2013-02-12T11:27:08-06:00 2012-06-30 DELOACH & WILLIAMSON LLP 1401 MAIN STREET SUITE 660 COLUMBIA SC 29201 990 2011-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION % RUSS MEEKINS UNIV 8037771466 1600 HAMPTON STreet COLUMBIA SC 29208 RUSSELL H MEEKINS 2013-02-11 true HARRY D DELOACH 8037718855 2013-02-11 X 2011 2016-02-25 16:41:14Z jerome odom 107 OSBORNE STREET columbia SC 29208 70971706 false X www.sc.edu/foundations/educational X 1956 SC support the university of south carolina in all of its educational, instructional, scientific, literary, research, service, charitable and outreach endeavors. 20 20 1 20 0 31937612 26611376 103460 62564 16658974 7433476 366163 607336 49066209 34714752 8917669 9821791 0 0 1095716 1273760 601808 605396 1134119 12028611 13451382 22643804 25152329 26422405 9562423 330263884 340226394 27774089 35791639 302489795 304434755 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 21986124 9821791 26673940 aid the university in achieving its mission as the states flagship institution of higher education through the establishment/implementation of long-range fundraising programs. 21986124 true true false false false false false false false true true true false true true false true true false false false false false true true false false true false true false false false false false false false false true false false false false true false false false false true 199 0 true 1 true false false false false true true true true false false false false X 20 20 false false false false false false false true true false false true true true true true true true true false SC X X RUSS MEEKINS 8037771466 107 OSBORNE STREET columbia SC 29208 JOHN C B SMITH jr 1.0 X X J ALLEN WRIGHT 1.0 X F A LOWREY 1.0 X X M Walker RAST 1.0 X X J CHRIS VERENES 1.0 X DEBRA R TIMMERMAN 1.0 X X c JOHN WENTZELL 1.0 X JAMES A BENNETT 1.0 X STEVEN S JUK 1.0 X JOE M ANDERSON JR 1.0 X R KEITH ELLIOTT 1.0 X H BRONSON SMITH 1.0 X SAMUEL VICKERS 1.0 X Charles L Calvert 1.0 X Rita B Cullum 1.0 X Thomas C Deas Jr 1.0 X John P Harloe Jr 1.0 X William J Holmes III 1.0 X Boyd B Jones 1.0 X A Umit Taftali 1.0 X JEROME D ODOM 15.0 X 215250 0 0 russell h meekins 12.0 X 151952 0 30379 kimberly h elliott 25.0 X 113163 35252 480365 0 65631 3 false true true RuFFALOCODY INC post office box 3018 CEDAR RAPIDS IA 542063010 CALL CENTER SERVICE 542932 FUND EVALUATION GROUP post office box 71-5060 COLUMBUS OH 432715060 INVSTMNT MANAGEMENT 136518 lightfoot franklin and white llc 400 20th street BIRMINGHAM AL 352033200 legal services 357801 3 277179 26334197 2500682 26611376 MUSICAL CONCERTS 711130 49411 49411 REGISTRATION FEES 611430 13153 13153 62564 4978771 4978771 0 0 38460140 36005435 2454705 2454705 2454705 200999 277179 251519 -50520 -50520 0 0 REIMBURSMENT OF EXPENSES 324245 324245 ASSESMENT FEES 11482 11482 MISCELLANEOUS 322129 322129 657856 34714752 720420 7382956 9821791 9821791 0 0 0 391911 391911 0 643043 643043 99843 99843 68767 68767 70196 70196 0 431527 410719 20808 29825 5295 24530 0 605396 605396 546207 53086 493121 984981 789522 67583 127876 44396 43536 860 732388 571093 62927 98368 31171 15894 15267 10 0 249817 221454 4956 23407 682439 633629 4195 44615 675 644 31 64939 60908 2481 1550 1141894 1141894 0 5463 2891 2572 159800 158508 1292 FOOD SUPPLIES 1083302 871406 3640 208256 DISTRIBUTION TO BENEFICIARY 2766362 2766362 CONSTRUCTION & EQUIPMENT 1281275 1232688 47344 1243 SALARY/WAGE REIMBURSEMENT 2574199 2574199 640722 610605 7610 22507 25152329 21986124 2032086 1134119 4813295 5734473 5758439 2105405 16220005 22166808 2363076 2270734 0 0 0 0 55000 129962 0 0 0 0 1683461 118548 1608999 1564913 135495418 167514196 106208097 76718705 0 0 0 0 57741555 62021198 330263884 340226394 7808437 