WOFFORD COLLEGE: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WOFFORD COLLEGE (EIN 57-0314422)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201111369349302846
- Schema version
- 2009v1.7
- 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 D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T10:58:28-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 North Greene Street Suite 400 | AddressLine1 |
| City | Greensboro | City |
| State | NC | State |
| ZIP Code | 27401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570314422 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOFFORD COLLEGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WOFF | NameControl |
| Phone | 8645974226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 North Church Street | AddressLine1 |
| City | Spartanburg | City |
| State | SC | State |
| ZIP Code | 293033663 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT KEASLER | Name |
| Title | SR VP OF OPER & FINANCE | Title |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362753394 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Benjamin B Dunlap | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 NORTH CHURCH STREET | AddressLine1 |
| City | Spartanburg | City |
| State | SC | State |
| ZIP Code | 293033662 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 86671718 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.wofford.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1856 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | The purpose of Wofford College is to function as a liberal arts institution of superior quality. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1058 | TotalNbrEmployees |
| Total Nbr Volunteers | 10 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 11931190 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11837782 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 52673456 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 57217673 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2004483 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2872238 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 515638 | OtherRevenuePriorYear |
| Other Revenue Current Year | 445609 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 67124767 | TotalRevenuePriorYear |
| Total Revenue Current Year | 72373302 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 18802573 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 21642018 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 27559545 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 29115934 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1978919 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23447981 | OtherExpensePriorYear |
| Other Expenses Current Year | 23760062 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 69810099 | TotalExpensesPriorYear |
| Total Expenses Current Year | 74518014 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2685332 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2144712 | RevenuesLessExpensesCY |
| Total Assets BOY | 243649565 | TotalAssetsBOY |
| Total Assets EOY | 252845323 | TotalAssetsEOY |
| Total Liabilities BOY | 58244301 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 55932056 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 185405264 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 196913267 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE PURPOSE OF WOFFORD COLLEGE IS TO FUNCTION AS A LIBERAL ARTS INSTITUTION OF SUPERIOR QUALITY. ITS CHIEF CONCERN IS THE DEVELOPMENT OF AN INTELLECTUAL, SPIRITUAL, AND AESTHETIC ATMOSPHERE IN WHICH SERIOUS AND INQUIRING MINDS OF STUDENTS AND FACULTY ALIKE WILL BE CHALLENGED TO A COMMON SEARCH FOR TRUTH AND FREEDOM, WHEREVER THAT SEARCH MAY LEAD, AND IN WHICH EACH PERSON MAY BECOME AWARE OF HIS OR HER OWN INDIVIDUAL WORTH, WHILE ASPIRING TO HIGH STANDARDS OF LEARNING AND MORALITY. IN SUCH AN ENVIRONMENT ALL MEMBERS OF THE WOFFORD COMMUNITY SHOULD DEVELOP INTELLECTUAL CURIOSITY, INDEPENDENCE OF THOUGHT, MATURITY OF JUDGMENT, SELF-DISCIPLINE, RELIGIOUS FAITH, AND MORAL CHARACTER SO THAT THEY WILL BE EVER SENSITIVE TO THE DUTIES AND RESPONSIBILITIES OF GOOD CITIZENSHIP AND RENDER EFFECTIVE LEADERSHIP AND GENEROUS SERVICE TO THE COMMUNITIES IN WHICH THEY LIVE. THIS CONCEPT OF LIBERAL EDUCATION IS IN HARMONY WITH THE IDEALS OF THE UNITED METHODIST CHURCH, TO WHICH THE COLLEGE IS RELATED, AN | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 63426771 | Expense |
| Grants | 21642018 | Grants |
| Revenue | 57317000 | Revenue |
