WEST TEXAS A & M UNIVERSITY FOUNDATION: Form 990, tax year 2010
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- Organization
- WEST TEXAS A & M UNIVERSITY FOUNDATION (EIN 75-6036665)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-03-01
- IRS object ID
- 201230619349300413
- Schema version
- 2010v3.4
- 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 | 2012-03-01T07:36:27-06:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN GRAHAM & COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 4TH AVENUE | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79015 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756036665 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A&M UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 8066562080 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU BOX 60766 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 790160001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN CORNETT | Name |
| Title | PRESIDENT | Title |
| Phone | 8066512070 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID W MOONEY CPA | Name |
| Phone | 8066552159 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KATHRYN CORNETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU BOX 60766 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6830715 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION SUPPORTS WEST TEXAS A & M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2095997 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3275915 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 883893 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1812911 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 59522 | OtherRevenuePriorYear |
| Other Revenue Current Year | 31784 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3039412 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5120610 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2200672 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1743374 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | 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 | 229205 | OtherExpensePriorYear |
| Other Expenses Current Year | 218686 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2429877 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1962060 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 609535 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3158550 | RevenuesLessExpensesCY |
| Total Assets BOY | 28809456 | TotalAssetsBOY |
| Total Assets EOY | 33575910 | TotalAssetsEOY |
| Total Liabilities BOY | 25625 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 252 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28783831 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 33575658 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FOUNDATION SUPPORTS WEST TEXAS A&M UNIVERSITY, AN INSTITUTION OF HIGHER EDUCATION, AND THE STUDENTS OF WTAMU BY RECEIVING AND ADMINISTERING GIFTS FROM THE PUBLIC. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 863621 | Expense |
| Description | SCHOLARSHIPS PAID DIRECTLY TO WTAMU FOR THE BENEFIT OF SPECIFIC STUDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 879753 | Expense |
| Description | UNIVERSITY SUPPORT FOR VARIOUS EDUCATION NEEDS AND MATCHING FUNDS FOR WTAMU ENDOWMENT | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1743374 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | 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 | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A & M UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8066512065 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WTAMU CAMPUS OLD MAIN BLDG | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|
| MR MICHAEL BAIN | ||||
| TREASURER | X | 0 | 0 | 0 |
| MS PATTY BRYANT | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR ROGER WILLIAMS | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR EDDIE SCOTT | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| DR JERRY MILLER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR LES SIMPSON | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR BILL CHUDEJ | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MS KATHY CORNETT | ||||
| PRESIDENT | X | 0 | 0 | 0 |
| MR DAN GARCIA | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR CHARLES GRAHAM | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR WALES MADDEN JR | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR STANLEY SCHAEFFER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MRS LAURA STREET | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MS LORIE VINCENT | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR GARY BARNES | ||||
| EX-OFFICIO | X | 0 | 0 | 0 |
| MR PAUL ENGLER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR DON HODGES | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR DYKE ROGERS | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| DR PAT O'BRIEN | ||||
| EX-OFFICIO | X | 0 | 0 | 0 |
| DR BILL BYRD | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR BOB GARRETT | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| DR NEAL WEAVER | ||||
| EX-OFFICIO | X | 0 | 0 | 0 |
| MR GREGG BYNUM | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MS ELEANOR GLAZENER | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR J PAT RICHMOND | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| MR STEVE YOUNG | ||||
| DIRECTOR | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3275915 | AllOtherContributions |
| Total Contributions | 3275915 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 371519 | TotalRevenueColumn |
| Related Or Exempt Function Income | 371519 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3151497 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1710105 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1441392 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1441392 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1441392 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 31784 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31784 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 31784 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5120610 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1844695 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 879753 | Total |
| Program Services | 879753 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 863621 | Total |
| Program Services | 863621 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10750 | Total |
| Management And General | 10750 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1991 | Total |
| Management And General | 1991 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12341 | Total |
| Management And General | 12341 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Management And General | 25000 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1223 | Total |
| Management And General | 1223 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| OUTSIDE SERVICES | 72768 | 72768 |
| DONOR DEVELOPMENT | 65892 | 65892 |
| POSTAGE | 7777 | 7777 |
| DUES FEES AND REGISTRAT | 7593 | 7593 |
| SUBSCRIPTIONS | 5182 | 5182 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8169 | Total |
| Management And General | 8169 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1962060 | Total |