7933019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19965652 27858620 27774089 35791639 X 33512427 26290509 98629876 104649861 170347492 173494385 302489795 304434755 330263884 340226394 X 9562423 -7617463 X false true true X false X 17364775 15711607 21468736 31937612 26611376 113094106 17364775 15711607 21468736 31937612 26611376 113094106 13153646 99940460 6223203 5101984 4059842 4194199 4978771 24557999 137652105 0.72604 0.71420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 188522844 5857398 -4256614 3675702 649631 2101767 183696528 156921332 9183055 29719402 3546877 1682093 2071975 188522844 141947128 7824005 14475341 3632547 1852984 1839611 156921332 177446490 8908520 -36821404 0 7586478 0 141947128 0.93300 0.06700 false false 1560411 1560411 123050 118548 4502 1564913 BONDS AND NOTES 26660679 F OTHER INVESTMENTS 50058026 F 76718705 ASSETS HELD IN TRUST BY OTHERS 61325871 ASSETS HELD IN TRUST BY FNDTN 695327 62021198 0 UNIVERSITY OF SOUTH CAROLINA 19943910 USC ALUMNI ASSOCIATION 1896472 FUNDS HELD FOR OTHERS 6018238 27858620 34714752 25152329 9562423 -7768631 5925678 -1842953 7719470 33144443 -7768631 6198322 -1570309 34714752 34714752 25424973 272644 272644 25152329 25152329 Part V Line 4 The net income of the foundation's endowment funds is utilized as directed by the board of directors of the foundation in accordance with established priorities and gift restrictions for the exclusive benefit of the university of south carolina. these uses include but are not limited to: 1) scholarships and/or fellowships 2) chairs and/or professorships 3) general program support for various university departments, college, institutes, and offices Part XI Line 8 Changes in pledges receivable 5,946,803 Annuity Adjustment (21,125) Part XII Line 2d Changes in Pledges Receivable 5,946,803 Special Events 251,519 Part XIII Line 2D Annuity Adjustment 21,125 SPECIAL EVENTS 251,519 X X X X X X true Ruffalocody inc call center PO Box 3018 Cedar Rapids IA 54206 call center management false 616032 549589 66443 Grenzebach Glier Associates in PO Box 88277 Chicago IL 60680 consultants false 51056 616032 600645 66443 SC BALL 168285 156290 11995 848 25173 18078 1200 89367 GALA 67469 27149 40320 2103 11000 3200 2474 10 242424 93740 148684 1572 14000 38575 8900 35029 478178 277179 200999 2420 41276 67653 13300 126870 251519 -50520 PART I LINE 2B, ROW 1 RUFFALOCODY, INC. - THE FOUNDATION PAID RUFFALOCODY, INC., A TOTAL OF $552,758. THIS CONSISTED OF $549,589 FOR PROFESSIONAL FUNDRAISING SERVICES AND $3,169 FOR FUNDRAISING EXPENSES (PRINTING, POSTAGE, ETC.). FUNDRAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICES PROVIDED BY RUFFALOCODY. pART I lINE 2B, ROW 2 GRENZEBACH GLIER & ASSOCIATES, INC. - THE FOUNDATION PAID GRENZEBACH gLIER & ASSOCIATES, INC., A TOTAL OF $59,191. tHIS CONSISTED OF $51,056 FOR PROFESSIONAL FUND RAISING SERVICES AND $8,135 FOR FUNDRAISING EXPENSES (PRINARILY TRAVEL). FUND RAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICES PROVIDED BY GRENZEBACH GLIER & ASSOCIATES, INC. true Spartanburg Regional HealthCare system foundation 101 EAST WOOD STREET Spartanburg SC 29303 570937166 501(c)(3) 10000 cost CANCER screenings the free medical clinic inc 1875 HARDEN STREET columbia SC 29404 570779279 501(c)(3) 24500 cost medical care university of south carolina 816 BULL STREET columbia SC 29208 576001153 501(c)(3) 9390881 249575 cost equipment scholarships, grants asstn of baccalaureate social work prog dirs 1701 DUKE STREET SUITE 200 alexandria VA 22314 550563314 501(c)(3) 6000 cost conference support south carolina higher education foundation 1122 LADY STREET SUITE 300 columbia SC 29201 571112286 501(c)(3) 10000 cost initiative support south carolina bar 950 taylor street columbia SC 29201 570610103 