TROY UNIVERSITY FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TROY UNIVERSITY FOUNDATION (EIN 63-6067755)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201302269349303305
- 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 G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-14T14:52:40-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454084437 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARREN AVERETT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 INTERSTATE CT | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636067755 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROY UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TROY | NameControl |
| Phone | 3346703108 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADAMS ADMINISTRATION BUILDING NO | AddressLine1 |
| Address Line2 | 241 | AddressLine2 |
| City | TROY | City |
| State | AL | State |
| ZIP Code | 36082 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR JAMES BOOKOUT | Name |
| Title | TREASURER | Title |
| Phone | 3346703108 | Phone |
| Date Signed | 2013-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TATIA W KNIGHT CPA | Name |
| PTIN | P00848736 | PTIN |
| Phone | 3342712200 | Phone |
| Date Prepared | 2013-08-08 | 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 | DR JAMES BOOKOUT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 ADAMS ADMINISTRATION | AddressLine1 |
| City | TROY | City |
| State | AL | State |
| ZIP Code | 36082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 21038980 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.TROY.EDU/DEVELOPMENT/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | AL | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT OF TROY UNIVERSITY STUDENTS, FACULTY, STAFF AND ALUMNI | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 19 | TotalNbrVolunteers |
| Total Gross UBI | 134847 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 80831 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3799474 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6154168 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 923012 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1107452 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2723822 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3485423 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7446308 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10747043 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2499246 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5320034 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 49735 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 12027 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2853176 | OtherExpensePriorYear |
| Other Expenses Current Year | 2839479 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5402157 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8171540 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2044151 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2575503 | RevenuesLessExpensesCY |
| Total Assets BOY | 81852305 | TotalAssetsBOY |
| Total Assets EOY | 93514577 | TotalAssetsEOY |
| Total Liabilities BOY | 31149401 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35952900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 50702904 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 57561677 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ASSIST TROY UNIVERSITY IN BUILDING ITS ENDOWMENT THROUGH A COORDINATED DONOR PROGRAM AND SOUND INVESTMENT POLICY THEREBY ENSURING RELIABLE RESOURCES FOR THE FUTURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5687883 | Expense |
| Grants | 5320034 | Grants |
| Description | SUPPORT OF TROY UNIVERSITY SYSTEM ACADEMICS, LIBRARY, FACULTY, STAFF, ALUMNI AND STUDENT PROGRAMS FOR APPROXIMATELY 15,000 STUDENTS AND 100,000 ALUMNI. | Description |
| Total Program Service Expense | 5687883 | 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 | 1 | CollectionsOfArt |
| Credit Counseling | 1 | 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 | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | 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 | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 | 1 | 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 | 12 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| 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 | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR JAMES BOOKOUT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3346703108 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ADAMS ADMINISTRATION BUILDING | AddressLine1 |
| City | TROY | City |
| State | AL | State |
| ZIP Code | 36082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (24 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DR JAMES R ANDREWS | ||||||
| EMERITUS | 1.00 | X | 0 | 0 | 0 | |
| DR JAMES BOOKOUT | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X |
| DAN BROUGHTON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM H CARR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| KAREN CARTER | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X |
| KYLE COX | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TOM CUNDY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RONALD DEVANE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR JEFFREY DUGAS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR JACK HAWKINS | ||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| LARRY HUGHES | ||||||
| VICE-CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JOHN R FERGUSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR MANUEL JOHNSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR JEAN LALIBERTE | ||||||
| VICE PRESIDENT/SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| DOUG MIMS | ||||||
| BOARD MEMBER (ALUMNI) | 1.00 | X | 0 | 0 | 0 | |
