TEXAS A&M FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS A&M FOUNDATION (EIN 74-2245072)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201331269349300673
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T09:55:08-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Post Oak Blvd Ste 3200 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77056 | 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 | 742245072 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas A&M Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DOYLE L THOMPSON | InCareOfName |
| Name Control | TEXA | NameControl |
| Phone | 9798458161 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 George Bush Drive | AddressLine1 |
| City | College Station | City |
| State | TX | State |
| ZIP Code | 778402811 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOYLE THOMPSON | Name |
| Title | Vice President and Controller | Title |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M Paige Gerich | Name |
| Phone | 7134994600 | 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 | EDDIE J DAVIS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GEORGE BUSH DRIVE | AddressLine1 |
| City | COLLEGE STATION | City |
| State | TX | State |
| ZIP Code | 778402811 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 439077586 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | Giving.tamu.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | FUNDRAISING AND ASSET MANAGEMENT FOR BENEFIT OF TEXAS A&M UNIVERSITY AT COLLEGE STATION | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 7 | NbrIndependentVotingMembers |
| Total Nbr Employees | 98 | TotalNbrEmployees |
| Total Nbr Volunteers | 30 | TotalNbrVolunteers |
| Total Gross UBI | -734543 | TotalGrossUBI |
| Contributions Grants Prior Year | 59079107 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 86289894 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 61430955 | InvestmentIncomePriorYear |
| Investment Income Current Year | 61368625 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 618027 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1437698 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 121128089 | TotalRevenuePriorYear |
| Total Revenue Current Year | 149096217 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 55652046 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 59243767 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10028877 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10887330 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 76315 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11073333 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12326058 | OtherExpensePriorYear |
| Other Expenses Current Year | 12613782 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 78006981 | TotalExpensesPriorYear |
| Total Expenses Current Year | 82821194 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 43121108 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 66275023 | RevenuesLessExpensesCY |
| Total Assets BOY | 1313631113 | TotalAssetsBOY |
| Total Assets EOY | 1313122734 | TotalAssetsEOY |
| Total Liabilities BOY | 142270264 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 147434120 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1171360849 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1165688614 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE TAMF MATCHES DONORS WITH THE UNIVERSITY'S PRIORITIES. OUR DONORS PROVIDE THE RESOURCES THAT HELP FACULTY EXCEL IN THEIR FIELDS AND STUDENTS BECOME CONFIDENT PROFESSIONALS. THE FOUNDATION'S WISE MANAGEMENT OF THESE GENEROUS GIFTS FUELS SPIRIT AND MIND, IT HELPS AGGIES LEAVE THEIR MARK ON THE WORLD IN PRODUCTIVE AND INVENTIVE WAYS. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 33425438 | Expense |
| Grants | 33425438 | Grants |
| Description | DEPARTMENTAL SUPPORT: PROVIDE NEEDED FUNDS TO SUPPORT VARIOUS COLLEGE AND DEPARTMENTAL NEEDS AND ACTIVITIES THROUGH BOTH NON-ENDOWED FUNDS AND FUNDS GENERATED FROM ENDOWMENTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 18988944 | Expense |
