2013-11-14T11:44:14-06:00 2013-06-30 BKD LLP 211 N BROADWAY SUITE 600 ST LOUIS MO 631022733 990 2012-07-01 376024575 Southern Illinois University Foundation % ELIZABETH A BANYCKY SOUT 6184534900 1235 Douglas Dr Suite Carbondale IL 62901 JAMES G SALMO 6184534900 2013-11-01 true Troy A Lindsey 3142315544 2012 2016-02-24 21:20:13Z JAMES G SALMO 1235 DOUGLAS DR CARBONDALE IL 62901 27636800 false X WWW.SIUF.ORG X 1942 IL PROVIDING PRIVATE SUPPORT FOR THE MISSION OF SOUTHERN ILLINOIS UNIVERSITY AND THE POPULATION IT SERVES. 24 21 127 500 26760 0 8053837 4451814 83313 69331 4762594 5648601 76711 646028 12976455 10815774 7160707 7554864 0 0 234939 251649 0 0 966025 3581660 3003817 10977306 10810330 1999149 5444 148503935 158318319 5693174 5778310 142810761 152540009 X THE MISSION OF THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION IS TO PROVIDE ALUMNI AND OTHER FRIENDS A MEANS TO INVEST IN THE FUTURE OF OTHERS BY PROVIDING PRIVATE SUPPORT FOR THE ACADEMIC, RESEARCH AND PUBLIC SERVICE MISSION OF SOUTHERN ILLINOIS UNIVERSITY AND THE POPULATION IT SERVES. false false 3622405 2831494 0 ACADEMIC AND RESEARCH SUPPORT: FUND ACTIVITIES THAT BENEFIT ACADEMIC AND RESEARCH ACTIVITIES OF THE UNIVERSITY AND THE INDIVIDUALS IT SERVES. 2658196 2055869 69331 UNIVERSITY AND COMMUNITY PROGRAMS: FUND ACTIVITIES THAT BENEFIT RELATED PUBLIC SERVICE PROGRAMS OF THE UNIVERSITY AND THE INDIVIDUALS IT SERVES. 2693539 2667501 0 STUDENT ASSISTANCE: PROVIDE SCHOLARSHIPS AND OTHER AWARDS PROGRAMS TO ASSIST INDIVIDUALS IN ACADEMIC EXCELLENCE: ALSO, GRANTING FUNDS TO SOUTHERN ILLINOIS UNIVERSITY FOR THE PURPOSE OF PROVIDING STUDENT LOANS. 8974140 true true false true false false false true true true true true false false true true true true false false true false true false true true false true true true false false false false false false false false true true false false false true false false false true 91 1 true 127 true true true false false false false true true false false false false X 24 21 false false false false false false false true true false false false true true true true true true false false AK AZ CA IL KY MD MA MI MN NH NJ NY OK OR SC UT WI X X X ELIZABETH A BANYCKY 6184534900 1235 DOUGLAS DR Carbondale IL 62901 X GLENN W POSHARD 0.5 75.0 X 0 408849 5928 RITA CHENG 4.0 75.0 X 0 395442 69274 JOHN G BENITEZ 1.0 0.0 X 0 0 0 JOHN S BREWSTER 1.0 0.0 X 0 0 0 MARCIA L BULLARD 1.0 0.0 X 0 0 0 GREG N COOK 2.0 0.0 X 0 0 0 LARRY R DEJARNETT 2.0 0.0 X 0 0 0 G DAVID DELANEY 1.0 0.0 X 0 0 0 WILLIAM F HARTMANN 2.0 0.0 X 0 0 0 KENNETH J HULL 2.0 0.0 X 0 0 0 MARVIN K KAISER 1.0 0.0 X 0 0 0 MICHAEL KASSER 1.0 0.0 X 0 0 0 CAMILLE W LOGAN 1.0 0.0 X 0 0 0 WILLIAM R LYMANGOOD JR 1.0 0.0 X 0 0 0 DONNA L MANERING 0.5 10.0 X 0 0 0 F LYNN MCPHEETERS 2.0 0.0 X 0 0 0 MARY KAY MOORE 2.0 0.0 X 0 0 0 WILLIE PEARSON JR 1.0 0.0 X 0 0 0 PAMELA