BOISE STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BOISE STATE UNIVERSITY FOUNDATION INC (EIN 82-6010706)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201300399349301240
- Schema version
- 2011v1.2
- 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 F
- Schedule G
- Schedule I
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-08T16:16:22-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 450250958 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 877 W MAIN ST STE 800 | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83702 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 826010706 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOISE STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BOIS | NameControl |
| Phone | 2084263276 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83706 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRIS ANTON | Name |
| Title | CHIEF OPERATING OFFICER | Title |
| Phone | 2084263276 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEANN M SANNES | Name |
| PTIN | P01258277 | PTIN |
| Phone | 2083447150 | Phone |
| Date Prepared | 2013-02-07 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRIS ANTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83706 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 201717185 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BOISESTATEFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1964 | YearFormation |
| State Legal Domicile | ID | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE FUNDS AND SUPPORT FOR BOISE STATE UNIVERSITY'S ACADEMIC PROGRAMS, PRUDENTLY MANAGE ALL PRIVATE FUNDS DONATED TO THE UNIVERSITY AND ACT AS AN ENVOY AND LINK BETWEEN THE UNIVERSITY AND ITS CONSTITUENCIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 45 | TotalNbrVolunteers |
| Total Gross UBI | 807 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 22211446 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 30763735 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2550158 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2783738 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3566313 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2851056 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 680818 | OtherRevenuePriorYear |
| Other Revenue Current Year | 261443 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 29008735 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36659972 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18060847 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 27649598 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1318241 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1534300 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 81083 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 8404 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1760129 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2168109 | OtherExpensePriorYear |
| Other Expenses Current Year | 2642797 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 21628280 | TotalExpensesPriorYear |
| Total Expenses Current Year | 31835099 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7380455 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4824873 | RevenuesLessExpensesCY |
| Total Assets BOY | 155921836 | TotalAssetsBOY |
| Total Assets EOY | 160693870 | TotalAssetsEOY |
| Total Liabilities BOY | 13027642 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15816908 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 142894194 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 144876962 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE BOISE STATE UNIVERSITY FOUNDATION INSPIRES, GENERATES, AND PRUDENTLY MANAGES PRIVATE SUPPORT FOR BOISE STATE UNIVERSITY, A METROPOLITAN RESEARCH UNIVERSITY OF DISTINCTION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3682459 | Expense |
| Grants | 3682459 | Grants |
| Description | DISTRIBUTION OF SCHOLARSHIPS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 25013319 | Expense |
| Grants | 23967139 | Grants |
| Revenue | 3038018 | Revenue |
| Description | GENERAL SUPPORT FOR BOISE STATE UNIVERSITY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 28695778 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY VAN VACTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2084262346 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2225 UNIVERSITY DRIVE | AddressLine1 |
| City | BOISE | City |
| State | ID | State |
| ZIP Code | 83706 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CANDICE D ALLPHIN | ||||||
| CHAIR & DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| JOY M KEALEY | ||||||
| VICE-CHAIR & DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| LINDA YANKE | ||||||
| SECRETARY & DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| JASON M CORONADO | ||||||