| Program Services | 1743374 | ProgramServices |
| Management And General | 218686 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3372746 | BOY |
| EOY | 4674181 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1050813 | BOY |
| EOY | 1216900 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3933 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24381964 | BOY |
| EOY | 27684829 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28809456 | BOY |
| EOY | 33575910 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25625 | BOY |
| EOY | 252 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25625 | BOY |
| EOY | 252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 124411 | BOY |
| EOY | 218027 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8071978 | BOY |
| EOY | 9584830 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20587442 | BOY |
| EOY | 23772801 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28783831 | BOY |
| EOY | 33575658 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28809456 | BOY |
| EOY | 33575910 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3158550 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1633277 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 7791353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2238690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2723513 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2095997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3275915 | CurrentTaxYear |
| Total | 18125468 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7791353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2238690 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2723513 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2095997 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3275915 | CurrentTaxYear |
| Total | 18125468 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 6136934 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11988534 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1057700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1191794 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -80504 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 883893 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1812911 | CurrentTaxYear |
| Total | 4865794 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 316995 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72845 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55807 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31784 | CurrentTaxYear |
| Total | 536953 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 23528215 | TotalSupport |
| Public Support Pertcentage170 | 0.50950 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49650 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 20587441 | BeginningOfYearBalance |
| Contributions | 1624645 | Contributions |
| Investment Earnings Or Losses | 1560714 | InvestmentEarningsOrLosses |
| End Of Year Balance | 23772800 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18637277 | BeginningOfYearBalance |
| Contributions | 871011 | Contributions |
| Investment Earnings Or Losses | 1079153 | InvestmentEarningsOrLosses |
| End Of Year Balance | 20587441 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18865794 | BeginningOfYearBalance |
| Contributions | 1957963 | Contributions |
| Investment Earnings Or Losses | -2186480 | InvestmentEarningsOrLosses |
| End Of Year Balance | 18637277 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKETABLE SECURITIES | Description |
| Book Value | 27684829 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 27684829 | TotalOfBookValueSecurities |
| Total Revenue | 5120610 | TotalRevenue |
| Total Expenses | 1962060 | TotalExpenses |
| Excess Or Deficit For Year | 3158550 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1633277 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1633277 | TotalAdjustments |
| Excess Or Deficit Per FS | 4791827 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7129590 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1633277 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 375703 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 2008980 | RevenueNotRptdF990 |
| Revenue Subtotal | 5120610 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5120610 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2337763 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 375703 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 375703 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1962060 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1962060 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE EARNINGS FROM ENDOWMENT FUNDS ARE TO BE USED TO HELP PROVIDE SCHOLARSHIPS FOR STUDENTS AND SUPPORT FOR UNIVERSITY PROGRAMS THROUGH THE FOUNDATION. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION DOES NOT BELIEVE THAT IT HAS ENGAGED IN ANY ACTIVITY THAT WOULD RESULT IN AN UNCERTAIN TAX POSITION. AS A RESULT, MANAGEMENT DOES NOT BELIEVE TAHT ANY UNCERTAIN TAX POSITIONS CURRENTLY EXIST AND NO LOSS CONTINGENCY HAS BEEN RECOGNIZED IN THE FINANCIAL STATEMENTS. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST TEXAS A&M UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WT BOX 60999 | AddressLine1 |
| City | CANYON | City |
| State | TX | State |
| ZIP Code | 79016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 756031405 | EINOfRecipient |
| Amount Of Cash Grant | 879753 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT OF UNIVERSITY PROJECTS AND MISSION | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS TO STUDENTS AT WEST TEXAS A&M UNIVERSITY | TypeOfGrant |
| Number Of Recipients | 200 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 863621 | AmountOfNonCashAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR RECEIVES A COPY OF THE FORM 990 AND REVIEWS WITH THE BOARD MEMBERS. | |
| MEMBERS ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST STATEMENT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| ALL DOCUMENTS ARE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | MR. MICHAEL BAIN - WTAMU BOX 60760, CANYON, TX 79016. MS. PATTY BRYANT - WTAMU BOX 60760, CANYON, TX 79016. MR. ROGER WILLIAMS - WTAMU BOX 60760, CANYON, TX 79016. MR. EDDIE SCOTT - WTAMU BOX 60760, CANYON, TX 79016. DR. JERRY MILLER - WTAMU BOX 60760, CANYON, TX 79016. MR. LES SIMPSON - WTAMU BOX 60760, CANYON, TX 79016. MR. BILL CHUDEJ - WTAMU BOX 60760, CANYON, TX 79016. MS. KATHY CORNETT - WTAMU BOX 60760, CANYON, TX 79016. MR. DAN GARCIA - WTAMU BOX 60760, CANYON, TX 79016. MR. CHARLES GRAHAM - WTAMU BOX 60760, CANYON, TX 79016. MR. WALES MADDEN, JR - WTAMU BOX 60760, CANYON, TX 79016. MR. STANLEY SCHAEFFER - WTAMU BOX 60760, CANYON, TX 79016. MRS. LAURA STREET - WTAMU BOX 60760, CANYON, TX 79016. MS. LORIE VINCENT - WTAMU BOX 60760, CANYON, TX 79016. MR. GARY BARNES - WTAMU BOX 60760, CANYON, TX 79016. MR. PAUL ENGLER - WTAMU BOX 60760, CANYON, TX 79016. MR. DON HODGES - WTAMU BOX 60760, CANYON, TX 79016. MR. DYKE ROGERS - WTAMU BOX 60760, CANYON, TX 79016. DR. PAT O'BRIEN - WTAMU BOX 60760, CANYON, TX 79016. | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,633,277. | FORM 990, PART XI, LINE 5: |
| THERE HAS BEEN NO CHANGE FROM PRIOR YEARS. |
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