K PFEFFER 2.0 0.0 X 0 0 0 SUSAN W RASHID 1.0 0.0 X 0 0 0 MARSHA G RYAN 1.0 8.0 X 0 102391 2360 JOHN SIMMONS 0.5 10.0 X 0 0 0 MATTHEW SOLVERSON 1.0 0.0 X 0 0 0 HOWARD M SPIEGEL 1.0 0.0 X 0 0 0 ROBERT B TEDRICK 2.0 0.0 X 0 0 0 ELIZABETH A BANYCKY 49.0 0.0 X 0 101917 33707 BARBARA BOGARD 13.0 28.0 X 0 51305 14978 JEFF LORBER 48.0 0.0 X 0 149965 31469 PATRICIA M MOLINE 34.0 11.0 X 0 0 0 JAMES G SALMO 42.0 6.0 X 0 2102 283 BETH L MOHLENBROCK 43.0 0.0 X 0 102165 33669 BRYAN C VAGNER 0.0 0.0 X 0 113636 18513 0 1427772 210181 0 true true false ELLUCIAN COMPANY INC 14083 COLLECTIONS CTR DR CHICAGO IL 60693 SOFTWARE MAINTENANCE 177161 FUND EVALUATION GROUP PO BOX 71-5060 COLUMBUS OH 43271 INVESTMNT CONSULTING 135946 2 1370 1780 465912 0 616551 3366201 295715 4451814 MEMBERSHIP 900099 1640 1640 SUPPLEMENT PAYMENT FROM SIU 900099 40606 40606 ENDOWMENT ADMIN FEE FROM AGENCY 900099 27085 27085 69331 3156754 26535 3130219 0 4402 4402 6175 430 5745 0 5745 5745 19183095 16691248 2491847 2491847 225 2491622 146183 465912 122447 23736 23736 29010 6901 22109 22109 2596 2596 2596 ACTUARIAL ADJUSTMENT 900099 424547 424547 PREMIUMS 900099 96968 96968 ALUMNI ASSOCIATION SUPPORT 900099 50000 50000 15925 15925 587440 10815774 69331 26760 6267869 X 5642507 5642507 1845042 1845042 67315 67315 0 0 0 185510 24458 161052 0 50566 22070 27569 927 15573 2050 13523 0 14585 14585 55856 55856 0 0 221571 221571 380436 176476 93676 110284 71162 9095 10733 51334 634373 273359 122482 238532 227380 432 68948 158000 0 152444 79756 55908 16780 220579 98217 10907 111455 410 410 482979 362455 16386 104138 0 0 478910 357125 121785 29379 6576 22803 PREMIUM ITEMS FOR SALE 33305 33305 MISCELLANEOUS 448 448 10810330 8974140 870165 966025 1275 1050 295662 414464 13386862 9280938 162055 185760 0 0 0 0 0 0 3669 3191 98885 51925 1703183 776147 924816 927036 116348065 129632641 14671326 15561332 0 0 1919551 1562426 691769 697556 148503935 158318319 263426 208162 0 0 0 0 0 0 1926717 2091317 0 0 0 0 0 0 3503031 3478831 5693174 5778310 X 7662317 10382103 58551042 63618961 76597402 78538945 142810761 152540009 148503935 158318319 X 5444 10242775 -518971 X false true X true false X 21551216 11662495 11477686 8056397 4453454 57201248 0 45717 59696 45448 45363 44838 241062 21596933 11722191 11523134 8101760 4498292 57442310 76672 57365638 2811190 3053884 3168822 2924639 3140796 15099331 4150 4150 -1321938 529285 1258260 -85453 440473 820627 73366418 21660003 0.78191 0.78586 X ACTUARIAL ADJUSTMENT, OTHER INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10810330 10810330 690517 172629 951450 719567 698865 690517 3060399 4590599 0 0 0 0 0 237863 179892 174716 172629 765100 1147650 0 0 0 0 0 225882 X HELD FOR INVESTMENT PURPOSES true false true X 92870082 1568271 12812068 1481182 1979413 1335736 102454090 95920744 2614151 -1057323 1426510 1829347 1351633 92870082 