2024-05-14T13:02:51-07:00 2023-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2023-01-01 237378001 Winthrop University Foundation WINT 8033232229 2020 Alumni Drive Stewart House Rock Hill SC 29733 Mrs Robin Embry Executive Dir. 2024-05-14 true Mrs Robin Embry 999009999 true Terry W Lancaster P00096087 7043721515 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2020 Alumni Drive Stewart House Rock Hill SC 29733 10059624 false X https://www.winthrop.edu/foundation X 1973 SC TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES. 21 21 6 35 0 2678612 3300314 77772 68316 3496161 1855162 1783 12063 6254328 5235855 3502253 4034366 0 589828 682239 72110 0 386053 482247 495696 4646438 5212301 1607890 23554 73833927 82758177 1342392 1361194 72491535 81396983 TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES. false false 4396888 4005366 SUPPORT FOR WINTHROP UNIVERSITY, A SOUTH CAROLINA PUBLIC HIGHER EDUCATION INSTITUTION LOCATED IN ROCK HILL, SC, WHOSE LEGISLATIVE CHARTER INCLUDES A MANDATE TO BE A "FIRST-CLASS INSTITUTION OF HIGHER EDUCATION" OFFERING AN EDUCATIONAL EXPERIENCE "AS THE PROGRESS OF THE TIMES MAY REQUIRE". SUPPORT IS MADE THROUGH SCHOLARSHIPS, GRANTS, SALARY SUPPLEMENTS, AND OTHER DISCRETIONARY SUPPORT THAT PROMOTES THE GROWTH, DEVELOPMENT AND ADVANCEMENT OF ITS EDUCATIONAL GOALS. 29000 29000 GRANT TO WINTHROP UNIVERSITY ALUMNI ASSOCIATION, ANOTHER 501(C)3 ORGANIZATION, FOR OPERATIONAL SUPPORT TO BUILD ENGAGEMENT, LOYALTY, CONNECTIONS, RESOURCES AND GOODWILL AMONG UNIVERSITY STUDENTS, GRADUATES AND NON-GRADUATE ALUMNI AND FRIENDS. 4425888 true true false false false false false false false true true false false false true false false true false false false false false false true false false true false true false false false false false false false false true true false false true false false false false true 34 0 true 6 true false false false false false false false 0 false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true true false SC X X X Robin Embry 8033232229 2020 Alumni Dr Stewart House Rock Hill SC 29733 Dr Edward Serna University Pres. 10.00 40.00 175001 249874 109286 Mrs Robin Embry Executive Dir. 40.00 0.00 X 127019 0 36847 Mr Peter Moroni President 1.00 0.00 X X 0 0 0 Mr Claude Close Director 1.00 0.00 X 0 0 0 Mrs Catherine Faircloth Director 1.00 0.00 X 0 0 0 Mr Bob Breakfield Past President 1.00 0.00 X X 0 0 0 Ms Chelsea Brown Director 1.00 0.00 X 0 0 0 Mrs Linda Warner Treasurer 1.00 0.00 X X 0 0 0 Mr Eric Kleman Director 1.00 0.00 X 0 0 0 Mr Andy Popenfoose Director 1.00 0.00 X 0 0 0 Mr Matt Dosch Director 1.00 0.00 X 0 0 0 Mrs Terry Grayson-Caprio Director 1.00 0.00 X 0 0 0 Mr Creighton Hayes Director 1.00 0.00 X 0 0 0 Mr Chris Tidwell Director 1.00 0.00 X 0 0 0 Mrs Suzanne Harnois Ex-Officio 1.00 0.00 X 0 0 0 Mrs Jan Ivey Director 1.00 0.00 X 0 0 0 Mr Sylvester Owens Director 1.00 0.00 X 0 0 0 Mrs Dawn Johnson Director 1.00 0.00 X 0 0 0 Dr Sue Rex Secretary 1.00 0.00 X X 0 0 0 Dr Andy Wilson Director 1.00 0.00 X 0 0 0 Mr Harry Emerson Director 1.00 0.00 X 0 0 0 Mrs Casey Ferri Ex-Officio 1.00 0.00 X 0 0 0 Mr Scott Melton Ex-Officio 