| Description | WOFFORD COLLEGE PROVIDED LIBERAL ARTS EDUCATION TO 1,428 FULL-TIME EQUIVALENT STUDENTS DURING 2009-2010, GRADUATING APPROXIMATELY 322 STUDENTS WITH BA OR BS DEGREES | Description |
| Total Program Service Expense | 63426771 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | true | 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 | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | 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 | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 278 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1058 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | 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 | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | false | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROBERT L KEASLER JR | NamePerson |
| Telephone Number | 8645974232 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 NORTH CHURCH STREET | AddressLine1 |
| City | Spartanburg | City |
| State | SC | State |
| ZIP Code | 293033663 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| B MIKE ALEXANDER JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| PAULA B BAKER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES E BOSTIC JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MICHAEL S BROWN | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J HAROLD CHANDLER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| WILLIAM R COBB | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J JEANNETTE COOPER | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| FREDERICK D GIBBS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JIMMY I GIBBS | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| D CHRISTIAN GOODALL | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| ALBERT W GRAY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| LAURA J HOY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| R MICHAEL JAMES | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JAMES M JOHNSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| DOUGLAS H JOYCE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| HUGH C LANE JR | ||||||||
| CHAIRMAN OF THE BOARD | 1.0 | X | 0 | 0 | 0 | |||
| JAN LOVE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| MARSHALL L MEADORS JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| M STEWART MUNGO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| CORRY W OAKES III | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JULIAN W OSBON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| L LEON PATTERSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| D GRANT PEACOCK | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J PATRICK PROTHRO | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| J E REEVES JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JEROME J RICHARDSON | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| C MICHAEL SMITH | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOE E TAYLOR JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOELLA F UTLEY | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| JOHN B WHITE JR | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| EDWARD B WILE | ||||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |||
| BENJAMIN B DUNLAP | ||||||||
| PRESIDENT | 37.5 | 398983 | 0 | 81594 | X | |||
| MARION B PEAVEY SR | ||||||||
| SR VP FOR DEVELOPMENT | 37.5 | 225425 | 0 | 81726 | X | |||
| DAVID S WOOD SR | ||||||||
| SR VP AND DEAN OF THE COLLEGE | 37.5 | 188682 | 0 | 74834 | X | |||
| ROBERT L KEASLER JR | ||||||||
| SR VP OF OPERATIONS & FINANCE | 37.5 | 181856 | 0 | 74295 | X | |||
| DAVID M BEACHAM | ||||||||
| VP FOR ADMINISTRATION | 37.5 | 107456 | 0 | 16780 | X | |||
| JENNY MUNROE JOHNSON | ||||||||
| LIBERTY FELLOWS PROGRAM DIR. | 37.5 | 194531 | 0 | 24923 | X | |||
| RICHARD A JOHNSON | ||||||||
| ATHLETIC DIRECTOR | 37.5 | 122451 | 0 | 18018 | X | |||
| MICHAEL W AYERS | ||||||||
| HEAD FOOTBALL COACH | 37.5 | 167947 | 0 | 50147 | X | |||
| JAMES EDWIN PROCTOR | ||||||||
| FINANCE DEPARTMENT CHAIR | 37.5 | 119298 | 0 | 17971 | X | |||
| DOUGLAS C GABBERT | ||||||||
| VP FOR COMMUNICATIONS | 37.5 | 115430 | 0 | 16780 | X | |||
| JOAB M LESESNE | ||||||||
| FORMER PRESIDENT | 1.0 | 27500 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1849559 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 457068 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| KPMG LLP | |||||
| Dept 0613 PO Box 120001 | DALLAS | TX | 75312 | Accounting | 143712 |
| MCMILLAN PAZDAN SMITH ARCHITECTURE | |||||
| PO Box 5331 | SPARTANBURG | SC | 29304 | ARCHITECTS | 207369 |
| WELLINGTON TRUST COMPANY NA | |||||
| PO BOX 13766 | NEWARK | NJ | 07188 | INVESTMENT MANAGEMEN | 135747 |
