2025-05-02T14:44:56+00:00 2024-06-30 135565207 KPMG LLP 1000 N Walnut St Ste 1100 Kansas City MO 64106 990 2023-07-01 736097060 Oklahoma State University Foundation OKLA 4053855100 PO BOX 1749 STILLWATER OK 74076 DAWN BARNARD VP & TREASURER 4053855100 2025-05-02 true Shawn Hutchinson P01048557 8168025200 2025-05-02 2023 2025-03-06 01:10:19Z DAWN BARNARD PO BOX 1749 STILLWATER OK 74076 579929004 false X www.osugiving.com X 1961 OK UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY. 18 17 219 100 1295617 243719 230714317 140466149 5340230 5512388 41520292 92885725 3898196 3802151 281473035 242666413 26439586 27710034 0 18421586 20450631 850420 790004 19467303 92948233 146102660 138659825 195053329 142813210 47613084 1510088236 1571696915 66931541 60226104 1443156695 1511470811 X UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY. false false 87225274 44377 INTERCOLLEGIATE ATHLETICS INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR THE BENEFIT OF MEN'S AND WOMEN'S ATHLETIC PROGRAMS AT OKLAHOMA STATE UNIVERSITY, INCLUDING ACADEMIC ENRICHMENT FOR STUDENT ATHLETES, BUDGET SUPPORT FOR SPECIFIC TEAM SPORTS AND GENERAL BUDGET SUPPORT FOR THE INTERCOLLEGIATE ATHLETIC DEPARTMENT. 45192298 27171360 5512388 GENERAL UNIVERSITY SUPPORT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR STUDENT SCHOLARSHIPS AND THE TRANSFERS OF MOST GIFTS-IN-KIND DONATED TO THE UNIVERSITY. THESE FUNDS ALSO SUPPORT PROGRAMS THAT SUSTAIN OVERALL UNIVERSITY PURPOSES AND OBJECTIVES AND IMPROVE QUALITY OF STUDENT LIFE SUCH AS ACADEMIC AFFAIRS, PERFORMING ARTS INTERNATIONAL AND DIVERSITY STUDIES, RESIDENTIAL LIFE, STUDENT AFFAIRS, AND OTHER INSTRUCTIVE PROGRAMS. 22237816 52 FACILITIES AND EQUIPMENT INCLUDES THE EXPENDITURE OF FUNDS DONATED FOR CAPITAL IMPROVEMENT OF THE UNIVERSITY CAMPUS, CONSTRUCTION OF NEW FACILITIES, RENOVATION OF EXISTING FACILITIES, FURNISHINGS AND EQUIPMENT. 6689005 494245 OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, ENDOWED FACULTY AND LECTURESHIP PROGRAMS, AND RESEARCH CONDUCTED BY THE UNIVERSITY. 6689005 494245 161344393 true true false false true false false false true true true false false true true false true false false true false false true true false false true false true false false false false false false false false true true false false true true true true false false true 326 0 true 219 true true true false false false true true true true false false false false false false false false false X 18 17 false false false false false true false true true false false true true true true true true true true false CA CO DC FL KY AK MD MA MI MN NV NH NJ NY OH OK OR SC UT AR WA WV X DAWN BARNARD 4053855100 PO BOX 1749 STILLWATER OK 74076 BLAIRE ATKINSON PRESIDENT 50.0 1.0 X X 443494 0 68843 ANN DYER TRUSTEE 1.0 X 0 0 0 BEVERLY WALKER-GRIFFEA TRUSTEE 1.0 X 0 0 0 BILL PATTERSON CHAIR 1.0 1.0 X 0 0 0 BRIAN CALLAHAN TRUSTEE 1.0 X 0 0 0 BRYAN BEGLEY VICE CHAIR 1.0 1.0 X 0 0 0 DARTON ZINK TRUSTEE 1.0 X 0 0 0 DAVID HOUSTON IMMEDIATE PAST CHAIR 1.0 1.0 X 0 0 0 DIANA LAING TRUSTEE 1.0 X 0 0 0 DR BRETT H JAMESON TRUSTEE 1.0 X 0 0 0 GAIL MUNCRIEF TRUSTEE 1.0 X 0 0 0 GREG MASSEY TRUSTEE 1.0 X 0 0 0 GRIFF E JONES TRUSTEE 1.0 X 0 0 0 JAY WIESE TRUSTEE 1.0 