2013-11-08T14:55:27-08:00 2012-12-31 Hahn & Oldham PC 100 E Kleberg Ave Suite 200 Kingsville TX 78363 990 2012-01-01 237166534 Texas A&M University - Kingsville Foundation Inc TEXA 3615932208 P O Box 2202 Station 1 Kingsville TX 78363 Leonard A Bedell 2013-11-08 true Mary Ann Oldham P00116937 3615954211 2012 2016-02-24 21:20:13Z 29024003 false false X http://www.tamukfoundation.org/ X 1972 TX The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. 18 18 1 34037 203303 1803866 5952026 0 1566950 3746202 107086 123247 3477902 9821475 3112022 2122509 0 77498 4616 0 14257 472253 578942 3661773 2706067 -183871 7115408 38760197 49886291 189712 687170 38570485 49199121 The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. false false 2342162 2144812 The Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals; the proceeds are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research and faculty and department support. 2342162 true true false false false false false false false true true false false true true true true false false false false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false false true 8 0 true 1 true true false false false false false false 0 false false false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true false false X Office Staff 3615932208 825 W S Gertrudis Seale Hall 203 Kingsville TX 78363 X Leonard A Bedell 8.00 0.00 X X 0 0 0 Mr Hugh Morrison 2.00 0.00 X X 0 0 0 Mrs Jean Claire Turcotte 2.00 0.00 X X 0 0 0 Mr Stephen J Kleberg 2.00 0.00 X X 0 0 0 Mr Joe Henkel 5.00 0.00 X X 0 0 0 LTG Ret Ricardo S Sanchez 1.00 0.00 X 0 0 0 Thomas Shockley-Resigned 824 1.00 0.00 X 0 0 0 Mr Stevens Herbst 1.00 0.00 X 0 0 0 Mr Chuck Weil 1.00 0.00 X 0 0 0 Alvaro Hinojosa 1.00 0.00 X 0 0 0 Dr S Sedwick - Resigned 824 1.00 0.00 X 0 0 0 Mr Richard P Ritchie 1.00 0.00 X 0 0 0 Mrs Joyce Bynum 1.00 0.00 X 0 0 0 Bill Colston Jr 1.00 0.00 X 0 0 0 Mr A C Jones IV 1.00 0.00 X 0 0 0 Mr J Philip McCormick 1.00 0.00 X 0 0 0 Mr Al Gonzalez 1.00 0.00 X 0 0 0 Mrs Maria Crowley 1.00 0.00 X 0 0 0 Dr Steven H Tallant PhD 0.00 0.00 X 0 0 0 0 false false false RBC Wealth Management 301Congress Ave Suite 2200 Austin TX 78701 Investment Managemen 192521 1 5952026 2801095 5952026 0 871692 871692 0 30162 30162 0 15279248 6797790 16113191 3089337 -833943 3708453 2874510 2840473 34037 0 0 0 USDA-Dept of Agriculture 1610 1610 Roadway Lease 6057 6057 Pipeline Easement 85317 85317 101 101 93085 9821475 2840473 34037 994939 2121009 2121009 1500 1500 0 0 0 0 4288 4288 0 0 328 328 0 0 77590 50434 18621 8535 0 0 205847 205847 114026 46800 67226 470 470 4280 2378 1509 393 0 0 7292 4740 1750 802 11473 11473 0 6073 6073 3384 3384 0 1580 1580 21382 14165 7217 Memberships/Dues/Licensing 5234 707 4527 Foreign Tax W/H on Dividends 16642 16642 Property Management Expense 22302 22302 UBTI Tax 93485 93485 -12118 -12375 257 2706067 2342162 349648 14257 14536 759299 2373996 3717428 206561 2384688 1140485 33833 0 0 0 0 27261 0 236536 15651 2616465 220885 26276954 35795982 0 0 0 6103939 6974176 38760197 49886291 57662 21500 129196 633168 2854 32502 189712 687170 X 480452 6706936 4038182 5378841 34051851 37113344 38570485 49199121 38760197 49886291 X 7115408 3513248 -20 X false true X true false X X X false false false Texas A&M University - Kingsville 746001530 University true true true 2120022 1 2120022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34369329 5033418 139496 6898 2382000 37153345 32823177 946041 610336 10225 34369329 27859917 623083 4340177 32823177 26808587 1059123 -12793 -5000 27859917 1909727 -5337 28608587 28608587 0.03520 0.96480 false false false 218849 218849 17687 15651 2036 220885 Majesty II--QP, LP 1142455 Hatteras Core Alternatives TEI Fund, L P Eagle Income Appreciation Partners LP 5831721 6974176 31033 Payroll Taxes Payable 89 Charitable Gift Annuity Payable 1380 32502 X 13311350 3515824 3515824 9795526 25949 25949 9821475 2682685 2682685 23382 23382 2706067 Part XII, Line 4b Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $16642 Add Back Foreign Tax on Partnership Invs $1125 Add Back Royalty Tax Netted Against Inc $1290 Add Back Misc Investment Fee $3024 Expense Included in Income $1301 Part XI, Line 4b Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Add Back Foreign Tax on Dividend $16642 Add Back Foreign Tax on Partnership Invs $1125 