| TREASURER & DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| AJ BALUKOFF SR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| S HATCH BARRETT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM M BELTIA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CLINT R BOLINDER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUZI BOYLE-HUMMEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GREGORY P BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CHERIE BUCKNER-WEBB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY W CASEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MIKE CAVEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TOM DIXON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ALLEN D DYKMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD G FEDRIZZI | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS B FITZPATRICK | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GARY L FLETCHER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN R GALE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM C GLYNN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ERNEST A HOIDAL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE S ILIFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SONDRA JUETTEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES KISSLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEAN KLEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK W LLITERAS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT MAYNARD | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROYANNE F MINSKOFF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICHARD J NAVARRO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARVEY L NEEF | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NEIL W NELSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA OLSSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROB R PEREZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DEBRA K RIEDEL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK J RIVERS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRANDY N STEMMLER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DUANE H STUECKLE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID J TERRELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RONALD VAN AUKER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| LARRY D WILLIAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN A KEMPTON | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 115003 | 0 | 31569 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 115003 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 31569 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Membership Dues | 3811749 | MembershipDues |
| All Other Contributions | 26951986 | AllOtherContributions |
| Noncash Contributions | 1090418 | NoncashContributions |
| Total Contributions | 30763735 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS INCOME | 611710 | 1399571 | 1398764 | 807 |
| STADIUM SUITES | 900099 | 1384167 | 1384167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2783738 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3262082 | TotalRevenueColumn |
| Exclusion | $3,262,082 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193575 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 193575 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 193575 | TotalRevenueColumn |
| Related Or Exempt Function Income | 193575 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 164622881 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 165033907 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -411026 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -411026 | TotalRevenueColumn |
| Exclusion | -$411,026 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 91174 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 23306 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67868 | TotalRevenueColumn |
| Exclusion | $67,868 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36659972 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2976506 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 807 | UnrelatedBusinessRevenue |
| Exclusion | $2,918,924 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23967139 | Total |
| Program Services | 23967139 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3682459 | Total |
| Program Services | 3682459 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146713 | Total |
| Management And General | 132042 | ManagementAndGeneral |
| Fundraising | 14671 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1097551 | Total |
| Management And General | 324952 | ManagementAndGeneral |
| Fundraising | 772599 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110672 | Total |
| Management And General | 44756 | ManagementAndGeneral |
| Fundraising | 65916 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96685 | Total |
| Management And General | 29354 | ManagementAndGeneral |
| Fundraising | 67331 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82679 | Total |
| Management And General | 31304 | ManagementAndGeneral |
| Fundraising | 51375 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28453 | Total |