X 0 0 0 JENELLE SCHATZ TRUSTEE 1.0 X 0 0 0 JOE EASTIN TRUSTEE 1.0 X 0 0 0 ROBERT KEATING TRUSTEE 1.0 X 0 0 0 SHELLY LAMBERTZ TRUSTEE 1.0 X 0 0 0 TERRY STEWART TRUSTEE 1.0 X 0 0 0 TIFFANY SEWELL-HOWARD TRUSTEE 1.0 X 0 0 0 DAWN BARNARD VP & TREASURER 50.0 1.0 X 0 0 0 ROBYN BAKER VP GENERAL COUNSEL 50.0 1.0 X 287139 0 62538 SCOTT ROBERTS VP OF DEVELOPMENT 50.0 X 318474 0 30320 HEIDI WILLIAMS AVP OF CONSTITUENT DEV 50.0 X 194941 0 41391 JIMMY ALDRIDGE AVP OF INFO STRATEGY 50.0 X 206064 0 32822 LARRY REECE AD OF DEVELOPMENT 50.0 X 185751 0 52889 PAMELA GUTHRIE AVP OF HUMAN RESOURCES 50.0 X 194689 0 51101 TYLER ROPP AVP OF CENTRAL DEV 50.0 X 195873 0 41991 ASHLEY ROCHE COO & GENERAL COUNSEL 60.0 X 0 550699 70235 DEE NILES AVP OF FINANCE 50.0 X 191509 0 33949 DONNA KOEPPE VP ADMIN AND TREASURER 50.0 1.0 X 288672 0 60153 RYAN HARMS CHIEF INVESTMENT OFFICER 60.0 X 0 557668 72747 2506606 1108367 618979 48 true true false EXPRESS SERVICES INC PO BOX 203901 DALLAS TX 753203901 FUNDRAISING 315332 EAB GLOBAL 2445 M STREET NW WASHINGTON DC 20037 CONSULTING/TRAINING 283874 RK AND R DOZER SERVICES LLC 15200 W 6TH AVE ORLANDO FL 73073 CONSTRUCTION SERVICE 141137 TALMADGE POWELL CREATIVE LLC TPC STUDIOS 32 SOUTH LEWIS TULSA OK 74104 EVENT SERVICES 140055 MERRY MAIDS 724 SOUTH WESTERN ROAD STILLWATER OK 74074 CUSTODIAL SERVICES 129004 6 523055 1500712 138442382 12478819 140466149 DEVELOPMENT FEES 561000 4890950 4890950 INVESTMENT MANAGEMENT 561000 621438 621438 0 0 0 0 5512388 23410773 1295617 22115156 2264788 2264788 13325 13325 0 13325 13325 406310126 7064 336834846 7392 69475280 -328 69474952 69474952 98205 523055 394817 -296612 -296612 21736 25536 -3800 -3800 MISCELLANEOUS REVENUE 900099 1824450 1824450 0 0 0 0 1824450 242666413 5512388 1295617 95392259 27710034 27710034 1810290 895575 914715 14322277 4331216 9991061 1309748 435001 874747 1909927 600115 1309812 1098389 346829 751560 58877 35326 23551 393966 393966 790004 790004 4555271 4555271 500169 0 416878 83291 718358 145054 573304 661601 212111 449490 1815367 510256 1305111 972156 319442 652714 1337627 391082 946545 129198 20260 108938 430094 141931 288163 596284 191987 404297 229924 229924 INTERCOLLEGIATE ATHLETICS 87180898 87180898 GENERAL UNIVERSITY SUPPORT 18020939 18020939 FACILITIES AND EQUIPMENT 22237764 22237764 UBI TAXES 69409 69409 6194758 6194758 0 0 195053329 161344393 14241633 19467303 9529561 22791146 176466196 174825371 7989820 6589588 0 0 0 0 26599840 11734870 15293447 14864970 187698689 139034173 1074877622 1175892123 0 38232901 37699544 1510088236 1571696915 12081094 8451238 158907 158906 0 0 35439809 31059789 19251731 20556171 66931541 60226104 X 411144655 410746877 1032012040 1100723934 1443156695 1511470811 1510088236 1571696915 X 47613084 24612257 -3911225 X false true X true false X 103274592 107843388 163554891 230714317 140466149 745853337 0 0 103274592 107843388 163554891 230714317 140466149 745853337 124984045 620869292 19268700 14392322 10531929 19228510 24393269 87814730 29749 430314 243719 703782 717966 610504 400023 1018319 1944391 4691203 839063052 22018009 0.7400 0.7294 X Schedule A, Part II, Line 10 EXPLANATION FOR OTHER INCOME: OTHER INCOME 2019 AMOUNT: $ 717,966. 2020 AMOUNT: $ 610,504. 