| Grants | 18988944 | Grants |
| Description | SCHOLARSHIPS/FELLOWSHIPS: PROVIDE DIRECT FINANCIAL AID FOR BOTH UNDERGRADUATES AND GRADUATES WITH BOTH NON-ENDOWED SCHOLARSHIPS AND FUNDS GENERATED FROM SCHOLARSHIP ENDOWMENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 6161385 | Expense |
| Grants | 6161385 | Grants |
| Description | FACULTY SUPPORT: PROVIDE FUNDING FOR FACULTY TEACHING AND RESEARCH WITH BOTH NON-ENDOWED FUNDS AND FUNDS GENERATED FROM ENDOWMENTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 668000 | Expense |
| Grants | 668000 | Grants |
| Description | INSTITUTIONAL SUPPORT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 668000 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 668000 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 59243767 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 139 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 98 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | CJ | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 7 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DOYLE L THOMPSON | NamePerson |
| Telephone Number | 9798458161 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GEORGE BUSH DRIVE | AddressLine1 |
| City | COLLEGE STATION | City |
| State | TX | State |
| ZIP Code | 77840 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | OfficerOfficer | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| RICHARD KARDYS | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| JOHN E BETHANCOURT | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| MELBERN G GLASSCOCK | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| CHARLES H GREGORY | ||||||||
| TRUSTEE | 3.0 | X | ||||||
| GEORGE K HICKOX JR | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| THOMAS J SAYLAK | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| VAN H TAYLOR | ||||||||
| TRUSTEE | 3.0 | X | 0 | |||||
| EDDIE J DAVIS | ||||||||
| PRESIDENT | 40.0 | 385900 | X | 0 | 58119 | |||
| JAMES J PALINCSAR | ||||||||
| SENIOR VP & ASST. SECRETARY | 40.0 | 234231 | X | 0 | 51599 | |||
| DOYLE L THOMPSON | ||||||||
| VP, Controller, & Treasurer | 40.0 | 202306 | X | 0 | 44692 | |||
| LISKA F LUSK | ||||||||
| VP, GEN COUNSEL, & SECRETARY | 40.0 | 155719 | X | 0 | 34463 | |||
| JANET A HANDLEY | ||||||||
| VICE PRESIDENT, INVESTMENTS | 40.0 | 266450 | 0 | 56460 | X | |||
| CARL F JAEDICKE | ||||||||
| VICE PRESIDENT, DEVELOPMENT | 40.0 | 171385 | 0 | 41159 | X | |||
| BENJAMIN K WALL | ||||||||
| DIRECTOR, ALT. INVESTMENTS | 40.0 | 151370 | 0 | 36486 | X | |||
| GLENN R PITTSFORD | ||||||||
| VICE PRESIDENT, GIFT PLANNING | 40.0 | 145889 | 0 | 35224 | X | |||
| OSCAR J WOYTEK JR | ||||||||
| ASSISTANT VP, DEVELOPMENT | 40.0 | 130669 | 0 | 31585 | X | |||
| DAVID C HICKS | ||||||||
| ASSISTANT VP DEVELOPMENT | 40.0 | 128711 | 0 | 31090 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1972630 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 420877 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| EDGEWOOD MGMT CO | |||||
| 350 PARK AVENUE 18TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT MANAGERS | 399535 |
| DODGE COX | |||||
| 555 CALIFORNIA STREET 40TH FLOOR | SAN FRANCISCO | CA | 94104 | INVESTMENT MANAGERS | 212141 |
| ADVENT LLC | |||||
| 2320 CRUZEN ST | NASHVILLE | TN | 37211 | CONSULTING SERVICES | 195830 |
| WELLINGTON TRUST COMPANY NA | |||||
| 280 CONGRESS ST | BOSTON | MA | 02210 | INVESTMENT MANAGERS | 553997 |
| ACADIAN | |||||
| 1 POST OFFICE SQUARE | BOSTON | MA | 02109 | INVESTMENT MANAGERS | 200960 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 13 | NumberOfContractorsGT100K |
| All Other Contributions | 86289894 | AllOtherContributions |
| Noncash Contributions | 6014442 | NoncashContributions |
| Total Contributions | 86289894 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19899443 | TotalRevenueColumn |
| Unrelated Business Revenue | -746387 | UnrelatedBusinessRevenue |
| Exclusion | $20,645,830 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62690 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 62690 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 62690 | TotalRevenueColumn |
