2012-03-02T10:14:59-06:00 2011-06-30 DELOACH & WILLIAMSON LLP 1401 MAIN STREET SUITE 660 COLUMBIA SC 29201 990 2010-07-01 576017985 UNIVERSITY OF SOUTH CAROLINA EDUCATIONAL FOUNDATION UNIV 8037771466 1600 HAMPTON STreet COLUMBIA SC 29208 Russell H Meekins 2012-02-20 8037718855 2012-02-14 X 2010 2016-02-24 21:20:13Z jerome odom 107 OSBORNE STREET columbia SC 29208 71818722 false X www.sc.edu/foundations/educational X 1956 SC support the university of south carolina in all of its educational, instructional, scientific, literary, research, service, charitable and outreach endeavors. 21 20 1 21 0 0 21468736 31937612 0 103460 9250054 16658974 528704 366163 31247494 49066209 9515629 8917669 0 0 1125466 1095716 802067 601808 832039 13686754 12028611 25129916 22643804 6117578 26422405 276156346 330263884 27670527 27774089 248485819 302489795 SUPPORT THE UNIVERSITY OF SOUTH CAROLINA IN ALL OF ITS EDUCATIONAL, INSTRUCTIONAL, SCIENTIFIC, LITERARY, RESEARCH, SERVICE, CHARITABLE AND OUTREACH ENDEAVORS. false false 19898977 32041072 BENEFIT/SUPPORT THRoUgh ESTABLISHMENT/IMPLEMENTATION OF LONG- RANGE FUNDRAISING PROGRAMS TO ASSIST IN THE EXPANSION AND IMPROVEMENT OF THE EDUCATIONAL FUNCTIONS OF THE UNIVERSITY 19898977 true true false false false false false false true true true false true true false true true false false false false false true true false false true false true false false false false false false false true true true false false false true false false false false true 181 0 true 1 true false true CJ NT false false true true true true false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false SC X X RUSS MEEKINS 8037771466 107 OSBORNE STREET columbia SC 29208 CLAUDE M SCARBOROUGH JR 1.0 X 0 0 0 JOHN C B SMITH jr 1.0 X X 0 0 0 J ALLEN WRIGHT 1.0 X 0 0 0 F A LOWREY 1.0 X X 0 0 0 M Walker RAST 1.0 X X 0 0 0 J CHRIS VERENES 1.0 X 0 0 0 DEBRA R TIMMERMAN 1.0 X X 0 0 0 c JOHN WENTZELL 1.0 X 0 0 0 JAMES A BENNETT 1.0 X 0 0 0 STEVEN S JUK 1.0 X 0 0 0 JOE M ANDERSON JR 1.0 X 0 0 0 R KEITH ELLIOTT 1.0 X 0 0 0 H BRONSON SMITH 1.0 X 0 0 0 SAMUEL VICKERS 1.0 X 0 0 0 harris pastides 0.0 X 4458 0 0 Charles L Calvert 1.0 X 0 0 0 Rita Bragg Cullum 1.0 X 0 0 0 Thomas C Deas Jr 1.0 X 0 0 0 John P Harloe Jr 1.0 X 0 0 0 William J Holmes III 1.0 X 0 0 0 Boyd B Jones 1.0 X 0 0 0 A Umit Taftali 1.0 X 0 0 0 Miles Loadholt 1.0 X 0 0 0 Michelle D Dodenhoff 1.0 X 0 0 0 Michael D Amiridis 1.0 X 0 0 0 JEROME D ODOM 15.0 X X 210000 0 0 russell h meekins 12.0 X X 145321 0 31797 kimberly h elliott 25.0 X 103335 0 35023 463114 0 66820 3 false true true RuFFALOCODY INC post office box 3018 CEDAR RAPIDS IA 542063010 CALL CENTER Service 529939 FUND EVALUATION GROUP post office box 71-5060 COLUMBUS OH 432715060 INVSTMNT management 214989 Grenzebach Glier Associates inc Post Office Box 88277 Department A CHICAGO IL 606801277 Fundraising services 264922 Fitts Builders Inc 748 Creekside Drive MOUNT PLEASANT SC 29464 Construction 100671 4 185393 31752219 3264163 31937612 REGISTRATION FEES 611430 82471 82471 MUSICAL CONCERTS 711130 20989 20989 103460 4194199 4194199 0 0 35122624 22657849 12464775 12464775 12464775 220421 185393 94664 125757 125757 0 0 MISCELLANEOUS 218538 218538 MISCELLANEOUS REGISTRATION FEES 6530 6530 ASSESMENT FEES 15338 15338 240406 49066209 343866 16784731 8917669 8917669 0 0 0 376987 5382 371605 0 508892 508892 84199 84199 49659 49659 75979 75979 0 314694 314694 22040 750 21290 0 601808 601808 608850 608850 739240 633301 13902 92037 155366 150833 4533 484307 394948 77172 12187 58935 26620 32315 0 384628 363058 5237 16333 617038 583240 3290 30508 0 236816 229157 6050 1609 1160393 1160393 0 12010 8672 3338 120172 114732 4013 1427 SALARY/WAGE REIMBURSEMENT 3039455 3038447 1008 CONSTRUCTION COSTS/EQUIPMENT 2045225 2006503 36958 1764 FOOD SUPPLIES 768912 726947 4012 37953 PYMNTS UNDER ANNUITY AGREEMENT 442071 442071 CONTRIBUTIONS 376000 375000 1000 442459 406560 6027 29872 22643804 19898977 1912788 832039 3280838 4813295 3674891 