2024-06-17T01:23:25-05:00 2023-08-31 742920819 ATCHLEY & ASSOCIATES LLP 1005 LA POSADA DRIVE AUSTIN TX 78752 990 2022-09-01 721579293 EMMETT & MIRIAM MCCOY COLLEGE OF BUSINESS ADMIN DEVELOPMENT FOUNDATION EMME 5122454358 601 UNIVERSITY DR MCCOY HALL 322 SAN MARCOS TX 78666 CYNTHIA FORNASH INTERIM EXECUTIVE DIRECTOR 5122454358 2024-06-14 1 CYNTHIA FORNASH 999009999 1 RENAE DUNCAN P01257722 5123462086 2024-06-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CYNTHIA FORNASH 601 UNIVERSITY DR MCCOY HALL 322 SAN MARCOS TX 78666 5584379 0 X N/A X 2004 TX SUPPORT MCCOY COLLEGE OF BUSINESS ADMINISTRATION AT TEXAS STATE UNIVERSITY. 10 10 0 10 0 0 9130909 1717328 0 0 2217825 2746517 0 0 11348734 4463845 1144796 1511014 0 0 176292 186669 0 0 0 134511 102959 1455599 1800642 9893135 2663203 61752742 66772083 44248 45887 61708494 66726196 THE MISSION OF THE MCCOY COLLEGE OF BUSINESS FOUNDATION IS TO MANAGE ENDOWMENT GIFTS AND SUPPORT FUNDRAISING TO PROVIDE RESOURCES ENHANCING THE VISION, MISSION, AND ACADEMIC EXCELLENCE OF THE MCCOY COLLEGE OF BUSINESS AT TEXAS STATE UNIVERSITY. 0 0 1511014 1511014 CREATE ENDOWMENTS BENEFITTING THE MCCOY COLLEGE OF BUSINESS AT TEXAS STATE UNIVERSITY AS WELL AS THE OVERSIGHT AND MANAGEMENT OF ALL ENDOWMENTS WITH ANNUAL DISTRIBUTIONS TO SUPPORT SCHOLARSHIPS, FACULTY ENDOWMENTS, AND PROGRAM ENDOWMENTS. 1511014 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X THE ORGANIZATION 5122454358 601 UNIVERSITY DR MCCOY HALL 322 SAN MARCOS TX 78666 BRIAN MCCOY PRESIDENT 3.00 X X 0 0 0 DR TODD JEWELL SECRETARY 1.00 X X 0 0 0 KAREN CARROLL TREASURER 1.00 X X 0 0 0 ANDY MCCOY DIRECTOR 1.00 X 0 0 0 MATT EDGAR VICE PRESIDENT 3.00 X X 0 0 0 MARK MADRID DIRECTOR 1.00 X 0 0 0 SANJAY RAMCHANDER DIRECTOR 1.00 X 0 0 0 KELLY DAMPHOUSSE DIRECTOR 1.00 X 0 0 0 ALEX MCLEOD DIRECTOR 1.00 X 0 0 0 SCOTT EMERSON DIRECTOR 1.00 X 0 0 0 W KENT HAMILTON EXECUTIVE DIRECTOR 30.00 X 160975 0 16233 160975 0 16233 1 0 1 0 0 1717328 1717328 2661791 2661791 1205260 1120534 84726 84726 84726 4463845 0 0 2746517 1511014 1511014 186669 186669 42431 42431 15500 15500 3441 3441 14124 14124 2606 2606 MISCELLANEOUS 12016 12016 DUES & SUBSCRIPTIONS 10480 10480 SUPPLIES 2301 2301 BANK SERVICE CHARGES 60 60 1800642 1511014 289628 0 17089 929939 488269 507492 1037127 10430156 8465785 49885155 56763813 61752742 66772083 44248 45887 44248 45887 X 61708494 66726196 61708494 66726196 61752742 66772083 2663203 2444221 -89722 0 X 1 X 1 X 1 0 X X 1 TEXAS STATE UNIVERSITY MCCOY COLLEGE OF BUSINESS 746002248 2 1 1511014 0 1 1511014 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61708494 1717328 5101016 1800642 66726196 63785609 9130909 -9752425 1455599 61708494 50954151 509871 13118055 796468 63785609 45789995 1976864 4438154 1250862 50954151 46303927 1735682 -1064976 1184638 45789995 0.04580 0.74790 0.20630 0 0 0 BLACKROCK STRATEGIC INCOME 6807916 F DOUBLELINE CORE FIXED INCOME FUND 8231169 F WCM FOCUSED GLOBAL GROWTH FUND 11055498 F DFA US