| DR HARREL MCKINNEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RANDALL MOORE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR AMY MORRIS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CLAUDENE NICHOLS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR JOHN SCHMIDT | ||||||
| EXECUTIVE VICE PRESIDENT | 1.00 | X | 0 | 0 | 0 | X |
| GARY L SMITH | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| H WILLIAM WASDEN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROY DRINKARD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DR EARL JOHNSON | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 95546 | FundraisingEvents |
| All Other Contributions | 6058622 | AllOtherContributions |
| Noncash Contributions | 1947314 | NoncashContributions |
| Total Contributions | 6154168 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 874860 | TotalRevenueColumn |
| Exclusion | $874,860 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 255000 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 120153 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 134847 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134847 | TotalRevenueColumn |
| Unrelated Business Revenue | 134847 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10098585 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9865993 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 232592 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 232592 | TotalRevenueColumn |
| Exclusion | $232,592 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 228386 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 95546 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 305791 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -77405 | TotalRevenueColumn |
| Exclusion | -$77,405 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER INCOME | 900099 | 3152828 | 3152828 |
| AFFINITY CARD AND ROYA | 900099 | 180401 | 180401 |
| VENDING COMMISSIONS | 900099 | 94752 | 94752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 3427981 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10747043 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3427981 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 134847 | UnrelatedBusinessRevenue |
| Exclusion | $1,030,047 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5320034 | Total |
| Program Services | 5320034 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11172 | Total |
| Management And General | 11172 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855 | Total |
| Management And General | 855 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1420 | Total |
| Management And General | 1420 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55050 | Total |
| Program Services | 2000 | ProgramServices |
| Management And General | 53050 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27100 | Total |
| Management And General | 27100 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52907 | Total |
| Management And General | 52907 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188189 | Total |
| Program Services | 92841 | ProgramServices |
| Management And General | 95348 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567 | Total |
| Management And General | 1567 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79715 | Total |
| Program Services | 13289 | ProgramServices |
| Management And General | 66426 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13464 | Total |
| Program Services | 640 | ProgramServices |
| Management And General | 12824 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 978478 | Total |
| Program Services | 7244 | ProgramServices |
| Management And General | 971234 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863179 | Total |
| Management And General | 863179 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25416 | Total |
| Program Services | 5727 | ProgramServices |
| Management And General | 19689 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| REPAIRS & MAINTENANCE | 130792 | 10254 | 120538 |
| REFUNDS | 104590 | 99166 | 5424 |
| MEALS & ENTERTAINMENT | 63468 | 27152 | 36316 |
| MISCELLANEOUS | 56784 | 53463 | 3321 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 197360 | Total |
| Program Services | 56073 | ProgramServices |
| Management And General | 141287 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8171540 | Total |
| Program Services | 5687883 | ProgramServices |
| Management And General | 2483657 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 136024 | BOY |
| EOY | 162337 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18518801 | BOY |
| EOY | 19167274 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1110178 | BOY |
| EOY | 2075952 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421144 | BOY |
| EOY | 401889 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 42000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 35790563 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4467324 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30085557 | BOY |
| EOY | 31323239 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 278364 | BOY |
| EOY | 328535 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28793708 | BOY |
| EOY | 36897523 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2508529 | BOY |
| EOY | 3115828 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81852305 | BOY |
| EOY | 93514577 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 924832 | BOY |
| EOY | 1868005 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2056284 | BOY |
| EOY | 2069907 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1873582 | BOY |
| EOY | 5174158 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26294703 | BOY |
| EOY | 26840830 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31149401 | BOY |
| EOY | 35952900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13919968 | BOY |
