TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION INC (EIN 23-7166534)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201203179349301915
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T11:40:33-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hahn & Oldham PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Kleberg Ave Suite 200 | AddressLine1 |
| City | Kingsville | City |
| State | TX | State |
| ZIP Code | 78363 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237166534 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas A&M University - Kingsville | BusinessNameLine1 |
| Business Name Line2 | Foundation Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEXA | NameControl |
| Phone | 3615932208 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 2202 Station 1 | AddressLine1 |
| City | Kingsville | City |
| State | TX | State |
| ZIP Code | 78363 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Leonard A Bedell | Name |
| Title | Treasurer | Title |
| Date Signed | 2012-11-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Ann Oldham | Name |
| Phone | 3615954211 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20283313 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.tamukfoundation.org/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Gross UBI | 27110 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 122299 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1999906 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1803866 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2092806 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1566950 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 137735 | OtherRevenuePriorYear |
| Other Revenue Current Year | 107086 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4230447 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3477902 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1509267 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3112022 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 139948 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77498 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 29724 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 446365 | OtherExpensePriorYear |
| Other Expenses Current Year | 472253 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2095580 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3661773 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2134867 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -183871 | RevenuesLessExpensesCY |
| Total Assets BOY | 41377396 | TotalAssetsBOY |
| Total Assets EOY | 38760197 | TotalAssetsEOY |
| Total Liabilities BOY | 90165 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 189712 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41287231 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 38570485 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 3324249 | Expense |
| Grants | 3112022 | Grants |
| Description | The Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals that are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research and faculty and department support. | Description |
| Total Program Service Expense | 3324249 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| 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 | false | 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 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | 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 |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| 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 | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Office Staff | NamePerson |
| Telephone Number | 3615932208 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 W S Gertrudis Seale Hall 203 | AddressLine1 |
| City | Kingsville | City |
| State | TX | State |
| ZIP Code | 78363 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|
| Leonard A Bedell | |||||||
| Treasurer | 4.00 | X | X | 0 | 0 | 0 | |
| Mr Hugh Morrison | |||||||
| Secretary | 2.00 | X | X | 0 | 0 | 0 | |
| Mrs Jean Claire Turcotte | |||||||
| 2nd Vice-Chair | 2.00 | X | X | 0 | 0 | 0 | |
| Mr Stephen J Kleberg | |||||||
| 1st Vice-Chair | 2.00 | X | X | 0 | 0 | 0 | |
| Mr Joe Henkel | |||||||
| Chairman | 5.00 | X | X | 0 | 0 | 0 | |
| LTG Ret Ricardo S Sanchez | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Thomas V Shockley III | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr Stevens Herbst | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr Chuck Weil | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Alvaro Hinojosa | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Allen TarbuttonResigned 728 | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dr Susan Wyatt Sedwick | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr Richard P Ritchie | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Joyce Bynum | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Dr Donald W Patrick | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Bill Colston Jr | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr A C Jones IV | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr J Philip McCormick | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr Oscar Fogle | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mr Al Gonzalez | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Mrs Maria Crowley | |||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||
| Roger CamposResigned 219 | |||||||
| Director | 0.00 | X | 0 | 0 | 0 | ||
| Dr Steven H Tallant PhD | |||||||
| Ex Officio Mbr | 0.00 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1803866 | AllOtherContributions |
| Noncash Contributions | 86844 | NoncashContributions |
| Total Contributions | 1803866 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 675124 | TotalRevenueColumn |
| Exclusion | $675,124 | 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 | 93717 | TotalRevenueColumn |
| Exclusion | $93,717 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16271853 | Securities |
| Other | 1425384 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15627663 | Securities |
| Other | 1177748 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 644190 | Securities |
| Other | 247636 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 891826 | TotalRevenueColumn |
| Related Or Exempt Function Income | 864716 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 27110 | UnrelatedBusinessRevenue |