| Exclusion | $62,690 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 329031333 | Securities |
| Other | 2419218 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 287827738 | Securities |
| Other | 2153631 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 41203595 | Securities |
| Other | 265587 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41469182 | TotalRevenueColumn |
| Exclusion | $41,469,182 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| OIL AND GAS INTERESTS | 900099 | 922796 | 11844 | $910,952 |
| OTHER RECEIPTS | 900099 | 452212 | $452,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1375008 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 149096217 | TotalRevenueColumn |
| Unrelated Business Revenue | -734543 | UnrelatedBusinessRevenue |
| Exclusion | $63,540,866 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59182767 | Total |
| Program Services | 59182767 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61000 | Total |
| Program Services | 61000 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1534268 | Total |
| Management And General | 997861 | ManagementAndGeneral |
| Fundraising | 536407 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6826066 | Total |
| Management And General | 1648300 | ManagementAndGeneral |
| Fundraising | 5177766 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1187987 | Total |
| Management And General | 420592 | ManagementAndGeneral |
| Fundraising | 767395 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792660 | Total |
| Management And General | 75339 | ManagementAndGeneral |
| Fundraising | 717321 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546349 | Total |
| Management And General | 152008 | ManagementAndGeneral |
| Fundraising | 394341 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30386 | Total |
| Management And General | 24281 | ManagementAndGeneral |
| Fundraising | 6105 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90185 | Total |
| Management And General | 90185 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76315 | Total |
| Fundraising | 76315 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8383817 | Total |
| Management And General | 8383817 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 266622 | Total |
| Management And General | 64639 | ManagementAndGeneral |
| Fundraising | 201983 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1125914 | Total |
| Management And General | 12855 | ManagementAndGeneral |
| Fundraising | 1113059 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546685 | Total |
| Management And General | 106927 | ManagementAndGeneral |
| Fundraising | 439758 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 259264 | Total |
| Management And General | 60723 | ManagementAndGeneral |
| Fundraising | 198541 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 413626 | Total |
| Management And General | 136496 | ManagementAndGeneral |
| Fundraising | 277130 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421199 | Total |
| Management And General | 67279 | ManagementAndGeneral |
| Fundraising | 353920 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108434 | Total |
| Management And General | 37735 | ManagementAndGeneral |
| Fundraising | 70699 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 384567 | Total |
| Management And General | 126907 | ManagementAndGeneral |
| Fundraising | 257660 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 97352 | Total |
| Management And General | 60961 | ManagementAndGeneral |
| Fundraising | 36391 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| General Fundraising | 324080 | 4475 | 319605 |
| Memberships & Dues | 20572 | 9302 | 11270 |
| HR Systems | 41555 | 13714 | 27841 |
| EMPLOYEE AWARDS | 17870 | 5897 | 11973 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81654 | Total |
| Management And General | 3801 | ManagementAndGeneral |
| Fundraising | 77853 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82821194 | Total |
