STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- STEPHEN F AUSTIN STATE UNIVERSITY FOUNDATION INC (EIN 75-1494062)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201122239349300932
- 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 | 2011-08-11T15:43:04-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HJMRR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N UNIVERSITY SUITE A3 | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75961 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751494062 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 9364682114 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 759626092 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SID WALKER | Name |
| Title | EXEC DIRECTOR | Title |
| Phone | 9364682114 | Phone |
| Date Signed | 2011-08-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY JOHNSON | Name |
| Phone | 9365648186 | Phone |
| Date Prepared | 2011-08-11 | DatePrepared |
| 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 | SID WALKER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092 SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 759626092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16461986 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE SUPPORT FOR STEPHEN F AUSTIN STATE UNIVERSITY | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1392560 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 901316 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -734716 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1075584 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 19330 | OtherRevenuePriorYear |
| Other Revenue Current Year | 14958 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 677174 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1991858 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 970032 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 989998 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 58419 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 39224 | 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 | 394084 | OtherExpensePriorYear |
| Other Expenses Current Year | 413767 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1422535 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1442989 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -745361 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 548869 | RevenuesLessExpensesCY |
| Total Assets BOY | 22725657 | TotalAssetsBOY |
| Total Assets EOY | 23731243 | TotalAssetsEOY |
| Total Liabilities BOY | 1880717 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1807454 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20844940 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21923789 | NetAssetsOrFundBalancesEOY |
| Mission Description | MANAGE ENDOWMENTS AND OTHER GIFTS THAT SUPPORT STEPHEN F. AUSTIN STATE UNIVERSITY | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1329202 | Expense |
| Grants | 989998 | Grants |
| Description | COSTS ASSOCIATED WITH MAINTENANCE OF ENDOWMENTS AND OTHER MAJOR GIFTS. EARNINGS FROM THE ENDOWMENTS FUND FACULTY SUPPLEMENTS, SCHOLARSHIPS, AND OUTSTANDING LECTURERS FOR STEPHEN F. AUSTIN STATE UNIVERSITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 78375 | Expense |
| Description | DONOR RECOGNITION AND DEVELOPMENT, INCLUDING THE COSTS ASSOCIATED WITH GATHERING, PROCESSING, AND MAINTAINING FINANCIAL AND DONOR INFORMATION. THIS ALSO INCLUDES THE COST OF ORGANIZING DONOR RECOGNITION ACTIVITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1407577 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | 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 | 0 | 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 | 0 | 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 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| 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 | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | 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 | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | 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 | JILL STILL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9364682114 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6092SFA | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75962 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Individual Trustee Or DirectorIndividualTrusteeOrDirector | FormerFormer |
|---|---|---|---|---|---|---|---|
| SID WALKER | |||||||
| EXECUTIVE DIRECTOR | 6.00 | X | 0 | 0 | 0 | ||
| JILL STILL | |||||||
| DIRECTOR OF DEVELOPMENT | 6.00 | X | 10070 | 0 | 0 | ||
| JOHN ANDERSON | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| ROY BLAKE JR | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| RON COLLINS | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| WAYNE DAVIS | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| THOMAS ELLISON | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| THAD FLOYD | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| WILLIAM GANDY | |||||||
| TRUSTEE | 1.00 | 0 | 0 | 0 | X | ||
| PATTYE GREER | |||||||
| VICE CHAIR | 0.30 | 0 | 0 | 0 | X | ||
| BETTIE GRIFFIN | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| JAMES P HUNTER III | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| JACK LEDBETTER | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| KATHY LEHMANN | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| GORDON LEWIS | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| JOHN LEWIS | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| AL MANGHAM JR | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| A TRAVIS MAST III | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| JAMES MIZE | |||||||
| SECRETARY | 0.30 | 0 | 0 | 0 | X | ||
| JAMES I PERKINS IV | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| GEORGE RAY JR | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| DAVID SANDERSON | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| GERALD SCHLIEF | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| BILL TEAGUE | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| DANNY VINES | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| DIANA WALKER | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| PEGGY WRIGHT | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| MS WRIGHT | |||||||
| CHAIR | 0.30 | 0 | 0 | 0 | X | ||
| LEE DANIS | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| LUCILLE DEWITT | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| MARJORIE JONES | |||||||
| TRUSTEE | 0.30 | 0 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 10070 | 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 | 901316 | AllOtherContributions |
| Noncash Contributions | 10528 | NoncashContributions |
| Total Contributions | 901316 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 377759 | TotalRevenueColumn |
| Exclusion | $377,759 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14942 | TotalRevenueColumn |
| Exclusion | $14,942 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 16 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16 | TotalRevenueColumn |
| Exclusion | $16 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15167953 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14470128 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 697825 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 697825 | TotalRevenueColumn |
| Exclusion | $697,825 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1991858 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,090,542 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 989998 | Total |
| Program Services | 989998 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10070 | Total |
| Program Services | 7049 | ProgramServices |
| Management And General | 3021 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26366 | Total |
| Program Services | 22132 | ProgramServices |
| Management And General | 4234 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2788 | Total |
