149	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$45,451	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$23,898	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$17,342	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$27,568	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$176,360	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,068,383	PYOtherExpensesAmt
CY Other Expenses	$1,854,621	CYOtherExpensesAmt
PY Total Expenses	$2,928,975	PYTotalExpensesAmt
CY Total Expenses	$2,863,236	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,004,597	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,338,205	CYRevenuesLessExpensesAmt
Total Assets BOY	$60,465,753	TotalAssetsBOYAmt
Total Assets EOY	$70,964,204	TotalAssetsEOYAmt
Total Liabilities BOY	$2,898	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$60,462,855	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$70,964,204	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	The Lamar University Foundation supports and enhances Lamar University by	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$890,197	ExpenseAmt
Grant	$890,197	GrantAmt
Desc	SCHOLARSHIPS PROVIDED TO LAMAR UNIVERSITY STUDENTS AS SPECIFIED BY DONOR RESTRICTIONS	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$259,594	ExpenseAmt
Grant	$6,242	GrantAmt
Desc	SUPPORT PROVIDED TO LAMAR UNIVERSITY FACULTY AS SPECIFIED BY DONOR RESTRICTIONS	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$128,640	ExpenseAmt
Desc	OTHER SUPPORT PROVIDED TO LAMAR UNIVERSITY STUDENTS AND STUDENT ORGANIZATIONS AS SPECIFIED BY DONOR RESTRICTIONS	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$654,239	ExpenseAmt
Desc	Other support provide to Lamar University programs as specified by donor restrictions	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$654,239	TotalOtherProgSrvcExpenseAmt
Total Program Service Expenses	$1,932,670	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	false	TransactionWithControlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	38	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	35	GoverningBodyVotingMembersCnt
Independent Voting Member	35	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JUAN ZABALA	PersonNm
Phone	4098802117	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 11500	AddressLine1
City	Beaumont	City
State	TX	State
ZIP Code	77710	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
BARRY DAVIS
Director	1.00	Yes (X)	$0	$0	$0
CARL ROTH
Director	1.00	Yes (X)	$0	$0	$0
CHARLES MASON JR
Committee Chair	3.00	Yes (X)	$0	$0	$0
DON LYLE
Vice President	3.00	Yes (X)	$0	$0	$0	Yes (X)
EDWARD HURWITZ
Director	1.00	Yes (X)	$0	$0	$0
ELIZABETH ALEXANDER
Director	1.00	Yes (X)	$0	$0	$0
GRADY CRAWFORD
Director	1.00	Yes (X)	$0	$0	$0
HENRY STRAIT
Director	1.00	Yes (X)	$0	$0	$0
JIMMY BOOKER
Director	1.00	Yes (X)	$0	$0	$0
JORDAN W REESE III
Director	1.00	Yes (X)	$0	$0	$0
JOE WILLIAMS
Director	1.00	Yes (X)	$0	$0	$0
JOSEPH DOMINO
President	5.00	Yes (X)	$0	$0	$0	Yes (X)
MICHAEL ALDREDGE
Director	1.00	Yes (X)	$0	$0	$0
MICHELE SMITH
Committee Chair	3.00	Yes (X)	$0	$0	$0
KEVIN ROY
Director	1	Yes (X)
MARK EDDINGSTON
Treasurer	3	Yes (X)				Yes (X)
MARSHA HOFFER
Past President	3	Yes (X)				Yes (X)
NELL MCCALLUM MORRIS
Director	1	Yes (X)
PAIGE WINDHAM
Director	1	Yes (X)
PHILLIP DRAYER
Director	1	Yes (X)
RICHARD PRICE
Director	1	Yes (X)
ROBERT JONES
Director	1	Yes (X)
ROY STEINHAGEN
Committee Chair	3	Yes (X)
SINA NEJAD
Director	1	Yes (X)
TAMERLA CHAVIS
Director	1	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$12,602	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$95,870	TotReportableCompRltdOrgAmt
Total Other Compensation	$40,024	TotalOtherCompensationAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
All Other Contributions	$3,719,372	AllOtherContributionsAmt
Noncash Contributions	$1,477,211	NoncashContributionsAmt
Total Contributions	$3,719,372	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,159,128	TotalRevenueColumnAmt
Exclusion	$1,159,128	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$155,404	TotalRevenueColumnAmt
Exclusion	$155,404	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$38,219,445	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$27,092,155	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$11,127,290	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,127,290	TotalRevenueColumnAmt
Exclusion	$11,127,290	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	ExclusionExclusionAmt
Change in value of oil & gas override	900099	$20,574	$20,574
Increase in cash value of life insurance	900099	$2,653	$2,653
Miscellaneous	900099	$17,020	$17,020