| ECOMETRIX ENVIRONMENTAL MANAGEMENT | |||||
| 359 E PACES FERRY ROAD NE STE 150 | ATLANTA | GA | 30305 | ENV IMPROV CONTRACTS | 291369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 0 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 1300261 | GovernmentGrants |
| All Other Contributions | 10537521 | AllOtherContributions |
| Noncash Contributions | 804359 | NoncashContributions |
| Total Contributions | 11837782 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| TUITION | 611600 | 43232952 | 43232952 | 0 | $0 |
| AUXILIARY ENTERPRISES | 900099 | 11402603 | 11402603 | 0 | $0 |
| ATHLETIC PROGRAM REVENUE | 711210 | 2176408 | 2176408 | 0 | $0 |
| STUDENT FINES AND FEES | 611600 | 112240 | 112240 | 0 | $0 |
| SPECIAL PROGRAM FUNDING REVENUE | 611600 | 293470 | 293470 | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 57217673 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2757979 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,757,979 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 258645 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 32769 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 225876 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 225876 | TotalRevenueColumn |
| Exclusion | $225,876 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14130650 | Securities |
| Other | 148351 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13951909 | Securities |
| Other | 212833 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 178741 | Securities |
| Other | -64482 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 114259 | TotalRevenueColumn |
| Exclusion | $114,259 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 221311 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 100905 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120406 | TotalRevenueColumn |
| Related Or Exempt Function Income | 120406 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 0 | GrossIncomeGaming |
| Gaming Direct Expenses | 0 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 0 | GrossSalesOfInventory |
| Cost Of Goods Sold | 0 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER/MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 99327 | TotalRevenueColumn |
| Related Or Exempt Function Income | 99327 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 99327 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72373302 | TotalRevenueColumn |
| Related Or Exempt Function Income | 57437406 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,098,114 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21642018 | Total |
| Program Services | 21642018 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253184 | Total |
| Program Services | 238307 | ProgramServices |
| Management And General | 761825 | ManagementAndGeneral |
| Fundraising | 253052 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20164515 | Total |
| Program Services | 17424540 | ProgramServices |
| Management And General | 1826007 | ManagementAndGeneral |
| Fundraising | 913968 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1404986 | Total |
| Program Services | 1204374 | ProgramServices |
| Management And General | 131357 | ManagementAndGeneral |
| Fundraising | 69255 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4820387 | Total |
| Program Services | 1586117 | ProgramServices |
| Management And General | 3071037 | ManagementAndGeneral |
| Fundraising | 163233 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1472862 | Total |
| Program Services | 1240638 | ProgramServices |
| Management And General | 158065 | ManagementAndGeneral |
| Fundraising | 74159 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76277 | Total |
| Program Services | 49169 | ProgramServices |
| Management And General | 27108 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63189 | Total |
| Program Services | 23908 | ProgramServices |
| Management And General | 39281 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183518 | Total |
| Program Services | 7505 | ProgramServices |
| Management And General | 176013 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Fundraising | 0 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138000 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 1138000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 657730 | Total |
| Program Services | 455477 | ProgramServices |
| Management And General | 169302 | ManagementAndGeneral |
| Fundraising | 32951 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96920 | Total |
| Program Services | 74126 | ProgramServices |
