TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION INC: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
TEXAS A&M UNIVERSITY-KINGSVILLE FOUNDATION INC (EIN 23-7166534)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-07
IRS object ID
201143119349300124
Schema version
2010v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-11-07T08:40:36-08:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Hahn & Oldham PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1100 E Kleberg Ave Suite 200AddressLine1
CityKingsvilleCity
StateTXState
ZIP Code78363ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237166534EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Texas A&M University - KingsvilleBusinessNameLine1
Business Name Line2Foundation IncBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlTEXANameControl
Phone3615932208Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 2202 Station 1AddressLine1
CityKingsvilleCity
StateTXState
ZIP Code78363ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLeonard A BedellName
TitleTreasurerTitle
Date Signed2011-11-04DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMary Ann OldhamName
Phone3615954211Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts26280238GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501c3XOrganization501c3
Web Sitehttp://www.tamukfoundation.org/WebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1972YearFormation
State Legal DomicileTXStateLegalDomicile
Activity Or Mission DescriptionThe Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students.ActivityOrMissionDescription
Nbr Voting Members Governing Body21NbrVotingMembersGoverningBody
Nbr Independent Voting Members21NbrIndependentVotingMembers
Total Nbr Employees2TotalNbrEmployees
Total Gross UBI12154TotalGrossUBI
Net Unrelated Business Txbl Income112253NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2480784ContributionsGrantsPriorYear
Contributions Grants Current Year1999906ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-942712InvestmentIncomePriorYear
Investment Income Current Year2092806InvestmentIncomeCurrentYear
Other Revenue Prior Year138569OtherRevenuePriorYear
Other Revenue Current Year137735OtherRevenueCurrentYear
Total Revenue Prior Year1676641TotalRevenuePriorYear
Total Revenue Current Year4230447TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1547089GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1509267GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year138897SalariesEtcPriorYear
Salaries Etc Current Year139948SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year23000TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year57606TotalFundrsngExpCurrentYear
Other Expense Prior Year392721OtherExpensePriorYear
Other Expenses Current Year446365OtherExpensesCurrentYear
Total Expenses Prior Year2101707TotalExpensesPriorYear
Total Expenses Current Year2095580TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-425066RevenuesLessExpensesPriorYear
Revenues Less Expenses CY2134867RevenuesLessExpensesCY
Total Assets BOY34434637TotalAssetsBOY
Total Assets EOY41377396TotalAssetsEOY
Total Liabilities BOY147723TotalLiabilitiesBOY
Total Liabilities EOY90165TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY34286914NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY41287231NetAssetsOrFundBalancesEOY
Mission DescriptionThe Foundation is organized exclusively for the purpose of supporting Texas A&M University-Kingsville by assisting in fundraising activities, investing and stewarding gifts received on behalf of the University and distributing funds in accordance with donors' wishes to support the University and its students.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense1745539Expense
Grants1509267Grants
DescriptionThe Foundation was formed to provide support to the University. It fulfills that mission by assisting in the solicitation of donations from businesses, other foundations and individuals that are intended to support students, faculty and programs at the University. The Foundation receives, invests and administers donations and makes funds available to the University for scholarships, research and faculty and department support.Description
Total Program Service Expense1745539TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredfalseScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10967NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Quid Pro Quo DisclosurefalseQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Licensed More Than One StatefalseLicensedMoreThanOneState
Indoor Tanning ServicesfalseIndoorTanningServices
Form720 FiledfalseForm720Filed
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members21NbrVotingGoverningBodyMembers
Number Independent Voting Members21NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OtherfalseCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonOffice StaffNamePerson
Telephone Number3615932208TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1825 W S Gertrudis Seale Hall 203AddressLine1
CityKingsvilleCity
StateTXState
ZIP Code78363ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (23 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeInstitutional TrusteeInstitutionalTrustee
Thomas V Shockley III
Director1.00X000
Mrs Maria Crowley
Director1.00X000
Mrs Joyce Bynum
Secretary2.00X000X
Mrs Jean Claire Turcotte
2nd Vice-Chair2.00X000X
Mr Stevens Herbst
Director1.00X000
Mr Stephen J Kleberg
1st Vice-Chair2.00X000X
Mr Richard P Ritchie
Director1.00X000
Mr Peter L Wyro
Executive Direc50.007750005177X
Mr Oscar Fogle
Director1.00X000
Mr Joe Henkel
Director1.00X000
Mr J Philip McCormick
Chairman5.00X000X
Mr Hugh Morrison
Director1.00X000
Mr Chuck Weil
Director1.00X000
Mr Allen Tarbutton
Director1.00X000
Mr Al Gonzalez
Director1.00X000
Mr A C Jones IV
Director1.00X000
Leonard A Bedell
Treasurer2.00X000X
Dr Susan Wyatt Sedwick
Director1.00X000
Dr Steven H Tallant PhD
Ex Officio Mbr2.00000X
Dr Roger Campos DDS
Director1.00X000
Dr John Talmer Peacock
Director1.00X000
Dr Donald W Patrick
Director1.00X000
Alvaro Hinojosa
Director1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org77500TotalReportableCompFromOrg
Total Other Compensation5177TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KfalseTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1RBC Wealth MgmtBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1510 Marquette Avenue SouthAddressLine1
CityMinneapolisCity
StateMNState
ZIP Code554021106ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesManagementDescriptionOfServices
Compensation136124Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions1999906AllOtherContributions
Noncash Contributions26867NoncashContributions
Total Contributions1999906TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column704935TotalRevenueColumn
Exclusion$704,935ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real21120Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real21120Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column21120TotalRevenueColumn
Exclusion$21,120ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities23100983Securities
Other336679Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities22039750Securities
Other10041Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities1061233Securities
Other326638Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column1387871TotalRevenueColumn
Related Or Exempt Function Income1375717RelatedOrExemptFunctionIncome
Unrelated Business Revenue12154UnrelatedBusinessRevenue