2021 AMOUNT: $ 400,023. 2022 AMOUNT: $ 1,018,319. 2023 AMOUNT: $ 1,944,391. Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 717966.0, COLUMN B - 610504.0, COLUMN C - 400023.0, COLUMN D - 1018319.0, COLUMN E - 1944391.0, COLUMN F - 4691203.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 600000 164731 1834554 true true 938672848 33549158 80239314 17047720 18290440 12782085 1004341075 822277819 100752776 57591019 14634875 15899760 11414131 938672848 813925105 59452868 -12305875 13466106 13651500 11676673 822277819 648577394 33659860 169898501 12863831 13496053 11850766 813925105 642487918 18964320 46737077 11765938 36803684 11042299 648577394 0.1561 0.8439 false false 2985476 2985476 16389418 5212587 11176831 1436199 1024156 412043 5788747 5498127 290620 14864970 41649 PRIVATE EQUITY 452421248 HEDGED EQUITY FUNDS 473508709 LONG-ONLY EQUITY FUNDS 198506715 REAL ASSETS 41913802 FIXED INCOME 9500000 1175892123 OBLIGATIONS UNDER SPLIT INTEREST AGREEMENT 12423288 FUNDS HELD FOR OSU 8132883 20556171 X Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENTS ARE INVESTED FOR LONG TERM GROWTH AND THEY SUPPORT OKLAHOMA STATE UNIVERSITY BY PROVIDING AN ANNUAL SPENDING ALLOCATION Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ASC PROVIDES GUIDANCE ON THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. Central America and the Caribbean Investments 407025692 Europe (Including Iceland and Greenland) Investments 99731404 0 0 0 0 0 0 506757096 0 506757096 true false true true true false Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEA; EUROPE (INCLUDING ICELAND AND GREENLAND X X X X X X true EXPRESS SERVICES INC PO BOX 203901 DALLAS TX 753203901 FUNDRAISING false 291509 362772 -71263 EAB GLOBAL INC PO BOX 603519 CHARLOTTE NC 282603519 CONSULTING AND TRAINING false 0 283874 -283874 MARTS AND LUNDY 160 CHUBB AVE STE 303 LYNDHURST NJ 07071 CAMPAIGN CONSULTING false 0 105842 -105842 PONDEROSA CONSULTING LLC 7818 CORNERSTONE PKWY DALLAS TX 75225 CAMPAIGN CONSULTING false 0 30573 -30573 TRACY REIBERT 3756 S WHEELING AVE TULSA OK 74105 FUNDRAISING CONSULTING false 0 6944 -6944 291509 790005 -498496 CA CO CT DE DC FL GA AL HI ID IL IN IA KS KY LA ME AK MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA AZ RI SC SD TN TX UT VT VA AR WA WV WI WY WOSU 225336 197786 27550 33754 45396 62285 21287 Cowboys, Canines, & Cocktails 231317 221588 9729 1805 18848 0 51599 1 164607 103681 60926 39425 64742 15000 40676 621260 523055 98205 74984 128986 77285 113562 394817 -296612 Schedule G, Part I LINE 2B(IV) IN THE FISCAL YEAR 2024, OSUF CONTRACTED WITH EAB GLOBAL LLC, MARTS AND LUNDY, PONDEROSA CONSULTING LLC, AND TRACY REIBERT FOR CONSULTING SERVICES RELATED TO THE SOLICITATION OF CONTRIBUTIONS. EACH OF THESE FUNDRAISERS COLLABORATED CLOSELY WITH FOUNDATION STAFF IN ORDER TO ACHIEVE THE FOUNDATION'S FUNDRAISING SUCCESS IN FY 2024. DUE TO THE NATURE OF THE SERVICES PROVIDED, THERE ARE NO GROSS RECEIPTS DIRECTLY ATTRIBUTABLE TO THESE FUNDRAISERS' ACTIVITIES TO BE REPORTED ON PART I, LINE 2B, COLUMN (IV). true OKLAHOMA STATE UNIVERSITY 207A WHITEHURST HALL STILLWATER OK 74078 736017987 GOVT 26148154 SCHOLARSHIPS FOUNDATION FOR THE MCKNIGHT CENTER FOR THE PERFORMING ARTS 