| Management And General | 22794 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1642982 | Total |
| Program Services | 1322052 | ProgramServices |
| Management And General | 247378 | ManagementAndGeneral |
| Fundraising | 73552 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619191 | Total |
| Program Services | 410819 | ProgramServices |
| Management And General | 207362 | ManagementAndGeneral |
| Fundraising | 1010 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2091263 | Total |
| Program Services | 2091263 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1097822 | Total |
| Program Services | 990127 | ProgramServices |
| Management And General | 67026 | ManagementAndGeneral |
| Fundraising | 40669 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 186092 | Total |
| Program Services | 133306 | ProgramServices |
| Management And General | 48181 | ManagementAndGeneral |
| Fundraising | 4605 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1633668 | Total |
| Program Services | 1633668 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4478605 | Total |
| Program Services | 4478605 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 476064 | Total |
| Program Services | 160425 | ProgramServices |
| Management And General | 315639 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | 1650511 | 1643427 | 7084 | 0 |
| ENTERTAINMENT AND FOOD | 839387 | 566134 | 110292 | 162961 |
| FOOD PURCHASES (ARAMARK) | 3059146 | 3059146 | 0 | 0 |
| EQUIPMENT REPLACEMENT | 153294 | 134033 | 18965 | 296 |
| BOOKS/PERIODICALS | 663499 | 644148 | 10680 | 8671 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2952904 | Total |
| Program Services | 2213439 | ProgramServices |
| Management And General | 558928 | ManagementAndGeneral |
| Fundraising | 180537 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74518014 | Total |
| Program Services | 63426771 | ProgramServices |
| Management And General | 9112324 | ManagementAndGeneral |
| Fundraising | 1978919 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3243785 | BOY |
| EOY | 904750 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1624812 | BOY |
| EOY | 0 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8344256 | BOY |
| EOY | 8787880 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 288722 | BOY |
| EOY | 397304 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1001317 | BOY |
| EOY | 984255 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1665456 | BOY |
| EOY | 1733120 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 161739889 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 66212807 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94198536 | BOY |
| EOY | 95527082 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28310378 | BOY |
| EOY | 32562910 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 102359453 | BOY |
| EOY | 109278365 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2612850 | BOY |
| EOY | 2669657 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243649565 | BOY |
| EOY | 252845323 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4349717 | BOY |
| EOY | 4617207 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2701784 | BOY |
| EOY | 2846424 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35924613 | BOY |
| EOY | 34958927 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15268187 | BOY |
| EOY | 13509498 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58244301 | BOY |
| EOY | 55932056 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39572301 | BOY |
| EOY | 40482445 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39228244 | BOY |
| EOY | 47108005 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 106604719 | BOY |
| EOY | 109322817 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185405264 | BOY |
| EOY | 196913267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243649565 | BOY |
| EOY | 252845323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 131591734 | BeginningOfYearBalance |
| Contributions | 1437875 | Contributions |
| Investment Earnings Or Losses | 15250724 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 5209864 | GrantsOrScholarships |
| Other Expenditures | 2042419 | OtherExpenditures |
| End Of Year Balance | 141028050 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 170827405 | BeginningOfYearBalance |
| Contributions | 3544064 | Contributions |
| Investment Earnings Or Losses | -36753789 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 3964580 | GrantsOrScholarships |
| Other Expenditures | 2061366 | OtherExpenditures |
