Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 96,416 | 85,948 | 78,745 | 59,558 | 65,523 | 386,190 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 96,416 | 85,948 | 78,745 | 59,558 | 65,523 | 386,190 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 386,190 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 96,416 | 85,948 | 78,745 | 59,558 | 65,523 | 386,190 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 2 | 19 | 3,502 | 6,301 | 9,824 | |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 396,014 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2019 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2019. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: COLLEGE - DEAN'S DISCRETION CASH CONTRIBUTION: 8,713 NAME: DEPT - BBCE CASH CONTRIBUTION: 20,000 NAME: DEPT - CHEME ACADEMY CASH CONTRIBUTION: 11,044 NAME: FACULTY - IMSE BLOSS ENG FACULT CASH CONTRIBUTION: 7,000 NAME: SCHOLAR - MARY T CARLSON ENDOW CASH CONTRIBUTION: 25,000 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES INSURANCE 485 INTERNET WEB SITE HOSTING 193 MAIL DROP SERVICE 600 INTERNET DONOR TRACKING S 474 FINANCIAL TRANSACTION FEE 29 TOTAL 1,781 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAINS 1,844 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 4,620 1,060 TOTAL 4,620 1,060 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,553 0 |
| FORM 990-EZ, PART III | THE UMCOE FOUNDATION PROVIDES GAP-FILLING RESOURCES TO HELP MIZZOU'S COLLEGE OF ENGINEERING CONTINUE ITS QUEST FOR EXCELLENCE IN MEETING CURRENT AND FUTURE CHALLENGES DURING A PERIOD WHEN STATE BUDGETS HAVE BEEN DRASTICALLY RESTRICTED FOR HIGHER EDUCATION. OUR ALUMNI AND FRIENDS OF THE COLLEGE HAVE PROVIDED VALUABLE SUPPORT FOR THESE OBJECTIVES. MIZZOU'S COLLEGE OF ENGINEERING HAS ATTRACTED FACULTY, STAFF AND STUDENTS WHO ARE NATIONALLY AND INTERNATIONALLY RECOGNIZED. FACULTY AND STAFF HAVE ACHIEVED TEACHING EXCELLENCE AWARDS FROM THE UNIVERSITY AND THEY HAVE CONDUCTED STATE AND NATIONALLY FUNDED RESEARCH. UNDERGRADUATE AND GRADUATE STUDENTS ENROLL WITH EXCEPTIONAL CREDENTIALS INVOLVED IN RESEARCH AND STUDENT PROGRAMS YEAR-ROUND. THE FOUNDATION SUPPORTS THESE FAULTY, STAFF, AND STUDENTS BY THE FOLLOWING: - PROVIDING FACILITY AND DEPARTMENTAL SUPPORT. - ESTABLISHING AND FUNDING STUDENT SCHOLARSHIPS. - PROVIDING FUNDS FOR RECOGNITION OF SUPERIOR RESEARCHERS OR TEACHERS (FACULTY, STUDENTS AND STAFF) VIA FINANCIAL AWARDS FROM THE COE. - PROVIDING SUPPLEMENTAL FUNDS TO ASSIST STUDENT ORGANIZATIONS IN REGIONAL AND NATIONAL COMPETITIONS. THE FOUNDATION RECEIVES FOUR TYPES OF DONATIONS: 1. UNRESTRICTED FUNDS - THE FOUNDATION USES THESE FUNDS FOR EXPENSES AND MAKES GRANTS TO THE COLLEGE. 2. RESTRICTED PURPOSE FUNDS TRANSFERRED TO COLLEGE - THE FOUNDATION ACCEPTS AND TRANSFERS THESE RESTRICTED DONATIONS TO THE COLLEGE WHERE THEY ARE USED FOR THEIR DONOR-DESIGNATED PURPOSE SUCH AS DEPARTMENTAL PROJECTS, FACILITY UPGRADES, STUDENT SUPPORT, SCHOLARSHIPS, ETC. AT THIS TIME, THE FOUNDATION IMPOSES NO FEE ON THESE FUND TRANSFERS. 3. RESTRICTED PURPOSE FUNDS HELD & PAID AS NEEDED - THE FOUNDATION ACCEPTS RESTRICTED DONATIONS WHICH ARE MAINTAINED WITHIN THE FOUNDATION FOR A COLLEGE SPECIFIC PURPOSE. DONATIONS FROM INCEPTION TO YEAR-END HAVE BEEN RECEIVED, E.G. CHEM E ACADEMY, CHEM E LAB, COLLEGE STRATEGIC PLAN. 4. ENDOWMENT - IN 2014, THE FOUNDATION BEGAN A DRIVE TO START A LONG-TERM ENDOWMENT FUND TO BECOME SELF-SUSTAINING WITH ANNUAL RETURNS TO BE DONATED TO THE COLLEGE OF ENGINEERING. IN 2015 THE FOUNDATION SIGNED, AN AGENCY AGREEMENT WITH THE UNIVERSITY OF MISSOURI TO INVEST THE FOUNDATION FUNDS IN THE MUCH LARGER UNIVERSITY ENDOWMENT POOL. |