| Program Services | 2560 | ProgramServices |
| Management And General | 25893 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31000 | Total |
| Management And General | 31000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8404 | Total |
| Fundraising | 8404 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482869 | Total |
| Program Services | 293317 | ProgramServices |
| Management And General | 189552 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317225 | Total |
| Program Services | 104677 | ProgramServices |
| Management And General | 3791 | ManagementAndGeneral |
| Fundraising | 208757 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54852 | Total |
| Management And General | 72 | ManagementAndGeneral |
| Fundraising | 54780 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11228 | Total |
| Program Services | 170 | ProgramServices |
| Management And General | 8654 | ManagementAndGeneral |
| Fundraising | 2404 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131574 | Total |
| Management And General | 69074 | ManagementAndGeneral |
| Fundraising | 62500 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34385 | Total |
| Management And General | 34385 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13519 | Total |
| Program Services | 3098 | ProgramServices |
| Management And General | 4272 | ManagementAndGeneral |
| Fundraising | 6149 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63815 | Total |
| Program Services | 6389 | ProgramServices |
| Fundraising | 57426 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 276910 | Total |
| Management And General | 276910 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140165 | Total |
| Management And General | 140165 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8038 | Total |
| Program Services | 1086 | ProgramServices |
| Management And General | 6952 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| UBI TAX EXPENSE | 1787 | 1787 | ||
| UNCOLLECTABLE PLEDGE EX | 610016 | 610016 | ||
| MISCELLANEOUS | 416425 | 3741 | 24867 | 387817 |
| DUES, SUBSCRIPTIONS & O | 16081 | 16081 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4455 | Total |
| Management And General | 4455 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31835099 | Total |
| Program Services | 28695778 | ProgramServices |
| Management And General | 1379192 | ManagementAndGeneral |
| Fundraising | 1760129 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2354799 | BOY |
| EOY | 959062 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3869974 | BOY |
| EOY | 3476092 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17737934 | BOY |
| EOY | 22028914 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 24316 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1310 | BOY |
| EOY | 40664 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10253669 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 440833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9927836 | BOY |
| EOY | 9812836 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93914323 | BOY |
| EOY | 98647597 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14805809 | BOY |
| EOY | 14695977 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13309851 | BOY |
| EOY | 11008412 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155921836 | BOY |
| EOY | 160693870 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 238697 | BOY |
| EOY | 1554641 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3589179 | BOY |
| EOY | 4260659 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6593000 | BOY |
| EOY | 7298000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2606766 | BOY |
| EOY | 2703608 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13027642 | BOY |
| EOY | 15816908 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8327919 | BOY |
| EOY | 8511972 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71428605 | BOY |
| EOY | 71301186 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63137670 | BOY |
| EOY | 65063804 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142894194 | BOY |
| EOY | 144876962 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155921836 | BOY |
| EOY | 160693870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4824873 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2842105 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29350031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39206341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19208409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22211446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30702223 | CurrentTaxYear |
| Total | 140678450 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29350031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39206341 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19208409 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22211446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 30702223 | CurrentTaxYear |