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 (3 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|
| USDA-Dept of Agriculture | 1610 | $1,610 |
| Securities Litigation | 5624 | $5,624 |
| Roadway Lease | 6057 | $6,057 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 78 | TotalRevenueColumn |
| Exclusion | $78 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 13369 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3477902 | TotalRevenueColumn |
| Related Or Exempt Function Income | 864716 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 27110 | UnrelatedBusinessRevenue |
| Exclusion | $782,210 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3108522 | Total |
| Program Services | 3108522 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3500 | Total |
| Program Services | 3500 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
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 | 39500 | Total |
| Program Services | 25675 | ProgramServices |
| Management And General | 9480 | ManagementAndGeneral |
| Fundraising | 4345 | 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 | 32491 | Total |
| Program Services | 21119 | ProgramServices |
| Management And General | 7798 | ManagementAndGeneral |
| Fundraising | 3574 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5507 | Total |
| Program Services | 3580 | ProgramServices |
| Management And General | 1321 | ManagementAndGeneral |
| Fundraising | 606 | 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 | 44395 | Total |
| Program Services | 34266 | ProgramServices |
| Management And General | 10129 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96369 | Total |
| Program Services | 62640 | ProgramServices |
| Management And General | 23128 | ManagementAndGeneral |
| Fundraising | 10601 | Fundraising |
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 | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222552 | Total |
| Management And General | 222552 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3668 | Total |
| Fundraising | 3668 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 410 | Total |
| Program Services | 250 | ProgramServices |
| Management And General | 160 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12675 | Total |
| Program Services | 4845 | ProgramServices |
| Management And General | 7212 | ManagementAndGeneral |
| Fundraising | 618 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6567 | Total |
| Program Services | 4269 | ProgramServices |
| Management And General | 1576 | ManagementAndGeneral |
| Fundraising | 722 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15302 | Total |
| Program Services | 11309 | ProgramServices |
| Management And General | 2275 | ManagementAndGeneral |
| Fundraising | 1718 | 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 | 7334 | Total |
| Program Services | 24 | ProgramServices |
| Management And General | 7219 | ManagementAndGeneral |
| Fundraising | 91 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 686 | Total |
| Program Services | 686 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2316 | Total |
| Management And General | 2316 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18300 | Total |
| Program Services | 10227 | ProgramServices |
| Management And General | 8073 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Severance Tax & Exp on Royalty | 1968 | 1968 | ||
| Printing and Publications | 4946 | 4211 | 475 | 260 |
| Miscellaneous Investment Fees | 3749 | 3749 | ||
| Memberships/Dues/Licensing | 5736 | 463 | 1752 | 3521 |
| Foreign Tax W/H on Dividends | 20222 | 20222 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5058 | Total |
| Program Services | 2724 | ProgramServices |
| Management And General | 2334 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3661773 | Total |
| Program Services | 3324249 | ProgramServices |
| Management And General | 307800 | ManagementAndGeneral |
| Fundraising | 29724 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43623 | BOY |
| EOY | 14536 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9747286 | BOY |
| EOY | 2373996 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139932 | BOY |
| EOY | 206561 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45989 | BOY |
| EOY | 1140485 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 972 | BOY |
| EOY | 27261 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2630536 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14071 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2619143 | BOY |
| EOY | 2616465 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28688418 | BOY |
| EOY | 32380893 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92033 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41377396 | BOY |
| EOY | 38760197 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52108 | BOY |
| EOY | 57662 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 129196 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38057 | BOY |
| EOY | 2854 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90165 | BOY |
| EOY | 189712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403161 | BOY |
| EOY | 480452 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7405986 | BOY |
| EOY | 4038182 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33478084 | BOY |
| EOY | 34051851 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41287231 | BOY |
| EOY | 38570485 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41377396 | BOY |
| EOY | 38760197 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -183871 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -2532875 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Texas A&M University - Kingsville | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746001530 | EIN |
| Type Of Organization | University | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $3,108,022 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 3108022 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 32823177 | BeginningOfYearBalance |
| Contributions | 946041 | Contributions |
| Investment Earnings Or Losses | 610336 | InvestmentEarningsOrLosses |
| Other Expenditures | 10225 | OtherExpenditures |
| End Of Year Balance | 34369329 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 27859917 | BeginningOfYearBalance |