| Program Services | 59243767 | ProgramServices |
| Management And General | 12504094 | ManagementAndGeneral |
| Fundraising | 11073333 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32492823 | BOY |
| EOY | 34582976 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35932829 | BOY |
| EOY | 54059384 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3679360 | BOY |
| EOY | 1414567 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 473923 | BOY |
| EOY | 152383 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 52117831 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5911032 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44967129 | BOY |
| EOY | 46206799 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 927700319 | BOY |
| EOY | 918143757 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 212983512 | BOY |
| EOY | 204969479 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55401218 | BOY |
| EOY | 53593389 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313631113 | BOY |
| EOY | 1313122734 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882532 | BOY |
| EOY | 1246777 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141387732 | BOY |
| EOY | 146187343 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142270264 | BOY |
| EOY | 147434120 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49431361 | BOY |
| EOY | 39879619 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 332416980 | BOY |
| EOY | 298620217 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 789512508 | BOY |
| EOY | 827188778 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171360849 | BOY |
| EOY | 1165688614 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313631113 | BOY |
| EOY | 1313122734 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 66275023 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -71947258 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 69289097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75044719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77952468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59079107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86289894 | CurrentTaxYear |
| Total | 367655285 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69289097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75044719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77952468 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59079107 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86289894 | CurrentTaxYear |
| Total | 367655285 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 40187579 | AmountsSubstContributorsTotal |
| Public Support Total170 | 327467706 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22991819 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22813651 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16652775 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16938247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21337141 | CurrentTaxYear |
| Total | 100733633 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 468388918 | TotalSupport |
| Public Support Pertcentage170 | 0.69914 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.71460 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 82821194 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 82821194 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Total | 0 | Total |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 19377370 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1004515895 | BeginningOfYearBalance |
| Contributions | 41265305 | Contributions |
| Investment Earnings Or Losses | -10443334 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13450983 | GrantsOrScholarships |
| Other Expenditures | 26350384 | OtherExpenditures |
| Administrative Expenses | 14342880 | AdministrativeExpenses |
| End Of Year Balance | 981193619 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 842974899 | BeginningOfYearBalance |
| Contributions | 36069467 | Contributions |
| Investment Earnings Or Losses | 177942954 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13839862 | GrantsOrScholarships |
| Other Expenditures | 24366562 | OtherExpenditures |
| Administrative Expenses | 14265001 | AdministrativeExpenses |
| End Of Year Balance | 1004515895 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 756051929 | BeginningOfYearBalance |
| Contributions | 55430929 | Contributions |
| Investment Earnings Or Losses | 86742590 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 11385623 | GrantsOrScholarships |
| Other Expenditures | 30509348 | OtherExpenditures |
| Administrative Expenses | 13355578 | AdministrativeExpenses |
| End Of Year Balance | 842974899 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 881122847 | BeginningOfYearBalance |
| Contributions | 49562179 | Contributions |
| Investment Earnings Or Losses | -127761785 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15041970 | GrantsOrScholarships |
| Other Expenditures | 20695986 | OtherExpenditures |
| Administrative Expenses | 11133356 | AdministrativeExpenses |
| End Of Year Balance | 756051929 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.03150 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.84300 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.12550 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 36017730 | InvestmentCostOrOtherBasis |
| Book Value | 36017730 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 13308673 | InvestmentCostOrOtherBasis |
| Depreciation | 3867374 | Depreciation |
| Book Value | 9441299 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2791428 | InvestmentCostOrOtherBasis |
| Depreciation | 2043658 | Depreciation |
| Book Value | 747770 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 46206799 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| TEXAS A&M FDN TRUST CO | 500000 | C |
| NON-MARKETABLE SECURITIES | 204469479 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 204969479 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| HELD FOR OTHER CHARITABLE ORGS | $129,504,908 |
| OTHER LIABILITIES | $100,145 |
| ANNUITIES & TRUSTS PAYABLE | $16,582,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 146187343 | TotalOfAmounts |
| Total Revenue | 149096217 | TotalRevenue |
| Total Expenses | 82821194 | TotalExpenses |
| Excess Or Deficit For Year | 66275023 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -71947258 | NetUnrealizedGLOnInvestments |
| Other | $23,566 | OtherAmount |
| Total Adjustments | -71923692 | TotalAdjustments |
| Excess Or Deficit Per FS | -5648669 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 68859832 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -71947258 | NetUnrealizedGainsInvestments |
| Other Revenues | 94690 | OtherRevenues |
| Revenue Not Rptd F990 | -71852568 | RevenueNotRptdF990 |
| Revenue Subtotal | 140712400 | RevenueSubtotal |
| Other Revenues Not Included | 8383817 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 8383817 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 149096217 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 74508501 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 71124 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 71124 | ExpensesNotRptdF990 |
| Expenses Subtotal | 74437377 | ExpensesSubtotal |
| Other Expenses Not Included | 8383817 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 8383817 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 82821194 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION'S COLLECTION | SCHEDULE D, PART III, LINE 4 | DONATED PAINTING AND GLASS ON PUBLIC EXHIBITION AND FOR EDUCATIONAL PURPOSES |
| OTHER DIFFERENCES | SCHEDULE D, PART XI, LINE 8 | $23,566 TEXAS A&M FOUNDATION TRUST COMPANY NET INCOME |
| OTHER REVENUE | SCHEDULE D, PART XII, LINE 2D | $94,690 RELATED ENTITY REVENUE |
| OTHER INVESTMENT EXPENSES | SCHEDULE D, PART XII, LINE 4B & PART XIII, LINE 4B | $8,383,817 INVESTMENT EXPENSES |
| OTHER EXPENSES | SCHEDULE D, PART XIII, LINE 2D | $71,124 RELATED ENTITY EXPENSE |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | SUPPORT OF TEXAS A&M UNIVERSITY IN ACCORDANCE WITH THE ORGANIZATIONS MISSION STATEMENT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (14 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| Central America and the Caribbean | Program Services | EDUC CONF/RESEARCH | 3000 |
| Europe (Including Iceland and Greenland) | Program Services | EDUC CONF/RESEARCH | 25000 |
| Middle East and North Africa | Program Services | EDUC CONF/RESEARCH | 1000 |
| North America | Program Services | EDUC CONF/RESEARCH | 6000 |
| South America | Program Services | EDUC CONF/RESEARCH | 7000 |
| South Asia | Program Services | EDUC CONF/RESEARCH | 2000 |
| Sub-Saharan Africa | Program Services | EDUC CONF/RESEARCH | 17000 |
| Central America and the Caribbean | Investments | 73240000 | |
| Europe (Including Iceland and Greenland) | Investments | 3234000 | |
| East Asia and the Pacific | Program Services | CONTRIBUTIONS | 0 |
| Europe (Including Iceland and Greenland) | Program Services | CONTRIBUTIONS | 0 |
| Middle East and North Africa | Program Services | CONTRIBUTIONS | 0 |
| North America | Program Services | CONTRIBUTIONS | 0 |
| Sub-Saharan Africa | Program Services | CONTRIBUTIONS | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Amount Spent | 76535000 | SubtotalAmountSpent |
| Total Amount Spent | 76535000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| Europe/Iceland/Greenland | FACULTY SUPPORT | 25000 | EFT |
| North America | FACULTY SUPPORT | 6000 | EFT |
| South America | FACULTY SUPPORT | 7000 | EFT |
| Sub-Saharan Africa | FACULTY SUPPORT | 17000 | EFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | true | OwnForeignCorp |
| Passive Foreign Invest Co | false | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| MONITORING OF FUNDS AND ASSISTANCE OUTSIDE OF THE U.S. | SCHEDULE F, PART II | THE FOUNDATION HAS POLICIES AND PROCEDURES AND REQUIRES ITEMIZED RECEIPTS TO MONITOR FOUNDATION DIRECT PAYMENTS TO TAMU STAFF FOR REIMBURSEMENT OF TRAVEL ACTIVITY OUTSIDE OF THE UNITED STATES. QUALIFYING EXPENSES ARE APPROVED AT A HIGHER LEVEL OF AUTHORITY THAN THE TRAVELER. THE FOUNDATION ALSO TRANSFERS FUNDS DIRECTLY TO TEXAS A&M UNIVERSITY FOR SUPPORT WHICH MAY OR MAY NOT INCLUDE FOREIGN ACTIVITIES--THESE ARE NOT INCLUDED IN THIS SCHEDULE AND AMOUNTS ARE UNKNOWN. |
| SCHEDULE F, PARTS I & II | THE ORGANIZATION PROVIDES GRANTS AND OTHER ASSISTANCE TO TEXAS A&M UNIVERSITY, A 501(C)(3) ORGANIZATION, TO COVER THE COSTS OF SENDING EMPLOYEES ABROAD FOR EDUCATIONAL CONFERENCES AND RESEARCH. BASED ON THE IRS INSTRUCTIONS FOR SCHEDULE F BECAUSE THESE GRANTS WERE MADE "TO A PARTICULAR U.S. ORGANIZATION OR ENTITY FOR THE UNDERSTOOD PURPOSE OF ENGAGING DIRECTLY OR INDIRECTLY IN FOREIGN ACTIVITY" THEY ARE REPORTED ON SCHEDULE F PART I AND PART II. THE FUNDS WERE ULTIMATELY USED IN MORE THAN ONE REGION. ALL REGIONS INCLUDING THAT WHOSE SUPPORT EXCEEDED THE $5,000 MINIMUM REPORTING THRESHOLD FOR PART II ARE LISTED IN SCHEDULE F, PART II, LINE 1. REGIONS REPORTED ON SCHEDULE F, PART I BELOW THE $5,000 THRESHOLD ARE NOT REPORTED IN PART II. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Schedule F Part V | Form990ScheduleFPartV | |
| Form990 Schedule F Part V | Form990ScheduleFPartV | |
| Form990 Schedule F Part V | Form990ScheduleFPartV |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Marts Lundy Inc | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wall Street West | AddressLine1 |
| City | Lyndhurst | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Campaign Consulting | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 76315 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 0 | TotalGrossReceipts |
| Total Retained By Contractors | 76315 | TotalRetainedByContractors |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | DC | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | Address Line2AddressUS/AddressLine2 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TEXAS A&M UNIVERSITY | |||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | 18988944 | SCHOLARSHIPS/FELLOWSHIPS |
| TEXAS A&M UNIVERSITY | |||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | 6100385 | FACULTY SUPPORT |