Field	Value	IRS element (for citing)
Other Revenue Total	$40,247	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,201,441	TotalRevenueColumnAmt
Exclusion	$12,482,069	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$60,710	TotalAmt
Program Services	$60,710	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$896,439	TotalAmt
Program Services	$896,439	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$23,898	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$11,949	ManagementAndGeneralAmt
Fundraising	$11,949	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,752	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$4,752	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$34,610	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$34,610	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$27,568	TotalAmt
Fundraising	$27,568	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$447,795	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$447,795	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$21,636	TotalAmt
Program Services	$21,636	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,681	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$5,529	ManagementAndGeneralAmt
Fundraising	$4,152	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$46,942	TotalAmt
Program Services	$36,338	ProgramServicesAmt
Management And General	$5,104	ManagementAndGeneralAmt
Fundraising	$5,500	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$22,800	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$22,800	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$42,271	TotalAmt
Program Services	$41,260	ProgramServicesAmt
Management And General	$662	ManagementAndGeneralAmt
Fundraising	$349	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$274,967	TotalAmt
Program Services	$190,529	ProgramServicesAmt
Management And General	$13,414	ManagementAndGeneralAmt
Fundraising	$71,024	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$3,390	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$3,130	ManagementAndGeneralAmt
Fundraising	$260	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$3,827	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$3,827	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Donor relations	$18,857	$0	$2,521	$16,336
Equipment & supplies	$284,955	$284,955	$0	$0
Personnel	$380,991	$180,382	$161,682	$38,927
General operational support	$102,128	$102,128	$0	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$155,019	TotalAmt
Program Services	$118,293	ProgramServicesAmt
Management And General	$36,431	ManagementAndGeneralAmt
Fundraising	$295	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,863,236	TotalAmt
Program Services	$1,932,670	ProgramServicesAmt
Management And General	$754,206	ManagementAndGeneralAmt
Fundraising	$176,360	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$227,198	BOYAmt
EOY	$225,219	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$1,683,488	BOYAmt
EOY	$4,252,038	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$241,375	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$15,683	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$241,827	BOYAmt
EOY	$225,692	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$57,755,022	BOYAmt
EOY	$65,700,384	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$558,218	BOYAmt
EOY	$560,871	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$60,465,753	BOYAmt
EOY	$70,964,204	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,898	BOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,898	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,208,753	BOYAmt
EOY	$2,719,069	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$18,302,827	BOYAmt
EOY	$25,793,209	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$39,951,275	BOYAmt
EOY	$42,451,926	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$60,462,855	BOYAmt
EOY	$70,964,204	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$60,465,753	BOYAmt
EOY	$70,964,204	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$13,338,205	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$2,863,283	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$26,427	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$3,243,485	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,005,230	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,670,890	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,304,842	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,719,372	CurrentTaxYearAmt
Total	$23,943,819	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,243,485	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,005,230	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,670,890	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$9,304,842	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,719,372	CurrentTaxYearAmt
Total	$23,943,819	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,241,453	SubstantialContributorsTotAmt
Public Support Total170	$18,702,366	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$656,125	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$754,987	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$874,127	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$991,231	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,314,532	CurrentTaxYearAmt
Total	$4,591,002	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$28,534,821	TotalSupportAmt
Public Support CY170	0.65540	PublicSupportCY170Pct
Public Support PY170	0.65060	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509	$0	PublicSupportTotal509Amt
Public Support CY509	0	PublicSupportCY509Pct
Investment Income CY	0	InvestmentIncomeCYPct

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

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$59,281,285	BeginningYearBalanceAmt
Contributions	$3,816,800	ContributionsAmt
Investment Earnings Or Losses	$9,054,926	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,933,375	GrantsOrScholarshipsAmt
Administrative Expenses	$1,070,865	AdministrativeExpensesAmt
End Year Balance	$69,148,771	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$46,626,904	BeginningYearBalanceAmt
Contributions	$10,098,788	ContributionsAmt
Investment Earnings Or Losses	$5,610,800	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,138,951	GrantsOrScholarshipsAmt
Administrative Expenses	$916,256	AdministrativeExpensesAmt
End Year Balance	$59,281,285	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$40,268,618	BeginningYearBalanceAmt
Contributions	$4,725,097	ContributionsAmt
Investment Earnings Or Losses	$4,505,150	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,145,619	GrantsOrScholarshipsAmt
Administrative Expenses	$726,342	AdministrativeExpensesAmt
End Year Balance	$46,626,904	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,240,046	BeginningYearBalanceAmt
Contributions	$4,219,504	ContributionsAmt
Investment Earnings Or Losses	$4,854,188	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,369,832	GrantsOrScholarshipsAmt
Administrative Expenses	$675,288	AdministrativeExpensesAmt
End Year Balance	$40,268,618	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$31,065,491	BeginningYearBalanceAmt
Contributions	$3,926,980	ContributionsAmt
Investment Earnings Or Losses	$1,914,823	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$3,108,949	GrantsOrScholarshipsAmt
Administrative Expenses	$558,299	AdministrativeExpensesAmt
End Year Balance	$33,240,046	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.03350	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.92200	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.04450	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	$219,340	InvestmentCostOrOtherBasisAmt
Book Value	$219,340	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$22,035	OtherCostOrOtherBasisAmt
Depreciation	$15,683	DepreciationAmt
Book Value	$6,352	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$225,692	TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Refundable advances	Desc