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
USDA-Dept of Agriculture2197$2,197
Royalty Income-O&G107098$107,098
Roadway Lease5333$5,333

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column1987TotalRevenueColumn
Exclusion$1,987ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue116615TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4230447TotalRevenueColumn
Related Or Exempt Function Income1375717RelatedOrExemptFunctionIncome
Unrelated Business Revenue12154UnrelatedBusinessRevenue
Exclusion$842,670ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1505767Total
Program Services1505767ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total3500Total
Program Services3500ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total82677Total
Program Services53740ProgramServices
Management And General19843ManagementAndGeneral
Fundraising9094Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total44907Total
Program Services29190ProgramServices
Management And General10777ManagementAndGeneral
Fundraising4940Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total3000Total
Program Services1950ProgramServices
Management And General720ManagementAndGeneral
Fundraising330Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total0Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total9364Total
Program Services6087ProgramServices
Management And General2247ManagementAndGeneral
Fundraising1030Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total69097Total
Program Services44913ProgramServices
Management And General16583ManagementAndGeneral
Fundraising7601Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total208700Total
Management And General208700ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total105413Total
Program Services74191ProgramServices
Management And General352ManagementAndGeneral
Fundraising30870Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15225Total
Program Services3069ProgramServices
Management And General11637ManagementAndGeneral
Fundraising519Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total5588Total
Program Services783ProgramServices
Management And General4388ManagementAndGeneral
Fundraising417Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total7129Total
Program Services75ProgramServices
Management And General6418ManagementAndGeneral
Fundraising636Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total2853Total
Management And General2853ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total10443Total
Program Services4864ProgramServices
Management And General5579ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
Uncollectible Pledges3752437524
UBTI Tax3027430274
Severance Tax & Exp on Royalty83488348
Printing and Publications1250211563939
Foreign Tax W/H on Dividends1997219972

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total-86703Total
Program Services-90271ProgramServices
Management And General1399ManagementAndGeneral
Fundraising2169Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2095580Total
Program Services1745539ProgramServices
Management And General292435ManagementAndGeneral
Fundraising57606Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY152536BOY
EOY43623EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2970537BOY
EOY9747286EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY770735BOY
EOY139932EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY13446BOY
EOY45989EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7987BOY
EOY972EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis2640504LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec21361LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2620858BOY
EOY2619143EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY27845118BOY
EOY28688418EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY0EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY53420BOY
EOY92033EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY34434637BOY
EOY41377396EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY42500BOY
EOY52108EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY93500BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY11723BOY
EOY38057EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY147723BOY
EOY90165EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY685375BOY
EOY403161EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY802415BOY
EOY7405986EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY32799124BOY
EOY33478084EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY34286914BOY
EOY41287231EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY34434637BOY
EOY41377396EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses2134867ReconcilationRevenueExpenses
Reconcilation Other Changes4865450ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit RequiredfalseFederalGrantAuditRequired
Federal Grant Audit PerformedfalseFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type3 Func IntXSupportingOrg509a3Type3FuncInt
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1Texas A&M University - KingsvilleBusinessNameLine1
FieldValueIRS element (for citing)
EIN746001530EIN
Type Of Organization501 (c)(3)TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$1,505,267Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts1505267SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance27859917BeginningOfYearBalance
Contributions623083Contributions
Investment Earnings Or Losses4340177InvestmentEarningsOrLosses
End Of Year Balance32823177EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance26808587BeginningOfYearBalance
Contributions1059123Contributions
Investment Earnings Or Losses-12793InvestmentEarningsOrLosses
Other Expenditures-5000OtherExpenditures
End Of Year Balance27859917EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance26704197BeginningOfYearBalance
Contributions1909727Contributions
Investment Earnings Or Losses-5337InvestmentEarningsOrLosses
End Of Year Balance28608587EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.04370BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.95630PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis2612849OtherCostOrOtherBasis
Book Value2612849BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis27655OtherCostOrOtherBasis
Depreciation21361Depreciation
Book Value6294BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2619143TotalOfBookValueLandBuildings
Federal Income Tax Liability23829FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
SEP Contribution Payable$33
Payroll taxes payable$7,168
Charitable Gift Annuity Payable$7,027
FieldValueIRS element (for citing)
Total Of Amounts38057TotalOfAmounts
Total Revenue4230447TotalRevenue
Total Expenses2095580TotalExpenses
Excess Or Deficit For Year2134867ExcessOrDeficitForYear
Net Unrealized GL On Investments1965713NetUnrealizedGLOnInvestments
Other$2,899,737OtherAmount
Total Adjustments4865450TotalAdjustments
Excess Or Deficit Per FS7000317ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6105722TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1956713NetUnrealizedGainsInvestments
Other Revenues-10583OtherRevenues
Revenue Not Rptd F9901946130RevenueNotRptdF990
Revenue Subtotal4159592RevenueSubtotal
Other Revenues Not Included70855OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt70855RevenueNotRptdOnFinStmt
Total Revenue Per Form9904230447TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2027496TotExpensesEtcAuditedFinclStmt
Other Expenses Included181OtherExpensesIncluded
Expenses Not Rptd F990181ExpensesNotRptdF990
Expenses Subtotal2027315ExpensesSubtotal
Other Expenses Not Included68265OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt68265ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902095580TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XPart X : FIN48 FootnoteThe Foundation adopted provisions of FASB ASC 740-10-25, Income Taxes - Overall - Recognition, which requires recognition and disclosure of uncertain tax positions in the financial statements and footnotes. Management of the Foundation believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/SAdd Back Foreign Tax on Dividend $19972 Add Back Foreign Tax on Partnership Invs $415 Add Back Royalty Tax Netted Against Inc $8348 Add Back Misc Investment Fee $2006 UPRs Written Off As Uncollectible $37524 $0 Rounding Adjustment $0
Part XIII, Line 2dPart XIII, Line 2d: Other expenses and losses per audited F/SMiscellaneous $181
Part XII, Line 4bPart XII, Line 4b: Other revenue amounts included on 990 but not included in F/SAdd Back Foreign Tax on Dividend $19972 Add Back Foreign Tax on Partnership Invs $415 Add Back Royalty Tax Netted Against Inc $8348 Add Back Misc Investment Fee $2006 UPRs Written Off As Uncollectible $37524 Partnership K-1 Net Gain - Hatteras $2590
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund BalancesMark to Market $2899737