| Contributions | 623083 | Contributions |
| Investment Earnings Or Losses | 4340177 | InvestmentEarningsOrLosses |
| End Of Year Balance | 32823177 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26808587 | BeginningOfYearBalance |
| Contributions | 1059123 | Contributions |
| Investment Earnings Or Losses | -12793 | InvestmentEarningsOrLosses |
| Other Expenditures | -5000 | OtherExpenditures |
| End Of Year Balance | 27859917 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.95920 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2612849 | OtherCostOrOtherBasis |
| Book Value | 2612849 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 17687 | OtherCostOrOtherBasis |
| Depreciation | 14071 | Depreciation |
| Book Value | 3616 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2616465 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Charitable Gift Annuity Payable | Description |
| Amount | $2,854 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2854 | TotalOfAmounts |
| Total Revenue | 3477902 | TotalRevenue |
| Total Expenses | 3661773 | TotalExpenses |
| Excess Or Deficit For Year | -183871 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2494259 | NetUnrealizedGLOnInvestments |
| Other | -$38,616 | OtherAmount |
| Total Adjustments | -2532875 | TotalAdjustments |
| Excess Or Deficit Per FS | -2716746 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 919199 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -2498778 | NetUnrealizedGainsInvestments |
| Other Revenues | -35683 | OtherRevenues |
| Revenue Not Rptd F990 | -2534461 | RevenueNotRptdF990 |
| Revenue Subtotal | 3453660 | RevenueSubtotal |
| Other Revenues Not Included | 24242 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 24242 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3477902 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3634976 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 3634976 | ExpensesSubtotal |
| Other Expenses Not Included | 26797 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 26797 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3661773 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | The Foundation adopted provisions of FASB ASC 740-10-25, Income Taxes - Overall - Recognition, which requires recognition and disclosure of uncertain tax positions in the financial statements and footnotes. Management of the Foundation believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Add Back Foreign Tax on Dividend $20222 Add Back Foreign Tax on Partnership Invs $869 Add Back Royalty Tax Netted Against Inc $1969 Add Back Misc Investment Fee $3749 Rounding $-12 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Add Back Foreign Tax on Dividend $20222 Add Back Foreign Tax on Partnership Invs $869 Add Back Royalty Tax Netted Against Inc $1969 Add Back Misc Investment Fee $3749 Partnership K-1 Net Loss - Hatteras $-2567 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Reversal of Unrealized - McIntire Jewelry $ -38613 rounding Adjustment(13) $ -3 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (13 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 218 | Kingsville | TX | 78363 | 746001530 | 806000 | 0 | Cae Kleb Ctr Eq & Maint | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 218 | Kingsville | TX | 78363 | 746001530 | 61358 | 0 | Scholarship Support | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 218 | Kingsville | TX | 78363 | 746001530 | 1650979 | 0 | Caes Kleberg Wildlife Res Inst | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 202 | Kingsville | TX | 78363 | 746001530 | 58930 | 0 | Athletic Department | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 195 | Kingsville | TX | 78364 | 746001530 | 10942 | 0 | College of Ed Scholarships | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 188 | Kingsville | TX | 78363 | 746001530 | 115401 | 125000 | Engineering Sch & Supp | Cost | Bronze Statue |
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 182 | Kingsville | TX | 78363 | 746001530 | 74591 | 0 | College of Bus Supp & Sch | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 173 | Kingsville | TX | 78363 | 746001530 | 7500 | 0 | Support-Javelina Camp | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 173 | Kingsville | TX | 78363 | 746001530 | 14201 | 0 | Archives, Library | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 156 | Kingsville | TX | 78363 | 746001530 | 16002 | 0 | Agriculture & Human Sciences | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 134 | Kingsville | TX | 78363 | 746001530 | 42449 | 0 | Hall of Natural History | ||
| Texas A&M University Kingsville | |||||||||
| 700 University Avenue MSC 117 | Kingsville | TX | 78363 | 746001530 | 75371 | 0 | Arts & Sciences Support & Sch | ||
| Texas A&M University Kingsvil | |||||||||
| 700 University Avenue | Kingsville | TX | 78363 | 746001530 | 49298 | 0 | Miscellaneous Support | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Faculty Awards | TypeOfGrant |
| Number Of Recipients | 2 | NumberOfRecipients |
| Amount Of Cash Grant | 3500 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Once funds are transferred into the University accounts, the University personnel assume responsibility for oversight of the funds. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2511 | NoncashContribsRptdF990 |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrestr Promise | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 84332 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | (1) Donated jewelry received in 2007 was liquidated through a jeweler and auction house. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Foundation maintains copies of governing documents including Bylaws, Conflict of Interest policies and audited financials that are made available upon request. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | At the beginning of each fiscal year, members of the board are required by the chairman or his representative to complete and submit disclosure statements for any perceived or actual conflicts of interest, in accordance with the Foundation Conflict of Interest Policy. The disclosure statements are kept on file. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The treasurer and the audit committee reviewed the 2011 Form 990 and Form 990-T. The Form 990 and Form 990-T were presented to the full board at a meeting prior to filing. |
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