Field	Value	IRS element (for citing)
Total Rev Etc Audited Fincl Stmt	$12,892,617	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$2,863,283	NetUnrealizedGainsInvstAmt
Other Revenue	$26,427	OtherRevenueAmt
Revenue Not Reported	-$2,836,856	RevenueNotReportedAmt
Revenue Subtotal	$15,729,473	RevenueSubtotalAmt
Investment Expenses Not Incld	$471,968	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$471,968	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$16,201,441	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,391,268	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$2,391,268	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$471,968	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$471,968	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,863,236	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt V Line 4	Earnings from the endowment funds support scholarships, faculty and programs at Lamar University as specified by donor restrictions.
Pt XI Line 2d	Excess of fair market value of noncash grant to Lamar Univestiy over basis.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Mainspring Media Communications Inc	BusinessNameLine1

Field	Value	IRS element (for citing)
Activity	Annual Fund	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$155,279	GrossReceiptsAmt
Retained By Contractor	$27,568	RetainedByContractorAmt
Net To Organization	$127,711	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$155,279	TotalGrossReceiptsAmt
Total Retained By Contractors	$27,568	TotalRetainedByContractorsAmt
Total Net To Organization	$127,711	TotalNetToOrganizationAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Recipient EINRecipientEIN	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
Lamar University
P O Box 10009	Beaumont	TX	77710	746000298	$271,375	Faculty support
Lamar University
P O Box 10009	Beaumont	TX	77710	746000298	$283,135	Facility & equipment
Lamar University
P O Box 10009	Beaumont	TX	77710	746000298	$273,485	Other
Lamar University
P O Box 10009	Beaumont	TX	77701	746000298		Other	$60,710	Tax Appraisal	Real Estate

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	Scholarship	GrantTypeTxt
Recipient	495	RecipientCnt
Cash Grant	$747,103	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt I Line 2	Assistance is provided to Lamar University in accordance with restrictions
Pt I Line 2	and criteria established by various donors. Reimbursements to Lamar University
Pt I Line 2	require supporting documentation for the expenditure to be reimbursed.
Part III	Scholarship recipients are selected by the University scholarship committee
Part III	in accordance with criteria established by the donor. The Foundation monitors compliance
Part III	with donor specified criteria by reviewing the qualifications of a random
Part III	sample of recipients each year.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	30	ContributionCnt
Noncash Contributions Rpt F990	$1,477,211	NoncashContributionsRptF990Amt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Pt VI, Line 19	The Lamar University Foundation makes governing documents,
Pt VI, Line 19	conflict of interest policy, and financial statements
Pt VI, Line 19	available upon request after approval from the Executive
Pt VI, Line 19	Committee.
Pt VI, Line 11b	The Foundation's form 990 is reviewed and approved by the
Pt VI, Line 11b	Audit Committee prior to filing.
Pt VI, Line 12c	All Board members and employees must read and sign the conflict of
Pt VI, Line 12c	interest statement each year and disclose any conflicts. Board
Pt VI, Line 12c	members and employees are also required to report conflicts
Pt VI, Line 12c	throughout the year as they arise.
Pt VI, Line 15a	The Lamar University Foundation uses the Lamar University salary
Pt VI, Line 15a	system. Lamar University is a state-supported university
Pt VI, Line 15a	that sets and compares its compensation levels to other
Pt VI, Line 15a	universities of similar size and mission.
Pt VI, Line 15b	The Lamar University Foundation uses the Lamar University salary
Pt VI, Line 15b	system. Lamar University is a state-supported university
Pt VI, Line 15b	that sets and compares its compensation levels to other
Pt VI, Line 15b	universities of similar size and mission.
Pt XI	Line 5, Other Changes in Net Assets: Unrealized gain on investments
Form 990, Part III, Line 4d	OTHER SUPPORT PROVIDE TO LAMAR UNIVERSITY PROGRAMS AS 654239. 0. 0.
Form 990, Part IX, Line 24f	AWARDS 13521. 13521. 0. 0. DUES AND SUBSCRIPTIONS 815. 0. 815. 0. TAXES 24173. 0. 24173. 0. OTHER 116510. 104772. 11443. 295.