KENTUCKY STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KENTUCKY STATE UNIVERSITY FOUNDATION INC (EIN 23-7351574)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-14
- IRS object ID
- 201310459349302001
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-14T13:22:09-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611226763 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECKEN & SMITH PSC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 TOWNEPARK CIRCLE STE 200 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40243 | 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 | 237351574 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTUCKY STATE UNIVERSITY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KENT | NameControl |
| Phone | 5028750187 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4210 | AddressLine1 |
| City | FRANKFORT | City |
| State | KY | State |
| ZIP Code | 406044210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MR DONALD LYONS | Name |
| Title | TREASURER | Title |
| Phone | 5028750187 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOYCE M SMITH | Name |
| PTIN | P00061474 | PTIN |
| Phone | 5022445505 | Phone |
| 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 | MR DONALD LYONS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4210 | AddressLine1 |
| City | FRANKFORT | City |
| State | KY | State |
| ZIP Code | 40604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1691915 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1968 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | ADMINISTERING THE COLLECTION AND DISBURSEMENT OF SCHOLARSHIP FUNDS AND PROVIDING SUPPORT FOR THE ACADEMIC PROGRAMS AND ACTIVITIES OF KSU | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 799105 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 660428 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 429732 | InvestmentIncomePriorYear |
| Investment Income Current Year | 568234 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1607 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1230444 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1228662 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20554 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 36469 | 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 | 530677 | OtherExpensePriorYear |
| Other Expenses Current Year | 580792 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 551231 | TotalExpensesPriorYear |
| Total Expenses Current Year | 617261 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 679213 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 611401 | RevenuesLessExpensesCY |
| Total Assets BOY | 7847803 | TotalAssetsBOY |
| Total Assets EOY | 8258806 | TotalAssetsEOY |
| Total Liabilities BOY | 22523 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8124 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7825280 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8250682 | NetAssetsOrFundBalancesEOY |
| Mission Description | ADMINISTERING THE COLLECTION AND DISBURSEMENTS OF SCHOLARSHIP FUNDS TO ELIGIBLE STUDENTS AND PROVIDING MONETARY SUPPORT FOR THE ACADEMIC PROGRAMS AND ACTIVITIES OF KENTUCKY STATE UNIVERSITY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 433304 | Expense |
| Description | ADMINISTERING THE COLLECTION AND DISBURSEMENTS OF SCHOLARSHIP FUNDS TO ELIGIBLE STUDENTS AND PROVIDING MONETARY SUPPORT FOR THE ACADEMIC PROGRAMS AND ACTIVITIES OF KENTUCKY STATE UNIVERSITY | Description |
| Total Program Service Expense | 433304 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | 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 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 0 | 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 | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR DONALD LYONS TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5028750187 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 DOUGLAS AVENUE | AddressLine1 |
| City | FRANKFORT | City |
| State | KY | State |
| ZIP Code | 406044210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| NORMA HOGAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| CHARLES LAMBERT | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| WILLIE PEALE | ||||||
| PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| FRAZIER CURRY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR LEE C HARRIS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR CLIFFORD CLAIBORNE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR JAMES LETTON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| LYTLE DAVIS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| WILLIAM H MASON | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| TAVA CLAY | ||||||
| SECRETARY | 0.00 | X | 0 | 0 | 0 | X |
| DONALD LYONS | ||||||
| EXECUTIVE SECRETARY/TREASU | 20.00 | X | 23860 | 0 | 0 | X |
| LORETTA STEWART | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| JEFFREY MCDONALD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| PATRICIA WILKES-STONE | ||||||
| VICE-PRESIDENT | 0.00 | X | 0 | 0 | 0 | X |
| NAOMI BARKLEY | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| KATHLEEN SLOAN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| ANN GARVIN | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR LUTHER BURSE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| KEVIN COOKE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR GEORGE MOORE | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| DR JOHNNY D SHEPPARD | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| VENITA HAWKINS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| HERBERT WATKINS | ||||||
| TRUSTEE | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 23860 | 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 |
| All Other Contributions | 660428 | AllOtherContributions |
| Total Contributions | 660428 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 211494 | TotalRevenueColumn |
| Related Or Exempt Function Income | 211494 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 819993 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 463253 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 356740 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 356740 | TotalRevenueColumn |
| Related Or Exempt Function Income | 356740 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1228662 | TotalRevenueColumn |
| Related Or Exempt Function Income | 568234 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23860 | Total |
| Management And General | 23860 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10017 | Total |
| Management And General | 10017 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2592 | Total |
| Management And General | 2592 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24615 | Total |
| Management And General | 24615 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17718 | Total |
| Management And General | 17718 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| UNIVERSITY SUPPORT | 261016 | 261016 | |
| OPERATING EXPENSES | 105155 | 105155 | |
| SCHOLARSHIPS | 75285 | 75285 | |
| TRAVEL & PROMOTION | 60278 | 60278 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36725 | Total |