| End Of Year Balance | 131591734 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.02000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.98000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24177196 | OtherCostOrOtherBasis |
| Book Value | 24177196 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 108472718 | OtherCostOrOtherBasis |
| Depreciation | 48203123 | Depreciation |
| Book Value | 60269595 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24149911 | OtherCostOrOtherBasis |
| Depreciation | 18009684 | Depreciation |
| Book Value | 6140227 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4940064 | OtherCostOrOtherBasis |
| Book Value | 4940064 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 95527082 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ABSOLUTE RETURN FUNDS | 23387198 | F |
| DIRECTIONAL HEDGE FUNDS | 21265414 | F |
| TRUST FUNDS | 47278798 | F |
| ASSETS FUNDS | 14472551 | F |
| REAL ESTATE | 2874404 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 109278365 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM FEDERAL GOVERNMENT | $1,008,674 |
| POST-RETIREMENT BENEFIT OBLIGATIONS | $8,043,744 |
| ASSET RETIREMENT OBLIGATIONS | $1,149,109 |
| ADVANCES UNDER LINES OF CREDIT | $2,000,000 |
| ANNUITIES PAYABLE | $490,072 |
| LIABILITY FOR CHARITABLE REMAINDER | $817,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 13509498 | TotalOfAmounts |
| Total Revenue | 72373302 | TotalRevenue |
| Total Expenses | 74518014 | TotalExpenses |
| Excess Or Deficit For Year | -2144712 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 13652715 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 13652715 | TotalAdjustments |
| Excess Or Deficit Per FS | 11508003 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62961503 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 13652715 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 13652715 | RevenueNotRptdF990 |
| Revenue Subtotal | 49308788 | RevenueSubtotal |
| Other Revenues Not Included | 23064514 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23064514 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 72373302 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 51453500 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 51453500 | ExpensesSubtotal |
| Other Expenses Not Included | 23064514 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 23064514 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 74518014 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Endowment Funds | Part V, Line 4 | The Colleges endowment consists of approximately 680 individuals funds established for a variety of purposes including the funding of scholarships, professorships and the general operations of the College. |
| Other Revenue Reconciliation Items | Part VII, Line 4b | The following items are included in Revenue on the consolidated financial statements, however, these items are not included in revenue reported on Form 990: Investment Expenses 1,138,000 Bad Debt Expense 317,264 Tuition Discounts, Scholarship, Etc. 20,614,748 Pell Grants 1,027,271 Direct Rental Expenses (32,769) ------------ Total for Part VII, Line 4b 23,064,514 ============ |
| Other Expense Reconciliation Items | The following items are not included in ExpenseS on the consolidated financial statements, however, these items were reclassed to expense to be properly included in THE expenseS reported on Form 990: Investment Expenses 1,138,000 Bad Debt Expense 317,264 Tuition Discounts, Scholarship, Etc. 20,614,748 Pell Grants 1,027,271 Direct Rental Expenses (32,769) ------------ Total for Part VII, Line 4b 23,064,514 ============ |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | WOFFORD COLLEGE GENERALLY PUBLISHES THE FOLLOWING STATEMENT IN ALL OF ITS COURSE CATALOGUES, BROCHURES, AND ON ITS WEBSITE: IT IS THE POLICY OF WOFFORD COLLEGE TO PROVIDE EQUAL OPPORTUNITIES AND REASONABLE ACCOMODATION TO ALL PERSONS REGARDLESS OF RACE, COLOR, CREED RELIGION, SEX, AGE, NATIONAL ORIGIN, DISABILITY, VETERAN STATUS, OR OTHER LEGALLY PROTECTED STATUS IN ACCORDANCE WITH APPLICABLE FEDERAL AND STATE LAWS. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE COLLEGE RECEIVES ANNUAL PAYMENTS FROM THE CITY OF SPARTANBURG AND COUNTY OF SPARTANBURG TO REPAY THE COLLEGE FOR THE CONSTRUCTION OF A PHYSICAL ACTIVITIES BUILDING AND FOOTBALL STADIUM CONSTRUCTED IN 1994-1995. THE COLLEGE RECEIVES FEDERAL PELL GRANTS AND WORK STUDY FUNDS FROM THE US DEPARTMENT OF EDUCATION AND IN-TURN AWARDS THESE FUNDS TO ITS STUDENTS WITH FINANCIAL NEED. IN ADDITION, THE COLLEGE IS REIMBURSED BY THE NATIONAL AERONAUTICS AND SPACE ADMINISTRATION AND THE NATIONAL SCIENCE FOUNDATION FOR A COUPLE OF SMALL RESEARCH PROJECTS ON CAMPUS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ALUMNI DANCE | NameOfEvent1 |