| Program Services | 2232 | ProgramServices |
| Management And General | 556 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18375 | Total |
| Program Services | 12690 | ProgramServices |
| Management And General | 5685 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99163 | Total |
| Program Services | 99163 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4729 | Total |
| Program Services | 758 | ProgramServices |
| Management And General | 3971 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 480 | Total |
| Program Services | 480 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120 | Total |
| Program Services | 60 | ProgramServices |
| Management And General | 60 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17169 | Total |
| Management And General | 17169 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716 | Total |
| Management And General | 716 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ANNUITY EXPENSE | 224099 | 224099 |
| DONOR RECOGNITION ACTIV | 48916 | 48916 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1442989 | Total |
| Program Services | 1407577 | ProgramServices |
| Management And General | 35412 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2192178 | BOY |
| EOY | 1442853 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5047115 | BOY |
| EOY | 5150032 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11052 | BOY |
| EOY | 9300 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14062842 | BOY |
| EOY | 15706524 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 661228 | BOY |
| EOY | 624793 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751242 | BOY |
| EOY | 797741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22725657 | BOY |
| EOY | 23731243 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20993 | BOY |
| EOY | 22249 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1859724 | BOY |
| EOY | 1785205 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1880717 | BOY |
| EOY | 1807454 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330090 | BOY |
| EOY | 425088 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8765967 | BOY |
| EOY | 9559999 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11748883 | BOY |
| EOY | 11938702 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20844940 | BOY |
| EOY | 21923789 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22725657 | BOY |
| EOY | 23731243 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 548869 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 529980 | 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) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1374639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2171077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1432127 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1411806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 901316 | CurrentTaxYear |
| Total | 7290965 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 16000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16000 | CurrentTaxYear |
| Total | 80000 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1390639 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2187077 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1448127 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1427806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 917316 | CurrentTaxYear |
| Total | 7370965 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 773663 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6597302 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 506326 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 517595 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 567840 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 430002 | CurrentTaxYearMinus1Year |
| Current Tax Year | 392717 | CurrentTaxYear |
| Total | 2414480 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9785445 | TotalSupport |
| Public Support Pertcentage170 | 0.67420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.61100 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 1 | NumberDAFsHeld |
| Donor Advised Contributions | 502529 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 591737 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 212500 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 0 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 0 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12946159 | BeginningOfYearBalance |
| Contributions | 457401 | Contributions |
| Investment Earnings Or Losses | 1179867 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 679365 | GrantsOrScholarships |
| Administrative Expenses | 111067 | AdministrativeExpenses |
| End Of Year Balance | 13792995 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11343294 | BeginningOfYearBalance |
| Contributions | 507759 | Contributions |
| Investment Earnings Or Losses | 1669653 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 506335 | GrantsOrScholarships |
| Administrative Expenses | 68212 | AdministrativeExpenses |
| End Of Year Balance | 12946159 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14231274 | BeginningOfYearBalance |
| Contributions | 183360 | Contributions |
| Investment Earnings Or Losses | -2439623 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 418917 | GrantsOrScholarships |
| Administrative Expenses | 212800 | AdministrativeExpenses |
| End Of Year Balance | 11343294 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITIES PAYABLE | Description |
| Amount | $1,785,205 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1785205 | TotalOfAmounts |
| Total Revenue | 1991858 | TotalRevenue |
| Total Expenses | 1442989 | TotalExpenses |
| Excess Or Deficit For Year | 548869 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 529980 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 529980 | TotalAdjustments |
| Excess Or Deficit Per FS | 1078849 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2438676 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 529981 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 529981 | RevenueNotRptdF990 |
| Revenue Subtotal | 1908695 | RevenueSubtotal |
| Investment Expenses Not Included | 83163 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 83163 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1991858 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1359827 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1359827 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 83162 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 83162 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1442989 | TotalExpensesPerForm990 |
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 | STEPHEN F AUSTIN STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6108 | AddressLine1 |
| City | NACOGDOCHES | City |
| State | TX | State |
| ZIP Code | 75962 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 756002514 | EINOfRecipient |
| IRC Section | SFA STATE UNIV | IRCSection |
| Amount Of Cash Grant | 989798 | AmountOfCashGrant |
| Method Of Valuation | Book | MethodOfValuation |
| Purpose Of Grant | PROVIDE SUPPORT FOR UNIVERSITY ACADEMIC DEPARTMENTS | PurposeOfGrant |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10528 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | QUOTED MARKET VALUES | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | THE EXECUTIVE DIRECTOR AND DEVELOPMENT DIRECTOR REVIEW FORM 990 WITH THE CPA WHO PREPARED THE RETURN. | |
| WAGES ARE VERY SMALL, SO NO COMPARABILITY STUDY IS MADE. | ||
| GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 529,980. | Form 990, Part XI, line 5: |
| REVIEW OF AUDITED FINANCIAL STATEMENTS: | THE FOUNDATION DOES NOT HAVE A SEPARATE COMMITTEE THAT REVIEWS THE AUDITED FINANCIAL STATEMENTS. INSTEAD, THE AUDIT IS PRESENTED TO THE ENTIRE BOARD. | FORM 990, PAGE 11, PART XI, LINE 2C |
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