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (9 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistancePurpose Of GrantPurposeOfGrant
Texas A&M University Kingsville
700 University Avenue MSC 218KingsvilleTX78363746001530501(c)(3)500000Cae Kleb Ctr Eq & Maint
Texas A&M University Kingsville
700 University Avenue MSC 218KingsvilleTX78363746001530501(c)(3)211200CKWRI Water Resource Cntr
Texas A&M University Kingsville
700 University Avenue MSC 218KingsvilleTX78363746001530501(c)(3)12073240Caes Kleberg Wildlife Res Inst
Texas A&M University Kingsville
700 University Avenue MSC 188KingsvilleTX78363746001530501(c)(3)490330Engineering Sch & Supp
Texas A&M University Kingsville
700 University Avenue MSC 182KingsvilleTX78363746001530501(c)(3)335100College of Bus Supp & Sch
Texas A&M University Kingsville
700 University Avenue MSC 173KingsvilleTX78363746001530501(c)(3)276210Supp Stu Life & Dev
Texas A&M University Kingsville
700 University Avenue MSC 156KingsvilleTX78363746001530501(c)(3)742690Age & Human Sci Scholarships
Texas A&M University Kingsville
700 University Avenue MSC 134KingsvilleTX78363746001530501(c)(3)301450Hall of Natural History
Texas A&M University Kingsville
700 University Avenue MSC 117KingsvilleTX78363746001530501(c)(3)101510Arts & Sci Support & Sch
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants9TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantFaculty AwardsTypeOfGrant
Number Of Recipients2NumberOfRecipients
Amount Of Cash Grant3500AmountOfCashGrant

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationOnce funds are transferred into the University accounts, the University personnel assume responsibility for oversight of the funds.Explanation

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions2NumberOfContributions
Noncash Contribs Rptd F99017075NoncashContribsRptdF990
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableThe Foundation maintains copies of governing documents including Bylaws, Conflict of Interest policies and audited financials that are made available upon request.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsAt the beginning of each fiscal year, members of the board are required by the chairman or his representative to complete and submit disclosure statements for any perceived or actual conflicts of interest, in accordance with the Foundation Conflict of Interest Policy. The disclosure statements are kept on file.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessThe treasurer and the audit committee reviewed the 2010 Form 990 and Form 990-T. The Form 990 and Form 990-T were presented to the full board at a meeting prior to filing.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1Texas A&M University KingsvilleBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 University AvenueAddressLine1
CityKingsvilleCity
StateTXState
ZIP Code78363ZIPCode
FieldValueIRS element (for citing)
EIN746001530EIN
Primary ActivitiesEducationPrimaryActivities
Legal Domicile StateTXLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity StatusPublicPublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled OrgfalseControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

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