| Gross Receipts Event1 | 166556 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 166556 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 70743 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 54755 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 0 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 54755 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 30163 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 0 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 0 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 0 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 221311 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 221311 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 100906 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 100906 | DirectExpenseSummaryEvents |
| Net Income Summary | 120405 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | FINANCIAL AID (SCHOLARSHIPS & GRANTS) | TypeOfGrant |
| Number Of Recipients | 1341 | NumberOfRecipients |
| Amount Of Cash Grant | 21642018 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING THE USE OF GRANT FUNDS | Identifier |
| Return Reference | SCHEDULE I, PART I, LINE 2 | ReturnReference |
| Explanation | GRANTS AND SCHOLARSHIPS ARE PROVIDED TO STUDENTS ONLY FOR TUITION, FEES AND ROOM AND BOARD. THE FUNDS ARE APPLIED DIRECTLY TO STUDENTS' ACCOUNTS AND CANNOT BE USED FOR OTHER PURPOSES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | false | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN B DUNLAP | |||||||||||||
| 298983 | 0 | 100000 | 0 | 0 | 0 | 25953 | 0 | 55641 | 0 | 480577 | 0 | 0 | 0 |
| MARION B PEAVEY SR | |||||||||||||
| 225425 | 0 | 0 | 0 | 0 | 0 | 50935 | 0 | 30791 | 0 | 307151 | 0 | 0 | 0 |
| DAVID S WOOD SR | |||||||||||||
| 188682 | 0 | 0 | 0 | 0 | 0 | 50935 | 0 | 23899 | 0 | 263516 | 0 | 0 | 0 |
| ROBERT L KEASLER JR | |||||||||||||
| 181856 | 0 | 0 | 0 | 0 | 0 | 50935 | 0 | 23360 | 0 | 256151 | 0 | 0 | 0 |
| JENNY MUNROE JOHNSON | |||||||||||||
| 194531 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 24923 | 0 | 219454 | 0 | 0 | 0 |
| MICHAEL W AYERS | |||||||||||||
| 167947 | 0 | 0 | 0 | 0 | 0 | 29524 | 0 | 20623 | 0 | 218094 | 0 | 0 | 0 |
| JOAB M LESESNE | |||||||||||||
| 27500 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 27500 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | RESIDENCE FOR PERSONAL USE | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 1A | ReturnReference |
| Explanation | WOFFORD COLLEGE PROVIDES A HOUSE FOR PERSONAL USE TO DR. BENJAMIN B. DUNLAP, PRESIDENT OF WOFFORD COLLEGE. It is customary for the President to live on campus so that he is available at all times and is able to entertain donors, students, prospects, etc in his home. The fair market value of $24,000 is not included in his taxable compensation, however, it is disclosed on Schedule J as a non-taxable benefit. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| SOUTH CAROLINA EDUCATION FACILITIES AUTHORITY | ||||||
| 576000286 | 281901BW7 | 2007-03-28 | 12982017 | EDUCATIONAL FACILITIES REVENUE | false | false |
| SOUTH CAROLINA EDUCATION FACILITIES AUTHORITY | ||||||
| 576000286 | 281901CA4 | 2007-03-28 | 4680000 | EDUCATIONAL FACILITIES REVENUE | false | false |
| SOUTH CAROLINA EDUCATION FACILITIES AUTHORITY | ||||||
| 576000286 | 836896HC7 | 2008-06-05 | 19018274 | EDUCATIONAL FACILITIES REVENUE | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 12982017 | 192543 | 12789474 | 2008 | false | false | true | true |
| 4680000 | 65865 | 4614135 | 2007 | false | false | true | true |
| 19018274 | 256210 | 18762064 | 2009 | false | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | true | false | false | false | false |
| false | false | false | false | false | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 5816 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 34111 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 51 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 258742 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 685000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Collectibles Collectibles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4500 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | LAB AND OTHER EQUIPMENT | 5 | 471068 | FMV |
| X | PROMOTIONAL ITEMS (VIDEOS, ETC.) | 1 | 2000 | COST |
| X | BANQUETS AND RECEPTIONS | 11 | 7111 | COST |