Add Back Royalty Tax Netted Against Inc $1290 Add Back Misc Investment Fee $3024 Partnership K-1 Net Loss - Not Included $2567 Expense Included as Capital Loss $1301 Part X Part X : FIN48 Footnote The Foundation adopted provisions of FASB ASC 740-10-25, Income Taxes - Overall - Recognition, which requires recognition and disclosure of uncertain tax positions in the financial statements and footnotes. Management of the Foundation has analyzed the Foundation's tax positions taken with respect to all appplicable income tax issues for all open tax years (2009 through 2012), and has concluded that it has appropriate support for any tax positions taken or expected to be taken and, as such, does not have any uncertain tax positions that are material to the financial statements. true Texas A&M University Kingsville 700 University Avenue MSC 218 Kingsville TX 78363 746001530 62426 0 Scholarship Support Texas A&M University Kingsville 700 University Avenue MSC 218 Kingsville TX 78363 746001530 264762 0 Cae Kleb Ctr Constr & Operations Texas A&M University Kingsville 700 University Avenue MSC 218 Kingsville TX 78363 746001530 1077445 0 Caes Kleberg Wildlife Res Inst Texas A&M University Kingsville 700 University Avenue MSC 202 Kingsville TX 78363 746001530 89093 0 Athletic Department Texas A&M University Kingsville 700 University Avenue MSC 195 Kingsville TX 78364 746001530 10430 0 College of Ed Scholarships Texas A&M University Kingsville 700 University Avenue MSC 188 Kingsville TX 78363 746001530 128434 0 Engineering Sch & Support Texas A&M University Kingsville 700 University Avenue MSC 182 Kingsville TX 78363 746001530 240079 0 College of Bus Supp & Sch Texas A&M University Kingsville 700 University Avenue MSC 173 Kingsville TX 78363 746001530 40000 0 Support-Leadership Camp Texas A&M University Kingsville 700 University Avenue MSC 156 Kingsville TX 78363 746001530 25945 0 Agriculture & Human Sciences Texas A&M University Kingsville 700 University Avenue MSC 134 Kingsville TX 78363 746001530 40167 0 Hall of Natural History Texas A&M University Kingsville 700 University Avenue MSC 117 Kingsville TX 78363 746001530 71878 0 Arts & Sciences Support & Sch Texas A&M University Kingsville 700 University Avenue MSC 101 Kingsville TX 78363 746001530 68854 0 President's Support 1 0 Faculty Awards 1 1500 Grantmaker's Description of How Grants are Used Once funds are transferred into the University accounts, the University personnel assume responsibility for oversight of the funds. X 1 482267 Market Value FMV X Unrestricted Promise to Give 1 1217504 Fair Value X Unrestricted Promise to Give 1 375000 Fair Value X Unrestricted Promise to Give 1 717733 Fair Value false false false Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Rounding Difference = -$20 Form 990, Part VI, Line 19 Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The Foundation maintains copies of governing documents including Bylaws, Conflict of Interest policies and audited financials that are made available upon request. Form 990, Part VI, Line 15a Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management When considering compensation for its employees, the Foundation uses comparative salary surveys which are provided each year by the Association of Fundraising Professionals, the Association of Small Foundations, and the Council for Advancement and Support of Education. These surveys permit salary comparisons based on region, staff size, operating budget, asset size and experience levels. In addition, the Foundation uses the university salary matrix to compare compensation of employees with that of university exempt employees in positions of similar responsibilities. Form 990, Part VI, Line 12c Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts At the beginning of each fiscal year, members of the board are required by the chairman or his representative to complete and submit disclosure statements for any perceived or actual conflicts of interest, in accordance with the Foundation Conflict of Interest Policy. The disclosure statements are kept on file. Form 990, Part VI, Line 11b Form 990, Part VI, Line 11b: Form 990 Review Process The treasurer and the audit committee reviewed the 2012 Form 990 and Form 990-T. The Form 990 and Form 990-T were made available to the full board prior to filing.