5758439 17677689 16220005 736621 2363076 55000 55000 1748824 139825 2172551 1608999 106627554 135495418 85461418 106208097 56469784 57741555 276156346 330263884 7696828 7808437 19973699 19965652 27670527 27774089 X 7004432 33512427 85257128 98629876 156224259 170347492 248485819 302489795 276156346 330263884 X 26422405 27581571 X false true true X false X 24255603 17364775 15711607 21468736 31937612 110738333 24255603 17364775 15711607 21468736 31937612 110738333 13791472 96946861 5431620 6223203 5101984 4059842 4194199 25010848 135749181 552532 0.71416 0.61370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 156921332 13911659 29719402 3546877 1682093 2071975 193251448 141947128 7824005 14475341 3632547 1852984 1839611 156921332 177446490 8908520 -36821404 0 7586478 0 141947128 0.98100 0.01900 false false 1582411 1582411 166413 139825 26588 1608999 BONDS AND NOTES 21775999 F OTHER INVESTMENTS 84432098 F 106208097 ACCRUED INTEREST RECEIVABLE 0 ASSETS HELD IN TRUST BY OTHERS 56934922 ASSETS HELD IN TRUST BY FDN 806633 57741555 0 UNIVERSITY OF SOUTH CAROLINA 19943910 OTHER PAYABLE 21742 19965652 49066209 22643804 26422405 28794250 -1212679 27581571 54003976 76525047 28794250 -1335412 27458838 49066209 49066209 22521071 -122733 -122733 22643804 22643804 Part V Line 4 The net income of the foundation's endowment funds is utilized as directed by the board of directors of the foundation in accordance with established priorities and gift restrictions for the exclusive benefit of the university of south carolina. these uses include but are not limited to: 1) scholarships and/or fellowships 2) chairs and/or professorships 3) general program support for various university departments, college, institutes, and offices Part XI Line 8 Changes in pledges receivable (1,430,076) Annuity Adjustment 217,397 Part XII Line 2d Changes in Pledges Receivable (1,430,076) Special Events 94,664 Part XIII Line 2D Annuity Adjustment (217,397) SPECIAL EVENTS 94.664 X X X X X X true Ruffalocody inc 65 kirkwood north road sw cedar rapids IA 52404 call center management false 685810 539967 145843 Grenzebach Glier Associates in 401 N Michigan Avenue Suite 2800 chicago IL 60611 consultants false 0 61841 0 685810 601808 145843 SC ball 149940 139581 10359 0 0 10669 20714 10500 24557 gala 83974 36617 47357 0 77 1603 13716 3200 2184 1 171900 9195 162705 0 827 281 1781 2190 2365 405814 185393 220421 0 904 12553 36211 15890 29106 94664 125757 PArt i Line 2b, row 1 RUFFALOCODY, INC. - THE FOUNDATION PAID RUFFALOCODY, INC., A TOTAL OF $545,420. THIS CONSISTED OF $539,967 FOR PROFESSIONAL FUNDRAISING SERVICES AND $5,453 FOR FUNDRAISING EXPENSES (PRINTING, POSTAGE, ETC.). FUNDRAISING EXPENSES WERE ITEMIZED SEPARATELY FROM THE PROFESSIONAL SERVICE FEES ON THE INVOICES PROVIDED BY RUFFALOCODY. part i line 2b, row 2 GRENZEBACH, GLIER, & ASSOCIATES, INC. - THE FOUNDATION PAID GRENZEBACH, GLIER, & ASSOCIATES, INC., A TOTAL OF $75,811. THIS CONSISTED OF $61,841 FOR PROFESSIONAL FUNDRAISING SERVICES AND $13,970 FOR FUNDRAISING EXPENSES (travel, FOOD, printing, ETC.) GRENZEBACH WAS REQUIRED TO TRACK EXPENSES SEPARATELY FROM PROFESSIONAL FEES AND PROVIDE AN ITEMIZED, DETAILED INVOICE. true orangeburg Calhoun free medical clinic 860 Holly Street orangeburg SC 29115 263762573 501(c)(3) 10000 cost n/a cancer screenings south carolina hospital association 1000 center point road columbia SC 29210 570372816 501(c)(3) 25451 cost n/a hlthcare reform rsch south carolina research foundation 901 Sumter Street Byrnes Building 5th Floor columbia SC 29208 570967350 501(c)(3) 62600 cost n/a environmental rsch spartanburg regional health care system fdn 101 east wood street spartanburg SC 29303 570937166 501(c)(3) 20000 cost n/a cancer screenings the free medical clinic 1875 harden street columbia SC 29404 570779279 501(c)(3) 31500 cost n/a medical care University of South Carolina 700 North Sumter Street columbia SC 29201 576001153 501(c)(3) 8660073 cost n/a