| Program Services | 36725 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 617261 | Total |
| Program Services | 433304 | ProgramServices |
| Management And General | 183957 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1128337 | BOY |
| EOY | 1031386 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 205926 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 124561 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99083 | BOY |
| EOY | 81365 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6585258 | BOY |
| EOY | 7111449 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35125 | BOY |
| EOY | 34606 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7847803 | BOY |
| EOY | 8258806 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22523 | BOY |
| EOY | 8124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22523 | BOY |
| EOY | 8124 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330383 | BOY |
| EOY | 290777 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1122706 | BOY |
| EOY | 1264132 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6372191 | BOY |
| EOY | 6695773 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7825280 | BOY |
| EOY | 8250682 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7847803 | BOY |
| EOY | 8258806 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 611401 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -185999 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| 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 | 549418 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1002045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 604568 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 800712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 660428 | CurrentTaxYear |
| Total | 3617171 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 549418 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1002045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 604568 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 800712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 660428 | CurrentTaxYear |
| Total | 3617171 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 3617171 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 179619 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 178798 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 191372 | CurrentTaxYearMinus1Year |
| Current Tax Year | 211494 | CurrentTaxYear |
| Total | 938200 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4555371 | TotalSupport |
| Public Support Pertcentage170 | 0.79400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.78510 | 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 | 6372191 | BeginningOfYearBalance |
| Contributions | 145448 | Contributions |
| Investment Earnings Or Losses | 325789 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 38630 | GrantsOrScholarships |
| Other Expenditures | 22924 | OtherExpenditures |
| Administrative Expenses | 86101 | AdministrativeExpenses |
| End Of Year Balance | 6695773 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5379462 | BeginningOfYearBalance |
| Contributions | 340243 | Contributions |
| Investment Earnings Or Losses | 805673 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23441 | GrantsOrScholarships |
| Other Expenditures | 22156 | OtherExpenditures |
| Administrative Expenses | 107590 | AdministrativeExpenses |
| End Of Year Balance | 6372191 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4966126 | BeginningOfYearBalance |
| Contributions | 164159 | Contributions |
| Investment Earnings Or Losses | 414291 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 37875 | GrantsOrScholarships |
| Other Expenditures | 20416 | OtherExpenditures |
| Administrative Expenses | 99323 | AdministrativeExpenses |
| End Of Year Balance | 5379462 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4828935 | BeginningOfYearBalance |
| Contributions | 570588 | Contributions |
| Investment Earnings Or Losses | -239496 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 43804 | GrantsOrScholarships |
| Other Expenditures | 46146 | OtherExpenditures |
| Administrative Expenses | 103951 | AdministrativeExpenses |
| End Of Year Balance | 4966126 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 65526 | OtherCostOrOtherBasis |
| Depreciation | 26324 | Depreciation |
| Book Value | 39202 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 140400 | OtherCostOrOtherBasis |
| Depreciation | 98237 | Depreciation |
| Book Value | 42163 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 81365 | TotalOfBookValueLandBuildings |
| Total Revenue | 1228662 | TotalRevenue |
| Total Expenses | 617261 | TotalExpenses |
| Excess Or Deficit For Year | 611401 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -185999 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -185999 | TotalAdjustments |
| Excess Or Deficit Per FS | 425402 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1190412 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -185999 | NetUnrealizedGainsInvestments |
| Other Revenues | 147749 | OtherRevenues |
| Revenue Not Rptd F990 | -38250 | RevenueNotRptdF990 |
| Revenue Subtotal | 1228662 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1228662 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 765010 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 147749 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 147749 | ExpensesNotRptdF990 |
| Expenses Subtotal | 617261 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 617261 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ORGANIZATION UTILIZES ENDOWMENT FUNDS BASED ON LEGAL RESTRICTIONS SUCH AS SCHOLARSHIP REQUIREMENTS AND FUNDING ENDOWED CHAIR POSITIONS AT KENTUCKY STATE UNIVERSITY. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INTERFUND MANAGEMENT FEES 147,749. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INTERFUND MANAGEMENT FEES 147,749. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S TREASURER AND OUTSIDE ACCOUNTANT REVIEW THE FORM 990 PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD OF TRUSTEES REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND REQUIRES ITS MEMBERS TO REPORT ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS AT THAT TIME. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE COMPENSATION OF THE TREASURER ANNUALLY IN CONNECTION WITH THE BUDGET PROCESS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIALS AVAILABLE TO THE PUBLIC ON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -185,999. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE ORGANIZATION MADE NO CHANGES IN THE OVERSIGHT PROCESS OR SELECTION PROCESS REGARDING THE INDEPENDENT AUDIT FUNCTION. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENTUCKY STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 E MAIN STREET | AddressLine1 |
| City | FRANKFORT | City |
| State | KY | State |
| ZIP Code | 40601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | PUBLIC UNIVERSITY | PrimaryActivities |
| Legal Domicile State | KY | LegalDomicileState |
| Exempt Code Section | EXEMPT UNIVERSITY | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments