COLORADO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO STATE UNIVERSITY FOUNDATION (EIN 23-7098397)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201333189349300148
- Schema version
- 2012v2.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T07:46:20-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461497033 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EKS&H LLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7979 E TUFTS AVENUE SUITE 400 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 802372521 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237098397 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | COLO | NameControl |
| Phone | 9704917135 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1870 | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80522 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHLEEN HENRY | Name |
| Title | PRESIDENT | Title |
| Phone | 9704917135 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG R CHOUN | Name |
| PTIN | P00173718 | PTIN |
| Phone | 3037409400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHLEEN HENRY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1870 | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 80522 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 97947820 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CSUFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1970 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | COLORADO STATE UNIVERSITY FOUNDATION RECEIVES, MANAGES AND INVESTS GIFTS IN SUPPORT OF CSU. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 12 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | -178566 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -385027 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 25895829 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 45271687 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 28630520 | InvestmentIncomePriorYear |
| Investment Income Current Year | 16512570 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -6737 | OtherRevenuePriorYear |
| Other Revenue Current Year | -115140 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 54519612 | TotalRevenuePriorYear |
| Total Revenue Current Year | 61669117 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 30743799 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 45313188 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1121899 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1180589 | 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 | 2890435 | OtherExpensePriorYear |
| Other Expenses Current Year | 5164340 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34756133 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51658117 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 19763479 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10011000 | RevenuesLessExpensesCY |
| Total Assets BOY | 325352506 | TotalAssetsBOY |
| Total Assets EOY | 356362299 | TotalAssetsEOY |
| Total Liabilities BOY | 15605934 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17092900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 309746572 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 339269399 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O COLORADO STATE UNIVERSITY FOUNDATION (THE FOUNDATION) ASSISTS IN THE PROMOTION, DEVELOPMENT AND ENHANCEMENT OF FACILITIES AND EDUCATIONAL PROGRAMS AND ENHANCEMENTS OF FACULTY, STUDENTS, AND ALUMNI OF COLORADO STATE UNIVERSITY (CSU). THIS IS ACCOMPLISHED THROUGH RECEIVING, MANAGING AND INVESTING GIFTS. PRINCIPAL AND/OR INCOME FROM THESE GIFTS ARE USED FOR SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WHICH DIRECTLY OR INDIRECTLY AID AND BENEFIT CSU. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 45576509 | Expense |
| Grants | 45313188 | Grants |
| Description | CSU FOUNDATION ASSISTED IN THE PROMOTION, DEVELOPMENT AND ENHANCEMENT OF FACILITIES AND EDUCATIONAL PROGRAMS AND OPPORTUNITIES OF FACULTY, STUDENTS, AND ALUMNI OF COLORADO STATE UNIVERSITY (CSU). DURING THE YEAR, THE FOUNDATION TRANSFERRED APPROXIMATELY $45,000,000 TO CSU AND AFFILIATES. BECAUSE OF THIS AID, CSU WAS ABLE TO AWARD SCHOLARSHIPS AND FELLOWSHIPS TO ITS STUDENTS; PROVIDE FOR ACADEMIC AND INSTRUCTIONAL SUPPORT, RESEARCH EFFORTS, INSTITUTIONAL SUPPORT; AND OPERATION AND MAINTENANCE OF FACILITIES AND EQUIPMENT. | Description |
| Total Program Service Expense | 45576509 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | 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 | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 12 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | 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 | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN DUNBAR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9704917135 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 410 UNIVERSITY SERVICES CENTER | AddressLine1 |
| City | FORT COLLINS | City |
| State | CO | State |
| ZIP Code | 805239100 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES MARTELL | ||||||
| DIRECTOR/CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| ROBERT CROMWELL | ||||||
| DIRECTOR/VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| SCOTT THISTED | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN HENRY | ||||||
| PRESIDENT/CEO | 20.00 | X | X | 100062 | 0 | 16272 |
| KAREN DUNBAR | ||||||
| SECRETARY/TREASURER/VP/CFO | 40.00 | X | 152102 | 0 | 41011 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 252164 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 57283 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES INC | |||||
| 1800 LARIMER STREET SUITE 2100 | DENVER | CO | 80202 | INVESTMENT MANAGEMENT | 200000 |
| WOODBERRY ASSOCIATES LLC | |||||
| 6227 EAGLE RIDGE RD | BETTENDORF | IA | 52722 | LEGISLATIVE RELATIONS | 183063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| All Other Contributions | 45271687 | AllOtherContributions |
| Noncash Contributions | 3612695 | NoncashContributions |
| Total Contributions | 45271687 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3873498 | TotalRevenueColumn |
| Exclusion | $3,873,498 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48917775 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 36278703 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12639072 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12639072 | TotalRevenueColumn |
| Exclusion | $12,639,072 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 63426 | 63426 | |
| ORD LOSS FROM PTNRSHPS | 523000 | -178566 | -178566 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -115140 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 61669117 | TotalRevenueColumn |
| Related Or Exempt Function Income | 63426 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -178566 | UnrelatedBusinessRevenue |
| Exclusion | $16,512,570 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45313188 | Total |
| Program Services | 45313188 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312775 | Total |
| Management And General | 312775 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653493 | Total |
| Management And General | 653493 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48801 | Total |
| Management And General | 48801 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103786 | Total |
| Management And General | 103786 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61734 | Total |
| Management And General | 61734 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129582 | Total |
| Program Services | 27333 | ProgramServices |
| Management And General | 102249 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51508 | Total |
| Management And General | 51508 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 254431 | Total |
| Management And General | 254431 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3878821 | Total |
| Management And General | 3878821 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5715 | Total |
| Program Services | 5000 | ProgramServices |
| Management And General | 715 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112273 | Total |
| Program Services | 730 | ProgramServices |
| Management And General | 111543 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20828 | Total |
| Management And General | 20828 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56335 | Total |
| Program Services | 50643 | ProgramServices |
| Management And General | 5692 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3355 | Total |
| Management And General | 3355 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6531 | Total |
| Management And General | 6531 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10400 | Total |
| Management And General | 10400 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| GIFT PROCESSING SERVICE | 436800 | 436800 | |
| CULTIVATION/DEVELOPMENT | 70157 | 70157 | |
| PREMIUM-DONATED INSUR. | 30811 | 30811 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96793 | Total |
| Program Services | 78647 | ProgramServices |
| Management And General | 18146 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51658117 | Total |
| Program Services | 45576509 | ProgramServices |
| Management And General | 6081608 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28125 | BOY |
| EOY | 29327 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431530 | BOY |
| EOY | 722239 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21989710 | BOY |
| EOY | 29494206 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19735 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34132 | BOY |
| EOY | 37841 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 211898 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 205568 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12861 | BOY |
| EOY | 6330 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138950890 | BOY |
| EOY | 169470646 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163005315 | BOY |
| EOY | 155180636 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216303 | BOY |
| EOY | 762563 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 663905 | BOY |
| EOY | 658511 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325352506 | BOY |
| EOY | 356362299 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134538 | BOY |
| EOY | 151137 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1038371 | BOY |
| EOY | 2134713 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13579530 | BOY |
| EOY | 13989491 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 853495 | BOY |
| EOY | 817559 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15605934 | BOY |
| EOY | 17092900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27827320 | BOY |
| EOY | 33378658 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142714616 | BOY |
| EOY | 160586130 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139204636 | BOY |
| EOY | 145304611 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 309746572 | BOY |
| EOY | 339269399 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325352506 | BOY |
| EOY | 356362299 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10011000 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 21132409 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -1620582 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| 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 | 36910340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25608677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45036387 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25895829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45271687 | CurrentTaxYear |
| Total | 178722920 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 36910340 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25608677 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 45036387 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25895829 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45271687 | CurrentTaxYear |
| Total | 178722920 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10373360 | AmountsSubstContributorsTotal |
| Public Support Total170 | 168349560 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2827626 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3322760 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4264979 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3363594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3873498 | CurrentTaxYear |
| Total | 17652457 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63711 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4081 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 119960 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100541 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63426 | CurrentTaxYear |
| Total | 351719 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 196727096 | TotalSupport |
| Public Support Pertcentage170 | 0.85580 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85600 | 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 Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 254431 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 254431 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47524865 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 47779296 | 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 |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
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 Minus3 | 214367 | CurrentYearMinus3 |
| Current Year Minus2 | 250110 | CurrentYearMinus2 |
| Current Year Minus1 | 249989 | CurrentYearMinus1 |
| Current Year | 254431 | CurrentYear |
| Total | 968897 | 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 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 231306784 | BeginningOfYearBalance |
| Contributions | 8347752 | Contributions |
| Investment Earnings Or Losses | 23441717 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10101410 | GrantsOrScholarships |
| Other Expenditures | -1377701 | OtherExpenditures |
| End Of Year Balance | 254372544 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 234682234 | BeginningOfYearBalance |
| Contributions | 7009268 | Contributions |
| Investment Earnings Or Losses | -4628004 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7398059 | GrantsOrScholarships |
| Other Expenditures | -1641345 | OtherExpenditures |
| End Of Year Balance | 231306784 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 181835528 | BeginningOfYearBalance |
| Contributions | 12326771 | Contributions |
| Investment Earnings Or Losses | 44214351 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5843926 | GrantsOrScholarships |
| Other Expenditures | -2149510 | OtherExpenditures |
| End Of Year Balance | 234682234 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 151644975 | BeginningOfYearBalance |
| Contributions | 6113047 | Contributions |
| Investment Earnings Or Losses | 19257909 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4254108 | GrantsOrScholarships |
| Other Expenditures | -9073705 | OtherExpenditures |
| End Of Year Balance | 181835528 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 190740729 | BeginningOfYearBalance |
| Contributions | 11457294 | Contributions |
| Investment Earnings Or Losses | -45379257 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5786615 | GrantsOrScholarships |
| Other Expenditures | -612824 | OtherExpenditures |
| End Of Year Balance | 151644975 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.10570 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.57120 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.32310 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 211898 | OtherCostOrOtherBasis |
| Depreciation | 205568 | Depreciation |
| Book Value | 6330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6330 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (6 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH/CASH EQUIV UNDER INV MGMT | 1398313 | F |
| HEDGED EQUITIES | 23195657 | F |
| ABSOLUTE RETURN | 71104070 | F |
| PRIVATE EQUITY | 52624347 | F |
| RESTRICTED INVESTMENTS | 1645041 | F |
| FIXED INCOME ALTERNATIVE | 5213208 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 155180636 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIFE INCOME AGREEMENTS | Description |
| Amount | $817,559 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 817559 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 78049931 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 21132409 | NetUnrealizedGainsInvestments |
| Other Revenues | -1072774 | OtherRevenues |
| Revenue Not Rptd F990 | 20059635 | RevenueNotRptdF990 |
| Revenue Subtotal | 57990296 | RevenueSubtotal |
| Investment Expenses Not Included | 3678821 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3678821 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 61669117 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48527104 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 547808 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 547808 | ExpensesNotRptdF990 |
| Expenses Subtotal | 47979296 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3678821 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3678821 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51658117 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | DEPOSITS HELD IN CUSTODY ARRANGEMENT: THE FOUNDATION HAS BEEN DESIGNATED BY THE BOARD OF GOVERNORS OF THE COLORADO STATE UNIVERSITY (CSU) SYSTEM AS THE OFFICIAL REPOSITORY FOR ALL GIFTS OF CASH, SECURITIES, AND OTHER ASSETS GIVEN TO CSU FOR THE USE AND BENEFIT OF CSU, OTHER THAN THOSE REQUIRED BY LAW TO BE KEPT BY CSU. ENDOWMENTS AND THE RELATED EXPENDABLE FUND ARE HELD BY THE FOUNDATION FOR INVESTMENT SAFEKEEPING. THE FOUNDATION REPORTS ON THESE FUNDS TO CSU REGULARLY. | |
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUNDS: ENDOWMENT FUNDS SHALL BE USED BY CSU FOR PURPOSES SET FORTH BY THE ENDOWMENT DONOR(S). SUCH USES INCLUDE BUT ARE NOT LIMITED TO SCHOLARSHIP, RESEARCH, ACADEMIC INSTRUCTION, AND OUTREACH. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X, LINE 2: | FIN48: THE FOUNDATION IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND A PUBLIC CHARITY UNDER SECTION 509(A)(1). ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS MADE IN THESE FINANCIAL STATEMENTS. THE FOUNDATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF JUNE 30, 2013 AND 2012. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED IN MANAGEMENT AND GENERAL EXPENSES. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2013 AND 2012. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATIONS INCLUDE 2010 THROUGH 2013 FOR THE FEDERAL RETURN AND 2009 THROUGH 2013 FOR STATE RETURNS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ACTUARIAL CHANGE IN VALUE OF LIFE INCOME AGREEMENTS -30,307. UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 178,566. NET INVESTMENT GAINS ON DEPOSITS HELD IN CUSTODY FOR CSU -1,221,033. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES 547,808. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)
| RegionRegion | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|
| CENTRAL AMERICA/CARIBBEAN | INVESTMENTS | N/A | 12681000 |
| EUROPE | INVESTMENTS | N/A | 10660000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 23341000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 23341000 | TotalAmountSpent |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 1 | PassiveForeignInvestCo |
| Foreign Partnership | 1 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| COLORADO STATE UNIVERSITY | ||||||
| OVAL DRIVE | FORT COLLINS | CO | 80523 | 846000545 | 40465870 | EDUCATION |
| CSU RESEARCH FOUNDATION | ||||||
| 601 S HOWES STREET ROOM 410 | FORT COLLINS | CO | 80521 | 840600653 | 4847318 | BUILDING AND LAND MANAGEMENT FOR CSU |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: MONITORING PROCEDURES: UPON THE ESTABLISHMENT OF A NEW GIFT FUND, A DESIGNATED CSU REPRESENTATIVE RECEIVES FUND DOCUMENTATION (INCLUDING DONOR'S INTENTIONS) AND AGREES TO ENSURE DONOR INTENT IS MET. REGULAR, PERIODIC CERTIFICATIONS ARE GENERATED BY THE FOUNDATION AND DISSEMINATED TO CSU REPRESENTATIVES FOR REVIEW AND ATTESTATION THAT ALL AMOUNTS TRANSFERRED TO CSU DURING THE REPORTING PERIOD HAVE BEEN EXPENDED OR USED IN ACCORDANCE WITH DONOR'S INTENTIONS. |
| PART II, LINE 1H, PURPOSE OF GRANTS OR ASSISTANCE: | PURPOSES SET FORTH BY THE DONOR ARE COMMUNICATED TO CSU FOR ALL CASH AND NON-CASH ASSISTANCE PROVIDED FROM CSU FOUNDATION TO CSU. SUCH PURPOSES INCLUDE BUT ARE NOT LIMITED TO SCHOLARSHIP, RESEARCH, ACADEMIC INSTRUCTION, CAPITAL IMPROVEMENTS, AND INSTITUTIONAL SUPPORT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | KAREN DUNBAR | NamePerson |