1.00 0.00 X 0 0 0 302020 249874 146133 2 false true false 0 10847 3289467 65000 3300314 Program Revenue 68316 68316 68316 1855050 1855050 0 0 0 4815191 4815079 112 112 112 19710 10847 8690 11020 11020 0 0 Other 1043 1043 1043 5235855 69471 1866070 4034366 4034366 0 0 0 355579 232679 98320 24580 0 326660 134015 30463 162182 0 0 0 0 0 0 0 0 178306 178306 101274 21249 80025 0 41225 13868 27357 0 0 12940 7764 4787 389 29166 5485 2755 20926 0 0 0 0 0 8882 8882 Software 61900 17913 43987 Stewardship & Recognition 27522 915 26607 Credit card fees 13183 13183 Professional Development 8833 6384 2449 12465 5195 7270 5212301 4425888 400360 386053 3053237 1982800 0 877153 1274275 0 0 0 0 2000 2000 17177 11244 92679 92679 0 68093229 77528652 0 0 0 1791131 1959206 73833927 82758177 197578 301249 1144814 1059945 1342392 1361194 X 2162055 3174747 70329480 78222236 72491535 81396983 73833927 82758177 X 23554 8880699 1195 X false true X true false X 4742664 3440734 3290359 2678365 3311334 17463456 0 0 4742664 3440734 3290359 2678365 3311334 17463456 397740 17065716 2404237 2584018 3969971 1572585 1855050 12385861 0 344113 264448 8758 2030 1043 620392 30469709 0.56010 0.54930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70358136 1048255 10256639 2334435 1107840 78220755 85216933 2299837 -12930635 3179056 1048943 70358136 75542059 3203639 9720085 2274432 44330 930088 85216933 65235849 3376743 9409849 1746844 733539 75542058 52972221 4836930 10762794 2611179 724917 65235849 false false false 92679 92679 ACTUARIAL LIAB OF ANNUITIES PAYABLE 1036261 GUARANTEE RENT LIABILITY 10000 PAYROLL LIABILITIES 13684 1059945 13939443 8880699 1195 8881894 5057549 178306 178306 5235855 5033995 5033995 178306 178306 5212301 Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 CHANGE IN VALUE IN SPLIT INTEREST TRUSTS $67370 CHANGE IN CASH SURRENDER VALUE $6806 PROVISION FOR DOUBTFUL ACCOUNTS $-48924 PROVISION FOR PLEDGE DISCOUNTS $-24057 X X X X true EAB Global Inc 1920 E Parham Road Richmond VA 23228 Mail, internet & email false 284998 62024 222974 284998 62024 222974 SC WU Golf Classic 30557 10847 19710 8690 30557 10847 19710 8690 8690 11020 true ALUMNI ASSOC OF WIN UNIV 304 TILLMAN HALL ROCK HILL SC 29733 576029400 29000 0 OPERATING EXPENSES WINTHROP UNIVERSITY 701 OAKLAND AVE ROCK HILL SC 29733 576001204 3950173 0 SCHOLARSHIPS 0 2 Grantmaker's Description of How Grants are Used PAYMENTS ARE MADE TO WINTHROP UNIVERSITY WHOSE DEVELOPMENT OFFICE REPORTS ON AMOUNTS NEEDED AND HOW USED. ALL RECORDS ARE MAINTAINED BY THE UNIVERSITY. PAYMENTS TO ALUMNI ASSOCIATION ARE AUDITED BY AN INDEPENDENT CPA. X true true X X X X false false false false false false false false false Dr Edward Serna University Pres. 175000 249874 1 16713 92573 191714 342447 Mrs Robin Embry Executive Dir. 127019 36847 163866 Part I, Line 1a: Relevant information in regards to selections on 1a. X 1 60000 FMV X 2 5000 FMV false true true Part I, Line 32, Hire and Use of Third Parties Gifts of real estate will be evaluated on a case-by-case basis and handled through the Winthrop University Foundation Land and Real Estate Subsidiary, LLC (WUFLRES, LLC) in collaboration with the Executive Committee of the Winthrop University Foundation. Real estate can be given outright, through a bargain sale arrangement, or for the purpose of funding a life income charitable giving arrangement. All gifts of real estate will be handled in accordance with (WUFLRES, LLC) policy.Gifts of tangible personal property (gift in-kind) that require receipting by the Foundation will be accepted only with the approval of the Winthrop University Foundation Land and Real Estate Subsidiary, LLC. All gifts in-kind will be handled in accordance with (WUFLRES, LLC) policy. No dollar amount will be included on the receipt. Form 990, Part VI, Section B, Line 11b THE FORM 990 IS COMPLETED FOLLOWING RECEIPT OF THE INDEPENDENT AUDITOR'S REPORT AND AUDITED FINANCIAL STATEMENTS. REVIEWED BY THE AUDIT COMMITTEE WITH THE AUDITOR AND DELIVERED ELECTRONICALLY TO ALL WINTHROP UNIVERSITY FOUNDATION BOARD MEMBERS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Section B, Line 12c THE FOUNDATION'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR AND AS PART OF THE NEW BOARD MEMBER ORIENTATION. EACH BOARD DIRECTOR COMPLETES A QUESTIONNAIRE TO ESTABLISH THEIR INDEPENDENCE AND DETERMINE IF A CONFLICT EXISTS. THIS DOCUMENT IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE FOUNDATION AND KEPT ON FILE. MEMBERS OF THE BOARD OF DIRECTORS ARE MANDATED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST AND RECUSE THEMSELVES FROM ANY ACTION. SUCH ACTION IS DOCUMENTED IN THE OFFICIAL BOARD MINUTES. Form 990, Part VI, Section B, Line 15a STAFF SALARIES AND BENEFITS COMPRISING TOTAL COMPENSATION ARE REVIEWED ANNUALLY AS PART OF THE REGULAR BUDGETING FORECAST BY THE OPERATIONS COMMITTEE AND THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR THE ANNUAL EVALUATION OF STAFF INCLUDING SELF-APPRAISAL AS WELL AS PERFORMANCE REVIEW BY THE IMMEDIATE SUPERVISOR. COMPARABLE POSITION SALARY RANGES FOR ALL POSITIONS FROM SIMILAR SIZED NONPROFIT ORGANIZATIONS ARE REVIEWED ANNUALLY TO ESTABLISH REASONABLENESS. SOURCES FOR COMPARABLE DATA ARE FROM PROFESSIONAL ORGANIZATIONS SERVING HIGHER EDUCATION FOUNDATIONS INCLUDING COUNCIL FOR ADVANCEMENT AND SUPPORT EDUCATION (CASE), ASSOCIATION OF GOVERNING BOARD (AGB) AND GUIDESTAR. Form 990, Part VI, Section B, Line 15b SEE ANSWER TO FORM 990, PART VI, LINE 15A ABOVE Form 990, Part VI, Section C, Line 19 THE WINTHROP UNIVERSITY FOUNDATION'S GOVERNING DOCUMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AT WWW.WINTHROP.EDU/FOUNDATION. ADDITIONALLY, THE IRS FORM 990 IS ALSO AVAILABLE UPON REQUEST AT THE FOUNDATION OFFICE. Form 990, Part XI, Line 9 Change in cash surrender value = $6806 Form 990, Part XI, Line 9 Change in split-interest trusts = $67370 Form 990, Part XI, Line 9 Provision for doubtful accounts = -$48924 Form 990, Part XI, Line 9 Provision for pledge discounts = -$24057 Winthrop University Fdn Land & Real Est 2020 Alumni Dr Stewart House Rock Hill SC 27933 Hold real estate SC Winthrop University Foundation false false false false false false false false false false false false false false false false false false false