2025-06-06T10:58:26-05:00 2024-08-31 750706311 Freemon Shapard & Story 807 8th Street 2nd Floor Wichita Falls TX 763013381 990 2023-09-01 751101337 Midwestern State University Foundation Inc MIDW 9403224436 807 8th Street 2nd Floor Wichita Falls TX 763013381 Kevin O'Connell Chairman/Trustee 9403224436 2025-06-06 1 0 Mac Cannedy P00123468 9403224436 2023 2025-03-06 01:10:19Z Kevin O'Connell C/O 807 8th Street 2nd Floor Wichita Falls TX 76301 35887114 0 X N/A X 1960 TX To receive contributions by means of donations, gifts, and bequests and to expend such funds for the advancement of the literary, scientific, and other educational endeavors of Midwestern State University, a tax exempt institution of higher learning. 14 14 0 0 0 0 3686058 919314 0 0 2962910 5192943 1718 910 6650686 6113167 2389369 2825207 0 0 0 0 0 0 0 588485 768326 2977854 3593533 3672832 2519634 71288656 79935439 0 0 71288656 79935439 To receive contributions by means of donations, gifts, and bequests and to expend such funds for the advancement of the literary, scientific, and other educational endeavors of Midwestern State University, a tax exempt institution of higher learning. 0 0 915032 915032 Awarding scholarships to qualified students on the basis of need and merit. 1910175 1910175 Funding of various special projects of the University. 2825207 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X Freemon Shapard & Story 9403224436 807 8th Street 2nd Floor Wichita Falls TX 76301 X Kevin O'Connell Chairman 2.00 X X 0 0 0 Anthony Inman Vice Chairman 1.00 X X 0 0 0 David Welch Treasurer 1.00 X X 0 0 0 Teresa Caves Secretary 1.00 X X 0 0 0 Darrell Coleman Trustee 1.00 X 0 0 0 Reno Gustafson Trustee 1.00 X 0 0 0 Mac Cannedy Jr Trustee 1.00 X 0 0 0 Erwin Davenport Trustee 1.00 X 0 0 0 Kay Yeager Trustee 1.00 X 0 0 0 Martha Fain Trustee 1.00 X 0 0 0 Butch Ford Trustee 1.00 X 0 0 0 Brian Hooker Trustee 1.00 X 0 0 0 Tyrone Moore Trustee 1.00 X 0 0 0 Tyler Sales Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 American National Bank (CYE 123123) 2732 Midwestern Parkway Wichita Falls TX 76308 Investment Services 163710 Stifel (CYE 123123) 2525 Kell Blvd Wichita Falls TX 76308 Investment Services 122809 2 919314 25530 919314 1794166 1794166 910 910 33172724 29773947 3398777 3398777 3398777 6113167 3398777 0 1795076 2825207 2825207 114000 114000 315506 315506 -1 -1 MSU Admin Fees 308691 308691 Taxes Foreign 19618 19618 Adr Fees 6226 6226 Taxes Ad Valorem 3936 3936 350 350 3593533 2825207 768326 0 30346 2286 3334544 1890995 838016 34725 80408 137833 10431 12885 66821027 77783023 168293 69749 5591 3943 71288656 79935439 0 0 X 1263783 1765344 70024873 78170095 71288656 79935439 71288656 79935439 2519634 6127149 0 X X 0 1 X 1 0 X 239980 299283 982076 3686058 919314 6126711 239980 299283 982076 3686058 919314 6126711 2002989 4123722 721070 426179 1001898 1404155 1795076 5348378 11475089 0.35940 0.37660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70024872 919314 9959350 2733441 78170095 63344932 3686058 5291880 2297998 70024872 71518250 982076 -7902400 1252994 63344932 29807195 299283 3585860 1242505 32449833 31262206 239980 -578882 1116109 29807195 0.04347 0.83660 0.11994 0 0 0 11898967 6127149 -341349 5785800 6113167 0 6113167 3252183 -341350 -341350 3593533 0 3593533 Part V, Line 4: Endowment funds will be held/used in accordance with individual fund donor agreements. Part XI, Line 2d - Other Adjustments: Investment Fees and Foreign taxes deducted from related dividends -341,350. Rounding 1. Part XII, Line 2d - Other Adjustments: Investment fees and Foreign taxes deducted from related dividends -341,350. 1 Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 756001738 170(b)(1)(A)(vi) 915032 0 cash Funds to be expended on scholarships as designated in scholarship agreements. Midwestern State University 3410 Taft Blvd Wichita Falls TX 76308 756001738 170(b)(1)(A)(vi) 1910175 0 cash Funds to be expended on special projects of the University as designated in the fund agreements. 1 Part I, Line 2: The Foundation Board monitors the use of grant funds by corresponding with appropriate coordinating personnel at Midwestern State University to ensure that all scholarships are being disbursed according to agreement guidelines. The Foundation receives an annual audit which also checks procedures and disbursements. X 2 25530 Fair Market Value 0 1 1 Part I, Line 32b: The Foundation uses Stifel, its brokerage firm, to process and sell non-cash contributions as needed to stay aligned with the current investment policy of the Foundation. Form 990, Part VI, Section B, line 11b A copy of the 990 is received and reviewed for accuracy and completeness by the Chairman and Board before filing. Form 990, Part VI, Section B, line 12c Interested persons annually review and sign the conflict of interest policy and statement. Form 990, Part VI, Section C, line 19 The organization makes information available to the public upon request. Form 990, Part XII, Line 2c: No change from prior year. SCHEDULE D PART V LINE 1A PRIOR YEAR Upon approval from both entities, the MSU Charitable Trust merged into the original MSU Foundation September 1, 2021. The beginning of the year balance reflects the resulting assets of the Foundation after the merger. MSUFI Holdings LLC 3410 Taft Blvd Wichita Falls TX 76308 994807521 Transact business for which LLCs may be organized in Texas TX 0 69749 Filing organization