2025-05-14T06:12:48-07:00 2024-12-31 561688300 Foard and Company PA 1347 Harding Place Charlotte NC 28204 990 2024-01-01 237378001 Winthrop University Foundation WINT 8033232229 2020 Alumni Drive Stewart House Rock Hill SC 29733 Mrs Robin Embry Executive Dir. 2025-05-14 true true Terry W Lancaster P00096087 7043721515 2024 2025-03-06 01:10:19Z 2020 Alumni Drive Stewart House Rock Hill SC 29733 12527442 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. 18 18 6 35 0 3300314 5189722 68316 66132 1855162 2384602 12063 103725 5235855 7744181 4034366 5037327 0 682239 782790 0 448675 495696 566606 5212301 6386723 23554 1357458 82758177 92630830 1361194 2968735 81396983 89662095 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 5333791 5008327 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. 5362791 true true false false false false false false false true true false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false true false false false false true 33 0 true 6 true false false false false false false false 0 false false false false false false false X 18 18 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 180000 257990 114511 Mrs Robin Embry Executive Dir. 40.00 0.00 X 129671 0 42174 Mr Claude Close Director 1.00 0.00 X 0 0 0 Mr Bob Breakfield Director 1.00 0.00 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 Secretary 1.00 0.00 X 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 Director 1.00 0.00 X 0 0 0 Mr Sylvester Owens Vice President 1.00 0.00 X X 0 0 0 Dr Sue Rex Director 1.00 0.00 X 0 0 0 Dr Andy Wilson President 1.00 0.00 X X 0 0 0 Mr Harry Emerson Director 1.00 0.00 X 0 0 0 Mrs Casey Ferri Director 1.00 0.00 X 0 0 0 Mr Scott Melton Director 1.00 0.00 X 0 0 0 309671 257990 156685 2 false true false 0 5189722 19591 5189722 Program Revenue 66132 66132 66132 2377189 2377189 0 0 0 4790674 4783261 7413 7413 7413 0 0 0 Other 103725 103725 103725 7744181 177270 2377189 5037327 5037327 0 0 0 210174 81290 103107 25777 0 572616 189651 150289 232676 0 0 0 0 0 0 0 0 164651 164651 39131 22653 16478 0 133164 45826 87338 0 0 36015 21609 13323 1083 37823 7003 2769 28051 0 0 0 0 0 5754 5754 Software 62603 28855 33748 Stewardship & Recognition 23802 278 23524 Director's Expenses 21533 21533 Donated Goods 19591 19591 22539 6320 16219 6386723 5362791 575257 448675 1982800 1936255 0 1274275 1270202 0 0 0 0 2000 7000 11244 43184 128279 110479 17800 77528652 85968515 0 0 1335355 1959206 2052519 82758177 92630830 301249 343372 1059945 2625363 1361194 2968735 X 3174747 5219961 78222236 84442134 81396983 89662095 82758177 92630830 X 1357458 6944463 -36809 X false true X true false X 3440734 3290359 2678365 3311334 5189722 17910514 0 0 3440734 3290359 2678365 3311334 5189722 17910514 387013 17523501 2584018 3969971 1572585 1855050 2377189 12358813 0 264448 8758 2030 1043 103725 380004 30649331 0.57170 0.56010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78220755 1665636 7952911 4582321 1132277 82124704 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 false false false 128279 110479 17800 17800 ACTUARIAL LIAB OF ANNUITIES PAYABLE 1079392 GUARANTEE RENT LIABILITY 191000 OPERATING LEASE LIABILITY 1336167 PAYROLL LIABILITIES 18804 2625363 14487184 6944463 -36809 6907654 7579530 164651 164651 7744181 6222072 6222072 164651 164651 6386723 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 4914549 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. 180000 257990 17110 97401 197110 355391 Mrs Robin Embry Executive Dir. 129671 42174 171845 Part I, Line 1a: Relevant information in regards to selections on 1a. 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 = -$227 Form 990, Part XI, Line 9 Change in split-interest trusts = -$43131 Form 990, Part XI, Line 9 Provision for doubtful accounts = $3976 Form 990, Part XI, Line 9 Provision for pledge discounts = $2573 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