| Total | 140678450 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 37628544 | AmountsSubstContributorsTotal |
| Public Support Total170 | 103049906 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2759953 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2695636 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2586726 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3331829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3455657 | CurrentTaxYear |
| Total | 14829801 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 9769 | CurrentTaxYearMinus1Year |
| Current Tax Year | 807 | CurrentTaxYear |
| Total | 10576 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 155518827 | TotalSupport |
| Gross Receipts From Admissions Etc | 12386803 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66260 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.64080 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78473526 | BeginningOfYearBalance |
| Contributions | 1926134 | Contributions |
| Investment Earnings Or Losses | -798198 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 2096308 | GrantsOrScholarships |
| Other Expenditures | 340780 | OtherExpenditures |
| Administrative Expenses | 1198360 | AdministrativeExpenses |
| End Of Year Balance | 75966014 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65859180 | BeginningOfYearBalance |
| Contributions | 1615929 | Contributions |
| Investment Earnings Or Losses | 14449876 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1628250 | GrantsOrScholarships |
| Other Expenditures | 655776 | OtherExpenditures |
| Administrative Expenses | 1167433 | AdministrativeExpenses |
| End Of Year Balance | 78473526 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58050457 | BeginningOfYearBalance |
| Contributions | 2674332 | Contributions |
| Investment Earnings Or Losses | 6919486 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 705103 | GrantsOrScholarships |
| Other Expenditures | 249091 | OtherExpenditures |
| Administrative Expenses | 830901 | AdministrativeExpenses |
| End Of Year Balance | 65859180 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 63431274 | BeginningOfYearBalance |
| Contributions | 16446155 | Contributions |
| Investment Earnings Or Losses | -19420583 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1539763 | GrantsOrScholarships |
| Other Expenditures | 214176 | OtherExpenditures |
| Administrative Expenses | 652450 | AdministrativeExpenses |
| End Of Year Balance | 58050457 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.05760 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85650 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5653669 | InvestmentCostOrOtherBasis |
| Book Value | 5653669 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 4600000 | InvestmentCostOrOtherBasis |
| Depreciation | 440833 | Depreciation |
| Book Value | 4159167 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 9812836 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY FUND INVESTMENTS | 2665937 | F |
| REAL ESTATE AND SPECIALTY ASSETS | 5737488 | F |
| SILVER CREEK LOW VOL STRATEGIES | 2051378 | F |
| PINEHURST INSTITUTIONAL LTD | 3714679 | F |
| INVESTMENT IN DEER POINT TOWER VENTURE LLC | 526495 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14695977 | TotalOfBookValueSecurities |
Other Assets OtherAssets (7 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 2793868 |
| OTHER ASSETS | 176542 |
| NONCURRENT RESTRICTED CASH AND CASH EQUIVALENTS | 4869800 |
| NET INVESTMENT IN LEASE - TECHNOLOGY BUILDING | 1921725 |
| INTEREST RECEIVABLE | 372512 |
| FUNDS HELD BY TRUSTEE | 568713 |
| INSURANCE ANNUITIES | 305252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 11008412 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD IN CUSTODY FOR OTHERS | $636,016 |
| INTEREST PAYABLE | $36,698 |
| PAYABLE TO TRUST BENEFICIARY | $253,864 |
| LIABILITY FOR SPLIT INTEREST TRUSTS | $1,777,030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2703608 | TotalOfAmounts |
| Total Revenue | 36659972 | TotalRevenue |
| Total Expenses | 31835099 | TotalExpenses |
| Excess Or Deficit For Year | 4824873 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2700393 | NetUnrealizedGLOnInvestments |
| Other | -$141,712 | OtherAmount |
| Total Adjustments | -2842105 | TotalAdjustments |
| Excess Or Deficit Per FS | 1982768 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 33853356 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2700393 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 12183 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -141712 | OtherRevenues |
| Revenue Not Rptd F990 | -2829922 | RevenueNotRptdF990 |
| Revenue Subtotal | 36683278 | RevenueSubtotal |
| Other Revenues Not Included | -23306 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -23306 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36659972 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 31870588 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 12183 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 23306 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 35489 | ExpensesNotRptdF990 |
