Nonprofit · EIN 57-0555699
UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION
Tax-exempt · SPARTANBURG, SC 29303
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,262,784 | $3,194,538 | $2,068,246 | $23,512,973 | $1,895,289 | $21,617,684 |
| June 30, 2024 | 990 | $2,111,002 | $2,657,394 | -$546,392 | $19,186,364 | $1,006,716 | $18,179,648 |
| June 30, 2023 | 990 | $1,158,455 | $1,886,937 | -$728,482 | $17,481,798 | $383,021 | $17,098,777 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,257,812
- Program service revenue
- $0
- Investment income
- $758,701
- Net gain from sales of assets
- $271,313
- Net income from fundraising events
- $30,786
- Other revenue
- $246,271
Expenses
- Grants and similar amounts paid
- $2,649,494
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $24,620
- Occupancy
- $1,857
- Travel
- $10,079
- Depreciation
- $7,302
- Program services (functional)
- $2,709,911
- Management and general (functional)
- $484,627
Balance sheet and other
- Total assets, start of year
- $19,186,364
- Total assets, end of year
- $23,512,973
- Total liabilities, end of year
- $1,895,289
- Net assets, end of year
- $21,617,684
- Land, buildings and equipment
- $211,698
- Publicly traded securities
- $21,280,146
- Net assets without donor restrictions
- $2,408,605
- Net assets with donor restrictions
- $19,209,079
- Gross receipts
- $6,014,088
- Employees
- 0
- Volunteers
- 17
- Year formed
- 1973
- State of legal domicile
- SC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RJ Gimbl | Executive Director Officer | 1 | $0 | $180,454 | $51,184 |
| Bynum Judy | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Cole Suzy | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kelly Cindy | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Leopard Ken | Cive Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Aldrich Steve | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Brown Jeff | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Hannon Linda | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Hodge Jakie | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jane Jennings Mary | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Johnston Scott | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| McGee Terence | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Merhib Vanessa | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Randall Gary Dr | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Ruffin Claudia | Board Member Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tam Kelly | Board Member Trustee or director | 1 | $0 |
| Thompson Beth | Board Member Trustee or director | 1 | $0 |
| Young IV Thomas | Board Member Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RJ Gimbl | Executive Director Officer | 1 | $0 | $169,087 | $59,414 |
| Avi Lawrence | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Cindy Kelly | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Suzy Cole | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Todd Horne | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Claudia Ruffin | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Craig Haydamack | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Irv Wellig | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jakie Hodge | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Jeff Brown | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Judy Bynum | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Kelly Tam | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Ken Leopard | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Linda Hannon | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Phil Feisal | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Randall Gary | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Steve Aldrich | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Thomas Young IV | Board Member Trustee or director | 1 | $0 | $0 | $0 |
| Vanessa Merhib | Board Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RJ GIMBL | EXECUTIVE DIRECTOR Officer | 8 | $0 | $101,662 | $32,027 |
| ANN ANGERMEIER | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| AVI LAWRENCE | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY BYNUM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KAREN CALHOUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG HAYDAMACK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAVID MILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFFREY BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUZY COLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES HODGE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CLAUDIA RUFFN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PHIL FEISAL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| C TODD HORNE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VANESSA MERHIB | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| IRV WELLING | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM YOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 800 UNIVERSITY WAY, SPARTANBURG, SC 29303-4932
- In care of
- % ROGER SULLIVAN EXECUTIVE DIRECTOR
- Principal officer (990 for 2024)
- RJ Gimbl, 800 University Way, Spartanburg, SC 29303
- Signed the 990
- RJ GIMBL, EXECUTIVE DIRECTOR
- Phone
- (864) 503-7417
- Return prepared by
- Forvis Mazars LLP
Mission
ORGANIZATION ESTABLISHED TO OPERATE AS A PERMANENT FOUNDATION TO ACCEPT GIFTS FOR CHARITABLE, BENEVOLENT, CULTURAL, AND EDUCATIONAL PURPOSED FOR THE EXCLUSIVE USE AND BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA UPSTATE.
Program accomplishments
- THE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF SOUTH CAROLINA UPSTATE. THE SUPPORT PROVIDED TO THE UNIVERSITY PURCHASES ART, EQUIPMENT, AND SUPPLIES, FUNDS A VARIETY OF STUDENT SCHOLARSHIPS, IT HELPS SEND STUDENTS ABROAD FOR INTERNATIONAL EXPERIENCES AND PAYS FOR PERFORMANCES, EVENTS, AND STUDENT ACTIVITIES. THE FOUNDATION ENABLES USC UPSTATE TO SUPPORT THEIR METROPOLITAN MISSION.Expenses $2,709,911 · grants $2,649,494
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 57-0555699
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,512,973
- Income (IRS master file)
- $6,014,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,262,784 | $3,194,538 | $23,512,973 | IRS |
| 990 | June 2024 | $2,111,002 | $2,657,394 | $19,186,364 | IRS |
| 990 | June 2023 | $1,158,455 | $1,886,937 | $17,481,798 | XML |
| 990 | June 2022 | $2,901,913 | $1,623,628 | $16,823,621 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 57-0555699).
Questions about UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION
- What is the EIN of UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION is 57-0555699.
- Is UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION?
- The 990 for the year ended June 30, 2025 names RJ Gimbl.
- Who are the officers and directors of UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF SOUTH CAROLINA UPSTATE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,262,784, expenses of $3,194,538 and total assets of $23,512,973 at year end.
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