SMALL CAP PORTFOLIO 6262989 F VANGUARD INSTITUTIONAL INDEX FUND 9939595 F DODGE & COX GLOBAL STOCK FUND 11080602 F RBC EMERGING MARKETS EQUITY FUND/USA 3386044 F 56763813 6818344 2444221 2444221 4374123 89722 89722 4463845 1800642 0 1800642 0 1800642 SCHEDULE D, PART V AFTER FUTHER EVALUATION, THE ORGANIZATION CORRECTED THE BEGINNING ENDOWMENT BALANCE FOR FISCAL YEAR ENDING 8/31/2019 TO INCLUDE THE DONOR RESTRICTED ASSETS THAT ARE RESTRICTED WITH A TIME AND PURPOSE. IN THE PRIOR REPORTING YEARS, ONLY THE DONOR RESTRICTED ASSETS IN PERPETUTIY WERE REPORTED. THE ORGANIZATION BELIEVES THIS IS A MORE ACCURATE REFLECTION OF THE AMOUNT OF ENDOWMENT ASSETS HELD IN THE ORGANIZATION. 1 TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 501(C)(3) 1511014 0 TO SUPPORT THE MCCOY COLLEGE OF BUSINESS 1 PART I, LINE 2: THERE IS AN ANNUAL AUDIT OF THE UNIVERSITY RECORDS TO ENSURE COMPLIANCE BETWEEN THE UNIVERSITY AND DONOR INTENT. 0 0 0 0 0 0 0 0 0 W KENT HAMILTON EXECUTIVE DIRECTOR 160975 0 0 0 0 0 14664 0 1569 0 177208 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BRIAN MCCOY AND ANDY MCCOY ARE RELATED, UNCLE AND NEPHEW. ACCORDING TO THE FOUNDATION BYLAWS, THERE WILL BE TWO MEMBERS OF THE MCCOY FAMILY ON THE BOARD THAT ARE DIRECT DESCENDANTS OF EMMETT AND MIRIAM MCCOY FOR A PERIOD OF TIME UP TO 50 YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE POLICY/FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS AND STAFF ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST BY SIGNING A WRITTEN CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 INITIALLY, ALL NEW MEMBERS OF THE BOARD ARE PROVIDED WITH COPIES OF ALL GOVERNING DOCUMENTS AND POLICIES. AS POLICIES ARE UP FOR RENEWAL, THEY ARE REVIEWED BY THE POLICY/FINANCE COMMITTEE AND VOTED ON BY THE BOARD. UP-TO-DATE POLICIES AND QUARTERLY FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE FOUNDATION WEBSITE FOR BOARD MEMBERS. DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART VII, SECTION A: SOME MEMBERS OF THE BOARD ARE EMPLOYEES OF THE SUPPORTED ORGANIZATION - TEXAS STATE UNIVERSITY - AND SERVE IN A VOLUNTEER CAPACITY AS OFFICERS AND DIRECTORS OF THE REPORTING ORGANIZATION. THEIR JOB DESCRIPTION FROM THEIR EMPLOYMENT THROUGH THE UNIVERSITY DOES NOT INCLUDE VOLUNTEER WORK PERFORMED AT THE FOUNDATION. THEREFORE, COMPENSATION FROM THE UNIVERSITY IS NOT INCLUDED IN PART VII FOR THOSE WHO SERVE ON THE BOARD FOR THE FOUNDATION. FORM 990, PART IX THE REPORTING ORGANIZATION IS STAFFED BY TWO INDIVIDUALS WHO ARE EMPLOYEES OF THE UNIVERSITY AND THE FOUNDATION, WITH EACH SHARING A PORTION OF THE INDIVIDUALS' SALARIES AND BENEFITS. EACH INDIVIDUAL DEDICATES AT LEAST 50% OF THEIR TIME TO FOUNDATION ACTIVITIES AND MATTERS. TEXAS STATE UNIVERSITY 601 UNIVERSITY DRIVE SAN MARCOS TX 78666 746002248 EDUCATION TX 501(C)(3) 170(B)(1)(A)(II) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 TEXAS STATE UNIVERSITY B 1511014 CASH TEXAS STATE UNIVERSITY P 186669 CASH