| Expenses Subtotal | 31835099 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 31835099 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENT OF THE ENDOWMENT FUNDS IS TO BE MAINTAINED PERMANENTLY TO BE INVESTED WITH THE PURPOSE OF PROVIDING DISTRIBUTIONS THAT WILL BE USED TO PROVIDE SCHOLARSHIP AND OPERATING FUNDS FOR THE UNIVERSITY AND THE FOUNDATION (QUASI-ENDOWMENT). |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION ADOPTED THE PROVISIONS OF FASB ASC TOPIC 740 (PREVIOUSLY FINANCIAL INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES), ON JANUARY 1, 2009. THE IMPLEMENTATION OF THIS STANDARD HAD NO IMPACT ON THE FINANCIAL STATEMENTS. AS OF BOTH THE DATE OF ADOPTION, AND AS OF JUNE 30, 2012, THE UNRECOGNIZED TAX BENEFIT ACCRUAL WAS ZERO. THE FOUNDATION WILL ACCRUE ANY UNRECOGNIZED TAX BENEFITS, UNRECOGNIZED TAX EXPENSES OR PENALTIES IF ANY SUCH ITEMS SHOULD BE INCURRED. THE FOUNDATION IS NO LONGER SUBJECT TO FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST TRUSTS -141,712. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST TRUSTS -141,712. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -23,306. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 23,306. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | GRANT TO FUND AN ACADEMIC CONFERENCE | SpecificServicesProvided |
| Total Expenditures | 40000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 40000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 40000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | Region |
| Purpose Of Grant | FUNDING OF CONFERENCE - MAXENT 2012: INTERNATIONAL WORKSHOP ON BAYESIAN INFERENCE AND MAXIMUM ENTROPY METHODS IN SCIENCE AND ENGINEERING. | PurposeOfGrant |
| Amount Of Cash Grant | 40000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursement |
| Method Of Valuation | BOOK | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: THE ORGANIZATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS/ASSISTANCE AND THE USE OF THOSE FUNDS OUTSIDE OF THE UNITED STATES. ALL FUNDS USE IS MONITORED THROUGH THE CHECK REQUEST PROCESS THAT IS REQUIRED BEFORE FUNDS ARE TRANSFERRED BY THE ORGANIZATION. THE CHECK REQUEST PROCESS ENSURES THAT ALL FUND DISTRIBUTIONS ARE ACCOMPANIED BY AUTHORIED SIGNATURES AND PROPER DOCUMENTATION. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | BRONCO DAIRY BOOSTERS | NameOfEvent1 |
| Gross Receipts Event1 | 59685 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 59685 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 100 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 5978 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 723 | OtherDirectExpensesEvent1 |
| Name Of Event2 | URRESTI GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 26855 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 26855 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 4567 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 5912 | RentFacilityCostsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 4634 | GrossReceiptsOtherEvents |
| Gross Revenue Other Events | 4634 | GrossRevenueOtherEvents |
| Other Direct Expenses Other Events | 6026 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 91174 | GrossReceiptsTotal |
| Gross Revenue Total Events | 91174 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4567 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 6012 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5978 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 6749 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 23306 | DirectExpenseSummaryEvents |
| Net Income Summary | 67868 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BOISE STATE UNIVERSITY | |||||||
| 1910 UNIVERSITY DR | BOISE | ID | 83725 | 820290701 | OTHER EXEMPT ENTITY | 22364902 | SUPPORT OF ACADEMIC, ATHLETIC AND ADMINISTRATIVE DEPARTMENTS. |
| THE COLLEGE OF WESTERN IDAHO FOUNDATION INC | |||||||
| 6056 BIRCH LANE SUITE 200 | NAMPA | ID | 83687 | 271159705 | 501(C)(3) | 1602237 | SUPPORT OF ACADEMIC, ATHLETIC AND ADMINISTRATIVE DEPARTMENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS | TypeOfGrant |
| Number Of Recipients | 1072 | NumberOfRecipients |
| Amount Of Cash Grant | 3682459 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE FOLLOWING PROCEDURES ARE FOLLOWED FOR ALL PHILANTHROPIC GRANT AWARDS RECEIVED BY THE FOUNDATION UNLESS AN EXCEPTION IS GRANTED BY THE EXECUTIVE DIRECTOR. GOVERNMENTAL AND OTHER NON-PHILANTHROPIC GRANTS TO THE UNIVERSITY ARE ADMINISTERED BY THE OFFICE OF SPONSORED PROGRAMS INSTEAD OF THE FOUNDATION. TWO OUTSIDE ORGANIZATIONS, THE UNIVERSITY OF IDAHO AND THE IDAHO ASSOCIATION OF BILINGUAL EDUCATION, WORK WITH THE FOUNDATION WITH REGARD TO ANNUAL AWARDS AND THE FOUNDATION TRANSFERS FUNDS DIRECTLY TO THE UNIVERSITY FINANCIAL AID OFFICE. 1. GRANT PROPOSALS FOR AWARDS TO COME TO THE FOUNDATION ARE COMPLETED BY THE UNIVERSITY PROGRAM AND THE FOUNDATION USUALLY WITH INVOLVEMENT OF THE UNIVERSITY ADVANCEMENT DEVELOPMENT DIRECTOR. 