| TEXAS A&M UNIVERSITY | |||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | 668000 | INSTITUTIONAL SUPPORT |
| TEXAS A&M UNIVERSITY | |||||||
| C/O TEXAS AM FOUNDATION | 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 778402811 | 746000531 | 33425438 | DEPARTMENTAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANT FUNDS IN THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PART I, QUESTION 2 | ReturnReference |
| Explanation | TEXAS A&M FOUNDATION REQUIRES A FULL-TIME SENIOR STAFF OR FACULTY MEMBER OF TEXAS A&M UNIVERSITY TO SUBMIT DOCUMENTATION SHOWING THE INTENDED USE FUNDS, AND TO PROVIDE RECEIPTS AND INVOICES WHEN APPLICABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDDIE J DAVIS | |||||||||||||
| 324952 | 0 | 47700 | 0 | 13248 | 0 | 51246 | 0 | 6873 | 0 | 444019 | 0 | 0 | 0 |
| JAMES J PALINCSAR | |||||||||||||
| 200667 | 0 | 30000 | 0 | 3564 | 0 | 44726 | 0 | 6873 | 0 | 285830 | 0 | 0 | 0 |
| DOYLE L THOMPSON | |||||||||||||
| 175000 | 0 | 25500 | 0 | 1806 | 0 | 37819 | 0 | 6873 | 0 | 246998 | 0 | 0 | 0 |
| LISKA F LUSK | |||||||||||||
| 132997 | 0 | 20400 | 0 | 2322 | 0 | 27590 | 0 | 6873 | 0 | 190182 | 0 | 0 | 0 |
| JANET A HANDLEY | |||||||||||||
| 231950 | 0 | 34500 | 0 | 0 | 49587 | 0 | 6873 | 0 | 322910 | 0 | 0 | 0 | |
| CARL F JAEDICKE | |||||||||||||
| 158821 | 0 | 9000 | 0 | 3564 | 0 | 34286 | 0 | 6873 | 0 | 212544 | 0 | 0 | 0 |
| BENJAMIN K WALL | |||||||||||||
| 142624 | 0 | 8314 | 0 | 432 | 0 | 29613 | 0 | 6873 | 0 | 187856 | 0 | 0 | 0 |
| GLENN R PITTSFORD | |||||||||||||
| 134619 | 0 | 7706 | 0 | 3564 | 0 | 28351 | 0 | 6873 | 0 | 181113 | 0 | 0 | 0 |
| OSCAR J WOYTEK JR | |||||||||||||
| 119447 | 0 | 7031 | 0 | 4191 | 0 | 24712 | 0 | 6873 | 0 | 162254 | 0 | 0 | 0 |
| DAVID C HICKS | |||||||||||||
| 119358 | 0 | 7031 | 0 | 2322 | 0 | 24217 | 0 | 6873 | 0 | 159801 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| COMPENSATION INFORMATION | PART I, LINE 1B | GROSS UP PAYMENTS ARE INCLUDED IN COMPENSATION. SOCIAL CLUB DUES PAID BY TEXAS A&M FOUNDATION FOR STAFF ARE INCLUDED AS TAXABLE FRINGE BENEFITS ON THEIR W2. |
| SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN | LINE 4B | TEXAS A&M FOUNDATION OFFICERS ARE ELIGIBLE FOR ADDITIONAL RETIREMENT BENEFITS THROUGH A SUPPLEMENTAL NON-QUALIFIED REITREMENT PLAN, 457(F), IF THEY REMAIN EMPLOYEES UNTIL AGE 65. JAMES J. PALINCSAR, DOYLE L. THOMPSON, AND LISKA F. LUSK PARTICIPATED BUT THERE WAS NO ACCRUAL FOR CY2011. THE PLAN WAS ADOPTED IN 1999 BY THE BOARD OF TRUSTEES. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 134 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4139172 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG HI/LO ON GIFT DT | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 231882 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NPV CRTS | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 81000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1323000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL-RANCH LAND | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | LIFE INSURANCE | Description |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 39247 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | 0 | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE | Identifier |
| Return Reference | PART I, LINE 32B | ReturnReference |
| Explanation | FOR REAL ESTATE PARCELS, THE FOUNDATION USUALLY LISTS THE PROPERTY WITH A LOCAL, PROFESSIONAL REAL ESTATE BROKER FOR SALES | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, SECTION B, LINE 11 | DISCUSSION OF THE FORM 990 WAS AN AGENDA ITEM AT THE MAY 2013, BOARD OF TRUSTEES MEETING. THE VICE PRESIDENT AND CONTROLLER REVIEWED THE COMPLETED FORM 990, AND IT WAS DISCUSSED AND QUESTIONS ANSWERED. |
| CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT | FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND A DISCLOSURE FORM EACH YEAR. THE DISCLOSURE FORMS ARE RETURNED AND REVIEWED BY THE ORGANIZATIONS IN-HOUSE COUNSEL AND REPORTED TO THE CHAIRMAN OF THE AUDIT COMMITTEE. WITH A BOARD OF ONLY SEVEN TRUSTEES, IT IS NOT DIFFICULT TO DISCERN WHO AMONG THE MEMBERS OF THE BOARD, OFFICERS, AND KEY EMPLOYEES MAY HAVE A RELATIONSHIP, WHICH REQUIRES DISCLOSURE. IF REVIEW OF THE DISCLOSURE FORM DOES NOT REVEAL WHAT IS EXPECTED TO BE DISCLOSED, THE INDIVIDUAL IS CONTACTED BY AN OFFICER OF THE ORGANIZATION FAMILIAR WITH THE REPORTING REQUIREMENTS TO PROVIDE ADDITIONAL EXPLANATION AND A REVISED DISCLOSURE FORM IS RETURNED. THE FORM STATES THAT IT IS THE RESPONSIBILITY OF THE OFFICER, TRUSTEE, OR KEY EMPLOYEE TO UPDATE THE DISCLOSURE IF CIRCUMSTANCES OCCUR THROUGHOUT THE YEAR WHICH NECESSITATES A CHANGE IN THE INFORMATION SUPPLIED. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART IV, SECTION B, LINE 15 | THE COMPENSATION COMMITTEE OF THE ORGANIZATION REVIEWS AND APPROVES TOTAL COMPENSATION OF ALL OFFICERS AND THE INVESTMENT DIRECTOR. COMPARABILITY DATA FOR ALL POSITIONS UNDER REVIEW IS PRESENTED TO THE COMMITTEE. THE OFFICERS INCLUDED IN THIS REVIEW ARE THE PRESIDENT, SENIOR VICE PRESIDENT FOR DEVELOPMENT, VICE PRESIDENT AND CONTROLLER, AND VICE PRESIDENT AND GENERAL COUNSEL. THE COMPENSATION COMMITTEE IS COMPOSED OF MEMEBERS OF THE BOARD OF TRUSTEES WHO ARE UNCOMPENSATED VOLUNTEERS. THE PRESIDENT (CHIEF EXECUTIVE) OF THE ORGANIZATION IS PRESENT FOR A PORTION OF THE COMMITTEE MEETING TO PRESENT THE PERFOMANCE AND ACCOMPLISHMENTS OF THE EXECUTIVE STAFF. NONE OF THE REMAINING OFFICERS ARE PRESENT FOR ANY PORTION OF THIS DISCUSSION. THE PRESIDENT IS EXCUSED FOR DISCUSSION OF HIS OWN PERFORMANCE AND THE DECISION REGARDING HIS OWN SALARY. NONE OF THE OFFICERS ARE VOTING MEMEBERS OF THE COMPENSATION COMMITTEE OR THE BOARD OF TRUSTEES. THE DISCUSSION, DELIBERATION, AND DECISION FOR ALL POSITIONS UNDER REVIEW BY THE COMPENSATION COMMITTEE IS RECORDED IN THE MINUTES OF THE COMMITTEE PREPARED BY THE PRESIDENT AND SIGNED BY THE CHAIR OF THE COMMITTEE FOR PRESENTATION AND APPROVAL AT THE NEXT MEETING OF THE COMMITTEE. THE FULL BOARD OF TRUSTEES RECEIVES AN ORAL REPORT OF THE COMMITTEE, GENERALLY WITHIN 24 HOURS OF THE COMPENSATION COMMITTEE MEETING. EVERY 4-5 YEARS AN OUTSIDE INDEPENDENT CONSULTANT IS HIRED TO REVIEW COMPENSATION TO ENSURE SALARIES ARE COMPARABLE TO SIMILAR ORGANIZATIONS AND MARKET CONDITIONS. THE ORGANIZATION'S LAST REVIEW WAS APRIL 2012. |
| DOCUMENTS MADE AVAILABLE TO THE PUBLIC | FORM 990, PART VI, SECTION C, LINE 19 | THE ARTICLES OF INCORPORATION FOR THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC ON REQUEST FROM THE OFFICE OF THE SECRETARY OF STATE AND ARE FREQUENTLY REQUESTED AND SUPPLIED IN THE COURSE OF GRANT APPLICATIONS TO PRIVATE FOUNDATIONS AND CORPORATE FOUNDATIONS. THE BYLAWS ARE AVAILABLE ON REQUEST TO THE ORGANIZATION BY MEMBERS OF THE PUBLIC. THE CONFLICT OF INTEREST POLICY IS MAINTAINED WITHIN THE ORGANIZATIONS GENERAL POLICIES AND PROCEDURES AND HAS NOT BEEN PRESENTED TO THE PUBLIC IN ANY MANNER. HOWEVER, IF REQUESTED, THE ORGANIZATIONS CONFLICT OF INTEREST POLICY WOULD BE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC REQUESTING THIS INFORMATION. THE FOUNDATION PRODUCES AN ANNUAL REPORT WHICH INCLUDES THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION AND CONSOLIDATED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. THIS REPORT IS MAILED TO MANY DONORS, IS AVAILABLE UPON REQUEST, AND IS AVAILABLE ON THE FOUNDATIONS WEBSITE. THE COMPLETE AUDITED FINANCIALS ARE AVAILABLE UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 5 | (71,947,258) UNREALIZED GAIN/LOSS |
| CHANGES IN OVERSIGHT PROCESS OR SELECTION PROCESS | FORM 990, PART XII, LINE 2C | THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S AUDIT COMMITTEE'S RESPONSIBILITIES. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TEXAS A&M FOUNDATION TRUST CO | |||||||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | 742337930 | TRUST COMPANY | TX | N/A | C CORP | 424166 | 1445066 | 1.00000 |
| CHARITABLE REMAINDER TRUSTS (42) | |||||||||||
| TRUST | TX | N/A | TRUST | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| TEXAS A&M FOUNDATION TRUST COMPANY | ||
| M | 19600 | INDIRECT COSTS |
| TEXAS A&M FOUNDATION TRUST COMPANY | ||
| N | 258000 | BASED ON T/S |
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