| EOY | 15044860 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18908701 | BOY |
| EOY | 24180980 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17874235 | BOY |
| EOY | 18335837 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50702904 | BOY |
| EOY | 57561677 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81852305 | BOY |
| EOY | 93514577 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2575503 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 4283270 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3726573 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2486595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2531276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3608387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6154168 | CurrentTaxYear |
| Total | 18506999 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3726573 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2486595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2531276 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3608387 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6154168 | CurrentTaxYear |
| Total | 18506999 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1049429 | AmountsSubstContributorsTotal |
| Public Support Total170 | 17457570 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1260012 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1229399 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 863896 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 852463 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1129860 | CurrentTaxYear |
| Total | 5335630 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23842629 | TotalSupport |
| Public Support Pertcentage170 | 0.73220 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72470 | 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
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 16250 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 29111165 | BeginningOfYearBalance |
| Contributions | 759063 | Contributions |
| Investment Earnings Or Losses | 4891219 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 426324 | GrantsOrScholarships |
| End Of Year Balance | 34335123 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27290336 | BeginningOfYearBalance |
| Contributions | 1825982 | Contributions |
| Investment Earnings Or Losses | 364588 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 369741 | GrantsOrScholarships |
| End Of Year Balance | 29111165 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24661184 | BeginningOfYearBalance |
| Contributions | 534392 | Contributions |
| Investment Earnings Or Losses | 2432092 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 337332 | GrantsOrScholarships |
| End Of Year Balance | 27290336 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24239777 | BeginningOfYearBalance |
| Contributions | 262347 | Contributions |
| Investment Earnings Or Losses | 507509 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 510240 | GrantsOrScholarships |
| Other Expenditures | 161791 | OtherExpenditures |
| End Of Year Balance | 24661184 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.23000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.52000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.25000 | 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 | 95198 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 1421660 | OtherCostOrOtherBasis |
| Book Value | 1516858 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29549257 | OtherCostOrOtherBasis |
| Depreciation | 3310098 | Depreciation |
| Book Value | 26239159 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1278850 | OtherCostOrOtherBasis |
| Depreciation | 1157226 | Depreciation |
| Book Value | 121624 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3445598 | OtherCostOrOtherBasis |
| Book Value | 3445598 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 31323239 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MUTUAL FUNDS & OTHER | Description |
| Book Value | 36897523 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 36897523 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GIFT ANNUITY LIABILITY | $103,582 |
| CAPITAL LEASE OBLIGATION | $20,011,303 |
| NOTES PAYABLE | $6,725,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26840830 | TotalOfAmounts |
| Total Revenue | 10747043 | TotalRevenue |
| Total Expenses | 8171540 | TotalExpenses |
| Excess Or Deficit For Year | 2575503 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 4248056 | NetUnrealizedGLOnInvestments |
| Other | $35,214 | OtherAmount |
| Total Adjustments | 4283270 | TotalAdjustments |
| Excess Or Deficit Per FS | 6858773 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15456257 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 4248056 | NetUnrealizedGainsInvestments |
| Other Revenues | 461158 | OtherRevenues |
| Revenue Not Rptd F990 | 4709214 | RevenueNotRptdF990 |
| Revenue Subtotal | 10747043 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10747043 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8597484 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 425944 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 425944 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8171540 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8171540 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE FOUNDATION SERVES AS CUSTODIAN FOR A TITLE III GRANT FOR THE DOTHAN CAMPUS OF TROY UNIVERSITY TOTALING $468,758. THE FOUNDATION HOLDS ESCROW FUNDS FOR CERTAIN FRATERNITIES TOTALING $192,496. THE FOUNDATION ADMINISTERS FUNDS FOR INTERNATIONAL STUDENTS TOTALING $1,880,467. TROY UNIVERSITY INVESTED $2,000,000 IN THE FOUNDATION'S POOLED ENDOWMENT. EARNINGS ALLOCATED TO THE UNIVERSITY FUND WERE $83,696. CENTER SERVICES, INC. (CSI) INVESTED $526,700 IN THE FOUNDATION'S POOLED ENDOWMENT. EARNINGS ALLOCATED TO THE CSI FUND WERE $22,041. | |