76174251 5389837 18645076 615999 2434209 1238212 95920744 64876820 2935454 11741130 0 2097686 1281467 76174251 81705804 2005634 -18042559 0 599180 192879 64876820 0.01350 0.95990 0.02660 false false 331500 315672 647172 60000 60000 996011 776147 219864 927036 HEDGE FUNDS 5852353 F PRIVATE EQUITY 4729267 F LEVERAGED LOANS 3290673 F DISTRESSED DEBT 1689039 F 15561332 0 TRUST AND ANNUITIES PAYABLE 3265834 DEPOSITS HELD FOR OTHERS 212997 3478831 26092799 10242775 5255821 15498596 10594203 221571 221571 10815774 16363551 5774792 5774792 10588759 221571 221571 10810330 DESCRIPTION OF THE ORGANIZATION'S COLLECTIONS SCHEDULE D, PART III, LINE 4 DONATED ARTWORK TO HELP BENEFIT THE STUDENT SCHOLARSHIP PROGRAM. ESCROW AND CUSTODIAL ARRANGEMENTS SCHEDULE D, PART IV, LINE 2B THE FOUNDATION ENTERED INTO AN AGREEMENT WITH SOUTHERN ILLINOIS UNIVERSITY TO ADMINISTER AS AGENCY FUNDS ANY ENDOWMENT FUNDS RECEIVED BY THE UNIVERSITY. INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4 SCHOLARSHIPS, RESEARCH, INSTRUCTION, LOANS, CAPITAL PROJECTS, AND OTHER. UNCERTAIN TAX POSITIONS SCHEDULE D, PART X, LINE 2 THE INTERNAL REVENUE SERVICE HAS RECOGNIZED THE FOUNDATION AS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE FOUNDATION FOLLOWS THE ACCOUNT GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THAT THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES FOR YEARS ENDING BEFORE JUNE 30, 2010 NOR HAS THE FOUNDATION BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. RECONCILIATION OF REVENUE PER FINANCIAL STATEMENTS TO REVENUE PER RETURN SCHEDULE D, PART XI, LINE 2D RELATED ENTITY TRANSACTIONS 5,126,043 FUNDRAISING EVENT EXPENSES 122,447 GAMING EXPENSES 6,901 RENTAL EXPENSES 430 ---------- TOTAL 5,255,821 RECONCILIATION OF EXPENSE PER FINANCIAL STATEMENTS TO EXPENSE PER RETURN SCHEDULE D, PART XII, LINE 2D RELATED ENTITY TRANSACTIONS 5,126,043 BAD DEBT EXPENSES 518,971 FUNDRAISING EVENT EXPENSES 122,447 GAMING EXPENSES 6,901 RENTAL EXPENSES 430 ---------- TOTAL 5,774,792 true Central America and the Caribbean Investments 6000000 East Asia and the Pacific Program Services TRAVEL 900 Europe (Including Iceland and Greenland) Program Services TRAVEL 6016 Russia and the Newly Independent States Program Services TRAVEL 1599 South America Program Services TRAVEL 199 South Asia Program Services REGISTRATION FEES 325 Central America and the Caribbean Fundraising 40 East Asia and the Pacific Fundraising 788 Europe (Including Iceland and Greenland) Fundraising 161 Middle East and North Africa Fundraising 87 North America Fundraising 94 Russia and the Newly Independent States Fundraising 3 South America Fundraising 54 South Asia Fundraising 63 Sub-Saharan Africa Fundraising 69 6010398 6010398 SCHOLARSHIPS East Asia and the Pacific 18 37532 CHECK TO SIU SCHOLARSHIPS Middle East and North Africa 1 1000 CHECK TO