| FORM 990-EZ, PART III, LINE 28 | FACULTY, FACILITIES AND CAPITAL EQUIPMENT: IN 2019, THE FOUNDATION PROVIDED 16,313 TO SUPPORT THE DEAN'S ACTIVITIES AND SEVERAL DONOR-SPECIFIED FACULTY ENDOWMENTS. THIS CONTINUES THE HISTORY OF FOUNDATION GRANTS TO BENEFIT FACULTY AND CAPITAL PROJECTS TOTALING 140,480: A NEW STUDENT ACTIVITY VAN IN 2015 (28,812); COE FACILITIES IMPROVEMENT 50/50 DRIVE IN 2014 (23,302); AND LIBRARY STUDY ROOM IN 2011 (10,000). |
| FORM 990-EZ, PART III, LINE 29 | DEPARTMENTS, SCHOLARSHIPS & STUDENT ACTIVIIES: IN 2019, FOUR DONOR-DESIGNATED STUDENT SCHOLARSHIP CONTRIBUTIONS WERE TRANSFERRED TO THE ENGINEERING SCHOOL RANGING FROM 100 TO 25,000. IN ADDITION, THREE DONATIONS (FROM 100 TO 20,000) FOR DESIGNATED DEPARTMENTAL FUNDING WERE EITHER TRANSFERRED TO THE COE OR PLACED IN A FOUNDATION-RESERVED ACCOUNT FOR THAT DEPARTMENT'S FUTURE USE (THIRD ACCOMPLISHMENT). FROM THE FOUNDATION'S 2010 INCEPTION TO YEAR-END 2019, 207,270 IN RESTRICTED OR DESIGNATED DONATIONS HAVE BEEN RECEIVED AND HAVE BEEN TRANSFERRED TO THE COLLEGE. THE MAJORITY OF THESE DESIGNATED DONATIONS GO TOWARDS SPECIFIC SCHOLARSHIPS, INCLUDING A SCHOLARSHIP FUNDRAISING CAMPAIGN BY THE FOUNDATION IN 2012 WHICH RAISED ALMOST 32,000. OTHERS HAVE GONE TO SPECIFIED COE CAUSES LIKE ENDOWED CHAIRS AND FELLOWSHIPS. RESTRICTED CONTRIBUTIONS ARE ALSO PROVIDED FOR DONOR- SPECIFIED DEPARTMENTAL DISCRETIONARY USE, LIKE FACULTY OR ALUMNI RECOGNITION AWARDS, STUDENT CLUB ACTIVITIES OR DEPARTMENTAL EXPENSES. MATCHING FUNDS RECEIVED FROM DONORS' EMPLOYERS ARE RESTRICTED TO THE SAME DESIGNATION AS THE DONOR SPECIFIED. |
| FORM 990-EZ, PART III, LINE 30 | COE, DEPARTMENTAL RESERVED FUNDS: IN 2019, SINCE ITS INCEPTION, THE FOUNDATION HAS RESERVED A POOL OF FUNDS FOR THE DEAN'S DISCRETION FOR EXPENSES NOT WITHIN THE COE'S RESTRICTED BUDGET (E.G. 2016 STRATEGIC PLAN, 2018 & 2019 EXCELLENCE AWARDS) AND ANOTHER POOL FOR DEPARTMENTS THAT PREFER DIRECT PAYMENTS FOR NON-BUDGET EXPENSES. FOR EXAMPLE, THE FOUNDATION USED RESERVED FUNDS TO PAY TRAVEL EXPENSES FOR THE SPOUSE OF THE COLLEGE OF ENGINEERING COMMENCEMENT SPEAKER IN DECEMBER 2019. TO DATE, INVOICES TOTALING 77,737 HAVE BEEN PAID ON BEHALF OF THE DEAN AND CHEMICAL ENGINEERING DEPARTMENT. AT YEAR-END 2019, THE FOUNDATION MAINTAINED 36,925 ON ITS BALANCE SHEET RESTRICTED FOR THE DIRECTIVES OF THE DEAN AND CHEMICAL ENGINEERING DEPARTMENT. |
| FORM 990-EZ, PART III, LINE 31 | OTHER: AT YEAR-END 2019, THE FOUNDATION HELD 88,154 IN ENDOWED FUNDS AND USES THE MISSOURI ENDOWMENT POOL TO INVEST ITS FUNDS UNDER AN AGENCY AGREEMENT. THE DISTRIBUTIONS FROM THAT ENDOWMENT ACCOUNT ARE COLLECTED AND USED FOR COOPERATIVE PROJECTS WITH THE COE. IN 2019, THE VALUE OF THE ENDOWMENT INCREASED 9,192 OR 11.6% IN ADDITION TO MAKING 6.25% DISTRIBUTIONS. |
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