501(c)(3) 11200 cost conference support foundation of national student nurses asstn 45 main street suite 606 brooklyn NY 11201 133123125 501(c)(3) 7500 cost event support federation of families of south carolina 810 dutch square boulevard columbia SC 29210 571092757 501(c)(3) 6000 cost conference support national merit scholarship corp 1560 sherman avenue suite 200 evanston IL 602014897 362307745 501(c)(3) 56000 cost scholarships 9 Part I Line 2 For scholarships, the university of south carolina is provided with the award requirements for each scholarship. they then provide us with the name of each scholarship recipient. For cancer screenings, the recipient must maintain accurate records of activities and expenditures and provide a written report of outcomes, activities, lessons learned and any issues/questions arising from the screenings. all other grants/assistance is unencumbered. there are no monitoring procedures for this grant. X true true X X X X X false false false false false false false false false JEROME D ODOM 215250 0 0 0 0 0 0 0 0 0 215250 0 0 0 russell h meekins 151952 0 0 0 20785 0 9594 0 182331 0 19554 0 PART I LINE 1A THE FOUNDATION Paid an annual membership fee in the amount of $95 for Dr. Odom's membership in a business club. the membership was used exclusively to conduct business of the foundation. PART VII LINE 5 RUSSELL H. MEEKINS AND KIMBERLY H. ELLIOTT RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS RECEIVED A TOTAL OF $182,331 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF $148,415 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. X 115 2436061 fmv X 1 58000 fmv X grand piano 1 5000 FMV X other miscellaneous 4 1621 FMV 1 false true false Part VI Line 11a A copy of the 990 is emailed to each board member prior to filing. board members are requested to review the form and notify the foundation prior to the form due date if they have any comments or corrections to the form. Part VI Line 19 The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public through the foundation's website AND UPON REQUEST. Part VI Line 12c The foundation's Conflict of interest policy is distributed annually to board members at a full board meeting. attached to the copy of the conflict of interest policy is a signature form for each board member to sign and indicate that they have read, and complied with, the foundation's conflict of interest policy for the year. the signature forms are collected and kept by the foundation. Part VI Line 15 The executive officer's compensation is determined based on performance and board reviews. the salary is derived from comparable industry data and achievement of performance standards established at the beginning of each fiscal year. part xi line 5 net unrealized losses: $(7,768,631) changes in pledges receivable: 5,946,803 annuity adjustment: (21,125) Prior year audit adjustment: (5,774,510) __________ total: (7,617,463) ========== USC Development Foundation 1600 HAMPTON STREET Columbia SC 29208 576026593 development SC 501(c)(3) 11c(III-FI) na false crt of elizabeth todd heckel 208 osborne administration building columbia SC 29208 206119185 charitable SC na trust 0 0 0.00000 clarke w mccants jr crut 1600 hampton street suite 814 columbia SC 29208 566558891 charitable SC na trust 0 0 0.00000 crut of edith schwartz joel 1600 hampton street suite 814 columbia SC 29208 586393718 charitable SC na trust 0 0 0.00000 scusc - anne h dobson crut 1600 hampton street suite 814 columbia SC 29208 586425662 charitable SC na trust 0 0 0.00000 crt of the perrin family 1600 hampton street suite 814 columbia SC 29208 576185286 charitable SC na trust 0 0 0.00000 false false false true false false false false false false false false true true true true true true