SIU SCHOLARSHIPS Russia and the Newly Independent States 1 100 CHECK TO SIU SCHOLARSHIPS South America 4 15435 CHECK TO SIU SCHOLARSHIPS South Asia 5 10397 CHECK TO SIU SCHOLARSHIPS Sub-Saharan Africa 2 1350 CHECK TO SIU AWARDS North America 1 977 CHECK AWARDS South Asia 1 524 CHECK false false true true false false PROCEDURES FOR MONITORING USE OF GRANTS AND OTHER ASSISTANCE OUTSIDE U.S. SCHEDULE F, PART I, LINE 2 ALL SCHOLARSHIPS ARE PLACED DIRECTLY IN THE INDIVIDUAL'S BURSAR'S ACCOUNT TO PAY FOR TUITION, FEES, HOUSING, ETC. IF A STUDENT DROPS BEFORE DATE TO GET REFUND, THEN SCHOLARSHIPS ARE RETURNED TO SIU FOUNDATION. 2012 DENIM&DIA 241797 208846 32951 0 0 386 31293 0 0 2013 DENIM&DIA 58275 47005 11270 0 0 0 0 0 0 17 292363 193893 98470 0 17436 40087 30472 0 83 592435 449744 142691 0 17436 40473 61765 0 83 119757 22934 29010 0 6294 0 607 true 0.90000 29010 0 6294 0 607 6901 22109 IL MO false THE ORGANIZATION ACQUIRES LICENSES, WHEN APPLICABLE, TO OPERATE GAMING ACTIVITIES WITHIN ILLINOIS. A GAMING LICENSE WAS NOT REQUIRED IN MISSOURI AS THE GAMING ACTIVITY CONDUCTED WAS WITHIN THE LIMITS PERMITTED BY APPLICABLE MISSOURI LAW, WHICH PERMITS CERTAIN CHARITABLE RAFFLES AND SWEEPSTAKES WITHOUT LICENSURE. false true false 0.00000 1.00000 ELIZABETH A BANYCKY 1235 DOUGLAS DRIVE CARBONDALE IL 62901 false ELIZABETH A BANYCKY 0 MONITOR NEEDED LICENSES AND REPORTING X false 0 true SOUTHERN ILLINOIS UNIVERSITY CARBONDALE 1265 LINCOLN DRIVE CARBONDALE IL 62901 376005961 501(C)(3) 5509392 PROGRAM ACTIVITIES SOUTHERN ILLINOIS UNIVERSITY CARBONDALE 1265 LINCOLN DRIVE CARBONDALE IL 62901 376005961 501(C)(3) 86414 FAIR MARKET VALUE EQUIPMENT PROGRAM ACTIVITIES AMERICAN HEART ASSOCIATION 2524 FARRAGIT DR SPRINGFIELD IL 62704 231591999 501(C)(3) 15000 SPONSORSHIP OF EVENT 2 SCHOLARSHIPS AND FELLOWSHIPS 1124 1828373 NON-SCHOLARSHIP GRANTS AND AWARDS 52 13500 NON-CASH AWARDS 12 3169 FAIR MARKET VALUE TEXTBOOKS PROCEDURES FOR MONITORING USE OF GRANTS AND OTHER ASSISTANCE SCHEDULE I, PART I, LINE 2 ALL SCHOLARSHIPS ARE PLACED DIRECTLY IN THE INDIVIDUAL'S BURSAR'S ACCOUNT TO PAY FOR TUITION, FEES, HOUSING, ETC. IF A STUDENT DROPS BEFORE DATE TO GET REFUND, THEN SCHOLARSHIPS ARE RETURNED TO SIU FOUNDATION. X true true false false false false false false false false false GLENN W POSHARD 0 408849 0 0 0 0 0 0 0 5928 0 414777 0 0 RITA CHENG 0 395442 0 0 0 0 0 45591 0 23683 0 464716 0 0 JEFF LORBER 0 149965 0 0 0 0 0 11740 0 19729 0 181434 0 0 BRYAN C VAGNER 0 113636 0 0 0 0 0 9419 0 9094 0 132149 0 0 TRAVEL FOR COMPANIONS SCHEDULE J, PART I, LINE 1A TRAVEL WAS PROVIDED FOR RITA CHENG'S SPOUSE FOR ONE TRIP DURING THE YEAR. THE TRAVEL WAS VALUED AT $153 AND WAS REPORTED TO RITA CHENG AS TAXABLE COMPENSATION IN HER FORM W-2 ISSUED BY SOUTHERN ILLINOIS UNIVERSITY CARBONDALE. METHODS USED TO ESTABLISH COMPENSATION OF THE CEO/EXECUTVIE