2. GRANT AGREEMENTS ARE OFTEN SIGNED BY BOTH THE UNIVERSITY AND THE FOUNDATION, BUT SOMETIMES SIGNED BY ONE OR THE OTHER. 3. WHEN GRANT AWARD IS RECEIVED, SEPARATE FUNDS IN RE AND FE ARE SET UP TO TRACK ALL TRANSACTIONS ASSOCIATED WITH THAT SPECIFIC GRANT. 4. THE FOUNDATION SETS UP REMINDERS ON ITS OPERATIONS CALENDAR TO TRACK ALL REQUIRED GRANT REPORTING. 5. EXPENDITURES RELATED TO THESE GRANTS ARE USUALLY MADE THROUGH THE UNIVERSITY ACCOUNTING SYSTEM AND INTERNAL CONTROLS, BUT OCCASIONALLY, THE FOUNDATION DOES PAY SOME EXPENSES DIRECTLY. 6. THE UNIVERSITY EMPLOYEE RESPONSIBLE FOR THE GRANT ACTIVITIES MUST SUBMIT A FOUNDATION CHECK REQUEST TO THE FOUNDATION FOR IT TO EITHER REIMBURSE UNIVERSITY ACCOUNTS FOR GRANT-RELATED EXPENDITURES OR PAY THEM DIRECTLY. 7. THE FOUNDATION REQUIRES THAT ITS CHECK REQUEST PROCEDURES BE FOLLOWED FOR THESE REQUESTS, INCLUDING THAT THE REQUEST MUST HAVE AN AUTHORIZED SIGNATURE AND PROPER DOCUMENTATION. 8. FOUNDATION EMPLOYEES REVIEW EACH CHECK REQUEST TO MAKE SURE THAT THE REQUESTED EXPENDITURES COMPLY WITH THE GRANT AGREEMENT AND FOLLOW UP FOR MORE INFORMATION/DOCUMENTATION AS NEEDED. 9. FOUNDATION EMPLOYEES WORK WITH UNIVERSITY PROGRAMS AS NEEDED TO COMPLETE THE REQUIRED REPORTING AND SUBMIT BY THE DEADLINES. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| IDAHO HOUSING AND FINANCE ASSOCIATION | |||||||
| 820302333 | NONEAVAIL | 2008-10-14 | 5058000 | PURCHASED LAND AND A BUILDING | 0 | 0 | 0 |
| US BANCORP PIPER JAFFRAY INC | |||||||
| NONEAVAIL | 2002-02-28 | 4801335 | CONSTRUCTION OF A UNIVERSITY BUILDING | 0 | 0 | 0 | |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Refunding EscrowRefundingEscrow | Amount UnspentAmountUnspent |
|---|---|---|---|---|---|---|---|---|---|
| 5058000 | 101106 | 4956894 | 2008 | 0 | 0 | 1 | 1 | ||
| 4801335 | 35350 | 4765366 | 1991 | 0 | 0 | 1 | 1 | 4765366 | 620 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 |
| 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 0 | 0 |
| 0 | 1 | 0 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 26 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1090418 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE INDIVIDUALS LISTED BELOW HAVE BUSINESS RELATIONSHIPS: LINDA YANKE & LARRY D. WILLIAMS | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE FOUNDATION STAFF FOR REVIEW THEN IT IS PROVIDED TO THE BOARD AUDIT COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE EXECUTIVE COMMITTEE. THE FORM 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. PER THE ORGANIZATION'S BYLAWS, THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD. THE BOARD IS INFORMED OF THE EXECUTIVE COMMITTEE'S DECISION, AND A COPY OF THE FORM 990 IS PROVIDED TO ANY DIRECTOR WHO REQUESTS IT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY COVERS DIRECTORS, OFFICERS, ALL EMPLOYEES AND OTHERS WHO CAN INFLUENCE THE ACTIONS OF THE FOUNDATION. DETERMINATIONS ARE MADE BY THE BOARD OR A COMMITTEE OF THE BOARD IF APPROPRIATE. THE BOARD OR EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS AND, IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE FOUNDATION. THE DECISION OF THE BOARD OR EXECUTIVE COMMITTEE ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF THE FOUNDATION AND ADVANCEMENT OF ITS PURPOSE. IF A CONFLICT OF INTEREST WERE TO ARISE INVOLVING A MEMBER OF THE BOARD OR EXECUTIVE COMMITTEE, THE INDIVIDUAL IS REQUIRED TO RECUSE THEMSELVES FROM VOTING ON THE ISSUE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF BOISE STATE UNIVERSITY WHO IS LOANED TO THE FOUNDATION AND IS RESPONSIBLE FOR FOUNDATION OPERATIONS. THE UNIVERSITY PERFORMS COMPENSATION STUDIES AND COORDINATES COMPENSATION IN CONJUNCTION WITH STATE LEGISLATURE APPROPRIATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE NOT AVAILABLE FOR PUBLIC REVIEW. FORM 990 IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, LINE 1A: | THE GOVERNING BODY OF THE ORGANIZATION DELEGATES AUTHORITY TO ACT ON ITS BEHALF TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL POWERS OF THE BOARD BETWEEN THE MEETINGS OF SAID BOARD, EXCEPT THAT THE EXECUTIVE COMMITTEE MAY NOT TAKE ANY OF THE FOLLOWING ACTIONS: (I) AUTHORIZE DISTRIBUTIONS, (II) APPROVE DISSOLUTION, MERGER OR THE SALE, PLEDGE OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS, (III) ELECT, APPOINT, OR REMOVE DIRECTORS OR FILL VACANCIES ON THE BOARD OF DIRECTORS ON ANY OF ITS COMMITTEES, OR (IV) ADOPT, AMEND, OR REPEAL THE ARTICLES OF THE BYLAWS. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER, IMMEDIATE PAST CHAIR, AND THE CHAIRS OF THE FOLLOWING BOARD COMMITTEES: AUDIT; DEVELOPMENT; GOVERNANCE; REAL ESTATE; INVESTMENT. ALL MEMBERS OF THE EXECUTIVE COMMITTEE ARE VOTING DIRECTORS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -2,700,393. CHANGE IN SPLIT INTEREST TRUSTS -141,712. TOTAL TO FORM 990, PART XI, LINE 5: -2,842,105. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 1: | FUND ACCOUNTING | |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE CURRENT YEAR. |
Comments