| PART V, LINE 4: | THE FOUNDATION ESTABLISHES ENDOWED FUNDS TO SUPPORT DONOR(S) PURPOSES IN PERPETUITY. GIFTS OF CASH OR CASH GENERATED FROM CONVERSION OF A NON-CASH ASSET ARE INVESTED IN THE TROY FOUNDATION ENDOWED INVESTMENT POOL. IT IS THE GOAL OF THE FOUNDATION ENDOWMENT INVESTMENT POLICY TO PROVIDE A REAL TOTAL RETURN FROM ASSETS INVESTED THAT WILL PRESERVE AND INCREASE THE PURCHASING POWER OF THE ENDOWMENT CAPITAL, WHILE GENERATING THE MAXIMUM YIELD TO SUPPORT THE ACTIVITIES OF THE FUNDS HELD FOR THE COLLEGES, SCHOOLS, DEPARTMENTS, UNITS AND PROGRAMS OF THE UNIVERSITY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE FOUNDATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CERTAIN TYPES OF INCOME MAY BE SUBJECT TO TAX FROM UNRELATED BUSINESS INCOME AS DEFINED BY THE TAX CODE. AT TIMES, THE FOUNDATION RECEIVES ROYALTY AND OTHER INCOME THAT MAY BE TAXABLE. HOWEVER, NO UNRELATED BUSINESS INCOME TAX LIABILITY EXISTED AS OF SEPTEMBER 30, 2012 AND 2011. THE FOUNDATION FOLLOWS THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. AS OF SEPTEMBER 30, 2012 AND 2011, THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AND NO INTEREST AND PENALTIES RELATED TO INCOME TAXES. THE FOUNDATION HAS FILED ITS TAX RETURNS THROUGH SEPTEMBER 30, 2011. THE TAX RETURNS FOR YEARS ENDED SEPTEMBER 30, 2009 AND THEREAFTER ARE SUBJECT TO AUDIT BY THE TAXING AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 35,214. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 35,214. FUNDRAISING EXPENSES 305,791. RENTAL EXPENSES 120,153. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSES 305,791. RENTAL EXPENSES 120,153. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | FOOTBALL APPRECIATION NIGHT | NameOfEvent1 |
| Gross Receipts Event1 | 33850 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33850 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 16753 | OtherDirectExpensesEvent1 |
| Name Of Event2 | MIDDLE SCHOOL SEUS CLINIC | NameOfEvent2 |
| Gross Receipts Event2 | 28183 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 28183 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 2810 | NonCashPrizesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 156750 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 95546 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 61204 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 2051 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 22311 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 105550 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 218783 | GrossReceiptsTotal |
| Charitable Contributions Total | 95546 | CharitableContributionsTotal |
| Gross Revenue Total Events | 123237 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 4861 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 22311 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 122303 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 149475 | DirectExpenseSummaryEvents |
| Net Income Summary | -26238 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| TROY UNIVERSITY | ||||||
| TROY MAIN CAMPUS | TROY | AL | 36082 | 636001102 | 528802 | STUDENT SCHOLARSHIPS |
| TROY UNIVERSITY | ||||||
| TROY MAIN CAMPUS | TROY | AL | 36082 | 636001102 | 146127 | EMINENT SCHOLAR PROFESSORSHIPS |
| TROY UNIVERSITY | ||||||
| TROY MAIN CAMPUS | TROY | AL | 36082 | 636001102 | 1279079 | ATHLETIC DEPARTMENT |
| TROY UNIVERSITY | ||||||
| TROY MAIN CAMPUS | TROY | AL | 36082 | 636001102 | 3366026 | OTHER EXPENSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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 CHANCELLOR, EXECUTIVE VICE CHANCELLOR, SENIOR VICE CHANCELLORS AND VICE CHANCELLORS ARE SOLELY RESPONSIBLE FOR DISBURSEMENTS FROM FUNDS WHICH THEY CONTROL. UPON APPROVAL OF THE APPROPRIATE AUTHORITY, THE DEAN OR DIRECTOR OF A COLLEGE, SCHOOL, DEPARTMENT, UNIT OR PROGRAM IS RESPONSIBLE FOR RECOMMENDING APPROVAL OF ALL FOUNDATION DISBURSEMENTS FROM THE APPROPRIATE FUNDS. FINAL EXPENDITURE OF FOUNDATION FUNDS REQUIRES THE APPROVAL OF THE ASSOCIATE VICE CHANCELLOR FOR DEVELOPMENT AND THE TREASURER FOR DISBURSEMENTS OF LESS THAN $500. FOR DISBURSEMENTS GREATER THAN $500, THE APPROVAL OF THE SENIOR VICE CHANCELLOR FOR ADMINISTRATION AND THE CHANCELLOR IS REQUIRED. | Explanation |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5410 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3893 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | BLUE BOOK VALUE | MethodOfDeterminingRevenues |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1928303 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFT CERTIFICATES | 5 | 3996 | FMV |
| X | FOOD AND SUPPLIES | 3 | 802 | COST |
| X | TREES | 1 | 4410 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DR. JAMES BOOKOUT, DR. JACK HAWKINS, DR. JOHN SCHMIDT, AND DR. JEAN LALIBERTE - BUSINESS RELATIONSHIP WILLIAM H. CARR AND DOUG MIMS - BUSINESS RELATIONSHIP | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER, VICE PRESIDENT, AND SECRETARY OF THE FOUNDATION REVIEWED THE FORM 990 PRIOR TO ITS FILING WITH THE IRS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FOUNDATION OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 4,248,056. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 35,214. TOTAL TO FORM 990, PART XI, LINE 5: 4,283,270. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROY UNIVERSITY HOUSING LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 ADAMS ADMINISTRATION BUILDING | AddressLine1 |
| City | TROY | City |
| State | AL | State |
| ZIP Code | 36079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 636067755 | EIN |
| Primary Activities | BUYING, SELLING, AND LEASING REAL AND PERSONAL PROPERTY | PrimaryActivities |
| Legal Domicile State | AL | LegalDomicileState |
| Total Income | 1514701 | TotalIncome |
| EOY Assets | 19134858 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TROY UNIVERSITY FOUNDATION | BusinessNameLine1 |
Comments