DIRECTOR SCHEDULE J, PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY THE SOUTHERN ILLINOIS UNIVERSITY SYSTEM, A RELATED ORGANIZATION. THE SOUTHERN ILLINOIS UNIVERSITY FOUNDATION PROVIDES THE FOLLOWING SUPPORT TO THE SOUTHERN ILLINOIS UNIVERSITY CHANCELLOR TO DETERMINE THE CEO'S COMPENSATION: 1. COMPENSATION COMMITTEE, 2. COMPENSATION SURVEYS OR STUDIES, 3. APPROVAL BY THE BOARD OF DIRECTORS. X 152 21803 SALES PRICE X 305 SALES PRICE X 27497 SALES PRICE X 11 29274 AVERAGE SALES PRICE X 1 105000 APPRAISAL X 7 626 SALES PRICE X 198 18475 SALES PRICE X AUCTION ITEMS 15 57323 SALES PRICE X LIFE INSURANCE 16 22684 ACTUAL COST X OTHER 26 12728 SALES PRICE 0 false true false NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED SCHEDULE M, PART I, COLUMN B THE AMOUNTS LISTED IN COLUMN B REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS THAT WERE RECEIVED BY THE ORGANIZATION DURING THE YEAR. MATERIAL DIFFERENCES IN VOTING RIGHTS FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF NOT FEWER THAN EIGHT OR MORE THAN ELEVEN ELECTED DIRECTORS AS NOMINATED ANNUALLY BY THE COMMITTEE ON DIRECTORS AND APPROVED BY THE BOARD. THE COMMITTEE WILL INCLUDE THE PRESIDENT, PRESIDENT ELECT, AUDIT COMMITTEE CHAIR, INVESTMENT COMMITTEE CHAIR, DEVELOPMENT COMMITTEE CHAIR AND THE BOARD OF TRUSTEES REPRESENTATIVE. ADDITIONALLY, THE PRESIDENT OF THE SOUTHERN ILLINOIS UNIVERSITY SYSTEM AND THE CHANCELLOR OF SOUTHERN ILLINOIS UNIVERSITY CARBONDALE SHALL BE EX-OFFICIO MEMBERS OF THE COMMITTEE, WITHOUT VOTE. THE EXECUTIVE COMMITTEE CONDUCTS THE NECESSARY BUSINESS OF THE FOUNDATION WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION. THE BOARD DELEGATES POWER TO THE EXECUTIVE COMMITTEE AS APPROPRIATE, THOSE POWERS TO BE EXERCISED ONLY IN CONSONANCE WITH POLICIES EARLIER ESABLISHED BY THE BOARD. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT REVIEW, THE PUBLIC INSPECTION COPY OF THE FORM 990 WAS SENT TO MEMBERS OF THE BOARD'S AUDIT COMMITTEE FOR REVIEW. IN ADDITION, THE PUBLIC INSPECTION COPY OF THE FORM 990 WAS FORWARDED TO THE GOVERNING BODY BEFORE FILING. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON DISCLOSES ANY FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATING THERETO TO THE BOARD OR COMMITTEE AS SOON AS THE INTERESTED PERSON BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST. UPON THE DISCLOSURE BY AN INTERESTED PERSON OF A FINANCIAL INTEREST AND ALL MATERIAL FACTS RELATING THERETO AND DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE LEAVES THE MEETING WHILE THE REMAINING MEMBERS OF THE BOARD OR COMMITTEE DISCUSS THE MATTER AND DETERMINE, BY MAJORITY VOTE WITHOUT THE INTERESTED PERSON VOTING, WHETHER OR NOT THE FINANCIAL INTEREST OF THE INTERESTED PERSON CONSTITUTES A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE BOARD OR COMMITTEE: 1. REQUIRES THE INTERESTED