705 W UNIVERSITY AVENUE STILLWATER OK 74074 812608656 501(C)(3) 1404880 PROGRAM SUPPORT LAMBDA CHI ALPHA EDUCATIONAL FOUNDATION INC 10 WEST CARMEL DRIVE STE 220 CARMEL IN 46032 136266432 501(C)(3) 100000 PROGRAM SUPPORT GRACE EVANGELICAL LUTHERAN CHURCH 2331 E 5TH PL TULSA OK 74104 736082944 501(C)(3) 50000 PROGRAM SUPPORT 4 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. THE OSU FOUNDATION PROVIDES SCHOLARSHIP REIMBURSEMENTS TO OKLAHOMA STATE UNIVERSITY TO REIMBURSE EXPENSES ACCORDING TO DONOR INTENT. ADEQUATE DOCUMENTATION OF EXPENDITURES IS REQUIRED PRIOR TO DISBURSEMENT OF FUNDS. RECORDS OF THESE TRANSACTIONS ARE MAINTAINED AT THE OSU FOUNDATION. THE OSU FOUNDATION ALSO PROVIDES BUDGET SUPPORT TO OTHER NOT-FOR-PROFITS WITH A 501(C)(3) TAX EXEMPT STATUS. THESE GRANTS ARE WITHIN THE DONOR INTENT FOR USE OF FUNDS AND TRANSFERRED WITH THE KNOWLEDGE OF THE DONORS. X X true true X X X X X false false false false false false false false false BLAIRE ATKINSON PRESIDENT 397312 0 37750 0 8432 0 37950 0 30893 0 512337 0 0 0 RYAN HARMS CHIEF INVESTMENT OFFICER 0 352467 0 203639 0 1562 0 37950 0 34797 0 630415 0 0 ASHLEY ROCHE COO & GENERAL COUNSEL 0 351628 0 197675 0 1396 0 34799 0 35436 0 620934 0 0 DONNA KOEPPE VP ADMIN AND TREASURER 258799 0 24372 0 5501 0 33829 0 26324 0 348825 0 0 0 DEE NILES AVP OF FINANCE 172500 0 15515 0 3494 0 22035 0 11914 0 225458 0 0 0 ROBYN BAKER VP GENERAL COUNSEL 260030 0 24939 0 2170 0 33829 0 28709 0 349677 0 0 0 SCOTT ROBERTS VP OF DEVELOPMENT 296105 0 19800 0 2569 0 20726 0 9594 0 348794 0 0 0 TYLER ROPP AVP OF CENTRAL DEV 185813 0 5751 0 4309 0 22799 0 19192 0 237864 0 0 0 JIMMY ALDRIDGE AVP OF INFO STRATEGY 183022 0 14723 0 8319 0 22942 0 9880 0 238886 0 0 0 HEIDI WILLIAMS AVP OF CONSTITUENT DEV 187431 0 5918 0 1592 0 23188 0 18203 0 236332 0 0 0 PAMELA GUTHRIE AVP OF HUMAN RESOURCES 186192 0 6875 0 1622 0 23258 0 27843 0 245790 0 0 0 LARRY REECE AD OF DEVELOPMENT 173942 0 9221 0 2588 0 22377 0 30512 0 238640 0 0 0 Schedule J, Part I, Line 1a Travel for companions TRAVEL FOR COMPANIONS IS AUTHORIZED FOR OFFICERS AND DEVELOPMENT PERSONNEL FOR FUNDRAISING AND DONOR CULTIVATION PURPOSES. ALL RELATED TRAVEL OF EXPENSES ARE ALLOWED FOR QUALIFIED ENTERTAINMENT FOR DONOR CULTIVATION COMPANIONS IS INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 1a Health or social club dues or initiation fees SOCIAL CLUB DUES AND PURPOSES. ANY PERSONAL USE IS INCLUDED IN TAXABLE COMPENSATION. X 5 363150 Other - APPRAISAL/FMV X 16167 Market value X 137 9982188 Other - HIGH/LOW X 2 196086 Market value X 18 39150 Market value X EQUIPMENT 9 686482 Other - APPRAISAL/FMV X LIVESTOCK 9 551768 Other - APPRAISAL/FMV X MINERAL INTEREST 13 339864 Other - APPRAISAL X MISC/AUCTION ITEMS 259 303964 Market value 30 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions USE OF THIRD PARTIES - OUTSIDE CONSULTANTS AND FUNDRAISERS CAN ACCEPT NON-CASH GIFTS-IN-KIND. Schedule M, Part I Explanations of reporting method for number of contributions Art - Works of art - THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Clothing and household goods - THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Securities - Publicly traded - THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Securities - Partnership, LLC, or trust interests - THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Scientific specimens - THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Other - EQUIPMENT THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Other - LIVESTOCK THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Other - MINERAL INTEREST THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Other - MISC/AUCTION ITEMS THE NUMBER OF CONTRIBUTIONS IS BASED ON THE NUMBER OF INDIVIDUAL CONTRIBUTIONS RECEIVED. Form 990, Part I, Line 1 DESCRIPTION OF ORGANIZATION MISSION: UNITE DONOR PASSIONS WITH UNIVERSITY PRIORITIES TO ELEVATE THE IMPACT OF OKLAHOMA STATE UNIVERSITY. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES: OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, ENDOWED FACULTY AND LECTURESHIP PROGRAMS, AND RESEARCH CONDUCTED BY THE UNIVERSITY. EXPENSES $ 6,689,004. INCLUDING GRANTS OF $ 494,246. REVENUE $ 0. Form 990, Part III, Line 4d Description of other program services (Expenses $ 6,689,005 including grants of $ 494,245) OTHER PROGRAM EXPENSES INCLUDE EXPENDITURES TO SUPPORT OKLAHOMA STATE UNIVERSITY'S LIBRARY AND ITS PROGRAMS, ENDOWED FACULTY AND LECTURESHIP PROGRAMS, AND RESEARCH CONDUCTED BY THE UNIVERSITY. Form 990, Part VI, Line 17 LIST OF STATES RECEIVING COPY OF FORM 990: AK,AR,CA,CO,DC,FL,KY,MA,MD,ME,MI,MN,NH,NJ,NV,NY,OH,OK,OR,SC,UT,WA,WV Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE OSU FOUNDATION HAS MEMBERS THAT ARE REFERRED TO IN THE ORGANIZATION'S BYLAWS AS GOVERNORS. ANY INDIVIDUAL THAT IS A PAST OR CURRENT DONOR TO THE OSU FOUNDATION MAY BE ELECTED AS A GOVERNOR OF THE OSU FOUNDATION. SUGGESTIONS FOR NOMINATIONS OF A GOVERNOR CANDIDATE SHALL BE SUBMITTED BY THE GOVERNANCE COMMITTEE TO THE FULL BOARD OF TRUSTEES; A MAJORITY VOTE OF THE TRUSTEES SHALL BE REQUIRED FOR A NOMINEE TO BE ELECTED AS GOVERNOR. A MEETING OF THE GOVERNORS SHALL BE HELD ANNUALLY ON A DATE TO BE FIXED BY THE BOARD OF TRUSTEES. AT EACH MEETING, TRUSTEES SHALL BE ELECTED BY THE BOARD OR GOVERNORS, REPORTS OF AFFAIRS OF THE CORPORATION SHALL BE CONSIDERED, AND ANY OTHER BUSINESS MAY BE TRANSACTED WHICH IS WITHIN THE POWERS OF THE GOVERNORS TO TRANSACT. Form 990, Part VI, Line 11b Review of form 990 by governing body A DRAFT FORM 990 IS PREPARED BY THE OSU FOUNDATION AND IS REVIEWED BY AN OUTSIDE ACCOUNTING FIRM. THE OSU FOUNDATION PRESENTS THE FORM 990 TO THE AUDIT COMMITTEE. A PRINCIPAL PURPOSE OF THE SPRING AUDIT COMMITTEE MEETING IS A REVIEW AND DISCUSSION OF THE FORM 990. ONCE APPROVAL FROM THE AUDIT COMMITTEE IS GRANTED, THE OSU FOUNDATION PROVIDES AN ELECTRONIC COPY OF THE FORM 990 TO EACH MEMBER OF ITS GOVERNING BODY VIA EMAIL. Form 990, Part VI, Line 12c Conflict of interest policy ANNUALLY, ALL MEMBERS OF THE BOARD OF TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE A QUESTIONNAIRE THAT IS USED TO IDENTIFY RELATIONSHIPS AND CIRCUMSTANCES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR OVERSIGHT OF THE PROCESS SET OUT IN THE CONFLICT OF INTEREST POLICY, INCLUDING (I) ANNUALLY MONITORING RESPONSES TO THE CONFLICT OF INTEREST QUESTIONNAIRE (II) COMMUNICATING POTENTIAL CONFLICTS OF INTEREST TO THE MANAGEMENT OF THE FOUNDATION AS APPROPRIATE AND (III) COMMUNICATING TO THE ORGANIZATION'S GOVERNANCE COMMITTEE ANY SUGGESTED CHANGES TO THE CONFLICT OF INTEREST POLICY. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE (COMMITTEE) IS RESPONSIBLE FOR ENGAGING AN OUTSIDE COMPENSATION AND BENEFITS CONSULTANT TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT, OTHER OFFICERS, AND EMPLOYEES. THE COMMITTEE SHALL ENSURE THE CONSULTANT IS INDEPENDENT AND THERE IS NO CONFLICT OF INTEREST. THE COMMITTEE RECEIVES AND RELIES PRIMARILY ON MARKET DATA PROVIDED BY ITS CONSULTANTS IN ASSESSING COMPENSATION FOR SENIOR OKLAHOMA STATE UNIVERSITY FOUNDATION 73-6097060 OFFICERS. THE COMMITTEE MEETS ANNUALLY TO CONSIDER ALL ELEMENTS OF COMPENSATION, INCLUDING CONTRACTUAL BENEFITS THAT ARE NOT PART OF THE COMPENSATION PROCESS, DEFERRED COMPENSATION PLANS AND OTHER BENEFITS TO ENSURE THAT COMPENSATION IS REASONABLE AND DOES NOT CONSTITUTE "EXCESS BENEFITS." THE COMMITTEE ALSO REVIEWS AND APPROVES OTHER TYPES OF BENEFITS PROVIDED TO SENIOR OFFICERS IN A MANNER THAT QUALIFIES FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES. THE COMMITTEE REVIEWS THE GOALS AND OBJECTIVES THAT MAY BE RELEVANT TO THE COMPENSATION OF THE PRESIDENT. THE COMMITTEE ALSO REVIEWS AND APPROVES THE RECOMMENDATION OF THE PRESIDENT WITH REGARD TO THE COMPENSATION OF THE VICE PRESIDENTS OF THE FOUNDATION. THE ACTIONS OF THE COMMITTEE ARE RECORDED IN WRITTEN MINUTES THAT ARE CIRCULATED TO ALL COMMITTEE MEMBERS. FINAL DECISIONS BY THE COMMITTEE ARE REPORTED TO THE BOARD OF TRUSTEES ANNUALLY. Form 990, Part VI, Line 19 Required documents available to the public ALL GOVERNING DOCUMENTS INCLUDING THE ORGANIZATION'S BY-LAWS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. Form 990, Part XI, Line 9 Other changes in net assets or fund balances WRITE-OFF OF PLEDGES - -3386968; CONTRIBUTION REFUNDS - -524257; RANCHERS DINING LLC H103 SU STILLWATER OK 74078 736097060 DINING SERVICES OK OSU FOUNDATION OSU FOUNDATION REAL ESTATE PO BOX 1749 STILLWATER OK 74076 736097060 PROGRAM SUPPORT OK 183062 13683183 OSU FOUNDATION OSU STUDENT FOUNDATION LLC PO BOX 1749 STILLWATER OK 74076 736097060 PROGRAM SUPPORT OK 26996 OSU FOUNDATION PINEAPPLE PETE LLC 400 S MONROE STILLWATER OK 74074 736097060 DINING SERVICES OK 21736 5270 RANCHERS DINING LLC FOUNDATION FOR ENGINEERING AT OSU PO BOX 1749 STILLWATER OK 74076 261124834 PROGRAM SUPPORT OK 501(c)(3) Type I OSU FOUNDATION true MULTILATERAL ENDOWMENT MANAGEMENT COMPANY 4017 E COVELL SUITE 100 EDMOND OK 73034 842441187 INVESTMENT MANAGEMENT OK 501(c)(3) Type I OSU FOUNDATION true UNIVERSA BLACK SWAN PROTECT 2601 SOUTH BAYSHORE DR SUITE 2030 COCONUT GROVE FL 33133 851060826 INVESTMENTS DE OSU FOUNDATION Excluded -7573335 10769131 false false HCM CO-INVESTMENT I 119 Washington Ave Unit 504 MIAMI BEACH FL 33139 923701354 INVESTMENTS DE OSU FOUNDATION Excluded 431451 5022358 false false false false true false false false false true false false false false true false false false false false false FOUNDATION FOR ENGINEERING AT OSU C 1500712 FMV MULTILATERAL ENDOWMENT MANAGEMENT COMPANY M 2036100 COST UNIVERSA BLACK SWAN PROTECTION PROTOCOL XL VII LP H 10000000 COST