| X | HVAC FOR DEAN'S HOME | 1 | 21011 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ELECTION OF BOARD MEMBERS | PART VI, SECTION A, LINE 7 | Members of the governing body, the Board of Trustees, in accordance with the Will of Benjamin Wofford (founder), are elected by the South Carolina Conference of the United Methodist Church. The process for trustee selection and election is one involving advice and consent among and between members of the Board of Trustees and appropriate representatives of the church body. |
| 990 REVIEW PROCESS | PART VI, SECTION A, LINE 10 | The Form 990 is provided to the Audit Committee of the Board of Trustees before filing to be reviewed. The final Form 990 is provided to the full Board after filing. |
| MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY | PART VI, SECTION B, LINE 12 | The College's Conflict of Interest Policy applies to its Board of Trustees and officers. It is the responsibility of each Trustee and officer to ensure that appropriate representatives of the College are made aware of situations that involve personal, familial, or business relationships that could conflict with the interests of the College so that the College can satisfy the requirements of all applicable laws, including, without limitation, the provisions of South Carolina Code Annotated Section 33-31-831 ("Statute"). Each Trustee and officer is required annually to review Conflict of Interest policy and the Statute and disclose any personal, familial, or business matters, transactions, or relationships that reasonably could be construed to give rise to a conflict of interest, real or apparent, involving the College, that would affect his or her independent, unbiased judgment in carrying out his or her duties to the College. In addition, each Trustee and officer must disclose promptly in writing any such matters, transactions, or relationships, not previously disclosed, that come to his or her attention during the course of a year. |
| COMPENSATION REVIEW | PART VI, SECTION B, LINE 15 | The Senior Vice President for Operations and Finance performs research and presents comparability data to the executive compensation committee who then determine compensation. |
| DOCUMENTS AVAILABLE TO THE PUBLIC | PART VI, SECTION C, LINE 19 | The College's Annual Audited Financial Statements, IRS Determination Letter, and Form 990 and Schedules are available to the public upon request. |
| INTERESTS IN VARIOUS CHARITABLE REMAINDER TRUST | SCHEDULE R, PART IV | WOFFORD COLLEGE SERVES AS TRUSTEE AND HAS A REMAINDER INTEREST IN VARIOUS CHARITABLE REMAINDER UNI-TRUST AND CHARITABLE REMAINDER ANNUITY TRUST. THESE TRUSTS HAVE BEEN DISCLOSED ON SCHEDULE R, PART IV. WOFFORD COLLEGE DOES NOT RECEIVE A K-1 ASSOCIATED WITH THESE TRUSTS. ONLY THE BENEFICIARIES RECEIVE A K-1 AND HAVE AN INTEREST IN THE INCOME. THE SHARE OF TOTAL ASSETS WAS CALCULATED BY DETERMINING THE ASSETS HELD IN THE TRUST AND REMOVING THE LIABILITY NOTED IN THE TRUST AGREEMENT. THIS AMOUNT IS AN ESTIMATE. WOFFORD COLLEGE IS ANTICIPATING FURTHER GUIDANCE FROM THE IRS TO DETERMINE THE AMOUNTS THAT SHOULD BE DISCLOSED FOR CHARITABLE REMAINDER TRUSTS REQUIRED TO BE DISCLOSED ON SCHEDULE R. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC CONFERENCE OF THE UNITED METH CHURCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 COLONIAL DRIVE | AddressLine1 |
| City | COLUMBIA | City |
| State | SC | State |
| ZIP Code | 29203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHURCH | PrimaryActivities |
| Legal Domicile State | SC | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 1 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part IV Form990ScheduleRPartIV (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MCCALLA CRUT SLM 610106015 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 576144232 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 10411 | 0.58004 |
| MCCALLA CRUT 610104010 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 576144230 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 11233 | 0.58660 |
| MCCALLA CRUT CMG 610105017 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 576144231 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 11342 | 0.61561 |
| BURWELL TRUST A-3 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 596091539 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 742161 | 0.63636 |
| BURWELL TRUST G-1 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 576093374 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 87112 | 1.00000 |
| BURWELL TRUST G-2 | |||||||||||
| 429 NORTH CHURCH STREET | SPARTANBURG | SC | 293033663 | 576093375 | TRUST | SC | WOFFORD COLLEGE | T | 0 | 2987 | 1.00000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC CONF OF THE UNITED METHODIST CHURCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 392546 | AmountInvolved |