| Title | SECRETARY/TREASURER/VP/CFO | Title |
| Base Compensation Filing Org | 151841 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 261 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 15569 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 25442 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 193113 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 37 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2002817 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVERAGE OF HIGH LOW | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1609878 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | 3RD PARTY APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | 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 | CSU CONDUCTS FUNDRAISING FOR ALL GIFTS (BOTH CASH AND NONCASH). GIFTS OF CASH AND GIFTS OF SECURITIES FOR THE BENEFIT OF CSU ARE RECEIVED BY THE FOUNDATION. PER AN AGREEMENT BETWEEN THE FOUNDATION AND CSU, ALL GIFTS RECEIVED BY THE FOUNDATION ARE PROCESSED BY CSU. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | COMPOSITION OF THE BOARD OF DIRECTORS: THE BOARD OF DIRECTORS OF THE FOUNDATION CONSISTS OF FIVE VOTING MEMBERS AND THREE, EX-OFFICIO, NON-VOTING MEMBERS. VOTING BOARD MEMBERS CONSIST OF FOUR COMMUNITY MEMBERS AND THE PRESIDENT OF THE FOUNDATION. AS OF JUNE 30, 2013, ONE OF THE VOTING MEMBER POSITIONS WAS VACANT. NON-VOTING BOARD MEMBERS CONSIST OF THE PRESIDENT OF COLORADO STATE UNIVERSITY, THE VICE PRESIDENT FOR UNIVERSITY OPERATIONS, AND THE VICE PRESIDENT FOR UNIVERSITY ADVANCEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEW OF 990: AS DOCUMENTED IN MEETING MINUTES, THE FOUNDATION'S BOARD OF DIRECTORS HAS BEEN ENGAGED IN THE REPORTING REQUIREMENTS OF FORM 990. EACH DIRECTOR RECEIVED A COPY OF THE COMPLETED FORM 990 FOR REVIEW PRIOR TO ITS FILING AND THE BOARD MEETING AT WHICH THE 990 WAS APPROVED. | |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY: DIRECTORS OF THE FOUNDATION'S BOARD AND EMPLOYEES OF THE FOUNDATION ARE PROVIDED COMPANY POLICIES ON OR BEFORE THEIR FIRST DATE OF SERVICE FOR THE FOUNDATION. ALL DIRECTORS AND KEY EMPLOYEES OF THE FOUNDATION ARE REQUESTED TO COMPLETE AND SUBMIT A DISCLOSURE OF POTENTIAL AND KNOWN CONFLICT(S) OF INTEREST ANNUALLY OR MORE FREQUENTLY IF CONFLICTS ARISE SOONER. ANY DISCLOSED RELATIONSHIPS ARE DISCUSSED WITH LEGAL COUNSEL AND A DETERMINATION MADE AS TO WHETHER THE RELATIONSHIP CONSTITUTES A CONFLICT OF INTEREST. SHOULD A CONFLICT OF INTEREST BE DETERMINED TO EXIST, THE BOARD IS INFORMED AND THE BOARD DETERMINES APPROPRIATE ACTION IF NECESSARY. SUCH ACTION MAY INCLUDE PROHIBITING THE DIRECTOR FROM PARTICIPATING IN CERTAIN DELIBERATIONS AND DECISIONS OR RECUSING THE DIRECTOR FROM THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION POLICY: THE FOUNDATION'S PROCESS FOR DETERMINING COMPENSATION OF ALL OF ITS EMPLOYEES BEGINS WITH IDENTIFYING RESPONSIBILITIES OF THE POSITION. SALARIES ASSOCIATED WITH COMPARABLE POSITIONS WITHIN THE NONPROFIT SECTOR AND GEOGRAPHIC AREA ARE CONSIDERED, AS WELL AS THE EMPLOYEE'S RELEVANT EXPERIENCE AND EDUCATION. SALARY AND WAGE RATES FOR NEW EMPLOYEES AND ANY CHANGES TO PAY RATES ARE APPROVED BY THE PRESIDENT/CEO OR HIS/HER DESIGNEE. THE CHAIRPERSON OF THE FOUNDATION'S BOARD OF DIRECTORS DETERMINES COMPENSATION FOR THE PRESIDENT/CEO USING THE FOREMENTIONED PROCESS AND PROPOSES THE COMPENSATION OR CHANGES TO COMPENSATION TO THE VOTING DIRECTORS FOR APPROVAL. THE PRESIDENT/CEO DETERMINES THE COMPENSATION FOR OTHER TOP OFFICIALS. THE BOARD OF DIRECTORS THEN APPROVES THE COMPENSATION ON AN INDIVIDUAL POSITION BASIS FOR OTHER TOP OFFICIALS IN CONJUNCTION WITH ITS REVIEW AND APPROVAL OF THE FOUNDATION'S BUDGET. BOARD-APPROVED COMPENSATION AND CHANGES IN COMPENSATION ARE COMMUNICATED BY THE CHAIRPERSON TO THE PRESIDENT/CEO AND CFO. APPROPRIATE DOCUMENTATION OF THE COMPENSATION PROCESS IS MAINTAINED IN THE FOUNDATION'S RECORDS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | DISCLOSURE OF DOCUMENTS TO THE PUBLIC: THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS, IRS FORM 990, AND IRS FORM 1023 ARE AVAILABLE VIA THE FOUNDATION'S WEBSITE AT WWW.CSUFOUNDATION.ORG. ALSO AVAILABLE ON ITS WEBSITE IS THE FOUNDATION'S OPEN RECORDS POLICY WHICH ADDRESSES WHAT RECORDS ARE CONSIDERED PUBLIC RECORDS OPEN FOR INSPECTION AND THE PROCESS FOR REQUESTING SUCH RECORDS. | |
| FORM 990, PART XI, LINE 9: | ACTUARIAL CHANGE IN VALUE OF LIFE INCOME AGREEMENTS -30,307. UNRELATED BUSINESS LOSSES FROM PARTNERSHIPS 178,566. CHANGE IN ALLOWANCE FOR UNCOLLECTIBLE PLEDGES -547,808. NET INVESTMENT GAINS ON DEPOSITS HELD IN CUSTODY FOR CSU -1,221,033. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS (2) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CRAT | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSUF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | T | TypeOfEntity |
| 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 |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| 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 |