PERSON TO LEAVE THE MEETING DURING THE DISCUSSION OF AND THE VOTE ON THE TRANSACTION THAT RESULTS IN THE CONFLICT; PROVIDED, HOWEVER THAT THE INTERESTED PARTY MAY MAKE A PRESENTATION AT THE MEETING PRIOR TO LEAVING, 2. APPOINTS, IF DEEMED APPROPRIATE, A NON-INTERESTED PARTY TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, 3. DETERMINES, BY MAJORITY VOTE WITHOUT THE INTERESTED PERSON VOTING, WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, IS FOR THE ORGANIZATION'S OWN BENEFIT AND IS FAIR AND REASONABLE TO THE ORGANIZATION. THE POLICY APPLIES TO ANY TRANSACTION OR ARRANGEMENT BETWEEN THE ORGANIZATION AND ANY INTERESTED PERSON. AN INTERESTED PERSON IS A DIRECTOR, OFFICER OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION FORM 990, PART VI, SECTION B, LINE 15 THE CEO EVALUATION AND COMPENSATION COMMITTEE EVALUATES THE CEO BASED ON A SET OF IDENTIFIED GOALS AND EXPECTATIONS. THE COMMITTEE MEETS WITH THE CEO TO REVIEW THESE GOALS AND EXPECTATIONS. THE COMMITTEE THEN RECOMMENDS A SALARY BASED ON COMPARATIVE DATA TO THE CHANCELLOR OF THE UNIVERSITY. GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPL, HIGHEST COMP EMPL FORM 990, PART VII, SECTION A, LINE 1A JOHN SIMMONS WAS A DIRECTOR THROUGH FEBRUARY 25, 2013. DONNA L. MANERING REPLACED HIM AS DIRECTOR. JEFF LORBER WAS DIRECTOR OF DEVELOPMENT THROUGH OCTOBER 22, 2012. JAMES G. SALMO BECAME CHIEF EXECUTIVE OFFICER ON NOVEMBER 28, 2012. PATRICIA M. MOLINE BECAME DIRECTOR OF DEVELOPMENT ON APRIL 29, 2013. BRYAN C VAGNER WAS MANAGING DIRECTOR THROUGH MAY 31, 2012. HE WAS NOT AN OFFICER DURING THE FISCAL YEAR OF THIS TAX RETURN. HIS COMPENSATION IS FOR CALENDAR YEAR 2012. EXPLANATION OF OTHER EMPLOYEE BENEFITS FORM 990, PART IX, LINE 9 OTHER EMPLOYEE BENEFITS LISTED AS PROGRAM SERVICE EXPENSES: RECRUITMENT/MOVING EXP. FOR EMPLOYEES OF RELATED ORG. $14,316 EMPLOYEE (AND RETIREMENT) GIFTS AND PARTIES FOR EMPLOYEES OF RELATED ORG. 7,754 ------- TOTAL PROGRAM SERVICES EMPLOYEE BENEFITS $22,070 OTHER EMPLOYEE BENEFITS LISTED AS MANAGEMENT & GENERAL EXPENSES: RECRUITMENT/MOVING EXP. FOR EMPLOYEES OF RELATED ORG. WORKING FOR THE FOUNDATION $27,569 EXPLANATION OF OTHER CHANGES IN NET ASSETS OR FUND BALANCES FORM 990, PART XI, LINE 9 BAD DEBT EXPENSE: (518,971) SOUTHERN ILLINOIS UNIVERSITY CARBONDALE 1265 LINCOLN DRIVE CARBONDALE IL 62901 376005961 UNIVERSITY IL 501(C)(3) 6 NA false CHARITABLE REMAINDER TRUSTS (6) INVESTMENT N/A TRUST false true true false false false false false false true true true true true true true false true false CHARITABLE REMAINDER TRUSTS SCHEDULE R, PART IV COLUMN C FIVE OF THE TRUSTS ARE DOMICILED IN ILLINOIS; ONE OF THE TRUSTS IS DOMICILED IN MASSACHUSETTS COLUMN D ALL OF THE TRUSTS ARE CONTROLLED BY SOUTHERN ILLINOIS UNIVERSITY FOUNDATION; HOWEVER, ONE OF THE TRUSTS IS ALSO CONTROLLED BY THE GRANTOR OF THE TRUST