scholarships, grants 6 0 Part I Line 2 For scholarships, the university of south carolina is provided with the award requirements for each scholarship. they then provide us with the name of each scholarship recipient. For colon screenings, environmental research, and healthcare reform research the recipient must maintain accurate records of activities and expenditures and provide a written report of outcomes, activities, lessons learned and any issues/questions arising from the screenings or research. the grant for medical care to the free medical clinic is an unencumbered grant. there are no monitoring procedures for this grant. X true true X X X X X false false false false false false false false false JEROME D ODOM 210000 0 0 0 0 0 0 0 0 0 210000 0 210000 0 russell h meekins 145321 0 0 0 0 0 19554 0 12243 0 177118 0 167844 0 PART VII LINE 5 RUSSELL H. MEEKINS AND KIMBERLY H. ELLIOTT RECEIVED THEIR COMPENSATION FROM THE UNIVERSITY OF SOUTH CAROLINA, AN UNRELATED ORGANIZATION. MR. MEEKINS RECEIVED A TOTAL OF $177,118 FROM USC. MRS. ELLIOTT RECEIVED A TOTAL OF $138,358 FROM USC. THE FOUNDATION REIMBURSED THE UNIVERSITY 100% OF THESE COSTS. sOUTH fINANCIAL GROUP INC see part v checking acct, loan to related false PART IV LINE 1 DURING CALENDAR YEAR 2010, A FOUNDATION BOARD MEMBER SERVED ON THE BOARD OF DIRECTORS FOR SOUTH FINANCIAL GROUP, INC. - THE PARENT COMPANY OF THE BANK with WHICH THE FOUNDATION MAINTAINED ITS PRIMARY CHECKING ACCOUNT (FEES OF $7,800). IN ADDITION, THIS BANK ALSO MADE A LOAN TO A JOINT VENTURE INVOLVING A RELATED ORGANIZATION ( THE USC DEVELOPMENT FOUNDATION) AND USC HOTEL INVESTMENTS, LLC. THE LOAN ACCRUES INTEREST AT 30-DAY LIBOR PLUS 1%, DUE MONTHLY. THE OUTSTANDING BALANCE OF THE LOAN AS OF JUNE 30, 2011, WAS $9,988,000. ALL TRANSACTIONS WERE CONDUCTED IN THE NORMAL COURSE OF PRUDENT BUSINESS WITHOUT INFLUENCE FROM THE DIRECTOR. X 1 85215 fmv X 115 3176145 fmv X 1 2470 fmv X other miscellaneous 1 333 fmv false true false Part VI Line 11b A copy of the 990 is emailed to each board member prior to filing. board members are requested to review the form and notify the foundation prior to the form due date if they have any comments or corrections to the form. Part VI Line 19 The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public through the foundation's website AND UPON REQUEST. Part VI Line 12c The foundation's Conflict of interest policy is distributed annually to board members at a full board meeting. attached to the copy of the conflict of interest policy is a signature form for each board member to sign and indicate that they have read, and complied with, the foundation's conflict of interest policy for the year. the signature forms are collected and kept by the foundation. Part VI Line 15 The executive officer's compensation is determined based on performance and board reviews. the salary is derived from comparable industry data and achievement of performance standards established at the beginning of each fiscal year. Part XI Line 5 Net Unrealized Gains: $28,794,250 Changes in Pledges receivable: (1,430,076) Annuity Adjustment: 217,397 ____________ Total: $27,581,571 ============ USC Development Foundation 1600 HAMPTON STREET Columbia SC 29208 576026593 development SC 501 (c) (3) 11c(III-FI) na CRT of elizabeth todd heckel 1600 hampton street suite 814 columbia SC 29208 206119185 charitable SC na trust 0 0 0.00000 clarke w mccants jr crut 1600 hampton street suite 814 columbia SC 29208 566558891 charitable SC na trust 0 0 0.00000 crut of edith schwartz joel 1600 hampton street suite 814 columbia SC 29208 586393718 charitable SC na trust 0 0 0.00000 scusc - anne h dobson crut 1600 hampton street suite 814 columbia SC 29208 586425662 charitable SC na trust 0 0 0.00000 crt of the perrin family 1600 hampton street suite 814 columbia SC 29208 576185286 charitable SC na trust 0 0 0.00000 false false false true false false false false false false false false true true true true true true